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Financial Statements Analysis & Interpretation

Hilton Trinidad and Conference Centre, Port of Spain,
24th - 25th April 2023

Financial Statements Analysis & Interpretation

The aim of this two-day live classroom-based course is to introduce participants to financial statements analysis and develop their knowledge and skills in the analysis of financial statements, so that they can make more informed credit and investment decisions. Using an interactive case-study driven approach driven from a real set of mid-tier corporate financial statements, the course:

  • reviews how financial statements are constructed, considering how transactions are reflected in the primary statements of profit or loss, financial position and cash flow and their interrelationships
  • considers the key approaches to identifying trends and relationships over time, with peers and within the financial statements
  • identifies and calculates key financial ratios to assist in the analysis
  • develops skills in identifying unusual relationships between operating profit and operating cash flow

Throughout the course we will be referring to a real-world case study company reporting under IFRS and applying the techniques learned to analyse its financial statements.

The course will include a wide range of learning and development approaches including:

  • Lecture-based presentations
  • Practice case studies
  • Reviews of relevant financial statements
  • Group exercises and discussions
  • Expert tutor inputs

Please note that the content of this course is specific to analysis of corporate entities and does not cover the analysis of financial services ones.

Learn from world class expert


Alan Mayo, Director, Maltway Ltd, UK

  • A Fellow of the Institute of Chartered Accountants in England & Wales
  • Thirty years of successful professional experience  in  accounting, financial statements analysis, IFRS and financial management
  • Worked as external auditor at PwC London and Paris for 10 years
  • Co-founded the client training business of PwC London
  • Worked on a wide range of financial  training projects across many sectors and in many countries

Testimonials on Alan’s Facilitation

  • “Thought provoking & helpful”
  • “Alan’s training is a big help in identifying the issues to focus on for the coming year”
  • “Very informative and focused on controls” “Good discussions & real life examples”
  • “A well-organized training! Alan is a good teacher who presents in- depth materials and concrete examples with easy to understand English for full understanding of what was being presented”
  • “Useful short punchy presentations”

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

Course Outline (2-day, 9am-5pm)

Day 1

Financial Analysis Principles and Financial Reporting

Discussion: the significance that different financial reporting frameworks can have

Understanding Financial Statements and Their Components

Case study: developing a set of financial statements and comparison to real world financial statements

Approaches to financial statements analysis

Case study: vertical analysis of our main case study company

Financial Ratios and their Analysis

Application: apply the ratios to the case study company financial statements

Day 2

Financial Ratios and their Analysis (continued)

Application: apply the ratios to the case study company financial statements

Financial Ratios and their Analysis (continued)

Analysing Working Capital

Cash Flow Analysis

Application: apply to case study company

Conclusions

  • Frameworks for concluding on the financial statements
  • Drawing together the analysis of the case study company
  • Identify strengths, weaknesses, opportunities and threats

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

About Your Expert Trainer


Alan Mayo, Director, Maltway Ltd, UK

Alan Mayo is an accounting and finance professional with forty years of experience. For the past thirty years Alan has specialised in consulting and the delivery of in-house as well as public training programs in accounting, financial statements analysis, IFRS and financial management. During this time he has worked across many sectors and in many countries.

For the past fifteen years he has been a free-lance trainer for one of the leading rating agencies, training many of their clients in advanced financial statements analysis.

Previously as a senior consultant with PwC, he led a team of financial training consultants responsible for developing and delivering training programmes in financial management, analysis, accounting and shareholder value.

Alan started his career at PwC, where he worked for eight years in London in their audit and business advisory division where he obtained his chartered accountacy qualification. After qualifying he was seconded for two years to their Paris office. On his return to London from Paris he co-founded the client training business for PwC in London. Alan now runs a successful financial training company based in the UK and splits his time between managing that business and instructing on accounting and management courses.

Alan is a Fellow of the Institute of Chartered Accountants in England and Wales, a member of their finance and management faculty and has an Honours Degree in Economics from Bristol University.

