Date: 9/9/2020
Event start time: 12:00 PM
Event end time: 4:00 PM
Category: Virtual
Price: Members - $395; Non-Members $445
Register

Financial Information Essentials  (4 Hour Live Virtual Workshop)

Wednesday, September 9, 12 pm - 4 pm ET 
 

Introductory Level
Prerequisites: None

If you would like to become familiar with the jargon of financial results 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 or gearing and profit margins – everything you need for company results.


LEARNING OBJECTIVES

  • Become familiar with financial jargon
  • Understand the financial statements & what they’re telling you
  • Learn about key metrics and financial ratios

COURSE PROGRAM

Accounting Essentials
  • Introduction to financial statements
  • Building up a balance sheet
  • Recording profits
  • Capex, opex and depreciation
  • The differences between profits and cash flows
Interpreting the Numbers
  • Different levels of profits – gross profit, EBITDA, operating profit etc
  • Impact of changing prices and volumes
  • Impact of fixed and variable costs
  • Profit margins and interest coverage
  • Understanding working capital
  • Return on investment and similar measures
Working with Earnings – A Real Company Example
  • What key audiences are looking for in results
  • Identifying the headlines & looking for omissions in the news release

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.


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.