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How to Measure Financial Success: The Which , When, Why and How of Strategic Financial Measurement

PRESENTER: Thomas L. Zeller, PhD, MBA, CPA [Bio]

Cost: $525 for all CCFL State Society Members/$595 for Non-members

Core

 Program Overview

The Which, When, Why and How of Strategic Financial Measurements

Financial Measures – you learned about them in school and probably talk about them every day, but are you really USING them? Why is the business owner or shareholder so interested in specific measures?

ROE, ROA, Return on Invested Capital (ROIC), economic profit and EVA are probably on your radar screen, but do you know HOW to use them effectively, WHEN to use them, and WHICH ones to use in any given situation What is the link to value creation and value destruction?

Work with practical models and readily available financial data to set strategy and know WHEN to grow the business and WHEN to improve operating margins, as well as the justification WHY.

Through a combination of lecture and hands-on case study analysis, you’ll gain first-hand exposure to WHY these measures, their mechanics, and the advantages and disadvantages of each. And most importantly, you’ll learn how to apply them directly to your company.

Participants will be provided several Excel templates to guide the evaluation process during the course as well as upon returning to the work place.

 Program Higlights

Key Financial Measures

• ROE, ROA, ROIC, economic profit

  • Evaluate different measurement options

  • Learn how to calculate and strategically use these measures to improve your business

  • Identify which measures to use based upon a given situation

  • Determine when to use the various measures and analysis tools in the business and decision-making process

• Sales and productivity financial measures

Hands-On Learning

This program will feature an active learning environment where you will be engaged in discussions on the pros and cons of different measurement techniques, including:

• Case study learning

• Compare and contrast with colleagues

Plus, learn to match the measure and computation to meet your needs and work with preformatted Excel templates.

See how data availability is making it very easy to link theory to practice. Tools and data previously available only to large businesses are now readily available to small and medium-sized business.

Monday, August 18, 2008 REGISTER [Online] [Fax/Mail]

Bloomington, MN
Location: MNCPA Education Center, 1650 W. 82nd Street, Suite 600, Bloomington, MN
CPE Credits: 8 Hours
Registration: 8:00 a.m.
Program: 8:30 a.m. - 4:30 p.m.
Course Code: CCFLMFS

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