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Controller Series: Insightful Financial Analysis
Management Accounting

Controller Series: Insightful Financial Analysis

This session will help you present your financial insights in a way that is insightful and impactful to your client.

$71 - $82
Do you have an AICPA membership? Log in to apply your member discount.




Feb 22, 2023

NASBA Field of Study




CPE Credits



Jennifer H. Elder


Product Number


 Business & partner 
Product Details

Anyone can "crunch numbers" but it takes special skills to make them meaningful to the user.

Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.

Key Topics

  • Reasons why it's so difficult to provide an "insightful" financial analysis
  • What is the definition of a financial analysis
  • The six steps of a financial analysis
  • Key takeaways

Learning Outcomes

  • Determine how to set the context for a financial analysis with a corporate overview
  • Distinguish the reasons why financial statement analysis can be difficult
  • Identify the steps to complete a business strategy analysis
  • Identify the six steps of a financial analysis
  • Choose between various ratios for greatest insights

Who Will Benefit

  • Aspiring leaders and leaders of teams and organizations
Credit Info
CPE Credits
NASBA Field of Study
Accounting, Auditing
Experience in financial management of a company.
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Jennifer H. Elder
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of "administrivia" and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She lives on her boat near Annapolis, Maryland.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Controller Series: Insightful Financial Analysis
Feb 22, 2023
Select from the following options:
Feb 22, 2023
7pm8pm GMT
Mar 28, 2023
6pm7pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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