Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Assessing the management team of a company is essential for understanding the growth strategy of the business and potential problems which may arise.
This CPA Ontario course provides a structured approach to evaluating management, that focuses on management's attitudes, strategy, business plan and track record. It also demonstrates how to use a multi-criteria analysis and how to find important quantitative and qualitative data.
The course showcases the attitude framework, how to use a scorecard, and shares examples of other strategic frameworks such as Hax's Delta Model and the Ansoff Matrix. Learn how to evaluate stakeholder management, understand what information must be gathered for performance evaluation, and analyze the possibilities and concerns that may arise from management characteristics.
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
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Key Takeaways
Upon completion of this course, you will be able to:
- Identify key management characteristics, such as business and financial acumen.
- Assess management's growth strategy and contingency policies.
- Evaluate stakeholder management.
- Analyze the possibilities and problems that arise from management characteristics.
- Identify how to assess management's abilities and information needed for performance evaluation.
Who Will Benefit
Anyone who is considering a career as a credit analyst and looking to learn a structured approach to assessing management.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tim Vipond is an entrepreneur, financial analyst and former investment banker. He has worked across a wide range of corporate finance, financial modelling and forecasting roles at CIBC World Markets and Goldcorp Inc. Tim is the CEO of the Corporate Finance Institute.