AMA’s Course on Financial Analysis Seminar # 1552

Master the science of financial analysis and keep your profit outlook right on the money.

Accurate financial analysis is a fundamental element of growth, strategy and overall success. Understanding how to use financial indicators and benchmarks allows you to allocate resources and evaluate potential projects for maximum return-on-investment. Financial analysis takes the guesswork out of the planning process and enables you to keep tabs on how your business is performing.

If your job requires a firm grasp of financial situations, then this hands-on comprehensive workshop is for you. You’ll review proven analytical tools and develop a keen understanding of how and when to use them to improve your company’s profit picture.

How You Will Benefit

• Stay current on vital financial indicators and increase your organizational value
  
• Learn financial forecasting techniques that enable management to make truly informed decisions
  
• Improve your company's profit picture and your stockholders' investment
  
• Keep on top of your firm's finances

What You Will Cover

Your Role in Corporate Planning

• Strategic planning
• Capital budgeting
• Financial forecasting

How to Increase Company Value

• Drivers of shareholder value creation
• Economic Value-Added model

How to Evaluate Capital Investment Proposals

• How to use financial forecasting to make accurate evaluations of proposed projects
• Income tax aspects of capital investments
• Alternative investment proposals

How to Measure Management Performance

• Balance sheet analysis—DuPont formula, ROI, ROA, ROE
• Evaluating profit margins, asset turnover (efficiency) and leverage
• Income statement analysis—EPS, ROS
• Past performance and project outcomes
• Benchmarking company performance

How to Use Cash Flow Analysis

• Cash flow from operations, investing and financing
• Ratios and metrics you can use
• Identifying patterns of value
• Interpreting FAS 95— "Statement of Cash Flows"
• Cash flow performance indicators—profitability, liquidity and solvency

How to Interpret and Evaluate Financial Information

• Financial statement analysis
• Managing capital—debt and equity
• What a financial analyst looks for
• Utilizing “Value Line” reports

Capital Asset Pricing Model (CAPM): How to Calculate Present-Value

• The time value of money
• Internal rate of return (IRR)
• Net present value (NPV)
• Calculation of compound growth rate
• Estimation, payback and terminal value
• Discounted cash flow

Who Should Attend

Managers with financial responsibility or seeking a refresher in analysis—including financial analysts, accountants, project managers, budget analysts, vice presidents of finance, controllers and treasurers.

Note: Please bring your organization’s financial statement and a financial calculator, HP 12C or equivalent.

Recommended CPE credit: 21 hours/Advanced
Recommended for optimum learning benefit: familiarity with fundamentals of finance (seminar #2218) and accounting (seminar # 1210)
Instructional Method—Group Live

This Seminar Features Blended Learning

AMA Blended Learning combines instructor-led training with online pre- and post-seminar assessments, tune-up courses and other resources to maximize your training goals. Through a blend of proven instructor-led seminars and powerful online technology, AMA Blended Learning provides a compelling and more comprehensive experience for the learner—producing a greater return-on-investment for the employer and the seminar participant.

Additional Information

• Extended Seminar Description
• Faculty Info
• Seminar Hours
• Accreditation and Continuing Education Units
• Travel and Accommodations
• Cancellation Policy
• Federal Government Employee Discounts
• On-Site Delivery

Registration Fee

3 days / 1.8 CEUs
Nonmembers $2,345 / AMA Members $2,095 / GSA $1,794

Schedule

We have 19 scheduled sessions located nationwide starting between October 13, 2008 and July 6, 2009.

• Call 1-877-566-9441 for an AMA Training Consultant.
• E-mail customerservice@amanet.org
• Fax AMA Text Registration Form
• Mail AMA Text Registration Form