ACPEN: Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
Availability
Registration Required
Online Meeting
Jul 02, 2026 9:00 AM - 12:33 PM CT
Cost
Member: $260.00
Non-Member: $345.00
Retired: $260.00
Educator & Government & Non-Profit Employee: $260.00
Credit Offered
4 CPE Credits

Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.

  • Use financial statement  analysis (FSA) efficiently
  • Build an integrated planning model
  • Design action-oriented business metrics
  • Tools for FSA
  • The 3 P's. The QST trifecta
  • The integrated planning model
  • Performance based management
  • The value chain
  • The balanced scorecard

 

CPAs and senior financial executives
ACPEN
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