Description
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. This course will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review the ten steps for keeping your financial toolbox full and effective. For a complete discussion of the foundation to your financial toolbox, consider combining Achieving Competency in Three Basic Tool Categories with this course.
Highlights
- Forecasting as a valuation tool

- Bank/banker selection

- Ten hints for toolbox success

- Seven cases
Objectives
- Develop a more focused approach to asset and business unit evaluation

- Learn to create a banker-based, efficient cash management program

- Review 10 steps for keeping your toolbox fully effective
Designed For
CFOs, controllers and other financial managers
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$159.00
Non-Member Fee
$209.00
Your Price
$209.00
Upcoming Courses
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
November 8, 2025
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Integrity, Objectivity and Judgment: Values in Action
November 8, 2025
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Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
November 8, 2025
View all upcoming courses