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Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.

Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Each company should consider these options and decide which could improve their budgeting process. Budgeting has many benefits that we can continue to capture and build upon.

This online budgeting course starts by outlining the benefits and challenges of budgeting. Throughout this course, I'll provide tips and alternative budget systems that can mitigate these challenges and capture more benefits.

Next, you'll learn or revisit some foundational concepts for budgeting. I'll build on these to show the pros and cons of later budgeting tips, ideas, and alternatives.

The master budget is a collection of many sub-budgets. I'll show how these fit together to form an aligned plan to achieve a company's strategic goals. There's a method to the madness of when different types of assumptions and calculations are layered into the budget. However, the process is not entirely sequential. It abounds with iterative loops.

The third section walks step-by-step through the budget formation process. The purpose and role of the budget can best be explained in the context of strategic planning. We'll explore which analyses can be done throughout the year to take pressure off the very busy budgeting season. Some lessons cover the nuts and bolts of budget reporting and budgeting tools.

I'll explore a series of budgeting alternatives in the final section of the course. We'll look at rolling forecasts, zero-based budgeting, activity-based budgeting, and many others. We'll also look at operating without a budget. Each alternative has pros and cons that I'll list.

Each lesson in this section gives an overview of the budget alternative to help you decide whether you want to pursue that alternative further. Even if you don't fully adopt these alternatives, you can find ideas to improve your budgeting process.

The online budgeting course concludes by revisiting budgeting process challenges and how the tips and alternatives presented in the course can address or mitigate those challenges.

The course author has been the CFO, SVP of Finance, or Director of Operations of companies with just a few employees to companies with $3 billion in assets and hundreds of employees. He's led, facilitated, or participated in the budgeting process many times.  

Better Budgeting: Budgeting for Better Decisions (10 Hrs)

A corporate scandal involves alleged or actual unethical behavior by people acting within or on behalf of a corporation. Since the turn of the century, the U.S. has seen some large corporate collapses and scandals due to shoddy and deceptive accounting practices. Many companies, shareholders and employees suffered as stock prices fell and reputations were tarnished when businesses conducted questionable practices.

This course is divided into four chapters. Chapter 1 identifies the common financial shenanigans demonstrated with a series of real-life cases and addressed ongoing financial reporting issues (e.g., restatements, SEC enforcement actions). The failure of corporate governance and auditor’s role in Enron’s collapse are also discussed. Chapter 2 explains the basic accounting rules for stock-based compensation. It also identifies regulations that protect investors from unethical business practices. Chapter 3 focuses on the impact of Sarbanes-Oxley Act including the creation of PCAOB, reforms of corporate America, and improvements in audit quality. It also discusses internal control reporting requirements, the role of the audit committee, and disclosure controls and personal accountability.  Chapter 4 identifies ways to promote high levels of accountability and transparency. It explains the importance of business ethics and corporate social responsibility. It also discusses the role of good corporate governance in protecting shareholder value.

Fraud- Ensuring Integrity in Financial Reporting (6 Hrs)
A/B
Suggested Courses

Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.

Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Each company should consider these options and decide which could improve their budgeting process. Budgeting has many benefits that we can continue to capture and build upon.

This online budgeting course starts by outlining the benefits and challenges of budgeting. Throughout this course, I'll provide tips and alternative budget systems that can mitigate these challenges and capture more benefits.

Next, you'll learn or revisit some foundational concepts for budgeting. I'll build on these to show the pros and cons of later budgeting tips, ideas, and alternatives.

The master budget is a collection of many sub-budgets. I'll show how these fit together to form an aligned plan to achieve a company's strategic goals. There's a method to the madness of when different types of assumptions and calculations are layered into the budget. However, the process is not entirely sequential. It abounds with iterative loops.

The third section walks step-by-step through the budget formation process. The purpose and role of the budget can best be explained in the context of strategic planning. We'll explore which analyses can be done throughout the year to take pressure off the very busy budgeting season. Some lessons cover the nuts and bolts of budget reporting and budgeting tools.

I'll explore a series of budgeting alternatives in the final section of the course. We'll look at rolling forecasts, zero-based budgeting, activity-based budgeting, and many others. We'll also look at operating without a budget. Each alternative has pros and cons that I'll list.

Each lesson in this section gives an overview of the budget alternative to help you decide whether you want to pursue that alternative further. Even if you don't fully adopt these alternatives, you can find ideas to improve your budgeting process.

The online budgeting course concludes by revisiting budgeting process challenges and how the tips and alternatives presented in the course can address or mitigate those challenges.

