Financial ratios are a cornerstone of financial analysis—but are you confident in how you calculate and interpret them? Many professionals use ratios in their daily work, yet inconsistencies in understanding and application can lead to misinterpretation. This engaging and practical webinar will introduce a comprehensive “five-step” key financial ratio analysis model designed to bring clarity, consistency, and accuracy to your analysis process. You’ll learn how to assess liquidity, activity, leverage, operating performance, and cash flow using real-world case studies and proven tools.
Dive deeper into the nuances of cash flow with a thorough look at business EBITDA, personal (business owner) cash flow, and global (combined) cash flow analyses. You’ll also gain valuable insight into benchmarking with Risk Management Association (RMA) industry data and the use of Moody's spreadsheet software. Advanced topics, including the Z-score bankruptcy predictor and sustainable growth models, will round out your learning experience. This session is ideal for CPAs, CFOs, controllers, auditors, financial analysts, and consultants who want to sharpen their ratio analysis skills and provide more value to their clients or organizations.
This webinar will give you practical tools and models to enhance your financial analysis skills, allowing you to interpret ratios with greater accuracy and confidence. Walk away with actionable insights and templates that can be applied immediately in your financial practice.
Learning Objectives:-
- Learn a five-step key ratio analysis model that enhances clarity and consistency in financial assessments
- Explore in-depth cash flow analysis including business EBITDA, personal, and global cash flow models
- Understand how to use RMA industry benchmarks and Moody’s spreadsheet software in your evaluations
- Review advanced financial models such as the Z-score bankruptcy predictor and sustainable growth analysis.
Why Should You Attend?
Gain the confidence to interpret financial ratios like a pro and align your analysis methods with industry best practices. This session will empower you to deliver deeper insights and smarter recommendations in your financial role.
Who will Benefit?
- CPAs
- CFOs
- Controllers
- Auditors
- Financial Analysts
- Financial Consultants
- Credit Analysts
- Loan Officers
- Bankers
- Risk Managers
- Accounting Managers
- Finance Managers
- Business Advisors
- Investment Analysts
- Corporate Finance Professionals
- Business Owners
- Internal Auditors
- External Auditors
- Treasury Professionals
- Financial Planning & Analysis (FP&A) Professionals.
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David is the founder and managing member of David L. Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminar/keynote speeches for various groups including CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. He also serves as a contract CFO for several clients including construction companies, medical practitioners, and real estate developers, co-manages a bank educational program with the University of Nevada Las Vegas, and is a board member of North Star Business Services, a commercial lending company (commercial real estate and equipment financing).
His extensive professional background encompasses over 24 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan work-out experience.
In addition, David is an Adjunct Professor for Regis University, an accredited MBA program, and the College of Southern Nevada, a community college. He has taught college courses for over 22 years, covering Finance, Accounting, Economics, Marketing, Banking, Business Law, and Management.
He earned an MBA in Finance/Marketing from Utah State University and a BS in Finance from Brigham Young University. He is also a graduate of the University of Oklahoma National Commercial Lending School.