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Course Information

Start Date10 Sep 2018, Monday
End Date10 Sep 2018, Monday
Time09:00 am
Venue100 Orchard Road, Hotel Concorde
Fee$850 (Excluding GST) Inclusive of 2 coffee breaks, light refreshments and buffet lunch
Contact6720 3333
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10
Sep 2018

New York Business & Financial Statements Analysis Masterclass

INTRODUCTION

Financial statements are fundamental to any business, large, medium or small. They are "report cards" of the company’s performance. When reading them, you will encounter odd terminology, strange calculations, and of course, ratios and complex numbers. Are you required to make business decision but are overwhelmed by numbers? Can you confidently interpret financial reports and make sound decisions? Are you doing project budgeting and need to justify ROI in dollars and cents? To many nonfinancial professionals, the world of financial terminology and statements is often unclear ... confusing ... even downright frustrating. But, the truth is, buried within those numbers are often the answers you need to make smart business decisions.

Gain Valuable Insight as a Manager, Owner, or Investor?

Whether you’re evaluating a company’s stock price, assessing its credit quality, or determining valuations for a merger or acquisition, deciphering the messages embedded within a company’s financial statements. This 1-day hands-on workshop will help you do this and much more, by allowing you to sharpen your business analysis skills.

Professor Luis J. Hall (PhD, New York University)

Facilitated by internationally renowned Faculty, Professor Luis Hall (PhD, NYU), this 1 Day workshop aims to provide you “edge up” by helping you master the meaning behind the financial statements and terminology you’ve been wrestling with. Professor Hall has over 20 years of financial consulting and business experience.

He has held previous positions in the New York State Banking Department, as external researcher for the World Bank and Inter-American Developing Bank and formerly taught at New York University. He has been a consultant for several global banks focusing his research primarily on financial sector restructuring, Mergers & Acquisitions, credit and credit default. Professor Hall is also globally consulted on his view on the Euro Market debt crisis and sovereign credit risk assessment. Professor Hall has been the recipient of several government research grants and has co-authored articles on numerous research publications.

Financial Statements Analysis Made Simple

Financial reports provide vital information for our business and investment decisions. Yet, the financial statements in a financial report seem to be written in technical jargons that only accounting professionals will understand. Let us help you break through this and answer all your queries. Discover how to read balance sheets, income statements, P&L and cash-flow statements, critical ratios and other essential financial measurements, and precisely interpret what the numbers mean!

Provide up-to-date applied knowledge of fundamental valuation techniques, the pitfalls of accounting reports, and how to “read between-the-lines” of financial statements. This workshop will be very useful for your personal and professional development.

Key Takeaways

This workshop is designed to explain how financial measures of corporate performance are calculated and used to assess credit worthiness of a business.

  • Financial Statements Analysis – Get a firm grasp of numbers & key ratios
  • Advanced Business Analysis – Gain confidence in assessing financial health
  • Cash Flow Management – Forecasting and cash flow management
  • Forecasting and Budgeting– Take the guesswork out and reduce margin of errors
  • Investment Analysis –Think Finance & ROI in your projects
  • Risk Analysis – Identifying red flags and vital signs out of ratios
  • Business Growth – take initiatives that meet your short- and long-term goals
  • Demystify – financial jargons into simple layman language
Participant Profile

This workshop is tailored to the mid- to senior-level nonfinancial decision-maker who wants to attain a greater functional understanding of finance and financial statements.

This course is also suitable for stock-market investors, lawyers, lenders, entrepreneurs, and more

Whether you are responsible for human resources, business development, accounting, corporate law, marketing, engineering, forecasting or international business, this is your chance to gain a good grip of financial principles & terminologies, income statement analysis, ratio analysis, forecasting & budgeting.

Testimonials

“Prof. Luis Hall had made this session challenging and the content was easy to understand! Very enlightening indeed! Thank you for the wonderful sharing” Managing Director, Globaltraco International

“This program had brought me through a thinking process of the enhancing the current practices to a more effective method. It is good to go through a program with a knowledgeable and interactive trainer. Great job, Prof. Hall!” Finance Director, Regnum Corporate Services

Tremendously impressed with Prof. Hall’s excellent combination of theoretical & practical knowledge. Always difficult to find & take time out of office / work – this was an absolutely valuable use of time!” CEO, SG Fujitsu

Course Outline

Session 1: Using key financial statements to assess corporate performance and financial health of business

  • Differences between Balance Sheet, Income Statement and Cash Flow Statements
  • What these statements tell and don’t tell you
  • How to use financial statements to detect liquidity issues

Session 2:  Using Ratio Analysis– making the numbers tell a story 

Evaluate the performance and financial health of businesses, judge the profitability of investments, and evaluate management effectiveness.

  • What are ratios and their limitations
  • What are the different types of ratios and what do they mean
  • Financial Strength, Valuation, Growth, Profitability, Effectiveness, Efficiency

Session 3:  Evaluate Investment Profitability

Uses of Net Present Value (NPV) Analysis to evaluate investment decisions

  • How to evaluate investments with different investment lives
  • How to evaluate future cash flows, how to handle different growth rates
  • What are the differences between Weighted Average Cost of Capital (WACC), cost of debt and cost of equity
  • Which discount rate should be used

Session 4:  Wrapping it all together

  • Investment and financing decisions – the optimal mix
  • Evaluate essential aspects of value creation (EVA)

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