Date: 12/12/2023 Register

Financial Information Essentials (Two, 2-Hour Live Virtual Sessions)

Tuesday, December 12, 12 pm - 2 pm ET and
Wednesday, December 13, 12 pm - 2 pm ET
 

Introductory Level
Prerequisites: None

If you would like to understand the jargon of earnings releases and annual reports and understand how a company’s financial statements work, this is a great course. We cover balance sheets, income statements and cash flows – what they mean and how they fit together. We look at key metrics such as revenue, EBIT, EBITDA and net income; and financial ratios such as leverage and profit margins - across a range of sectors. Finally we consider what your key target audiences are looking for in earnings and how you can add value to the earnings process.

LEARNING OBJECTIVES

• Become familiar with financial jargon of earnings
• Understand the financial statements & what they’re telling you
• Learn about the headline numbers, key metrics, and financial ratios
• Apply your learning to a real company 

COURSE PROGRAM - 4-hour course delivered over two days

Understanding Financial Information

• Introduction to financial statements
• How income statements, balance sheets and cash flows fit together
• Key jargon and concepts (including capex, opex, goodwill, depreciation, amortization & impairment)
• Different levels of profits – gross profit, EBITDA, operating income etc and who uses what
• One-off items and adjusted/non-GAAP numbers
• How analysts, investores, and journalists use financial information

Working with Earnings 

• Balance sheets - key issues for investors, analysts, and the media 
• Measuring leverage and deciding what's appropriate 
• Income statements - evaluating performance and asking questions 
• Profitability and cash flow metrics 
• How profits convert to cash 
• Adding value to earnings releases 
• Examples from real companies 

WHAT'S INCLUDED?

• Access to a virtual classroom with an online course to help you consolidate your learning after the workshop
  • Self-paced online course for follow-up (included in registration fee):
    • The Basics of Business Finance (Essentials Course)
    • Leverage & How Much is Too Much (Specialist Short Course)
    • Adjusted Profits (Specialist Short Course)
    • Understanding Cash Flows (Specialist Short Course)
• Color-coded course materials
• A copy of The FinanceTalking Financial Glossary (pdf)
• Email or phone your tutor if you have questions or you’d like to discuss further any concepts covered on the course

AN INTERACTIVE EXPERIENCE USING SIMPLE TECHNOLOGY

• Small group, interactive workshops delivered using Zoom
• Access the event on your laptop or tablet (or even your phone)
• Discussions and case studies via breakout groups
• Quizzes and polls

Questions? Contact us at prodev@niri.org.
IRC® credential holders can earn 2 professional development units (PDUs). More information is available at www.niri.org/certification.

All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.