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Companies get into trouble in the good times. However, that doesn't mean that they fail during good economic times. Rather, they make decisions that cause them financial stress when a recession hits. This course gives you financial management ideas for what to do before and during a recession.

The course begins by explaining who determines when a recession has occurred in the United States and the criteria they use to make that determination. I'll then list some challenges businesses face during a recession. Specifically, I'll show how companies get trapped with high costs and cash outflows during a recession.

In the last half of the course, we’ll look at many financial management ideas you can implement before and during a recession to improve your company's ability to survive and thrive. Finally, we'll look at some opportunities businesses have during recessions to improve profitability when good economic times return.

For much of my career, I was part of the senior leadership at banks and a large credit union. I've sat through many special asset meetings, which is the euphemism banks use for meetings about bad loans and repossessed assets. The collections department reported to me at one financial institution. I've seen many of the financial mistakes companies make. It truly saddened me. My hope is that this course gives you ideas to help businesses make fewer and less costly mistakes.

Financial Management in a Recession (2 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)
A/B
Suggested Courses

Companies get into trouble in the good times. However, that doesn't mean that they fail during good economic times. Rather, they make decisions that cause them financial stress when a recession hits. This course gives you financial management ideas for what to do before and during a recession.

The course begins by explaining who determines when a recession has occurred in the United States and the criteria they use to make that determination. I'll then list some challenges businesses face during a recession. Specifically, I'll show how companies get trapped with high costs and cash outflows during a recession.

In the last half of the course, we’ll look at many financial management ideas you can implement before and during a recession to improve your company's ability to survive and thrive. Finally, we'll look at some opportunities businesses have during recessions to improve profitability when good economic times return.

For much of my career, I was part of the senior leadership at banks and a large credit union. I've sat through many special asset meetings, which is the euphemism banks use for meetings about bad loans and repossessed assets. The collections department reported to me at one financial institution. I've seen many of the financial mistakes companies make. It truly saddened me. My hope is that this course gives you ideas to help businesses make fewer and less costly mistakes.

Financial Management in a Recession (2 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Companies get into trouble in the good times. However, that doesn't mean that they fail during good economic times. Rather, they make decisions that cause them financial stress when a recession hits. This course gives you financial management ideas for what to do before and during a recession.

The course begins by explaining who determines when a recession has occurred in the United States and the criteria they use to make that determination. I'll then list some challenges businesses face during a recession. Specifically, I'll show how companies get trapped with high costs and cash outflows during a recession.

In the last half of the course, we’ll look at many financial management ideas you can implement before and during a recession to improve your company's ability to survive and thrive. Finally, we'll look at some opportunities businesses have during recessions to improve profitability when good economic times return.

For much of my career, I was part of the senior leadership at banks and a large credit union. I've sat through many special asset meetings, which is the euphemism banks use for meetings about bad loans and repossessed assets. The collections department reported to me at one financial institution. I've seen many of the financial mistakes companies make. It truly saddened me. My hope is that this course gives you ideas to help businesses make fewer and less costly mistakes.

Financial Management in a Recession (2 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)
Suggested Courses

Companies get into trouble in the good times. However, that doesn't mean that they fail during good economic times. Rather, they make decisions that cause them financial stress when a recession hits. This course gives you financial management ideas for what to do before and during a recession.

The course begins by explaining who determines when a recession has occurred in the United States and the criteria they use to make that determination. I'll then list some challenges businesses face during a recession. Specifically, I'll show how companies get trapped with high costs and cash outflows during a recession.

In the last half of the course, we’ll look at many financial management ideas you can implement before and during a recession to improve your company's ability to survive and thrive. Finally, we'll look at some opportunities businesses have during recessions to improve profitability when good economic times return.

For much of my career, I was part of the senior leadership at banks and a large credit union. I've sat through many special asset meetings, which is the euphemism banks use for meetings about bad loans and repossessed assets. The collections department reported to me at one financial institution. I've seen many of the financial mistakes companies make. It truly saddened me. My hope is that this course gives you ideas to help businesses make fewer and less costly mistakes.

Financial Management in a Recession (2 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)
Course Details

Behavioral Finance: Introduction and Insights (Video) (Course Id 2000)

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 : Rob Stephens, Founder of CFO Perspective, Adjunct Instructor Gonzaga University
Course Length : Pages: 29 ||| Review Questions: 20 ||| Final Exam Questions: 25
CPE Credits : 5.0
IRS Credits : 0
Price : $74.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 2000
Description :

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.
Usage Rank : 19333
Release : 2022
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
What Is Behavioral Finance?
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 15-Apr-2024
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 :

Video - NASBA QAS - Text - NASBA Registry - 2000
Keywords : Finance, Behavioral, Finance, Introduction, Insights, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • Recognize common behavioral finance biases and heuristics
  • Identify ways to reduce thinking errors caused by biases and heuristics
  • Recall differences between traditional finance and behavioral finance
  • Identify negative financial impacts of finance biases and heuristics
Course Contents :

Chapter 1 - Behavioral Finance: Introduction and Insights

Chapter 1 Review Questions

Glossary-Index
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