Advanced Financial Statement Analysis

Oct 16, 2017 02:30pm -
Oct 16, 2017 04:30pm
(GMT-5)

Event Description

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 Double-Declining Balance, Amortization, and Depletion.

The seminar will also explore Accounts Receivable assessment, Allowance for Doubtful Accounts, Intangible Assets, Accounts Payable assessment, Capital and Operating Leases, and analysis of the Equity Section of the Balance Sheet including Partners’ Capital Accounts, Common and Preferred Stock, Treasury Stock, Stock Splits, and Retained Earnings.

Additionally, the types or levels of financial statements will be highlighted including Company-Prepared, Compiled, Reviewed, and Audit. The Audited Financial Statements will include “Unqualified, Qualified, Adverse, and Disclaimer.”

The participant will then be introduced to a “five-part” Financial Statement Analysis Model which will include the Liquidity, Activity, Leverage, Operating Performance, and Cash Flow.

Additionally, the related topics of the Z-Score (bankruptcy predictor) and the Sustainable Growth models will be reviewed.

Two case studies will be used to illustrate the “five-part” analysis model and the “correct” interpretation of the financial statements.

Objectives:

  • Analyze the four financial statements including Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows
  • Explore Income Statement issues including Revenue Recognition, Inventory Costing, and Depreciation
  • Cover Balance Sheet accounts including Accounts Receivable, Allowance for Doubtful Accounts, Accounts Payable, and the Equity Section
  • Review the levels of financial statement reporting including Company-Prepared, Compiled, Reviewed, and Audit
  • Analyze a “five-part” analysis model including Liquidity, Activity, Leverage, Operating Performance, and Cash Flow
  • Discuss the Z-score (bankruptcy predictor) and Sustainable Growths models
  • Summarize the seminar concepts through Case Studies

Who Should Attend?

Commercial lenders, credit analysts, relationship managers, credit administrators.

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Sep 05, 2017.
Regular registration starts on Sep 06, 2017 and ends on Oct 16, 2017.
Late registration starts on Oct 17, 2017.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 On Demand Link & "FREE" CD Rom
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live & On Demand Link (Includes CD Rom)
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00