Testimonials on Alan’s Facilitation

  • “Thought provoking & helpful”
  • “Alan’s training is a big help in identifying the issues to focus on for the coming year”
  • “Very informative and focused on controls” “Good discussions & real life examples”
  • “A well-organized training! Alan is a good teacher who presents in- depth materials and concrete examples with easy to understand English for full understanding of what was being presented”
  • “Useful short punchy presentations”

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

This course will benefit anyone who wants to develop their knowledge and skills in the understanding and analyses of financial statements information, including but not limited to:

  • Credit analysts
  • Business managers
  • Investment analysts
  • Relationship managers
  • Financial consultants
  • Internal auditors
  • Regulators

This course is suited to people who are new to financial statements analysis or who have on the job experience but little formal training in its application, or to those experienced in this area but looking to refresh their knowledge and skills.

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

Having an understanding of financial statements and their analysis is a key skill for many business applications whether this be for credit control, lending, assessing the financial stability of suppliers, evaluating internal business performance, analysing the results of rival businesses or seeking investment opportunities. This course will develop understanding and provide a structure that can be used for the financial analysis of corporates:

  • Describe the statements of financial position (balance sheet), financial performance (profit or loss), cash flow and changes in equity and how they reflect transactions
  • Perform common sizing of financial statements
  • Apply the 5 stages of financial analysis
  • Calculate key ratios underpinning the 5 stages of financial analysis and interpret the results
  • Identify how different accounting policy choices will impact on results and ratios
  • Identify the relationship between profit, working capital and cash flow
  • Analysis the cash flow statement to anticipate and detect deteriorating cash flow quality
  • Application to real financial statements

Course Organisation and Methodology

The course is highly interactive, making use of small group working with a real-world case study company.

  • Expert instructor led tuition and discussion
  • Case studies using real company financial statements
  • Participants will conduct their own ratio analysis
  • Participants will be provided with Excel templates for case studies
  • High level of attention to individual participants

NOTE: Participants should bring laptop with Excel

Pre-course Questionnaire

A pre-course questionnaire will be sent to you upon your registration which will allows you to raise your specific areas of interest. Alan will review and analyse these in advance and address them during the workshops, seeking to fully satisfy your learning needs.

Certificate of Attendance

On successful completion of this course, you will also receive a Certificate of Attendance bearing the signatures from both the Trainer and the Organizer. This Certificate will testify your endeavour and serve towards your professional advancement.

Testimonials on Neoedge’s Training Courses

“I wish to say that Neoedge and their instructor/trainer possess a wealth of information and knowledge on the subject matter, and were very capable in disseminating the knowledge, thus giving the us, the participants, a better understanding and purpose of some of the daily tasks we performed. We appreciate their efforts, and look forward to other sessions with them.”

- Terminal Supervisor, PetroJam

“Neoedge exemplified that all training are achievable whether face-to-face or virtual. Materials were well presented and the facilitator was an expert in the field being taught.”

- Service Quality Leader, Barbados Public Workers’ Co-operative Credit Union Ltd.

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

Knowledge Partner

Oxford Business Group (OBG) is a global publishing, research and consultancy firm, which publishes economic intelligence on the markets of Latin America, the Middle East, Asia, and Africa.

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Event Endorser

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For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

The course will be hold at the following hotel. It is recommended to book the hotel rooms early as there are only limited rooms available at discounted corporate room rate. Kindly contact the following for reservation:

Hilton Trinidad and Conference Centre

1B Lady Young Road, Belmont

Port of Spain Trinidad, W.I

Tel: +868 624 3211 Fax: +868 625 9710

Email: reservations.trinidad@hilton.com

Please contact us for a URL and instructions to book guest room at special corporate room rate if you stay at the course venue hotel.

 

You are encouraged to send registration or enquiries to us via hayat@neo-edge.com directly, which can enable us to respond faster than filling in the below Form.


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