Reading, Understanding and Presenting Financial Statements to the Board: Part 2

Published by Ohio Society of Association Executives and Georgia Society of Association Executives


Summary

Join Jason Elliott, CPA, Chief Financial Officer, The Ohio Society of CPAs and OSAE in Part 2 of this informative discussion on reading and understanding financial statements - even if you’re not a financial expert.

Jason will give you valuable insights on how to:

  • Understand the statement of activities and statement of cash flows
  • Calculate key performance metrics and identify warning signs and trends through Ratio Analysis
Most importantly, he’ll give you tips on how to truly understand what your financial statements mean in order to confidently present your organization’s financial picture to your board.

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

Presenters
Jason Elliott, CPA, CGMA, CAE
Jason M. Elliott, CPA, CGMA, CAE is the Chief Financial Officer for The Ohio Society of CPAs. In his role, Elliott is responsible for day-to-day operations of the Society, including oversight of financial management, building operations, and human resources. Elliott has been associated with the Society since 2013, with responsibilities that include supporting the Society's finance, investment, and audit committees. Prior to joining The Ohio Society, Elliott had an expansive background,...More

Originally Published

September 29, 2016


Program Titles and Supporting Materials

This program contains the following components:

  • Reading, Understanding and Presenting Financial Statements to the Board: Part 2 - Video
  • Reading, Understanding and Presenting Financial Statements to the Board: Part 2 - Audio
  • Reading, Understanding and Presenting Financial Statements to the Board: Part 2 - PPT
  • Reading, Understanding and Presenting Financial Statements to the Board: Part 2 - Case Study

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.


Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.


Click on jurisdiction for specific details


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