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Financial Statement Analysis

Total Credits: 4 including 4 Accounting - Technical

Average Rating:
   84
Categories:
ACPEN Industry Institute |  Accounting and Auditing
Speaker:
Dr. Chris Harper, CPA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Never Expires.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders.

Basic Course Information

Learning Objectives
  • Recognize techniques for financial statement analysis
  • Identify tools that facilitate analysis and apply tools and techniques to actual financial statements
  • Communicate results to decision-makers

Major Subjects
  • Purposes of financial statement analysis
  • Trend analysis and vertical & horizontal analysis
  • Simple and multivariate regression; Analysis of metrics
  • Assessment of liquidity, solvency, and profitability
  • Using data visualizations
  • The role of qualitative factors

Handouts

Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) Available after Purchase
Financial Statement Analysis Handout (12.8 MB) Available after Purchase

Speaker

Dr. Chris Harper, CPA, MBA's Profile

Dr. Chris Harper, CPA, MBA Related Seminars and Products

Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.

Dates

Tue, Mar 03, 2026 - 1:00 PM to 4:36 PM CST
Wed, Mar 18, 2026 - 9:00 AM to 12:36 PM CDT
Tue, Apr 07, 2026 - 1:00 PM to 4:36 PM CDT
Sat, Apr 18, 2026 - 9:00 AM to 12:36 PM CDT
Wed, May 06, 2026 - 11:00 AM to 2:36 PM CDT
Mon, May 18, 2026 - 12:00 PM to 3:36 PM CDT
Sat, Jun 06, 2026 - 1:00 PM to 4:36 PM CDT
Tue, Jun 09, 2026 - 3:00 PM to 6:36 PM CDT
Thu, Jun 25, 2026 - 9:00 AM to 12:36 PM CDT
Mon, Jul 06, 2026 - 11:00 AM to 2:36 PM CDT
Tue, Jul 21, 2026 - 12:00 PM to 3:36 PM CDT
Fri, Aug 14, 2026 - 1:00 PM to 4:36 PM CDT
Mon, Aug 31, 2026 - 3:00 PM to 6:36 PM CDT
Tue, Sep 08, 2026 - 9:00 AM to 12:36 PM CDT
Wed, Sep 23, 2026 - 11:00 AM to 2:36 PM CDT
Wed, Oct 14, 2026 - 12:00 PM to 3:36 PM CDT
Fri, Oct 30, 2026 - 1:00 PM to 4:36 PM CDT
Mon, Nov 02, 2026 - 3:00 PM to 6:36 PM CST
Tue, Nov 17, 2026 - 9:00 AM to 12:36 PM CST
Thu, Dec 10, 2026 - 11:00 AM to 2:36 PM CST
Sat, Dec 19, 2026 - 12:00 PM to 3:36 PM CST
Tue, Dec 29, 2026 - 1:00 PM to 4:36 PM CST
Mon, Jan 04, 2027 - 3:00 PM to 6:36 PM CST
Tue, Jan 19, 2027 - 9:00 AM to 12:36 PM CST
Fri, Feb 12, 2027 - 11:00 AM to 2:36 PM CST
Mon, Feb 22, 2027 - 12:00 PM to 3:36 PM CST
Mon, Mar 01, 2027 - 1:00 PM to 4:36 PM CST
Thu, Mar 18, 2027 - 3:00 PM to 6:36 PM CDT
Wed, Apr 14, 2027 - 9:00 AM to 12:36 PM CDT
Fri, Apr 30, 2027 - 11:00 AM to 2:36 PM CDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer Harp DOC, LLC
Designed For CPAs in public practice or members in industry
Yellow Book No
Original Recording Date 5/1/2024
Prerequisites Basic working knowledge of financial statements
Date Added to Catalog 3/12/2024

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 84

Comments

Lalaine L

"Dr. Harper is an excellent speaker. He keeps the topic interest and my attention with real examples from the businesses he owns. I love the touch of sense of humor (just the right amount)."

Dale L - Mendota Heights, Minnesota

"Very useful items: Regression Industry Benchmarks Analytical Procedures"

Alexandra S

"Chris used great examples to help with understanding. Found it very useful and Chris was a great presenter."

Brent F - Vicksburg, Michigan

"Great course for all levels of experience uniquely infused with practical application."

Karla R

"Chris was a great speaker, very clear and informative."

David B

"Great seminar for only 4hours!"

Adam N

"Chris Harper did a great job presenting this information and sharing is vast knowledge. I enjoyed the course."

James Q

"I really enjoyed Mr Harper's presentation. I look forward to taking another course from him. "

Lyndon W - Wyoming, Michigan

"I appreciated Chris' presentation whereby he "inserted" himself into the actual slides. That actually made it easier to follow along rather than shifting my eyes from presenter to slide and back again. His experience as an educator and presenter certainly enhanced the webinar."
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