Date: 12/12/2023
Event start time: 12:00 AM
Event end time: 2:00 PM
Category: Seminar
Price: Members - $445; Non-Members - $495

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.


  • 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 


  • 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


  • 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
® credential holders can earn 2 professional development units (PDUs). More information is available at

All cancellation and refund requests must be submitted in writing via email to 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.


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.