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Audio & Reference Manual

Essential Tips and Tools for Guiding Financial Decisions

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Financial Statement Story
  • Financial Statements: Historical, Forecast, Projection, and Model
  • Ratios, Ruling out Irrelevant Factors, and Key Decision Points
  • How to Create and Use a Dashboard
Cost vs. Benefit, Comparing Different Opportunities
  • How to Build a Spreadsheet Using the Probability-Weighted Benefit Technique
  • How to Identify Direct and Indirect Costs
  • How to Calculate Opportunity Cost
Time Talent and Treasure
  • The Fundamental Exchange
  • The Role of Treasure and the Special Relationship Between Time and Talent
  • How to Design the Contribution of These Three Elements
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jaime Campbell, CPA, MBA

Jaime Campbell, CPA, MBA

Tier One Services, LLC

  • Partner in the firm of Tier One Services, LLC
  • Practice emphasizes all aspects of internal accounting activities for $1M to $10M for-profit and not-for-profit organizations
  • Conducts regular seminars and workshops on Excel, QuickBooks, financial statements, and cash flow forecasts
  • Author of several publications related to the areas of Excel, QuickBooks, and other accounting technology and policies
  • M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
  • Member of AICPA, NJSCPA, NCACPA, FICPA
  • Can be contacted at [email protected], (704) 837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa or www.linkedin.com/in/jcampbellcpa
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400829
Published 2017
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