June 27, 2025


Webinar


4 CPE

Expand Your Analytical Toolbox More Tools for Success

June 27, 2025
Webinar
4 CPE

Expand Your Analytical Toolbox More Tools for Success

  • Instructor

    William
    O’Brien

Learning Objectives

  • Using forecasting as a valuation tool
  • Enhancing your banking relationships 
  • Keeping your tool box full

Major Topics

  • 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

CPE Credits Available

4 CPE
4
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business Management & Organization

Advanced Preparation

None

Intended Audience

CPAs and senior financial executives

Provider

ACPEN

This event has ended.