Webcast: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
2.0 Credits
Member Price $75.00
Non-Member Price $100.00
Overview
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations.
Highlights
- How to optimize cash flow
- Qualitative evaluations: core earnings and sustainable growth
- Quantitative evaluations: liquidity ratios
- Increasing customer base vs. payment terms
- Business cycle and cash
- Behavioral finance biases
- Managing head count
- Other potential areas of excess cost
Prerequisites
None
Designed For
Accounting and finance professionals in management roles who are looking to improve their company’s cash flow
Objectives
- State the relationship between sustainable growth, core earnings, and company cash flow
- Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients
- Identify common behavioral biases which influence how a company spends money
Leader(s):
Leader Bios
David Peters, CPA, CFP, CLU, CPCU, MST, Surgent McCoy CPE, LLC
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. He has over fifteen years of financial services experience, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Master’s degrees and is currently pursuing his Ph.D. in Financial Planning. He regularly contributes to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.
Non-Member Price $100.00
Member Price $75.00