Webinar Details
Course Description
Common-size analysis is a powerful tool for financial analysis and decision-making. Common-size analysis is a form of ratio or metric analysis that states financial statement amounts as percentages of a base amount.
Common-size analysis is useful for comparing the financial performance and position of different companies, especially those of different sizes. It also helps to identify trends and patterns over time within a company and across entities. This is very useful for business environmental analysis, peer benchmarking, and building financial projections.
You may already do some forms of common-size analysis, but may not know all the ways it can provide insights and improve projections.
You'll learn:
- How to build common-size financial statements
- Ways to perform common-size financial analysis
- Sources for common-size financial statements
- How to build fast and easy financial projections with common-size analysis
You'll see examples of analysis and methods I've used in my career, as well as ideas on other ways you may be able to use common-size analysis.
Learning Objectives
- Identify the two types of common-size analysis
- Recall the formulas for common-size analysis
- Recall how to build projections with common-size analysis
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with financial analysis.
Advanced Preparation
None
Presenter Details
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Robert Stephens
- Presenter
Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management. Rob is an adjunct instructor for the MBA program at Gonzaga University.
Rob holds a Masters of Science in Personal Financial Pla... Read more
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
Date & Time
CPE
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Purchase options
Live Webinar
Common-Size Financial Analysis
by Robert Stephens from Encoursa
- Jan 20, 2025
- 12:00 PM EST
- Credits: 1.00
$24.00
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