Financial Statement Analysis

Course Outline

Attend this proactive seminar and learn a comprehensive approach to financial statement analysis.

The session will begin with analyzing the four financial statements—Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows. This will include revenue and expense recognition, FIFO, LIFO, and Average Inventory Costing models, operating expenses (repairs) versus improvements, depreciation, including straight-line, units-of-production, and reducing balance, amortization.

The seminar will also explore accounts receivable assessment, allowance for doubtful accounts, intangible assets, accounts payable assessment, capital, and operating leases, and an analysis of the equity section of the balance sheet including partners’ capital accounts, common and preferred stock, Treasury stock, stock splits, and retained earnings.

The presentation will highlight the types or levels of financial statements, including company-prepared, compiled, reviewed, and audit. The audited financial statements will include “unqualified, qualified, adverse, and disclaimer.”

The seminar will then introduce participants to a five-part Financial Statement Analysis model, which will include liquidity, activity, leverage, operating performance, and cash flow. The group will review the related topics of the Z-Score (bankruptcy predictor) and the Sustainable Growth models.

Takeaways
  • Analyze financial performance
  • Assess the quality of reported earnings
  • Identify balance sheet strengths and weaknesses
  • Perform cash flow analysis
  • Conduct credit and equity analysis
  • Utilize financial forecasting methods
  • Forecast external funding needs
  • Conduct sustainable growth analysis
  • Perform economic value analysis
  • Conduct financial analysis of companies in specialized industries

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