How to Measure Financial Success (C4106512)

Log In to Register

Cancellation Policy
How to Measure Financial Success

Date(s):

06/28/2012

Registration Open:

8:00 AM - 8:30 AM

Time:

8:30 AM - 5:00 PM

Facility:

  • Illinois CPA Society
  • 550 W Jackson Blvd
  • Chicago, IL 60661-5716

Meeting Type:

Seminar

CPE Credit:

8.00

Field(s) Of Study:

Accounting (4.00), Business Management & Organization (4.00)

Level of Knowledge:

Advanced

Price:

Member: $495.00
Nonmember: $600.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

The Which, When, Why and How of Strategic Financial Measurements

Financial Measures – you learned about them in school and probably talk  about them every day, but are you really USING them? Why is the business owner or shareholder so interested in specific measures?

ROE, ROA, Return on Invested Capital (ROIC), economic profit and EVA are probably on your radar screen, but do you know HOW to use them effectively,WHEN to use them, and WHICH ones to use in any given situation? What is the link to value creation and value destruction?

Work with practical models and readily available financial data to set strategy and know WHEN to grow the business and WHEN to improve operating margins, as well as WHY and HOW.

Through a combination of lecture and hands-on case study analysis, you’ll gain first-hand exposure to WHY these measures, their mechanics, and the advantages and disadvantages of each. And most importantly, you’ll learn how to apply them directly to your company.

Participants will be provided several Excel templates to guide the evaluation process during the course as well as upon returning to the work place.

Highlights

How You Will Benefit:
  • Learn how to strategically use ROA, ROIC and EVA.
  • Apply analytics to evaluate the interaction among growth, cost controls, productivity, and value creation.
  • Understand how to critically evaluate the many different ways to compute financial measures, such as ROA, ROIC and EVA.
  • Work a customer profitability case study.
  • Build linkage from the owner’s (shareholder’s) view to specific accounting measures (sales mix, quantity, price, market share and market size analysis, plus advanced productivity analysis tools).
  • Receive a working Excel format to compute and evaluate ROA and EVA under different computation formats, as well as additional templates forsales and productivity analysis.