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AMA's Course on Financial Analysis

Seminar #1552

Master 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.

Fees

  • [3] days - $2,445 Non Members
  • [3] days - $2,195 AMA Members
  • [3] days - $1,880 GSA

Credits

21 CPE /18 PDH /21 CCM
18 RCHS /1.8 CEU

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Classroom Schedule

We have 16 scheduled sessions located nationwide starting between 12/7/2009 - 8/4/2010

Date Location Duration Attendees  
Dec 7, 2009 - Dec 9, 2009 Chicago, IL 3 Days
Dec 7, 2009 - Dec 9, 2009 New York, NY 3 Days
Dec 16, 2009 - Dec 18, 2009 San Francisco, CA 3 Days
Feb 22, 2010 - Feb 24, 2010 New York, NY 3 Days
Mar 8, 2010 - Mar 10, 2010 San Francisco, CA 3 Days
Mar 15, 2010 - Mar 17, 2010 Atlanta, GA 3 Days
Mar 22, 2010 - Mar 24, 2010 Washington DC/Arlington VA, DC 3 Days
Apr 5, 2010 - Apr 7, 2010 New York, NY 3 Days
Apr 14, 2010 - Apr 16, 2010 Chicago, IL 3 Days
May 19, 2010 - May 21, 2010 Los Angeles, CA 3 Days
Jun 9, 2010 - Jun 11, 2010 New York, NY 3 Days
Jun 21, 2010 - Jun 23, 2010 San Francisco, CA 3 Days
Jul 12, 2010 - Jul 14, 2010 Atlanta, GA 3 Days
Jul 21, 2010 - Jul 23, 2010 Chicago, IL 3 Days
Aug 2, 2010 - Aug 4, 2010 San Francisco, CA 3 Days
Aug 4, 2010 - Aug 6, 2010 New York, NY 3 Days
Registering more than 4  people, please call 1-877-566-9441.

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

Extended Seminar Outline

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

Special Feature

This is a Blended Learning Seminar.

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.

 
 
 

On-Site Learning

This seminar is available for On-Site delivery.

To find out how your organization can take advantage of this benefit, call our toll-free number,
1-877-566-9441 or contact a representative.


 

About Finance and Accounting

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AMA PDF Course Packet
The PDF Course Packet includes Curriculum and other information that can help convince your manager of the value.
 

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AMA Certificate Discount

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AMA Certificate Program Discount

This offer cannot be combined with any other promotion.

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SPECIAL SAVINGS

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Save up to 25% on Selected AMA Seminars

Now you can attend selected sessions of some of AMA's most popular seminars at big savings. Save $500 or more with these special “Last Minute Seating” opportunities. Review the attached list and register today. Space is limited and seats are filling up fast.


Lock-in More Value for Your Training Dollars with AMA's Seminar Savings Pass

Three seminars in six months for $4,995.

Share the learning and save up to 32% . For only $4,995, as many as three different people can benefit from one pass in a six-month period. This pass is applicable to all U.S. seminars with a member price of $2,195 or less, or nonmember price of $2,445 or less. This is a call-in offer only.

For additional questions or to make a purchase, call your AMA account representative or 1-877-566-9441. Mention code LA3Y.

View all of AMA seminars.

*Terms: This offer is applicable to all US seminars with a member price of $2,195 or less, or nonmember price of $2,445 or less. Attendance must be completed within six months of purchase date. Past purchases and other promotional offers are excluded. Prices are subject to change without notice. 


AMA's ANNUAL PASS—one year, one price, UNLIMITED training

For just $3,995, you have the freedom to attend an unlimited number of AMA seminars for one full year. This is a great opportunity to sharpen your skills in more than one area so you can make a bigger contribution and build a better future . Call 1-877-566-9441 to take advantage of this special offer.  Mention code LCGN. 

AMA's Annual Pass is the perfect way to get from where you are now to where you want to be.

View all of AMA seminars.

Terms and Conditions:
The purchase of an Annual Pass entitles the owner to attend AMA classroom seminars with a member price of $2,295 or less and nonmember price of $2,545 or less, for the twelve month period that commences on the purchase date. All seminar attendance must occur within this time frame. Payment must be received prior to attending the first seminar. Annual Pass fees are nonrefundable, regardless of attendance. Annual passes are not applicable to online virtual seminars and webinars. Annual Passes may only be used by the person designated on the pass and may not be sold, transferred, or assigned in any manner. Photo identification will be required when attending a seminar. Past purchases and other promotional offers are excluded. 


Register for Any Session...and BRING A FRIEND for 20% OFF

...or bring your boss, colleague, team member or direct report. Anyone registering for any AMA seminar that takes place between now and December 31, 2009, can bring a companion to that session for 20% off the nonmember price. Or you can share the savings with a 10% discount per person: Savings range from $300 to $1,000 and more. Call 1-877-566-9441 for full details.


 Save on AMA Individual Membership

Individual Membership in AMA is now available through "TrainAmerica" for only $175 for the first year. Click here to register online or call 1-877-566-9441. Be sure to use priority code XIETA.

Individual members get preferred pricing on all AMA seminars, conferences, and events. Individual Members also receive MWorld, the quarterly AMA journal, as well as monthly print and e-newsletters, and can participate in special AMA research surveys and receive invitations to attend Current Issues Briefings at AMA Conference Centers.

Take advantage of this special Website membership price now. Register online now or call 1-877-566-9441 and use priority code XIETA.


Save 40%—or MORE When You Order Books for All Your Team!


Order just five or more copies of the same title of any AMA book and you will save 40% off the cover price. Decide what skills you want to improve in your staff in order to ensure your company will achieve its budget and strategic objectives—and then find the books that will inspire your company's success! For your discount simply e-mail specialsls@amanet.org or call 212-903-8316.

