Financial Analysis and Financial Reporting Skills

By the end of the workshop, participants will be able to:

• Recognize important financial accounting topics and how to report them on financial statements
• Properly account for assets, liabilities, equity, revenues, and expenses
• Prepare financial statements with the required notes and disclosures in periodic financial reports
• Recognize the need for transparency in reporting of financial statements and management reports
• Determine the structure, presentation and disclosure of financial statements and annual reports

Content

Financial Statements, Business Decisions Reporting, and Interpreting Liabilities

• Accounting and Financial Statements
• Key Financial Statements
• Relationship among the Financial Statements
• Management Uses of Financial Statements
• Liabilities Defined and Classified

Reporting and Interpreting Owners’ Equity

• Ownership of a Corporation
• Types of Capital Stock
• Transparency in Financial Reporting
• Stock Splits and Dividends
• Corporate Annual Reports
• Segment Reporting and Analysis

Reporting and Interpreting Sales Revenue

• Accounting for Investments
• Receivables and Sales Returns
• Fair Value and Equity Methods
• Accounting for Sales Revenues and Sales Discount
• Measuring and Reporting Receivables
• Cash and Cash Equivalents

Reporting and Interpreting Investments

• Management Discussion and Analysis
• Types of Equity and Debt Investments

Reporting and Interpreting Cost of Goods Sold and Inventory

• Nature of Inventory and Cost of Goods Sold
• Inventory Costing Methods
• Inventory Valuation and Write Down

 Reporting and Interpreting Property, Plant and Equipment, Natural Resources and Intangibles

• Classifying Long-Lived Assets
• Measuring and Recording Fixed Assets
• Accounting for Subsequent Costs of Repairs, Maintenance and Additions
• Depreciation and Amortization
• Accounting for Disposal of Assets
• Reporting and Accounting for Intangibles

For whom: Directors, Financial Controllers, Accountants, Auditors, Finance and Accounting Professionals, Finance Managers/ Supervisors, Business Development Managers, Decision Makers, Management Accountants/Staff, Stakeholders and others who seek to enhance practical finance and accounting knowledge.