Beyond the Basics: Financial Ratios You Might Be Overlooking

Course Details

Date

Thursday, May 15, 2025

7:30am – 8:30am (Registration: 4:03pm)

Location

Online

Field of Study

Management

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

A basic understanding of financial statements (income statement, balance sheet, and cash flow statement) and familiarity with common financial ratios (e.g., current ratio, return on assets) is recommended to maximize the learning experience.

Description

Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

  • Understanding Cost Behavior and Its Impact on Decision-Making
  • Contribution Margin and Break-Even Analysis
  • Margin of Safety and Its Role in Risk Management
  • Operating Leverage and Financial Sensitivity
  • Analyzing Asset Turnover for Operational Efficiency
  • Cash Conversion Cycle and Working Capital Insights
  • Free Cash Flow Yield as a Valuation Tool

Objectives

After attending this presentation, you will be able to...

  • Apply financial ratios to assess profitability, operational efficiency, and risk exposure.
  • Calculate key metrics, including operating leverage, margin of safety, and free cash flow yield, to evaluate financial performance.
  • Analyze cost behavior to determine its impact on break-even points and financial stability.
  • Differentiate between traditional ratios and underutilized metrics for a more comprehensive financial analysis.
  • Select appropriate financial ratios to compare company performance and support strategic decision-making.

Designed For

Financial Analysts and Accountants enhancing their financial analysis skills. Business Leaders seeking insights into operational efficiency and cash flow. Investors and Analysts applying advanced ratios for better valuations.

Course Pricing

WYOCPA Member Fee
$55.00

Non-Member Fee
$72.00

Your Price
$72.00

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