During this course, we will review key financial ratios, formulas, and calculations, including but not limited to: time value of money concepts, mortgage payments, amortization schedules, college planning calculations, retirement planning calculations, Monte Carlo Simulation, bond valuation, return analysis, insurance/annuity calculations, net present value (NPV), and internal rate of return (IRR). With a mastery of this material, you can help your clients enhance project or portfolio returns, maximize cash flow, minimize interest payments, and avoid excessive fees.
Microsoft Excel models will be used during the course.
- Review the fundamentals of net present value, return calculations, other key financial calculations
- Illustrate financial results in Excel charts/graphs
|When:||Friday, September 17th, 2021. 9:00 AM to 1:00 PM EST|
|Where:||Your home or office|
|Speaker:||William Kline, Ph.D., CFA and Dennis McGovern|
|CPE Credits:||2 Finance and 2 Specialized Knowledge CPE|
|CLE Credits:||4 Substantive CLE |
|Delivery Method:||Group Internet-Based|
William Kline 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.
Dennis McGovern, Owner of McGovern Consulting, LLC, has over ten years experience providing management consulting and financial management technology solutions to hundreds of tax exempt and non-profit organizations throughout the U.S. Mr. McGovern is a Microsoft Certified Professional and Abila Software Partner.
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 submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/ McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state.