The course author has been the CFO, SVP of Finance, or Director of Operations of companies with just a few employees to companies with $3 billion in assets and hundreds of employees. He's led, facilitated, or participated in the budgeting process many times.  

Better Budgeting: Budgeting for Better Decisions (10 Hrs)

A corporate scandal involves alleged or actual unethical behavior by people acting within or on behalf of a corporation. Since the turn of the century, the U.S. has seen some large corporate collapses and scandals due to shoddy and deceptive accounting practices. Many companies, shareholders and employees suffered as stock prices fell and reputations were tarnished when businesses conducted questionable practices.

This course is divided into four chapters. Chapter 1 identifies the common financial shenanigans demonstrated with a series of real-life cases and addressed ongoing financial reporting issues (e.g., restatements, SEC enforcement actions). The failure of corporate governance and auditor’s role in Enron’s collapse are also discussed. Chapter 2 explains the basic accounting rules for stock-based compensation. It also identifies regulations that protect investors from unethical business practices. Chapter 3 focuses on the impact of Sarbanes-Oxley Act including the creation of PCAOB, reforms of corporate America, and improvements in audit quality. It also discusses internal control reporting requirements, the role of the audit committee, and disclosure controls and personal accountability.  Chapter 4 identifies ways to promote high levels of accountability and transparency. It explains the importance of business ethics and corporate social responsibility. It also discusses the role of good corporate governance in protecting shareholder value.

Fraud- Ensuring Integrity in Financial Reporting (6 Hrs)
Recent Searches
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Similar Courses

Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.

Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Each company should consider these options and decide which could improve their budgeting process. Budgeting has many benefits that we can continue to capture and build upon.

This online budgeting course starts by outlining the benefits and challenges of budgeting. Throughout this course, I'll provide tips and alternative budget systems that can mitigate these challenges and capture more benefits.

Next, you'll learn or revisit some foundational concepts for budgeting. I'll build on these to show the pros and cons of later budgeting tips, ideas, and alternatives.

The master budget is a collection of many sub-budgets. I'll show how these fit together to form an aligned plan to achieve a company's strategic goals. There's a method to the madness of when different types of assumptions and calculations are layered into the budget. However, the process is not entirely sequential. It abounds with iterative loops.

The third section walks step-by-step through the budget formation process. The purpose and role of the budget can best be explained in the context of strategic planning. We'll explore which analyses can be done throughout the year to take pressure off the very busy budgeting season. Some lessons cover the nuts and bolts of budget reporting and budgeting tools.

I'll explore a series of budgeting alternatives in the final section of the course. We'll look at rolling forecasts, zero-based budgeting, activity-based budgeting, and many others. We'll also look at operating without a budget. Each alternative has pros and cons that I'll list.

Each lesson in this section gives an overview of the budget alternative to help you decide whether you want to pursue that alternative further. Even if you don't fully adopt these alternatives, you can find ideas to improve your budgeting process.

The online budgeting course concludes by revisiting budgeting process challenges and how the tips and alternatives presented in the course can address or mitigate those challenges.

The course author has been the CFO, SVP of Finance, or Director of Operations of companies with just a few employees to companies with $3 billion in assets and hundreds of employees. He's led, facilitated, or participated in the budgeting process many times.  

Better Budgeting: Budgeting for Better Decisions (10 Hrs)

A corporate scandal involves alleged or actual unethical behavior by people acting within or on behalf of a corporation. Since the turn of the century, the U.S. has seen some large corporate collapses and scandals due to shoddy and deceptive accounting practices. Many companies, shareholders and employees suffered as stock prices fell and reputations were tarnished when businesses conducted questionable practices.

This course is divided into four chapters. Chapter 1 identifies the common financial shenanigans demonstrated with a series of real-life cases and addressed ongoing financial reporting issues (e.g., restatements, SEC enforcement actions). The failure of corporate governance and auditor’s role in Enron’s collapse are also discussed. Chapter 2 explains the basic accounting rules for stock-based compensation. It also identifies regulations that protect investors from unethical business practices. Chapter 3 focuses on the impact of Sarbanes-Oxley Act including the creation of PCAOB, reforms of corporate America, and improvements in audit quality. It also discusses internal control reporting requirements, the role of the audit committee, and disclosure controls and personal accountability.  Chapter 4 identifies ways to promote high levels of accountability and transparency. It explains the importance of business ethics and corporate social responsibility. It also discusses the role of good corporate governance in protecting shareholder value.

