Live Webinar
How to Review Your Vendor's Financial Health: A Walkthrough of Financial Documents
Tuesday, March 19, 2024 | 11am ET | 1 Hour
To help your organization manage vendor risks successfully, it’s important to implement a thorough vendor financial health review process. This process helps you identify potential financial gaps at your vendor, before they disrupt your business. Remember, poor financial health can negatively impact your organization, having a ripple effect on your customers.
Assessments should be comprehensive, and risk based. The first step to accomplish this is understanding the financial documents available and what you need to review within each one. Join us for this session, where our Chief Financial Officer will walk you through the different types of financial documents and how to review these documents. This informative session will provide an understanding of vendor financial health importance and help your organization make informed vendor decisions.
Register now to learn:
- What vendor financial health is
- The different types of financial documents
- Quantitative and qualitative details to review and use
- A walkthrough of an example balance sheet, income statement, and 10-K
- Key takeaways
Speaker
Ramin Zacharia
Chief Financial Officer
Ramin Zacharia leads and oversees the Finance department, while also working across the organization to identify future strategic initiatives and opportunities to drive internal and external efficiencies, and areas of growth. Prior to Venminder, Ramin founded and managed RTD Insights, working alongside growth businesses, private equity funds, venture capital firms, and entrepreneurs to provide solutions for the offices of the CFO and COO.
Program Level: Intermediate
Duration: 1 Hour
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, BOD, Vendor Management, CPAs
Advanced Preparation: None
Delivery Method: Group Internet Based
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at +1 (888) 836-6463.
Information
Field of Study: Specialized KnowledgeProgram Level: Intermediate
Duration: 1 Hour
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, BOD, Vendor Management, CPAs
Advanced Preparation: None
Delivery Method: Group Internet Based
CPE Eligibility: Because this is an on-demand event, unfortunately, it is not eligible for CPE credits. All live events are eligible for 1 CPE credit per hour.
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at +1 (888) 836-6463.
CPE Credit Eligibility
This session is eligible for 1 CPE Credit – you must be in attendance for the entire LIVE session, answer all three polling questions during the event, and complete the post-event survey. CPE Credit will be offered within 7-10 business days following survey submission.
Venminder is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor on continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Compliance regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.