Analyzing Financial Statements

Course Details

Date

Thursday, February 20, 2020

7:00am – 2:30pm (Registration: 6:30am)

Field of Study

Accounting & Audit

CPE Credit

8 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None

Description

Many professionals including corporate management, loan officers, investors, suppliers, customers, and auditors use financial statement analysis to perform their daily responsibilities. This program focuses on financial statements and the analysis of financial statements utilizing cases to assess profitability, liquidity, and resource management efficiency. We conclude with discussions of non-GAAP performance measurements, forecasting, and valuation.

Highlights

  • Financial Reporting and Financial Statements,
  • A Closer Look at Financial Statements,
  • Financial Statement Analysis-Part 1,
  • Financial Statement Analysis-Part 2,
  • Use of Non-GAAP Performance Measures and KPIs,
  • Forecasting,
  • Valuation,
  • Comprehensive Financial Statement Analysis Case Study,
  • Analyzing Financial Statements,
  • Analyzing Financial Statements,
  • Analyzing Financial Statements-A Guide

Objectives

  • Describe the different financial statement users and their information needs,
  • For each financial statement-Balance Sheet, Income Statement and the Cash Flow Statement-identify characteristics, alternatives and risks associated with specific financial statement elements,
  • Perform financial statement analysis using best practices and various cases,
  • Compare financial statements of different companies in the same industry and the same company across different time periods,
  • Explain the importance of using a company's MD&A for effective financial statement analysis

Designed For

Industry CPAs, accountants, and financial professionals who analyze financial results, evaluate operational performance, perform acquisition due diligence, and develop business strategies. The program is also beneficial for auditors when performing risk assessments as a part of audit planning.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$245.00

Non-Member Fee
$375.00

Your Price
$375.00

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