Fraud- Ensuring Integrity in Financial Reporting (6 Hrs)
Suggested Courses

Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.

Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Each company should consider these options and decide which could improve their budgeting process. Budgeting has many benefits that we can continue to capture and build upon.

This online budgeting course starts by outlining the benefits and challenges of budgeting. Throughout this course, I'll provide tips and alternative budget systems that can mitigate these challenges and capture more benefits.

Next, you'll learn or revisit some foundational concepts for budgeting. I'll build on these to show the pros and cons of later budgeting tips, ideas, and alternatives.

The master budget is a collection of many sub-budgets. I'll show how these fit together to form an aligned plan to achieve a company's strategic goals. There's a method to the madness of when different types of assumptions and calculations are layered into the budget. However, the process is not entirely sequential. It abounds with iterative loops.

The third section walks step-by-step through the budget formation process. The purpose and role of the budget can best be explained in the context of strategic planning. We'll explore which analyses can be done throughout the year to take pressure off the very busy budgeting season. Some lessons cover the nuts and bolts of budget reporting and budgeting tools.

I'll explore a series of budgeting alternatives in the final section of the course. We'll look at rolling forecasts, zero-based budgeting, activity-based budgeting, and many others. We'll also look at operating without a budget. Each alternative has pros and cons that I'll list.

Each lesson in this section gives an overview of the budget alternative to help you decide whether you want to pursue that alternative further. Even if you don't fully adopt these alternatives, you can find ideas to improve your budgeting process.

The online budgeting course concludes by revisiting budgeting process challenges and how the tips and alternatives presented in the course can address or mitigate those challenges.

The course author has been the CFO, SVP of Finance, or Director of Operations of companies with just a few employees to companies with $3 billion in assets and hundreds of employees. He's led, facilitated, or participated in the budgeting process many times.  

Better Budgeting: Budgeting for Better Decisions (10 Hrs)

A corporate scandal involves alleged or actual unethical behavior by people acting within or on behalf of a corporation. Since the turn of the century, the U.S. has seen some large corporate collapses and scandals due to shoddy and deceptive accounting practices. Many companies, shareholders and employees suffered as stock prices fell and reputations were tarnished when businesses conducted questionable practices.

This course is divided into four chapters. Chapter 1 identifies the common financial shenanigans demonstrated with a series of real-life cases and addressed ongoing financial reporting issues (e.g., restatements, SEC enforcement actions). The failure of corporate governance and auditor’s role in Enron’s collapse are also discussed. Chapter 2 explains the basic accounting rules for stock-based compensation. It also identifies regulations that protect investors from unethical business practices. Chapter 3 focuses on the impact of Sarbanes-Oxley Act including the creation of PCAOB, reforms of corporate America, and improvements in audit quality. It also discusses internal control reporting requirements, the role of the audit committee, and disclosure controls and personal accountability.  Chapter 4 identifies ways to promote high levels of accountability and transparency. It explains the importance of business ethics and corporate social responsibility. It also discusses the role of good corporate governance in protecting shareholder value.

Fraud- Ensuring Integrity in Financial Reporting (6 Hrs)
Course Details

Accounting Tools and Metrics for the CFO (Course Id 1459)

QAS / Registry
This is a Course Preview, to take the course please select or purchase the course and click one of the Take Course icons on your My Courses page.

  Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 202 ||| Review Questions: 95 ||| Final Exam Questions: 80
CPE Credits : 16.0
IRS Credits : 0
Price : $125.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Accounting - Accounting for Course Id 1459

Description :

This course is a one-stop problem-solver for today’s busy accounting executive. The course is a working guide to help you quickly pinpoint in the complex world of business:

  • What to look for
  • What to do
  • What to watch out for
  • How to do it

You’ll find ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful.

Chapters 1, 2, and 3 take you through accounting principles and guidelines for evaluating a company’s financial health. You will have an increased understanding of various financial statements and their implications. You will be exposed to Corporate Responsibility Law, better known as the Sarbanes-Oxley (SOX) Act. You’ll learn techniques for analyzing another company’s financial position should you wish to invest, extend credit, or compare. You will also learn how to improve a company’s corporate profitability and shareholder value. We present internal managerial accounting applications to help you evaluate your own company’s performance, profitability, marketing effectiveness, and budgeting process. You’ll learn how to highlight problem areas with variance analysis. You will also learn some valuable new tools, such as activity-based costing (ABC), life-cycle costing, target costing, and corporate balanced scorecard.

