Event Detail

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Financial Analysis in Excel

Due to the coronavirus outbreak, we will be hosting live webinars in place of live seminars for the foreseeable future.  We will send an email as soon as live seminars are up and running again.  We appreciate your patience.

For our CPA customers, note that live webinar credits are equivalent to live seminar credits and will satisfy your credit requirements.  

For our attorney customers, individual state legal education requirements will vary. As of now, it appears that the PACLE Board will review attorney compliance on an individual basis if you are unable to find live seminar credits prior to your deadline. If you require more detail, please reach out to the Legal Education Board in your state.

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.

Learning Objectives:

  • Review the fundamentals of net present value, return calculations, other key financial calculations
  • Illustrate financial results in Excel charts/graphs
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 
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Price: FREE for ALA Members / $49 for Non-Members

The Presenters:

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. 

About CPE/CLE:

* The ALA partners with McDevitt and Kline LLC for certificate issuance. 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. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
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:www.nasba.org.

Non-Members use the "Register Now" button.