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AMA's Course on Financial Analysis Remote Access thru April 2020

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Increasing the value of a company is a primary goal for management. This seminar establishes a fundamental but simple financial statement template for displaying that the company is being managed to produce increasing value. You will also learn how to evaluate past performance and plan for future investments: capital projects and acquisitions. Three days. CEUs: 1.8. Keywords: finance, financial. Fee per person: $2545, $2295 for AMA members.

*When registering by phone, use Priority Code: XNNT

Provider:

AMA (American Management Association International)

Topic(s):

Finance & Accounting

Who Should Attend?

Dedicated to helping mgrs of for-profit companies succeed. For those responsible for managing a dept, business unit or a company to increase its value, or responsible for evaluating an acquisition or the financial condition of a customer or vendor

• AMA's Advanced Financial Forecasting and Modeling Workshop - Live In-Person or Virtual Live
• Critical Thinking - Live In-Person or Virtual Live
• Data Analysis Fundamentals: A Hands-on Workshop Live or Remote

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Increasing the value of a company is a primary goal for management. This seminar establishes a fundamental but simple financial statement template for displaying that the company is being managed to produce increasing value. You will also learn how to evaluate past performance and plan for future investments: capital projects and acquisitions.

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Who Should Attend

This seminar is dedicated to helping managers of for-profit companies succeed. If you are responsible for managing a department, a business unit or a company to increase its value, or responsible for evaluating an acquisition or the financial condition of a customer or vendor, this course is for you.

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

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HOW YOU WILL BENEFIT

• Specify the financial requirements for your company's strategic and operating plans
• Manage the structure of the income statement and the balance sheet to increase shareholder value
• Choose the right metrics for evaluating your company's solvency
• Determine your company's debt capacity - how much you can safely borrow
• Use the statement of cash flow to measure success
• Create a capital project evaluation spreadsheet
• Determine which metrics to use to evaluate capital projects

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WHAT YOU WILL COVER

• Detailed mastery of the income statement, the balance sheet and the statement of cash flows
• Drivers of company value
• What owners want to see on the financial statements
• What lenders want to see on the financial statements
• The true meaning of cash flow from operating activities
• Discounted cash flow techniques: future value, present value, net present value, annuities, internal rate of return
• The importance of and calculation of the Weighted Average Cost of Capital (WACC)
• How to value capital projects
• How to price an acquisition

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Outline

Learning Objectives

• Analyze Financial Statements
• Apply Financial Analysis Methods and Tools to Measure Performance Against Internal and External Standards and Industry Benchmarks
• Make Sound Decisions Based on Accurate Assessments of Business Performance and Results
• Ask Better Questions to Gain a Clearer Understanding of the Business and Focus Attention on Areas of Greatest Impact
• More Effectively Manage Value in the Business

The Nature of Financial Analysis

• List the Principal Questions Answered By Financial Analysis
• Identify the Financial Statement Sources of Data Used in Financial Analysis
• List the Major Tools Used in Financial Analysis

The Planning Cycle

• Identify Components of the Planning Cycle
• Describe the Role of the Financial Analyst

Income Statement and Balance Sheet

• Identify Key Accounts and Subtotals of the Income Statement
• Identify the Major Sections of the Balance Sheet and How Analysts Use Them
• Explain Why Companies Own Assets and How They Pay for Them
• Use Common Size Financial Statements

Measurement of Performance

• Calculate Solvency Ratios, Liquidity Ratios, and Profitability Ratios
• Explain How Ratios Relate to the Creation of Shareholder Value
• Define How Growth Rates Are Used to Indicate Performance

Cash Flow

• Analyze a Company’s Gross Cash Flow from Operating, Investing and Financing Activities
• Describe Why an Analysis That Fails to Take Cash Flow into Account Is Inadequate
• Define a Company’s Free Cash Flow
• Use Cash Metrics to Measure Value Creation

Creating Shareholder Value

• Calculate a Company’s Weighted Average Cost of Capital and Total Capital in Accordance with CAPM
• Understand Why the WACC Is Important

Analyzing Enterprise Investments—The Theory of Interest and the Time Value of Money

• Use a Financial Calculator
• Calculate Future Value, Present Value, and Compound Growth Rates
• Calculate the Present and Future Value of an Annuity and Annuity Payments
• Calculate and Understand Internal Rate of Return
• Calculate the Present Value of a Perpetuity

Analyzing Enterprise Investments—Capital Project Evaluation

• Define the Steps Necessary to Perform a Capital Project Evaluation
• Create a Spreadsheet to Describe a Project
• Choose a Hurdle Rate for a Project
• Apply the Major Techniques: NPV, IRR, EPVI, Payback
• Define Terminal Value
• Price an Acquisition

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3 days/1.8 CEUs

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Sponsor Background:

The American Management Association was founded in 1923. They have built a content control check into every one of their professional seminars. Plus a series of checks and balances to ensure that the content of every AMA seminar is precisely targeted to:

• provide comprehensive, hands-on training that is of practical use when you return to the job
• focus on need-to-know specifics, relevant to the demands of global business today
• offer the expertise and personalized attention of top-ranking instructors
• facilitate your career development and business savvy

Whether you're looking for a solid foundation of business fundamentals or strategies to help you seize growth opportunities for your company, AMA offers expert instruction to help you:

• manage your priorities effectively
• cultivate more productive working relationships
• increase your on-the-job value
• align your skills with marketplace demands
• bring out the best in people, processes and yourself

Cancellation Policy

Transfer, Cancellation and Refund Policy

For Classroom, Live Online, and Webinar programs, 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 program. If you provide AMA with less than three weeks notice, or fail to attend, you will be liable for the entire program fee.

100% Satisfaction Guaranteed—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.