Advanced Financial Statement Analysis Webinar

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 webinar 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.

The Cash Flow section will include the business ‘traditional’ EBITDA cash flow and personal cash flow of the ‘business owner’ (using the 1040 tax return, including tax schedules and K-1s, and the personal financial statement). Additionally, the Global Cash Flow or combined ‘business & personal’ cash flow model will be displayed along with Sensitivity Cash Flow Analysis.

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
  • Analyze the EBITDA, personal (business owner), and Global Cash Flow analyses
  • Explore the Statement of Cash Flows, the UCA Cash Flow, Cash Basis Cash Flow, Fixed-Charge Coverage, Free Cash Flow, and Sensitivity analysis
  • 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, business development officers.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

David Osburn
David Osburn

David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit manager... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Advanced Financial Statement Analysis0.25 08/22/2022 2:30pmWebinarUpcoming David Osburn$279.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don‰’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS CD-ROM VIDEO:

By adding the CD-Rom to your order, you will have non- internet access to make the webinar part of your training library.  The CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

Recorded Webinar Options available as Twelve Months OnDemand and Twelve Months OnDemand and CD-Rom

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