Chapters 4, 5, and 6 look at financial analysis tools, financial metrics, and financing methods for decision making. Through break-even and sensitivity analysis, you’ll be able to move your company toward greater profits. For investment purposes, this part presents guidelines for evaluating proposals, whether they are short or long-term, for-profit potential and risk-return comparisons. You’ll learn management and financing techniques to ensure the best possible strategies for maximizing and acquiring cash. Also covered are basic financial tenets of portfolio theory, the Capital Asset Pricing Model (CAPM), and the Arbitrage Pricing Model (APM).

Chapter 7 provides you with a deeper understanding of the financing of your company.  A comparison of public versus private placement of securities is provided. You’ll learn the characteristics, advantages, and disadvantages of long-term debt financing. In addition to the various types of debt instruments, the circumstances in which a particular type of debt is most appropriate are considered. The advantages and disadvantages of issuing preferred and common are discussed, along with the various circumstances in which either financing source is most suited. Stock rights are also described.

Chapter 8 discusses how a forecast relates to financial planning. You’ll learn the components of a forecast and what it predicts. Various forecasting techniques with examples are identified to help you select the right method.

Chapter 9 covers what every accounting professional should know about accounting information systems. The components of an accounting information system, the factors in selecting accounting software, the purpose of extensible business reporting language, and cloud-based accounting are discussed. It also discusses how accounting professionals leverage technology to enable operational improvement and control costs (e.g. the Big Data, robotic process automation, and cloud computing).

This course has been designed in question-and-answer format in order to address the pertinent issues that come up during the course of business. The questions are typical of those asked by persons like you. The answers are clear, concise, and to the point. In short, this is a veritable cookbook of guidelines, illustrations, and “how-to’s” for you, the modern decision maker.

Usage Rank : 52381
Release : 2022
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 11-Feb-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1459

Keywords : Accounting, Accounting, Tools, Metrics, CFO, cpe, cpa, online course
Learning Objectives :

Chapter 1
Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance

After completing this section, you should be able to:
  • Identify the objectives of financial reporting and the key elements contained within different financial statements.
  • Recognize the purpose and content of the statement of cash flows.
  • Identify key sections contained with the annual report.
  • Recognize issues addressed by the Sarbanes-Oxley (SOX) act and the groups impacted by it.

Chapter 2
Financial Performance Measures

After completing this section, you should be able to:
  • Recognize key financial ratios and how they can be used.
  • Calculate the value for different financial ratios.
  • Recognize the relationship between margin and turnover.
  • Compute ROI and recognize how it can be improved.

Chapter 3
Internal Accounting Applications

After completing this section, you should be able to:
  • Recognize the concept of Economic Value Added (EVA) and how it can be improved.
  • Recognize major elements of budgeting process.
  • Identify different attributes and uses of variance analysis as a control device.
  • Recognize how accounting systems work, including activity-based costing, life-cycle costing and target costing.
  • Recognize the value of a balanced scorecard approach.

Chapter 4
Cost-Volume-Profit Analysis, Operating Leve-rage, and Discounting Analysis

After completing this section, you should be able to:
  • Recognize the value of cost-volume-profit (CVP) analysis in solving business problems.
  • Identify some applications of present (discounting) and future (compound) values.

Chapter 5
Long-Term Investment Decisions

After completing this section, you should be able to:
  • Recognize the uses of capital budgeting.
  • Identify the different techniques used to evaluate business investments and their applications.

Chapter 6
Assets Management, Financing Techniques, and Risk Diversifications

After completing this section, you should be able to:
  • Recognize key elements that affect working capital and cash management.
  • Identify how different investment criteria affect managing assets, such as expected returns, risk and diversification.
  • Recognize the Capital Asset Pricing Model (CAPM) and the Arbitrage Pricing Model (APM).

Chapter 7
Long-Term Debt and Equity Financing

After completing this section, you should be able to:
  • Identify the process of investment banking.
  • Recognize issues for venture capital financing.
  • Recognize examples of types of long-term debt and their usefulness.
  • Identify examples of equity securities.

Chapter 8
Forecasting: The Key to Decision Making

After completing this section, you should be able to:
  • Recognize the components of a forecast and what it predicts.
  • Identify various forecasting methods.

