Participants Supplemental Materials [SPFA2]


by Chia-Li Chien | Oct. 18, 2014

 

Fundamentals of Finance & Accounting for Non‑Financial Managers                   
Participants Files               

Developed By: Chia-Li Chien, CFP,PMP,MSFS                   
Questions or Comments? Email: jolly@chialichien.com                   
Version:    2014.10    Date:    10/18/14

 

2013 Selected Costco Annual Report ===>

Download

2014 Selected Walmart Annual Report ===>

Download

Financial Buckets Worksheet ===>

Download

Connection among Financial Statements ===>

Download

Morningstar Costco Report ===>

Download

Morningstar Walmart Report ===>

Download

Student Excel File ===>

Download

Student Excel File (Answer Key) ===>

Download

Sample eStatement 2009 Benchmark Report  ===>

Download

Forecasting Process Demo ===>

Download

 

 

About Chia-Li Chien

Chia-Li Chien Chia-Li Chien, CFP®, CRPC, PMP; Chia-Li “like JOLLY,” Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase their company equity value. She is the award-winning author of the books Show Me The Money and Work toward Reward and a faculty of the American Management Association. Her blog and newsletter was named a Top Small Business Resource by the New York Times You’re the Boss blog. Contact her at jolly@chialichien.com or (704) 268-9378 .

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