AMA's Course on Financial Analysis

Program Description

Master financial analysis and keep your profit outlook right on the money.

This course delves deep into financial analysis. Accurate financial analysis is a fundamental element of strategy, growth, and overall success. Understanding how to use financial indicators and benchmarks allows you to allocate resources and evaluate potential projects for maximum return-on-investment. Financial analysis takes the guesswork out of the planning process and enables you to build and interpret financial projections. If your job requires a firm grasp of financial situations, then this hands-on comprehensive workshop is for you. You’ll review proven analytical tools and develop a keen understanding of how and when to use them to improve your company’s profit picture by making sound business decisions.

How You Will Benefit

  • Identify current vital financial indicators that are important to your organization 
  • Comprehend financial forecasting techniques that can enable management to make truly informed decisions
  • Apply methods that can improve your company's profit picture and your stockholders' investment
  • Know your firm's finances and what that means for the present and future

Who Should Attend

Managers with financial responsibility or seeking a refresher in analysis - including financial analysts, accountants, project managers, budget analysts, vice presidents of finance, controllers, and treasurers.

Note: Please bring your organization’s financial statement and a financial calculator, HP 12C or equivalent.

Recommended CPE credit: 21 hours/Advanced
Recommended for optimum learning benefit: familiarity with fundamentals of finance (seminar #2218) and accounting (seminar # 1210)
Instructional Method - Group Live

Agenda

Your Role in Corporate Planning

  • Strategic planning
  • Capital budgeting
  • Financial forecasting

How to Increase Company Value

  • Drivers of shareholder value creation
  • Economic Value-Added model

How to Evaluate Capital Investment Proposals

  • How to use financial forecasting to make accurate evaluations of proposed projects 
  • Income tax aspects of capital investments 
  • Alternative investment proposals

How to Measure Management Performance

  • Balance sheet analysis—DuPont formula, ROI, ROA, ROE
  • Evaluating profit margins, asset turnover (efficiency) and leverage
  • Income statement analysis—EPS, ROS
  • Past performance and project outcomes
  • Benchmarking company performance

How to Use Cash Flow Analysis

  • Cash flow from operations, investing, and financing
  • Ratios and metrics you can use
  • Identifying patterns of value 
  • Interpreting FAS 95— "Statement of Cash Flows" 
  • Cash flow performance indicators—profitability, liquidity, and solvency

How to Interpret and Evaluate Financial Information

  • Financial statement analysis
  • Managing capital—debt and equity
  • What a financial analyst looks for
  • Utilizing “Value Line” reports

Capital Asset Pricing Model (CAPM): How to Calculate Present Value

  • The time value of money
  • Internal rate of return (IRR)
  • Net present value (NPV)
  • Calculation of compound growth rate
  • Estimation, payback, and terminal value
  • Discounted cash flow

Locations, Dates & Pricing

Pricing
# Location Date(s) List Member
0155201244

San Francisco CA

AMA San Francisco Center
08/07/2017 - 08/09/2017 $2645 $2395 Register
0155201239

Arlington VA

AMA Washington Area Center
09/20/2017 - 09/22/2017 $2645 $2395 Register
0155201240

Chicago IL

Summit West
11/06/2017 - 11/08/2017 $2645 $2395 Register
0155201241

New York NY

American Management Association
11/29/2017 - 12/01/2017 $2645 $2395 Register
0155201243

San Francisco CA

AMA San Francisco Center
03/12/2018 - 03/14/2018 $2645 $2395 Register

Prices are subject to change without notice. Discounts apply for groups of three or more people. Call for details. Federal government employees are eligible for special GSA pricing for many seminars.


If this course or the dates/locations listed do not have what you are looking for, then contact us and we will find it for you right away. It will save you a lot of time and energy finding it yourself.

AMA's Main Conference Centers

Seminars scheduled for the cities below are held at the locations listed. For location information for other cities in which AMA seminars are held please call or email for information.
  • New York

    AMA executive Conference Center
    1601 Broadway New York, NY 10019
    American Management Association (Located in the same building as the Crowne Plaza Hotel) 1601 Broadway On Broadway and 48th Street near Times Square. Entrance is on 48th Street.

  • Chicago

    AMA executive Conference Center (adjacent to the Marroitt O'Hare)
    8655 West Higgins Rd
    Chicago, IL 60631

  • San Francisco

    AMA executive Conference Center (located in San Francisco Marriott Hotel)
    55 Fourth Street 2nd Level
    San Francisco, CA 94103

  • Atltanta

    AMA Executive Conference Center
    1170 Peachtree Street Ne Cnr Peachtree & 14th (3rd Flr)
    Atlanta, GA 30309

  • Washington D.C.

    Arlington, Virginia
    2345 Crystal Drive, Suite 200
    Arlington, VA 22202

Register Now


Your Satisfaction Guarantee:

We stand behind our seminars with a 100 percent, iron-clad, money-back guarantee of satisfaction. If for any reason you’re not completely satisfied with the solid skills, the tips, tools and shortcuts, and the crucial information you receive during this workshop, we’ll refund your money in full. Every penny. Guaranteed!

Program Details

Hosted By
  • Seminar Number:

    01552

  • Length:

    3 Day(s)

  • Program Hours:


    Registration begins at 8:30 a.m.

  • CEU Credits:

    1.8

  • CCM Credits:

    23.4

  • CPE Credits:

    21.0

  • FACCT Credits:

    5.0

  • FFIN Credits:

    9.0

  • FMDS Credits:

    5.0

  • PDH Credits:

    18.0

  • PDU Credits:

    18.0

  • FSKA Credits:

    2.0

  • CFPA Credits:

    23.4

  • PDU_S&B Credits:

    18.0

  • Lunch:

    Lunch is on your own.

  • Continuing Education:

    Continuing education credits may be recognized by your professional board. Contact your own board to find out what's required.

Bring a seminar to your site!

For information about bringing a course to your site please call 919-480-2550 or email the registry at eric@trainingregistry.com.