Analyzing Financial Statements WEBCAST
Overview
Many professionals, including corporate management, loan officers, investors, suppliers, customers and auditors, use financial statement analysis to perform their daily responsibilities. This program focuses on financial statements and the analysis of financial statements utilizing cases to assess profitability, liquidity, and resource management efficiency. We conclude with discussions of non-GAAP performance measurements, forecasting, and valuation.
Highlights
Financial reporting and financial statements. Use of Non-GAAP performance measures and key performance indicators. Forecasting. Valuation. Comprehensive financial statement analysis with case study.
Prerequisites
None.
Designed For
Industry CPAs, accountants, and financial professionals who analyze financial results evaluate operational performance, perform acquisition due diligence, and develop business strategies. The program is also beneficial for auditors when performing risk assessments as a part of audit planning.
Objectives
Describe the different financial statement users and their information needs. Identify characteristics, alternatives, and risks associated with specific financial statement elements for each financial statement balance sheet, income statement and the cash flow statement. Perform financial statement analysis using best practices and various cases. Compare financial statements of different companies in the same industry and the same company across different time periods. Explain the importance of using a company’s MD&A for effective financial statement analysis.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Howard Sibelman, Shareholder, Moss Adams LLP (Los Angeles)
Howard Sibelman, CPA, MBT - As the former Education Director for Crowe Horwath International, Howard provided leadership on audit methodology, the CaseWare CH International Audit Template, training initiatives and accounting and auditing technical support to the CH International members. Immediately prior to joining CH International, Howard was a Business Assurance Partner at Moss Adams. At Moss Adams, Howard was a member of the firm’s International Services Group, IFRS Core Training Group, and Quality Control Coordinator for the Los Angeles office. Howard serves on the CalCPA Accounting Principles and Assurance Standards Committee. Howard has extensive experience in accounting, auditing and consulting to middle-market companies. During his 50 year career as an auditor, 30+ years as an audit partner, Howard was CPE Director for a national CPA firm, an instructor at the University of Southern California, on the faculty of two of the largest CPA review courses, and has authored and/or facilitated numerous firm, AICPA and CalCPA education programs. Howard was also a founding member of the AICPA Employee Benefit Plans Audit Quality Center Executive Committee.
Non-Member Price $439.00
Member Price $329.00