Chapter 9
Modern Accounting

After completing this section, you should be able to:
  • Identify components of an accounting information system.
  • Recognize the purpose of extensible business reporting language (XBRL).
  • Identify the impact of the emerging technologies on the accounting processes.
Course Contents :

Chapter 1:   Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance

Learning Objectives

1.1 The Nature of Financial Statements

1.2 Classified Financial Statements

1.3 Statement of Cash Flows

Chapter 1 Review Questions - Section 1

1.4 Cash Flow Analysis

1.5 Other Sections of the Annual Report

1.6 Interim Financial Reports

1.7 SEC Reporting Requirements

1.8 The Sarbanes-Oxley Act

Chapter 1 Review Questions - Section 2

Chapter 2:    Financial Performance Measures

Learning Objectives

2.1 Methods of Evaluating Financial Performance

2.1.1 Horizontal and Vertical Analysis

2.1.2 Financial Ratios

Chapter 2 Review Questions - Section 1

2.2 Methods of Analyzing Corporate Profitability

2.2.1 Return on Investment

2.2.2 Return on Equity

Chapter 2 Review Questions - Section 2

Chapter 3:    Internal Accounting Applications

Learning Objectives

3.1 Divisional Performance Analyses

3.2 Contribution Margin Analyses

3.3 Pricing Tools

3.4 Product Line Evaluation

3.5 Measures of Marketing Effectiveness

Chapter 3 Review Questions - Section 1

3.6 Budget System

3.7 Variance Analysis Techniques

3.8 Activity-Based Costing

3.9 Life-Cycle Costs and Target Costing

3.10 Balanced Scorecard

Chapter 3 Review Questions - Section 2

Chapter 4:    Cost-Volume-Profit Analysis, Operating Leverage, and Discounting Analysis

Learning Objectives

4.1 Cost-Volume-Profit Analysis

4.2 Contribution Margin

4.3 Target Profits

4.4 What-if Analysis

4.5 Sales Mix Analysis

4.6 Operating Leverage

Chapter 4 Review Questions - Section 1

4.7 Future and Present Values Analysis

Chapter 4 Review Questions - Section 2

Chapter 5:    Long-Term Investment Decisions

Learning Objectives

5.1 Capital Budgeting

5.2 Techniques to Evaluate Investment Projects

Chapter 5 Review Questions - Section 1

5.3 Effect of Income Taxes on Investment Decisions

5.4 The Lease - Purchase Decision

5.5 Capital Budgeting and Inflation

Chapter 5 Review Questions - Section 2

Chapter 6:    Assets Management, Financing Techniques, and Risk Diversifications

Learning Objectives

6.1 Working Capital Management

6.2 Cash Management

6.3 Accounts Receivable Management

6.4 Optimal Investment Strategy

Chapter 6 Review Questions - Section 1

6.5 Financing Techniques

6.6 Business Loan Process

6.7 Short- and Intermediate-Term Financing

6.7.1 Commercial Paper

6.7.2 Receivables for Financing

6.7.3 Inventories for Financing

6.8 Diversifying Risks

6.9 The Capital Asset Pricing Model

6.10 The Arbitrage Pricing Model

Chapter 6 Review Questions - Section 2

Chapter 7:    Long-Term Debt and Equity Financing

Learning Objectives

7.1 Investment Banking

7.2 Publicly and Privately Placed Securities

7.3 Going Public - Initial Public Offerings

7.4 Unregistered Offering

7.5 Venture Capital Financing

7.6 Bond Issuance

7.6.1 Interest Computation

7.6.2 Types of Bonds

7.6.3 Bond Refunding

7.6.4 Other Considerations

7.7 Equity Securities

7.7.1 Preferred Stock

7.7.2 Common Stock

7.8 Financing Strategy

Chapter 7 Review Questions

Chapter 8:    Forecasting: The Key to Decision Making

Learning Objectives

8.1 Overview

8.2 Types of Forecasts

8.3 Selection of a Method

8.4 The Qualitative Approach

8.5 The Quantitative Approach

8.5.1 Naive Models

8.5.2 Moving Averages

8.5.3 Exponential Smoothing

8.5.4 Regression Analysis

8.6 The Accuracy of Forecasts

Chapter 8 Review Questions

Chapter 9:    Modern Accounting

Learning Objectives

9.1 Financial Reporting System

9.1.1 Accounting Information System

9.1.2 Cloud-Based Accounting

9.1.3 Economic Feasibility Study

9.1.4 Extensible Business Reporting Language

9.2 Accounting Transformation

9.2.1 Emerging Technologies

9.2.2 Big Data Analytics

9.2.3 Blockchain Technology

9.2.4 Robotic Process Automation

Chapter 9 Review Questions

Glossary

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