Date: 6/17/2020
Event start time: 12:00 PM
Event end time: 4:00 PM
Category: Seminar
Price: Members - $395; Non-Members $445
Register

Balance Sheets & Funding  (4 Hour Live Virtual Workshop)

Wednesday, June 17, 12 pm - 4 pm ET 
 

Developing Skills Level
Prerequisites: Financial Information Essentials (or equivalent knowledge) recommended

This course will give you a good understanding of balance sheets for a range of sectors. We cover how to evaluate financial gearing or leverage and how to understand capital allocation. In the current environment, we will also cover the signs of financial distress and the options and challenges involved in debt restructuring.


LEARNING OBJECTIVES

  • Understand balance sheets for a range of sectors
  • Be able to evaluate financial gearing/leverage
  • Understand capital allocation and management

COURSE PROGRAM

Financial Information in Practice

  • Results releases & annual reports
  • How analysts, investors and journalists use financial information

Balance Sheets & Funding

  • Sector characteristics
  • Capex and return on investment
  • Working capital efficiency
  • Understanding capital structure
  • Measuring gearing/leverage
  • Communicating financial strength
  • The ideal capital structure
  • The ratings agency approach
  • Restructuring – options and challenges
Telling the Story

WHAT'S INCLUDED?

  • Access to a virtual classroom with a series of online courses to help you consolidate your learning after the workshop
  • 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.


Speaker(s):

Miranda Lane

Miranda Lane

Managing Director, FinanceTalking, Ltd.

Miranda has 16 years’ experience of teaching finance to people who do not have a financial background.  This and her broad City experience in investment banking and financial communications enable her to explain complex subjects in simple ways.
  • Qualified as a Chartered Accountant in 1985 with Touche Ross in London
  • Worked for investment bank, Morgan Grenfell, analysing companies
  • Financial PR and Investor Relations in two leading consultancies
  • Gained invaluable experience freelancing for a City training company, teaching analysis of financial statements and equity analysis
  • Over the last 16 years, Miranda has taught people from well over 50% of the FTSE100 companies, and most of the leading financial PR consultancies in the UK as well as companies from continental Europe, Asia, the Middle East, Russia and Ukraine.
Miranda founded FinanceTalking to provide the best financial training to the corporate communications world.  She designs and teaches highly relevant, practical courses for FinanceTalking and for companies' in-house training programmes.