 

 

 

 

 

 

 

 

 

 

Seminar Savings Pass

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Three Seminars for $4,995

Making your training dollars go further by sending as many as three people to AMA seminars in a six-month period. This offer is applicable to all U.S. seminars with a member price of $2,195 or less, or nonmember price of $2,445 or less. Past purchases and other promotional offers are excluded. Prices are subject to change without notice.

Share the learning and save up to 32%. Call 1-877-566-9441 and mention code LA3Y for additional questions and to register.

 

 

 

 

 

 

 

 

 

 

Payment Options

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AMA provides two online payment options for your convenience:

Charge my credit card: You can bill the seminar to a corporate or personal credit card.

Invoice me: AMA will send a bill directly to you or your company. Please note that some companies may require a purchase order be completed before they process an invoice.

Please call us at 1-877-566-9441 should you have any questions regarding our payment options.

 

 

 

 

 

 

 

 

 

 

Faculty Info

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AMA Faculty—the AMA Advantage

AMA seminars are led by senior executives, managers, authors, educators, consultants, course developers. And even CEOs!

AMA is distinguished by the quality of its faculty—men and women who are not just skilled platform speakers but industry experts who have achieved success in the corporate world. They are top business practitioners who have been in the trenches—and who bring their distinctive insights, practical experience and illuminating personal anecdotes to every AMA seminar session they lead.

Each of our course leaders has been selected from a pool of top candidates, has undergone rigorous AMA training and is periodically evaluated by AMA practice leaders. All bring with them many years of expertise...plus fresh new ideas and perspectives.

Our seminar leaders add value to every course not only through their practical, action-oriented presentations—but also through the expert advice they offer and the opportunities throughout the seminar session for the one-on-one mentoring critical to effective learning.

The AMA faculty...is the AMA advantage!

 

 

 

 

 

 

 

 

 

 

Seminar Hours

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Seminar Hours and Attire

Q: What time does my seminar begin and end?

A: On the first morning, please arrive at 8:30 am to pick up your registration packet and room assignment. Seminars begin at 9:00 am and end at 5:00 pm, except on the last day. On the last day, seminars that run the full day begin at 9:00 am and end at 4:30 pm. Seminars that conclude with half day sessions end at 12:00 pm.

Q: What should I wear?

A: Casual business attire is appropriate. Note: room temperatures may vary so you may want to dress in layers. Travel and Accommodations

Q: Can AMA help me make travel arrangements?

A: AMA partners with leading travel organizations to offer participants special discounts when attending AMA seminars. Car Rentals - Hertz offers American Management Association members and course participants discounts at participating locations in the U.S. and around the world. Your CDP# 1215377 is the key. Visit www.hertz.com for reservations on-line, or, if you prefer, you may call the Members Only Reservations Line at 1-800-654-2200 or call your travel agent. Hotels - Preferred pricing is available at hotels close to all seminar venues. Visit our travel page or call 1-877-566-9441 for information.

Q: Can AMA help me make hotel reservations?

A: AMA does not arrange hotel accommodations. However, AMA has negotiated with certain hotels in some locations to hold a block of rooms for seminar participants for up to three weeks prior to your seminar start date. Look on your registration confirmation letter for a phone number for one of these hotels. When you call the hotel, mention you are an AMA seminar attendee to secure preferred rates, if available. We recommend you make your reservations early.

 

 

 

 

 

 

 

 

 

 

Travel Accomodations

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Q: Can AMA help me make travel arrangements?

A: AMA partners with leading travel organizations to offer participants special discounts when attending AMA seminars. Car Rentals - Hertz offers American Management Association members and course participants discounts at participating locations in the U.S. and around the world. Your CDP# 1215377 is the key. Visit www.hertz.com for reservations on-line, or, if you prefer, you may call the Members Only Reservations Line at 1-800-654-2200 or call your travel agent. Hotels - Preferred pricing is available at hotels close to all seminar venues. Visit our travel page or call 1-877-566-9441 for information.

Q: Can AMA help me make hotel reservations?

A: AMA does not arrange hotel accommodations. However, AMA has negotiated with certain hotels in some locations to hold a block of rooms for seminar participants for up to three weeks prior to your seminar start date. Look on your registration confirmation letter for a phone number for one of these hotels. When you call the hotel, mention you are an AMA seminar attendee to secure preferred rates, if available. We recommend you make your reservations early.

 

 

 

 

 

 

 

 

 

 

Cancellation Policy

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Transfer, Cancellation and Refund Policy

Q: What if I register for a seminar, but then can't attend?

A: You may transfer to a future session, send someone to take your place or cancel without penalty at any time up to three weeks prior to your seminar. If you provide AMA with less than three weeks' notice, or fail to attend, you will be liable for the entire seminar fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can. Therefore, please call us at 1-877-566-9441.

Q: What can I do if I'm not satisfied with a seminar that I attended?

A: At AMA, we guarantee the quality of our seminars. In fact, 98% of our participants say they would recommend the course they have taken to their colleagues. If, for any reason, you are not satisfied with a seminar for which you have paid, AMA will give you credit toward another seminar of comparable price or will refund your fee. Please call 1-877-566-9441.

 

 

 

 

 

 

 

 

 

 

Federal Government

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Q: Do federal government employees receive GSA pricing in seminars?
A:
Yes, federal government employees are eligible for special GSA pricing for many seminars. Call 1-877-566-9441 or visit our Government Services site for more information.

 

 

 

 

 

 

 

 

 

 

The Virtual Seminar Experience

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