Financial Statement Workshop August 17, 2009

Drill down—and apply financial statement interpretation to discover what the numbers really mean!

This training takes you step-by-step through the “how-to’s” of financial statement interpretation. Gain compelling insights into the analysis techniques that investors, creditors, bankers, analysts—the entire financial sector—employ to evaluate companies. And you’ll see how to apply sophisticated financial statement interpretation and other analytical tools with the help of Excel to evaluate current operations as well as anticipate future corporate performance. Most important, you’ll leave better equipped to apply your own financial statement interpretation and make decisions that can positively impact your own company’s bottom line.
How You Will Benefit

* Revisit the key relationships among the three major financial statements: balance sheet, income statement and statement of cash flows
* Interpret how business decisions affect the critical interrelationship among the statement components
* Determine which pivotal business operations are driving these financial statement movements
* Enjoy fast, easy access to a wealth of information about a company’s past, present and future
* Apply financial ratios to analyze trends, competitors, and future economic decisions
* Utilize advanced spreadsheet tools and techniques in performing financial statement interpretation

What You Will Cover

* The critical differences between profit and cash flow—and the importance of each to a business
* Recognizing and addressing potential problems revealed through financial statement interpretation
* Using comparative benchmarking to determine your company’s place in the industry
* Discovering and using the best available financial information databases
* Leveraging new financial knowledge in the preparation of budgets and forecasts
* Discovering how lenders, creditors and shareholders view your business through probing financial statement interpretation
* Analyzing how spreadsheets can simplify complex comparisons of divisions, business units and entire companies

Who Should Attend

Every member of the finance team—plus any manager or executive in any functional area who wants an incisive understanding of financial statement interpretation and the essential role financial statements play in the budgeting, operations and strategic plan of every company.

Note: Basic knowledge of Excel is required. Please bring a laptop equipped with Excel to this training.
Extended Training Description

Learning Objectives

* Use Excel® to Analyze Financial Statements
* Explain How to Determine the Profit of an Entity By Analyzing the Financial Statements
* Describe the Differences Between Profit and Cash Flow
* Use Ratio Analysis to Assess the Financial Health of an Entity

Overview of Financial Statement Analysis

* Identify Industry Nuances
* Identify How a Company Makes Money
* Describe the Unique Aspects of Each Business or Industry
* Explain the Life Cycle of a Business

The Scope and Process of Financial Analysis

* Explain the Applications of Financial Analysis
* Describe the Disciplines Involved in Effective Analysis of a Company’s Financial Statements and Reports
* Describe the Objectives That Drive the Financial Analysis Process

Income Statement

* Describe the Components of an Income Statement
* Describe the Use of Common Size Income Statements
* Demonstrate How to Interpret the Various Returns Presented on the Income Statement

Balance Sheet

* Describe the Interrelationships Among the Components of the Balance Sheet
* Describe How to Project the True Market Value of a Company Using Market Capitalization Calculations
* Explain the Unique Aspects of the Balance Sheet
* Project Unrecorded Long-Term Debt Associated with Operating Leases and Other Off-Balance Sheet Financing instruments
* Explain the Meaning of WACC

Cash Flow Statement

* Describe How the Cash Flow Statement Relates to the Income Statement
* Demonstrate Cash Flow Calculations
* Explain the Concept of Free Cash Flow Calculations

Presenting Data Analysis Results

* Effectively Present the Results of Financial Analysis Projects and Tasks to Various Levels of Management
* Compare Analysis Results to Other Companies’ Results
* Present the Data in Excel® Charts, Graphs, and Tables

Official Website: http://www.focustraco.com/index.php/tm-training-schedule/details/221-104202