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Event Details

    Financial Acumen - Making Sense of Financial Statements

    Date: May 10, 2017, 8:00am – 9:00am
    Organizer:
    Fran Baze, VP Professional Development
    Location:
    Wipfli, LLC
    4949 Harrison Avenue
    Rockford, IL 61108
    Price:
    No Cost for Rockford Area SHRM Members/$50.00 for Non-Members
    Event Type:
    Meeting
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    • 7:30am-8:00am - Registration and Continental Breakfast
    • 8:00am-9:00am - Presentation (details below)

    Having trouble making sense of Financial Statements? Come to this session to:

    1. Understand the different financial statements and how they relate to each other
    2. Become familiar with various terminology used when preparing or analyzing financial statements
    3. Become more comfortable navigating financial statements and knowing what to look for
    4. Overview of common ratios used to measure financial performance

    About the speaker

    Steve Jordan, CPA, is a senior manager in Wipfli LLP’s manufacturing and distribution, nonprofit and government, construction and real estate, and employee benefit practices.  His more than 10 years of diverse audit and tax experience allow him to see each entity as a whole and enable him to offer suggestions for improvement in many different areas of an entity or company.  In addition to his client responsibilities, Steve is highly involved in training and mentoring new staff at Wipfli.allocation guidance and manager analysis.

    Education:

    Steve has his  Bachelors of Science in Accounting from Northern Illinois University

    Approvals for HRCI & SHRM Continuing Education Credits are pending

    To register please send an email to rockfordareashrm@gmail.com.