How to Analyze Financial Statements

How did your business unit perform last year? What's the trend in your key business segments over the last three to five years? How can this information help you identify the key things you need to focus on in the upcoming year? Do you struggle with the language of business? How well do you understand terms like, Top Line Growth, Gross Margin, Gross Profit, Return on Capital, Liquidity, Financial Leverage, EBITDA, Cash flow from Operations, Free Cash Flow, etc.? Grab a cup of coffee and join us to learn how to analyze the numbers and use this intel to juice up virtually every facet of your organization's operations from sales and marketing, to finance, HR, and customer service. Use our proven model to quickly assess the financial condition and results of operations of any business using trend and ratio analysis. Join C-suites and business analysts from around the country and empower your team to maximize the benefit from your crystal clear understanding of the numbers.

Who Should Attend
Nonfinancial Executives, Board Members, Business Advisors, Business Unit Managers, Department Managers, Budget Managers, Accounting Managers,Accounting Staff, Bank Managers, Loan Officers, HR Managers, IT Managers, Risk Managers, Information Reporting Officers, Compliance Officers, and Compliance Managers.

Topics Covered

• Review the components of the annual report of a prominent publicly traded company and learn how to use this wealth of information to evaluate financial health, strength, risk profile and performance
• Use the annual report to perform a fundamental financial analysis
• Receive our advanced ExcelTM-based financial model complete with ratios, horizontal and vertical analysis
• Key benchmarks to help determine how a company's ratios compare with their competitors
• Key Benefit: Use our proven model to perform financial analysis on any company’s financial statements, including yours
• Learn how to benchmark your analysis against the competition
• Learn about resources available to perform comparative studies between companies in the same economic sector – including private companies

Learning Objectives

• Learn the various types of financial analysis and their purpose
• Learn the key ratios to evaluate a company’s liquidity, leverage and operating performance
• Identify the key benchmarks to help determine how a company’s ratios compare with their competitors
• Understand horizontal and vertical analysis and how they can be used to identify key interrelationships and trends

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Accounting (2 hours)

Program Prerequisites
None

Advance Preparation
None