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Financial Statement Analysis 1

Event

When:
Mon, September 19, 2022 - Fri, September 23, 2022
Where:
NACM National Headquarters - Columbia, Maryland
Category:
Certification Courses

Description

Financial Statement Analysis 1

About the Program

Financial Statement AnalysisFinancial Statement Analysis (FSAI) is a method of interpreting accounting data in an effort to understand the current financial performance of an entity and project its future health. FSAI keeps the evaluation process simple, but requires a working knowledge of basic accounting principles. The emphasis of the course is on analyzing financial statements issued by companies using fundamental ratio analysis techniques and analysis of the statement of cash flows. These evaluations can be used to determine the operating efficiency, profitability and financial risk of a firm.

 

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General Information

Program Prerequisites

It is recommended that participants have successfully completed a basic financial accounting course before enrolling in the Financial Statement Analysis I course. It is strongly encouraged but not required.

General Information

The Certificate Sessions are conducted
at the NACM headquarters located in Columbia, Maryland.

Find out how you can complete an NACM
Certification Program requirement
in one week.

Financial Statement Analysis Class, toni drake cc session

Program Instructor

toni-drake, Financial Statement Analysis InstructorToni Drake, CCE is the President of TRM Financial Services, Inc., a company specializing in consulting and outsourcing services in the area of business credit and collections. Ms. Drake launched The Connection Center in 2005, which focuses on training and education in credit and collections, including financial statement analysis, as well as in the areas of professional development. Ms. Drake has been a member of NACM since 1984, and began teaching CAP classes and various educational sessions in 1997. Ms. Drake served as the NACM National Chairman of the Board in 2013. She is an alumni of the NACM Graduate School of Credit and Financial Management at Dartmouth College. She was awarded the Credit Executive of the Year Award by NACM-Southwest and was awarded the CCE Designation of Excellence Award by NACM National in 2008.

 

 

Program Schedule

  • Day One – Monday

    8:00 – 8:30am
    Continental Breakfast

    8:30am – 5:00pm
    Chapter 1 - Financial Overview
    Financial Accounting Standards Board
    Generally Accepted Accounting Procedures
    Security and Exchange Commission
    Management and Discussion and Analysis
    Proxy Statement
    Discretionary Issues

    Noon – 1:00pm
    Lunch

    1:00pm – 5:00pm
    Chapter 2 - Balance Sheet
    Accounting Equation
    In-depth Review of Balance Sheet Accounts
    Stockholders’ Equity Accounting

    Chapter 3 - Income Statement
    In-depth Review of Income Statement Accounts
    Statement of Stockholders’ Equity
    Segmental Accounting

    5:30pm
    Dinner at a Local Restaurant
    All dinners are held at local restaurants near the hotel. A variety of dinner choices is always available.

    Accounting 101
    -Review Accounting Processes - From Journal to Financials
    Legal Forms of Business
    Business Entity Concept
    Matching Concept
    Understanding Transaction
    Journalizing Entries
    The General Ledger
    Trial Balance
    Creating the Financial Statements

     

  • Day Two – Tuesday

    8:00 – 8:30am
    Continental Breakfast

    8:30am – Noon
    Chapter 3 - Income Statement - continued
    In-depth Review of Income Statement Accounts
    Statement of Stockholders’ Equity
    Segmental Accounting

    Noon – 1:00pm
    Lunch

    1:00 – 5:00pm
    Comprehensive Review - Chapters 1, 2, 3

    5:30pm
    Dinner at a Local Restaurant

     

     

  • Day Three – Wednesday

    8:00 – 8:30am
    Continental Breakfast

    8:30 – 10:00am
    Comprehensive Exam - Chapters 1, 2, 3

    10:30am – Noon
    Chapter 4 - Statement of Cash Flows
    Preparing a Statement of Cash Flows/Indirect Method
    Cash Flow-Operating Activity
    Cash Flow-Investing Activity
    Cash Flow-Financing Activity
    Analysis Using Statement of Cash Flows

    Noon –1:00pm
    Lunch

    1:00 – 5:00pm
    Chapter 4 - Statement of Cash Flows - continued
    Preparing a Statement of Cash Flows/Indirect Method
    Cash Flow-Operating Activity
    Cash Flow-Investing Activity
    Cash Flow-Financing Activity
    Analysis Using Statement of Cash Flows

    Chapter 5 - Guide to Earnings and Financial Reporting
    Revenue Recognition
    Financial Checklist
    Earning Recognition

     

     

  • Day Four – Thursday

    8:00 – 8:30am
    Continental Breakfast

    8:30 – Noon
    Chapter 6 - The Analysis of Financial Statements
    Common Size Analysis
    Ratio Analysis

    Noon - 1:00pm
    Lunch

    1:00 – 5:00pm
    Chapter 6 - The Analysis of Financial Statements - continued
    Common Size Analysis
    Ratio Analysis
    Analyze the Data

    5:00 – 8:00pm
    Review Session and In-house Pizza Dinner

     

  • Day Five – Friday

    8:00 – 8:30am
    Continental Breakfast

    8:30 – 10:00am
    Comprehensive Review - Chapters 4, 5 & 6

    Noon – 1:00pm
    Lunch

    1:00 – 5:00pm
    Comprehensive Exam - Chapters 4, 5 & 6
    In order to give you sufficient time to take the final exam, we strongly recommend that your return flight be scheduled to depart after 5:00pm on the final day of the program or the following morning. Please do not plan on leaving the national office for the airport before 5:00pm.

    There will be a reasonable amount of homework at the end of each day’s session. Chapter questions, cases studies and financial statements will be distributed to students when applicable during the course.

     

    *Schedule is subject to change.

     

Venue

Location:
NACM National Headquarters - Website