Learn Know Understand™ Corporate Financial Documents

This 2 day workshop will enable executives, managers and employees who do not have a financial background, to read and quickly understand the information contained in financial statements. Participants will be able to use the information contained in these important documents to positively impact their organization.

After completing this course you will be able to:

• Identify and understand the information contained in an income statement • Identify and understand the information contained in a balance sheet • Identify and understand the information contained in a cash flow statement • Identify how the three above statements interrelate and impact each other • Quickly calculate the key financial ratios and what they mean • Apply the knowledge of financial ratios to the health of your organization

• Benchmark against your competitors and your industry • Uncover what strengths and weaknesses are present in your organization • Uncover where the threats and opportunities lie within your company • Discover the ways to apply overhead to the cost of products • Make realistic forecasts & budgets

Content covers:

• Definition and review of key financial documents • Relationships and dependencies between documents • Determination and interpretation of financial ratios • Measurements to determine the health of an organization • Mockup of a sample organization and the process of financial discovery • Quick analysis of key performance indicators • Forecasting and budgeting in a realistic manner • NO accounting methods or practices

Format: Lecture, Discussion, Interactive group and individual exercises
Skill Level: No prior experience needed
Prerequisites: None
Advanced Preparation: None

Instructor Biography:

Chuck has a bachelor’s degree in Finance from the University of Toledo (Toledo, Ohio) and an MBA from the University of Central Florida (Orlando, FL). Chuck is a Certified Financial Planner ™ Professional and Investment Advisor with Raymond James & Associates in Orlando, FL. Chuck has 19 years of experience working with individuals and corporations as an investment advisor and financial analyst. Chuck is also the founder of The Financial Literacy Group, LLC, which provides financial education to corporate groups and individuals. Chuck is a dynamic and engaging speaker who makes learning about important financial topics both informative and entertaining. Chuck’s passion for teaching and ability to simplify complex financial topics make him a highly sought after trainer to the companies he works with.