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AMA's Course on Financial Analysis

Increase the value of your organization.

Increasing the value of a company is a primary goal for management. This seminar establishes a fundamental but simple financial statement template for displaying that the company is being managed to produce increasing value. You will also learn how to evaluate past performance and plan for future investments: capital projects and acquisitions.

Seminar Number: 01552

4.8
(86 reviews)
  • Live Online
  • At Your Company Location

Course Scheduling & Pricing

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Who Should Attend

This seminar is dedicated to helping managers of for-profit companies succeed. If you are responsible for managing a department, a business unit or a company to increase its value, or responsible for evaluating an acquisition or the financial condition of a customer or vendor, this course is for you.

Note: Please bring your organization’s financial statement and a financial calculator, HP 12C or equivalent.

  •   Live Online3 Day(s)
    23.2 CCM, 1.8 CEU, 18 CLP, 21 CPE, 23.4 CTP, 23.2 FP&A, 18 PDU, 18 PMU
 
 

Increasing the value of a company is a primary goal for management. This seminar establishes a fundamental but simple financial statement template for displaying that the company is being managed to produce increasing value. You will also learn how to evaluate past performance and plan for future investments: capital projects and acquisitions.

  • Specify the financial requirements for your company's strategic and operating plans 
  • Manage the structure of the income statement and the balance sheet to increase shareholder value
  • Choose the right metrics for evaluating your company's solvency
  • Determine your company's debt capacity - how much you can safely borrow
  • Use the statement of cash flow to measure success
  • Create a capital project evaluation spreadsheet
  • Determine which metrics to use to evaluate capital projects
  • Detailed mastery of the income statement, the balance sheet and the statement of cash flows
  • Drivers of company value
  • What owners want to see on the financial statements
  • What lenders want to see on the financial statements
  • The true meaning of cash flow from operating activities
  • Discounted cash flow techniques: future value, present value, net present value, annuities, internal rate of return
  • The importance of and calculation of the Weighted Average Cost of Capital (WACC)
  • How to value capital projects
  • How to price an acquisition

 Learning Objectives

  • Analyze Financial Statements
  • Apply Financial Analysis Methods and Tools to Measure Performance Against Internal and External Standards and Industry Benchmarks
  • Make Sound Decisions Based on Accurate Assessments of Business Performance and Results
  • Ask Better Questions to Gain a Clearer Understanding of the Business and Focus Attention on Areas of Greatest Impact
  • More Effectively Manage Value in the Business

The Nature of Financial Analysis

  • List the Principal Questions Answered By Financial Analysis
  • Identify the Financial Statement Sources of Data Used in Financial Analysis
  • List the Major Tools Used in Financial Analysis

The Planning Cycle

  • Identify Components of the Planning Cycle
  • Describe the Role of the Financial Analyst

Income Statement and Balance Sheet

  • Identify Key Accounts and Subtotals of the Income Statement
  • Identify the Major Sections of the Balance Sheet and How Analysts Use Them
  • Explain Why Companies Own Assets and How They Pay for Them
  • Use Common Size Financial Statements

Measurement of Performance

  • Calculate Solvency Ratios, Liquidity Ratios, and Profitability Ratios
  • Explain How Ratios Relate to the Creation of Shareholder Value
  • Define How Growth Rates Are Used to Indicate Performance

Cash Flow

  • Analyze a Company’s Gross Cash Flow from Operating, Investing and Financing Activities
  • Describe Why an Analysis That Fails to Take Cash Flow into Account Is Inadequate
  • Define a Company’s Free Cash Flow
  • Use Cash Metrics to Measure Value Creation

Creating Shareholder Value

  • Calculate a Company’s Weighted Average Cost of Capital and Total Capital in Accordance with CAPM
  • Understand Why the WACC Is Important

Analyzing Enterprise Investments—The Theory of Interest and the Time Value of Money

  • Use a Financial Calculator
  • Calculate Future Value, Present Value, and Compound Growth Rates
  • Calculate the Present and Future Value of an Annuity and Annuity Payments
  • Calculate and Understand Internal Rate of Return
  • Calculate the Present Value of a Perpetuity

Analyzing Enterprise Investments—Capital Project Evaluation

  • Define the Steps Necessary to Perform a Capital Project Evaluation
  • Create a Spreadsheet to Describe a Project
  • Choose a Hurdle Rate for a Project
  • Apply the Major Techniques: NPV, IRR, EPVI, Payback
  • Define Terminal Value
  • Price an Acquisition

Download Extended Seminar Outline PDF

View a Sample of Our Reviews

4.8

86 reviews

 
The course was perfect for what I was looking for and the small class size allowed us each to spend time on specific questions regarding our businesses and needs. Miles was very willing to do this and very knowledgeable.
5
Carter H.
 
Chief Operating Officer
 
Industry: Manufacturing
Wealth of knowledge. Good format with the small class size.
5
Beth S.
 
Controller
 
Industry: Consumer Services
Very good and detailed information that I expect to use in my current positionJoe was an excellent instructor and made the whole 3 days interactive and informative.
5
Matthew S.
 
VP Finance
 
Industry: Pharmaceutical Manufacturing
Learned a lot about different ratios and cash flow statements to better support my business.
4
Toni B.
 
Sr. Financial Analyst Division MD FPA
 
Industry: Manufacturing
Instruction was very informative and took the time to explain more in depth on topics the class had questions on. Very easy to follow and understand.
5
Jen O.
 
Corporate Controller
 
Industry: Construction

This course is valid for 18 PMUs.
14 Business Acumen [BA]
4 Analytical Intelligence [AI]

Approved for up to 23.2 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

American Management Association is accredited by the International Association for Continuing Education and Training (IACET) and is accredited to issue the IACET CEU.

Approved for up to 23.2 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

AMA has been reviewed and approved as a provider of project management training by the Project Management Institute (PMI).

Talent Triangle PDUs

[S&B] 18

Project Management Institute (PMI) Talent Triangle, 2015.
Reproduced with the permission of PMI. Copyright and all rights reserved

AMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For additional information or for more information regarding administrative policies such as complaints and refunds, please contact Martha Leon at 212-903-8173.

Recommended CPE Credit: 21 hours/Advanced
Prerequisite: Familiarity with the fundamentals of accounting (see seminar #2218).
Advance Preparation: Online pre-and post-seminar assessments
Instructional Method: Group Live
Field of Study:Technical – Accounting, Finance, Management Services

Live Online Schedule

1 Session Available

The course was perfect for what I was looking for and the small class size allowed us each to spend time on specific questions regarding our businesses and needs. Miles was very willing to do this and very knowledgeable.
5
Carter H.
 
Chief Operating Officer
 
Industry: Manufacturing
Wealth of knowledge. Good format with the small class size.
5
Beth S.
 
Controller
 
Industry: Consumer Services
Very good and detailed information that I expect to use in my current positionJoe was an excellent instructor and made the whole 3 days interactive and informative.
5
Matthew S.
 
VP Finance
 
Industry: Pharmaceutical Manufacturing
Learned a lot about different ratios and cash flow statements to better support my business.
4
Toni B.
 
Sr. Financial Analyst Division MD FPA
 
Industry: Manufacturing
Instruction was very informative and took the time to explain more in depth on topics the class had questions on. Very easy to follow and understand.
5
Jen O.
 
Corporate Controller
 
Industry: Construction
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