Fargo Holiday Inn
8 CPE Hours
$250 Member ($300 Nonmember)
Add $25 after 10/11/2010
Instructor: John Laschenski
The purpose of this course is to help CPAs develop a complete business finance and management background. With this knowledge and these skills, CPAs in industry and public accounting can better manage all aspects of their own businesses while helping their clients make more informed business and financial decisions.
Major Topics:
Fundamentals of organization behavior -- The basics of defining a problem, analyzing it, and planning action suited for resolving it; theories of motivation and job design; the six defining elements of organizational architecture
Decision making with statistics -- Gathering statistical information, interpretation, and methods of forecasting
Finance -- Risk and return; portfolio management theories; asset allocation; capital asset pricing models; financial management; all the mathematics of tax leverage and tax planning; cash flow analysis
Marketing principles and concepts including consumer analysis, market segmentation, distribution channels, advertising and promotion, and economic break-even analysis; competitive strategies in changing markets
Capital budgeting and marginal investment analysis -- Tax-adjusted time-value analysis, IRRs, NPV, and other methods to allocate scarce resources among business investment opportunities
Production management -- Capacity, scheduling, and inventory control issues
Learning to be your own economist -- Macroeconomic and microeconomic concepts, the impact of business cycles and the current business environment on business plans and profitability, and how to interpret the vast amount of data available to make business decisions
DesignedFor: CPAs in industry and public accounting who want to expand their knowledge of business management and finance and the principles of strategic business planning. Level: Intermediate Developer: Surgent McCoy CPE, LLC Prerequisite: 3+ years of experience in the area of study is recommended
