Financial Management & Analysis - Modules 3 & 4 - December 4-5, 2024

Financial Management and Analysis – Modules 3 and 4

A CSMFO Core Course

9:00 a.m.-12:00 p.m., Wednesday & Thursday, December 4-5, 2024

CSMFO has developed a four-part course in Financial Management and Analysis.  You will learn from practitioners, with a deep understanding of financial management concepts, how best to implement sound managerial and financial policy decisions.  These decisions will then be oriented towards achieving the goals and priorities of the organization while helping to achieve financial sustainability.  The first part of this course, consisting of Modules 1 and 2, provide the foundation to understanding a number of key financial management and analysis concepts and tools.  Modules 3 and 4 build on the foundation of the first two modules and will go into more depth about financial management analysis and provide opportunities to work through various case studies and learn about forecasting, analysis, and reporting in practice.

Module 3 will cover how to manage short-term resources and obligations, the importance of internal controls, understanding the roles of cash, treasury, and investment management, and budgetary control through legislative agenda management.  It will also provide an understanding of periodic monitoring and reporting of fiscal condition along with some practical examples and case studies.

Module 4 will offer specific financial health diagnostic tools, identifying tools to analyze complex data and key elements of financial statement analysis.  There will be discussions about practical tools for financial condition analysis, financial forecasting, and financial statement analysis, along with a variety of case studies and exercises.

Successful Outcomes:

• Read, understand, and analyze budgets, financial statements, and other financial reports.
• Interpret key financial metrics and information to aid in decision making for executive leadership and elected officials.
• Perform effective financial analysis to draw valid and informed conclusions from available data.
• Improve financial decision making through providing useful financial information and appropriate policy direction.

This class is limited to 60 participants.  Advance registration is required for this class.

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

This course will be delivered in two sessions:

Session One:  Wednesday, December 4, 2024, 9:00 am - 12:00 pm

Session Two:  Thursday, December 5, 2024, 9:00 am - 12:00 pm

Instructors:

• David Cain, Retired Finance Director/Treasurer
• Scott Catlett, Director, Eide Bailly LLP

Continuing Professional Education:  Attendees earn 6 hours of CPE Credit (Technical) by attending all sessions.  Attendees must attend all sessions to obtain CPE credit.

Cost:  $200 for CSMFO members

          $260 for non-CSMFO members

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