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Financial Statement Analysis/Accounting

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9ine_pdf_icon2020 Brochure (PDF)

Training The Street’s accounting seminars are designed to prepare individuals for the challenges of corporate valuation and financial modeling by providing the building blocks that are employed in these forecasting techniques. Oriented around interpreting financial results of live companies to gain a solid understanding of financial statements, these seminars weave together classroom lecture, in-class exercises, and critical thinking skills. This turn-key perspective combined with TTS’s teaching expertise, provides the optimal blend of accounting instruction needed to prepare participants for success—not just as “simple accountants” but as well-rounded financial professionals. TTS’s accounting seminars are presented with a creative delivery and flow that allows beginners to maintain their measured pace while keeping the advanced participants actively engaged.

To register or to view training locations and date options, please see our course calendar.

Course Pricing:

  • Early Registration: $1,100 per day (register at least 14 days in advance)
  • Standard Registration: $1,250 per day
  • Group rates available
  • Discounts offered to existing clients

Financial Statement Analysis/Accounting Outline:

  • Fundamental Concepts:
    • Generally accepted accounting principles
    • Matching principle
    • Historical cost vs. fair value
    • A= L+ E
    • Three-statement relationships
    • Footnotes
  • Balance Sheet:
    • Assets and liabilities (detailed discussion of flow and terms)
    • Debt features and terms
    • Introduction of related period expenses (depreciation, amortization, interest expense, etc.)
    • Equity (detailed discussion of flow and terms)
  • Income Statement:
    • Income statement (detailed discussion of flow and terms)
    • EBIT
    • Relationships with the balance sheet
  • Supporting Information:
    • Footnotes and management’s discussion
  • Evening Assignment:
    • Optional exercises to reinforce learning objectives: self-paced
  • Advanced Income Statement:
    • Revenue recognition
    • Unusual items
    • Interest expense and capitalized interest
    • Discontinued Operations
    • Restructuring Charges
    • EPS including primers on options and convertible securities
  • Cash Flow Statement:
    • Mechanics and flow
    • Detailed construction
    • EBITDA
  • Other Topics:
    • Sources of public information
    • Ratio analysis and case study
    • Normalizing results – an introduction
  • Evening Assignment:
    • Ratio analysis: optional, self-paced
  • Advanced Topics:
    • Leases (finance vs. operating)
    • Income taxes (deferred taxes, effective rates and related considerations)
    • M&A Inter-corporate investments (equity method and non-controlling interests)
    • Stock-based compensation
    • M&A purchase accounting

Questions? Please contact info@trainingthestreet.com for more information

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