Financial Analysis Techniques
Your management team is depending on you for more than just numbers
Sound financial decisions depend on sound financial statements. It’s not enough anymore that you know how to calculate average weighted cost of capital, determine cash flow, or understand ratio analysis. To be successful, you now need to know how to relay your company’s financial modeling and financial data to management, gain insight into business financial statements of competitors, understand the financial model of your supplier, and more.
This course will teach more than how to calculate equity cost of capital, the rules of GAAP financial statements, or the best way to determine indirect cash flow. This intensive, highly focused course will also teach techniques to help you communicate more effectively with investors, lenders, and others you deal with in business on a daily basis.
This two-day course uses case studies and analyzes actual financial statements to deliver the valuable insights you need to:
- Create effective financial forecasts and models
- Develop approaches to estimating your cost of capital, net cash flow, and equity value
- Evaluate the quality of reported earnings
- Identify adjustments to financial statements which may improve transparency
- Assess cash flow needs through cash flow calculation and cash flow analysis
- Link operational changes to shareholder value
- Incorporate financial measures to determine management’s performance and efficiency
- Review the effective use of ratio analysis
Who should attend?
This course is designed for those who use financial data in the management or evaluation of firms, such as:
- CFOs
- VPs of Finance or Accounting
- Treasurers
- Controllers
- Auditors
- C.P.A.s
- Budget/Financial Analysts
- Directors/Managers of Finance or Accounting
- Bankers
- Investors
“Financial Analysis Techniques” is targeted toward external reporting and analysis, following generally accepted accounting principles as the foundation for the data used. You’ll discover how to:
- Adopt the information and models used in our case studies to effectively communicate the financial side of your business to your non-financial colleagues
- Review, refresh and update your analytical skills to gain better insight into an organization’s operations
- Apply valuation drivers to enhance the value of your organization
- Employ sustainable growth techniques to assess your growth assumptions
- Illustrate and communicate the impact of operations on cash flow to your operational colleagues
“Financial Analysis Techniques” teaches you to use financial information effectively so you can develop better insights and analysis of your organization. You’ll learn about:
- External analysis—competitors, customers and suppliers
- Internal analysis—liquidity, cash flow and performance
- Evaluating alternative analysis strategies
- Integrating key metrics
“A concise, well-presented review of current thinking.”
John Marek, VP of Finance, Inpro Corporation, Muskego, WI
“Great review of critical financial concepts. Very well organized”
Paul S. Luczak, Manager Planning and Economics, Amoco Petroleum Products, New York, NY
“Excellent! Examples were simple and made the point without undue complication.”
Thomas Viers, Senior Budget Analyst, Central Illinois Light Co., Peoria, IL
The University of Wisconsin–Madison, as a member of the University Continuing Education Association (UCEA), authorizes this course for 1.4 Continuing Education Units (CEUs) or 14 hours.
gsrenaski@exed.wisc.edu