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


Instructor: Joe Weil
Product ID: 704958

  • Duration: 90 Min
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.
Last Recorded Date: Sep-2020


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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

Frequently Asked Questions:

  1. What information do financial statements provide about dividends and similar distributions?
  2. How do financial statements treat events occurring after the end of the reporting period?

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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Refund Policy

Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).




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