Corporate Finance Check-up: Renovate Your Analytical Toolbox

Understanding how to use common corporate finance tools is a skill that separates those who will become Chief Financial Officers from those who will always remain accountants. This workshop provides a refresher on corporate finance skills for those who work or aspire to work at a CFO level.

Topics Discussed:

  • Internal & External Financial Statement Analysis
    • The 3 P’s of analysis
    • Using the trifecta
    • The 3 targets of analysis
  • The CFO and Integrated Planning
    • The 3 elements of planning
    • The finance role in strategic planning
    • Why it’s a financial plan not a budget
  • Operating Metrics for Success
    • Strategically driven metrics
    • Turning measurement into reality
    • Tracking performance results
  • Banker Selection and Retention
    • It’s the banker, not the bank
    • 10 tips for banker selection
    • Sustaining an effective banking relationship
  • Forecasting as a Valuation Tool
    • 5 steps in an effective valuation
    • Using the capital asset pricing model
    • Cash flow and earnings valuation models
  • 10 Steps for Keeping the Toolbox Full

Cases and Group Discussion
This seminar will include six cases and exercises for group discussion.

Additional Information
Target Audience: CFOs, controllers and other experienced financial managers
Level of Knowledge: Overview
CPE Credit: 8 hours group live
Area of Study: Finance
Prerequisites: None

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? Contact FEI's Professional Development Department at or 973.765.1029.


Mr. William O'Brien

Financial Management Consultant