CFO Guidebook

Price: $181.50

CPE Credits: 22.0

Category:

Course Number: FINSBCFO

cfo guidebook

Description:
The CFO Guidebook discusses risk management, the control environment, mergers and acquisitions, budgeting, cash management, fund raising, going public, and more. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Steven Bragg, CPA

Publication: August 2014
Update: August 2017

Format: PDF
Pages: 367

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Identify the key responsibilities of the CFO position, and key aspects of CFO relations with the controller and CEO.
  • Note the stages in strategy development, strategy types, and the role of the CFO in strategy.
  • Cite the methods for identifying and mitigating risks, especially in regard to foreign exchange risk and interest rate risk.
  • Identify the types of controls, when they should be used, and the characteristics of better controls.
  • Recognize the characteristics of the cash conversion cycle.
  • Identify the strategies under which acquisitions are made, the steps in the due diligence process, the characteristics of a strong acquisition candidate, and the various methods for valuing an acquisition candidate.
  • Note the advantages and disadvantages of budgeting, types of budgets, and how to operate without a budget.
  • Itemize the different types of product pricing, and the situations in which they are most useful.
  • Identify the methods and concepts used to evaluate capital budgeting proposals, as well as the alternatives to fixed asset acquisition.
  • State the methods used to construct and update a cash forecast, as well as the methods employed to concentrate cash for investment purposes.
  • Cite the available cash investment strategies and the more common investment instruments.
  • Identify the types of debt funding, and associated covenants.
  • Note the types of equity funding, the investor rights associated with these instruments, and the types of investors who may invest in them.
  • Identify the main credit rating agencies, the types of credit ratings, and the process for obtaining and appealing a credit rating.
  • Note the processes by which a company can go public or take itself private, and the reasons for going public or private.
  • Cite the reasons for being listed on a stock exchange, and the qualifications for listing on the various exchanges.
  • Identify the participants in and topics covered by an earnings call, the use of guidance, the topics covered in a road show, and the regulations governing investor relations.
  • Identify the major public company reports, key reporting concepts, and the method by which reports are filed with the Securities and Exchange Commission.
  • Note how float can be increased, as well as alternative methods for selling shares.
  • State how competitive advantage can be gained from the use of information technology (IT), as well as how to manage risk with IT.

Description:
The CFO Guidebook discusses risk management, the control environment, mergers and acquisitions, budgeting, cash management, fund raising, going public, and more. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Steven Bragg, CPA

Publication: August 2014
Update: August 2017

Format: PDF
Pages: 367

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Identify the key responsibilities of the CFO position, and key aspects of CFO relations with the controller and CEO.
  • Note the stages in strategy development, strategy types, and the role of the CFO in strategy.
  • Cite the methods for identifying and mitigating risks, especially in regard to foreign exchange risk and interest rate risk.
  • Identify the types of controls, when they should be used, and the characteristics of better controls.
  • Recognize the characteristics of the cash conversion cycle.
  • Identify the strategies under which acquisitions are made, the steps in the due diligence process, the characteristics of a strong acquisition candidate, and the various methods for valuing an acquisition candidate.
  • Note the advantages and disadvantages of budgeting, types of budgets, and how to operate without a budget.
  • Itemize the different types of product pricing, and the situations in which they are most useful.
  • Identify the methods and concepts used to evaluate capital budgeting proposals, as well as the alternatives to fixed asset acquisition.
  • State the methods used to construct and update a cash forecast, as well as the methods employed to concentrate cash for investment purposes.
  • Cite the available cash investment strategies and the more common investment instruments.
  • Identify the types of debt funding, and associated covenants.
  • Note the types of equity funding, the investor rights associated with these instruments, and the types of investors who may invest in them.
  • Identify the main credit rating agencies, the types of credit ratings, and the process for obtaining and appealing a credit rating.
  • Note the processes by which a company can go public or take itself private, and the reasons for going public or private.
  • Cite the reasons for being listed on a stock exchange, and the qualifications for listing on the various exchanges.
  • Identify the participants in and topics covered by an earnings call, the use of guidance, the topics covered in a road show, and the regulations governing investor relations.
  • Identify the major public company reports, key reporting concepts, and the method by which reports are filed with the Securities and Exchange Commission.
  • Note how float can be increased, as well as alternative methods for selling shares.
  • State how competitive advantage can be gained from the use of information technology (IT), as well as how to manage risk with IT.
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