How to Analyze Financial Statements (Sold Out)
Author: Miles Hutchinson
| CPE Credit: |
1 hour for CPAs |
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.
Publication Date: September 2025
Designed For
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 Components of an Annual Report
- Define Fundamental v. Technical Analysis
- Perform a Fundamental Analysis
- Review a Financial Analysis Model
- Review a Technical Analysis
- Sources of Key Competitive Benchmarks
Learning Objectives
- Identify the various types of financial analysis and their purpose
- Identify 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
- Explain horizontal and vertical analysis and how they can be used to identify key interrelationships and trends
- Identify the category of analysis that includes both horizontal and vertical analysis
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Accounting (1 hour)
Program Prerequisites
None
Advance Preparation
None
