Date: 3/21/2023 - 3/22/2023
Event start time: 12:00 PM
Event end time: 2:00 PM
Category: Seminar
Price: Members - $445; Non-Members - $495
Register

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

Tuesday, March 21, 12 pm - 2 pm ET and
Wednesday, March 22, 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
  • 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.