Walter Haig's Business Financial Checkup – Webcast

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Cancelled - Dec 14, 2021

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. This course also provides practical guidance for the effective use of benchmarking and analytical procedures. 

Note: Title change effective October 2021. Changed from: "Business Financial Health Checkup: A Process to Increase the Health & Profitability of a Business Using Analytical Procedures as Primary Tool"

Designed For

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

Objectives

This course provides practical guidance for the effective use of benchmarking and analytical procedures.

Major Subjects

  • The importance of managing the “control environment” of an entity to be successful and determining the state of the “control environment” of an entity
  • How to create "goal" statements that achieve results
  • How to use analytical procedures to identify misstatements in financial information
  • How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
  • Techniques for developing a “workable” business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity plus common weaknesses in internal controls using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Walter Haig

Walter

Walter J. Haig II, CPA-WA, is one of the highest rated auditing and accounting instructors, if not the highest rated, for classroom seminars and webinars in every state he has taught. Over the years he has taught in more than 30 states. 

Haig’s experience is extensive in auditing, accounting, and financial advisory services to family-owned businesses. He is also a highly regarded consultant in cases involving accountant’s malpractice.
His skills as an instructor have won him the AICPA’s Outstanding Discussion Leader Award five times and the Washington Society of CPAs Highest Rated Instructor Award six times. The Washington Society of CPA’s Discussion Leader of the Year Award was named in his honor.

Haig has served on various AICPA and Washington Society of CPA's task forces and committees in the areas of auditing, personal financial planning and continuing education. He received his Bachelor of Science Degree in Business from the University of Colorado and completed his Executive Management Program in Enology and Viticulture at U.C. Davis. 

(1/3/22)