Course Overview

    1. Keys to Understanding Your Audience

    1. Personality Types and Presenting Financial Information

    1. Toxic Personalities and How to Deal with Them

    1. Communicating with Non-Analytics, What to Focus On and Understanding Reporting Hierarchy

    1. Appearances and Good-Looking Financials

Course Details:

  • 12 lessons
  • 1.5 hours of video content
  • Category: Accounting
  • Online & Mobile
  • Level: Basic

Course Overview

This comprehensive course is designed to empower non-financial managers with the essential knowledge and skills to understand, analyze, and interpret financial statements and reports. Participants will gain a solid foundation in financial principles, enabling them to make informed decisions, communicate effectively with financial teams, and contribute to their organization's financial success.

This course is ideal for anyone dealing with non-financial managers, supervisors, and professionals in any functional area who want to enhance their financial literacy and contribute more effectively to their organization's financial decision-making process.

By the end of this course, participants will have a practical understanding of financial reporting and analysis, enabling them to contribute more effectively to their organization's financial success.


Prerequisites: 

  • A familiarization with financial statements
  • No advanced preparation needed

Accreditation Information:

  • NASBA Delivery: QAS Self-Study
  • NASBA Field of Study: Accounting 2 hrs
  • NASBA National Registry of CPE Sponsors: Pending
  • NASBA Publication Revision Date: 8/2022

Learning Objectives

Upon successful completion of this course, the user should be able to:

  • Understand Key Financial Concepts: Grasp the fundamental principles of accounting and finance, including the importance of the balance sheet, income statement, and cash flow statement.

  • Analyze Financial Statements: Learn to read and interpret financial statements, identifying key indicators of financial health such as profitability, liquidity, and solvency.

  • Assess Business Performance: Use ratio analysis and other financial tools to evaluate the performance of a business, compare it with industry benchmarks, and identify areas for improvement.

  • Make Informed Decisions: Apply financial knowledge to make better business decisions, considering the financial implications of various strategic options.

  • Communicate Effectively with Financial Teams: Enhance communication with finance professionals by understanding financial terminology and concepts.

  • Forecast and Budget: Understand the basics of financial forecasting and budgeting, enabling more effective planning and resource allocation.

  • Identify Financial Risks: Recognize potential financial risks and understand the basics of risk management to protect the organization's financial health.

Become a Certified Entrepreneurial Advisor and discover your potential, today.

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Your Instructor

CPA, MBA, CEA Carl Heintz

Carl Heintz earned his undergraduate degree in business Magna Cum Laude from the University of Southern California, and obtained his MBA degree from the USC's Marshall School of Business. He passed the CPA exam on the first try, and is licensed as a CPA in several states. He was a tax manager for Ernst & Young where he served on the firm's regional management advisory services committee and co-author the firm's first internal operational auditing manual. Later, he served as a partner in a several local CPA firms and has started and grown multiple CPA firms. Carl has been a consultant to a variety of Fortune 100 corporations, such as BP and Cigna, and many smaller companies, ranging from one-person “solopreneurs” to emerging public companies. He's helped companies in initial and secondary public offerings as well as providing “leading edge” engagements, such as sophisticated financial plans, modeling and multivariate analyses, stochastic analyses, ROI, NPV, and ratio analyses, sensitivity analyses, strategic plan formulation and complex business plan models, in addition to the “bread and butter” accounting and tax services. He's helped dozens of small businesses set up systems and use financial information to achieve operational success. Carl has owned interests in many businesses, including publishing, personnel placement, software, storage facilities and internet enterprises. He is the primary author of a financial accounting software system used by over 200 large businesses across the country, and he developed a rental property software system adopted by several large office buildings on both coasts. Recently, he's been a nationally recognized speaker and author for Thompson Reuter's Gear Up seminars. He has also been an instructor in taxation, accounting and data processing at the University of California, Los Angeles, University of Southern California and several community colleges. He is the author of dozens of published articles and three books, as well as serving on the editorial board for numerous tax, accounting and technology publications. He was the producer and presenter for National Public Radio's “tax tips” series.

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