ACPEN: Expand Your Analytical Toolbox More Tools for Success
Availability
Registration Required
Online Meeting
Sep 15, 2026 9:00 AM - 12:39 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

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full.

  • Using forecasting as a valuation tool
  • Enhancing your banking relationships 
  • Keeping your tool box full
  • 5 step valuation process
  • 2 specific valuation approaches
  • The Gordon Model
  • 10 thoughts on banker selection
  • Rating your bank
  • 10 hints for keeping your toolbox full
CPAs and senior financial executives
ACPEN
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