course

The One Page Financial Overview - Help Your Audience See the Forest First

(60)
4.116665
118 Enrolled
1 Hour (On-Demand)
1 CPE  
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The One Page Financial Overview - Help Your Audience See the Forest First

Continuing Education Credits
Click or touch a Credit for more information
CPA
1 CPE
CPD-IES7
1 Hour
CMA
1 CPE
CFE
1 CPE
CIA
1 CPE
CRMA
1 CPE

Certified Public Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credit have been granted based on a 50-minute hour.
More information about CPA CPE Credits
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Chartered Accountant (IES7 CPD)

Continuing Education Credit:
1 Hours
Field of Study:
Accounting
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES7 credit.
More information about CPD-IES7 Hours
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Certified Management Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CMA CPE Credits
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Certified Fraud Examiner

Continuing Education Credit:
1 CPE Credits
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CFE CPE Credits
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Certified Internal Auditor

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
1 CPE Credits
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  3:11PREVIEW: Introduction to the One Pager
One Page Financial Overview
  Why The One Pager?5:05
  One Pager Design7:10
  For Profit & Non Profit Examples and Tactical Matters9:00
  One Page Narrative and Meetings8:22
CONCLUSION
  Closing Thoughts7:09
SUPPORTING MATERIALS
  Slides: The One Page Financial OverviewPDF
  The One Page Financial Overview Glossary/IndexPDF
  For Profit Financial Commentary AprilPDF
  For Profit One Pager ExampleXLSX
  Nonprofit Financial Commentary AprilPDF
  Nonprofit One Pager ExampleXLSX
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam