ComplianceOnline

Advanced Financial Statement Analysis - Liquidity, Activity, Leverage, Operating Performance, Cash Flow, Z-Score and Case Studies

Instructor: David L Osburn
Product ID: 704641
Training Level: Advanced
  • Duration: 90 Min

recorded version

$199.00
1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section

Training CD

$349.00
One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-963-2556

Email: customercare@complianceonline.com

Read Frequently Asked Questions

This training program will explore the vital world of advanced financial statement analysis. This session will include a review of the four financial statements and a five-step analysis model including liquidity, activity, leverage, operating performance, and cash flow. It will also review the Z-score (bankruptcy predictor) and the sustainable growth models. The webinar is a must for all commercial lenders and credit administrators.

"Advanced Financial Statement Analysis - Liquidity, Activity, Leverage, Operating Performance, Cash Flow, Z-Score and Case Studies" - This course is approved by NASBA (National Association of State Boards of Accountancy). Attendees of Live Webinar are eligible for 1.8 CPE credit up on full completion of the course.

Why Should You Attend:

This webinar will demonstrate a comprehensive approach to financial statement analysis. 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.

Areas Covered in the Webinar:

  • An introduction to a five-part financial statement analysis model which will include:
    • Liquidity: How to determine the true cash position of a company by eliminating certain current asset accounts from the working capital, current ratio, and quick ratio calculations.
    • Activity: How to correctly interpret a company’s accounts receivable, accounts payable, and inventory turnover. The turnover calculations will then be used to determine a company’s cash conversion cycle.
    • Leverage: How to calculate the debt versus equity position of a business and adjust the calculation through the use of a subordination agreement.
    • Operating Performance: How to gauge a company’s true profitability and the difference between accrual versus cash basis income statements.
    • Cash Flow: Calculate, interpret, and apply cash flow models including traditional EBITDA, fixed-charge coverage, free cash flow (FCF), cash basis cash flow, and uniform credit analysis cash flow (UCA).
  • A review of related topics of the Z-score (bankruptcy predictor) and the sustainable growth models.
  • Case studies to illustrate the five-part analysis model and the correct interpretation of the financial statements.

Who Will Benefit:

  • Commercial Lenders
  • Credit Analysts
  • Relationship Managers
  • Business Owners
  • Compliance Managers and Officers
  • Risk Managers and Officers
  • Controllers
  • Presidents / Vice Presidents
  • Managers / Supervisors
  • Sales Representatives
  • Marketing Personnel
  • Retail Businesses Owners
  • Maintenance and Security Employees
  • Stock Room Personnel
  • Business Vendors

Instructor Profile:

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

We are registered with and adhere to the Statement on Standards for Continuing Professional Education programs of the National Registry of CPE Sponsors. Our registration number is 109066. Please check with the governing body of your license and state for specific CPE requirements. Grievances may be forwarded to the company at 650 620 3961. Grievances may also be forwarded to the National Registry of CPE Sponsors-NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615-880-4200, www.learningmarket.org, e-mail cpe@nasba.org.


Field of Study Minutes CPE
Finance 90 1.8

Follow us :
ComplianceOnline Banking Summit 2016 | Risk Management and Data Security - 80390SEM
ComplianceOnline Medical Device Summit 2017

Product Reviews

This product hasn't received any reviews yet. Be the first to review this product! Write review

Best Sellers
You Recently Viewed
    Loading