How to Understand and Analyze Financial Statements for Non-Financial Professionals

Instructor: Joe Weil
Product ID: 704958
Training Level: Basic to Intermediate
  • Duration: 90 Min

recorded version

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

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

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Read Frequently Asked Questions

This webinar will be an informative session for all financial and non-financial professionals to understand the financial statements like balance sheet, income statement, cash flow and more. Participants will learn how to analyze and interpret these statements to assess the profitability, liquidity, efficiency and leverage of their company.

Why Should You Attend:

In 90 minute training session, you will learn how to use financial statements to properly evaluate any firm's financial health. You will learn how to instantly determine if a firm has a strong or weak balance sheet, evaluate profitability, calculate financial ratios, and you will understand what the financial ratios mean and what to notice.

We will also use a "real-life" case study of Apple, Inc. - a California company - whose stock is publicly traded. This study illustrates how to use financial statements to determine any firm's strength and weaknesses. Work through your own firm's financial statements as we teach you "How to understand and Analyze Financial Statements."

Learning Objectives:

Learn how to calculate and interpret the following financial ratios and more:

  • Liquidity: Current Ratio, Quick Ratio, Cash Ratio
  • Efficiency: Days Sales Outstand, Days Sales in Inventory, Total Asset Turnover
  • Leverage: Debt to Equity, Times Interest Earned
  • Profitability: Return on Equity, Gross and Net Margin, Earnings per Share, P-E Multiple, More.

SPECIAL BONUS: Learn how to construct a simple but effective Excel template that will automatically analyze financial statements.

Areas Covered in the Webinar:

  • Understand and Use the Balance Sheet and Income Statement
  • Properly Calculate and Understand Financial Ratios - Learn What To Observe and Why
  • Use Financials To Gauge the Fiscal Health of Any Company
  • Use Industry Averages to Benchmark Performance
  • Plan Strategy Based on a Firm's Financial Strengths and Weaknesses

Who Will Benefit:

  • Banking
  • Finance
  • Marketing
  • Sales
  • Investments
  • Pharmacy
  • Accounts
  • Credit Unions
  • Audit
Instructor Profile:
Joe Weil

Joe Weil

A former corporate controller and director of auditing, Joe Weil, CPA, has 25+ years of Excel instruction/presentation experience. He holds a Master of Accounting degree and is a college Excel and auditing professor. Mr. Weil has led over 400 Excel presentations.

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