New York Professional Events List

AMA’s Course on Financial Analysis

Jul 17, 2017 - 09:00 AM - Jul 19, 05:00 PM
AMA New York Center 1601 Broadway, 8th Floor Entrance on 48th St New York, NY 10019 ,

New York,
NY ,
ZIP: 10019

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

This course delves deep into financial analysis. Accurate financial analysis is a fundamental element of strategy, growth, 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 build and interpret financial projections. 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 by making sound business decisions.

How You Will Benefit

  • Identify current vital financial indicators that are important to your organization 
  • Comprehend financial forecasting techniques that can enable management to make truly informed decisions
  • Apply methods that can improve your company's profit picture and your stockholders' investment
  • Know your firm's finances and what that means for the present and future


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

Special Feature

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


Ways to Register

Event Categories
Keywords: fun, analysis, assessment , business , Economic , Finance , Financial , Fun , government , identifyin


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