Public Courses


Public Courses ContentOur public curriculum spans 5 days in length and provides the flexibility to choose the modules best suited for you and your organization. We highly recommend that participants without a prior financial background attend all 5 days.

We offer these courses in the following locations:

  • New York
  • Chicago
  • San Francisco
  • Boston
  • Washington, D.C.

Please Contact Us directly to register for courses.

DAY 1: FUNDAMENTALS OF FINANCIAL STATEMENT ANALYSIS

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Dec 11,2017 -     Time: 9:00 am - 5:00 pm

This session provides participants with the “nuts and bolts” of accounting and focuses on the interrelationships between the 3 financial statements. As a solid accounting foundation is critical to grasping more advanced finance concepts, the course prepares participants for subsequent modeling and valuation modules. During the course, actual company annual reports are analyzed to show real examples of accounting treatment and disclosure notes.

  • Introduction to financial statement analysis
    • What’s in an annual report and where to look
    • Structure of and relationships between the 3 financial statements
  • Income statement
    • Revenue recognition and the matching principle
    • Accrual vs. cash accounting
    • EBIT and EBITDA
    • Effective tax rate vs. marginal tax rate
    • Normalized net income
    • Earnings per share
    • Profitability ratios
  • Balance Sheet
    • Net working capital
    • Days ratios and cash conversion cycle
    • Tangible vs. intangible assets
    • Depreciation and amortization
    • Goodwill and impairments
    • Capital expenditures
    • Debt vs. other liabilities
    • Leverage and coverage ratios
    • Common vs. preferred stock
    • Authorized, issued and outstanding shares
    • Par value and additional paid-in capital
    • Share issuances and repurchases
    • Retained earnings
    • Dividends
  • Cash flow statement
    • Operating, investing and financing cash flows
    • Building a cash flow statement from scratch
    • Best practices to always ensure your model will balance


Location


100 Park Avenue
New York, New York 10017


Registration is closed for this event.
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