Taking Financial Statement and Ratio Analysis to the Next...
Multi-segment. Taking Financial Statement and Ratio Analysis to the Next Level. Most financial professionals have been exposed to ratio analysis but very few are familiar with how ratios are used by external users of financial statements, such as bankers and stock analysts. This seminar focuses on how to analyze financial statements, focusing particularly on financial statement ratios and some of the reports that popular systems, such as Bloomberg reports, generate for external users of financial statements.
The course is oriented to financial professionals who already have an understanding of ratio analysis but would like to take their understanding to the next level. It is a well known fact that accountants within an organization are more effective if they prepare analyze their statements in the same way that external users will. Most effective financial professionals will analyze their own statements from the same perspective as external users so that they can most effectively position their results to the external users.
Furthering one's financial statement analysis skills is important for an accountant to be effective within their organization and to progress their own careers.
This seminar is very interactive and hands-on. Participants will analyze real company financial statements and should bring a calculator with them. This seminar is also an effective introduction for a more advanced course on financial statement analysis.
Applicable for
This session will also benefit non-accountants as well as accountants who are often unfamiliar with
how other users of financial statements evaluate and adjust the statements they prepare. This course
is generally attended by those at the early to middle stages of their accounting careers who want to
progress upward.
Content
The topics in this seminar include:
• Financial Statement Analysis
o Horizontal Analysis
o Vertical Analysis
o Ratio Analysis
· Liquidity analysis
· Profitability analysis
· Efficiency analysis
· Leverage analysis
• Overview of software tools available for analysts
• Industry ratio sources
• Review Bloomberg outputs
• Mathematical predictors of bankruptcy
Seminar Leader: Karine Benzacar
Presented by PD Partner: Knowledge Plus Corp
What to Expect
· This is a Live Virtual Seminar where class size has been limited to allow for an interactive learning environment.
· This seminar will not be recorded.
· Course materials, links and credentials will be emailed to you two business days before the seminar. Once sent, the email will also be found in your Account Communication tab of the CPA Manitoba Member Portal.
· Live webinars have varying levels of expected interaction, and some may require webcam and microphone capabilities – if you have concerns about the interaction required for this course, please email [email protected]
CPA Manitoba PD Terms and Conditions
Online registration not available.