Date: 2/3/2021
Event start time: 12:00 PM
Event end time: 4:00 PM
Category: Seminar
Price: Members - $395; Non-Members $445
Register

Financial Information Essentials  (4 Hour Live Virtual Workshop)

Wednesday, February 3, 12 pm - 4 pm ET 
 

Introductory Level
Prerequisites: None

If you would like to become familiar with with the jargon of earnings releases and annual reports and understand how a company’s financial statements work, this is a great introductory 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 profit margins – everything you need to get started with financial information.


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

COURSE PROGRAM

Accounting Essentials
  • Introduction to financial statements
  • Key jargon and concepts (including capex, opex, goodwill, depreciation, amortization & impairment)
  • Perspectives of key target audiences on earnings
Interpreting the Numbers
  • Interpreting financial performance - where to start
  • Different levels of profits – gross profit, EBITDA, operating income etc and who uses what
  • One-off items and adjusted/non-GAAP numbers
  • Profitability metrics (profit margins, interest cover and return on capital)
  • Key issues to consider in the balance sheet (investment in capex and working capital, level of debt/leverage, long-term liabilities etc)
  • Free cash flow and why it is so important
Working with Earnings
  • Identifying the headlines
  • Components of a great earnings release
  • Real company examples

WHAT'S INCLUDED?

  • Access to a virtual classroom with an online course 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.

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.
 


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.