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8.4.18 - Intro to Financial Statement Analysis (Live Seminar) 8 CPE / 7 CLE

8.4.18 - Intro to Financial Statement Analysis (Live Seminar) 8 CPE / 7 CLE

Your Price $174.99
Course Number:FINSAS18
  • When:Saturday, August 4th, 2018. 9:00 am to 5:00 pm EST
  • Location:Penn State Abington @611 - 1475 Old York Road Abington, PA 19001
  • CPE Credits:8 Finance CPE
  • CLE Credits:7 Substantive CLE
  • Delivery Method:Group Live

Public and private companies naturally want to put a positive spin on their quarterly and annual results.  The objective of this program is to review the tools accountants and attorneys may use to gain a complete and accurate picture of a company's financial and competitive positions. Subject areas include an introduction to income statements, balance sheets, cash flow statements, ratio analysis, and the relevant adjustments to properly evaluate historical trends.  

Learning Objectives:

  • Review basic accounting principles that lay the foundation for income statements, balance sheets, and cash flow statements
  • Calculate various key performance measures
  • Design a system to understand and interpret financial performance

The Presenters:

William Kline, Ph.D., CFA is an Assistant Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He holds a Master of Business Administration from Saint Joseph's University, and a Bachelor of Science in Business Administration with a concentration in finance from Kutztown University. He is a member of the Beta Gamma Sigma International Business Honor Society, and the CFA Institute in Charlottesville, Virginia. He earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006.

Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.

James D. Hallinan, CPA, CIA, CFSA, CBA

James Hallinan is an independent business consultant specializing in internal audit: risk management, control and governance related review services; training and development; and quality assessment. He has over 25 years of diversified corporate/ bank internal audit and related independent business consulting experience. He is well versed in virtually all major aspects of internal audit, risk/ control, and governance related engagements for community (and larger) banks, including (but not limited to): leading internal audit outsourcing programs; FDICIA and Sarbanes-Oxley internal control related design/ documentation and operating level effectiveness assessment projects; sensitive Bank Secrecy Act/ Anti-Money Laundering independent audits; high risk funds transfer operational reviews; and annual independent ALM/ IRR internal control reviews.

When: Saturday, August 4th, 2018. 9:00 am to 5:00 pm EST
Where:Penn State Abington @611 - 1475 Old York Road Abington, PA 19001
Speaker: William Kline, Ph.D., CFA and James D. Hallinan, CPA, CIA, CFSA, CBA
CPE Credits: 8 Finance CPE
CLE Credits: 7 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Tech Support: Bill Kline Email: or Phone: 267-251-3805

McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

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