Financial Information Essentials

Virtual

Register

Financial Information Essentials 
(Two, 2-Hour Live Virtual Sessions)

Tuesday, November 19, 12pm – 2pm ET and
Wednesday, November 20, 12pm – 2pm ET

Introductory Level
Prerequisites: None

If you would like to understand the jargon of earnings releases and annual reports and understand how a company’s financial statements work, this is a great course. This course covers balance sheets, income statements and cash flows – what they mean and how they fit together. Look at key metrics such as revenue, EBIT, EBITDA and net income; and financial ratios such as leverage and profit margins – across a range of sectors. Finally consider what your key target audiences are looking for in earnings and how you can add value to the earnings process.

Learning Objectives

  • Become familiar with financial jargon of earnings
  • Understand the financial statements & what they’re telling you
  • Learn about the headline numbers, key metrics, and financial ratios
  • Apply your learning to a real company 

Course Program

Understanding Financial Information

  • Introduction to financial statements
  • How income statements, balance sheets and cash flows fit together
  • Key jargon and concepts (including capex, opex, goodwill, depreciation, amortization & impairment)
  • Different levels of profits – gross profit, EBITDA, operating income etc and who uses what
  • One-off items and adjusted/non-GAAP numbers
  • How analysts, investores, and journalists use financial information

Working with Earnings 

  • Balance sheets – key issues for investors, analysts, and the media 
  • Measuring leverage and deciding what’s appropriate 
  • Income statements – evaluating performance and asking questions 
  • Profitability and cash flow metrics 
  • How profits convert to cash 
  • Adding value to earnings releases 
  • Examples from real companies 

What’s Included?

  • Access to a virtual classroom with an online course to help you consolidate your learning after the workshop
    • Self-paced online course for follow-up (included in registration fee):
      • The Basics of Business Finance (Essentials Course)
      • Leverage & How Much is Too Much (Specialist Short Course)
      • Adjusted Profits (Specialist Short Course)
      • Understanding Cash Flows (Specialist Short Course)
  • Color-coded course materials
  • A copy of The FinanceTalking Financial Glossary (pdf)
  • Email or phone your tutor if you have questions or you’d like to discuss further any concepts covered on the course

An Interactive Experience Using Simple Technology

  • Small group, interactive workshops delivered using Zoom
  • Access the event on your laptop or tablet (or even your phone)
  • Discussions and case studies via breakout groups
  • Quizzes and polls
Cancellation Policy

All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.

IRC credential holders can earn 2 professional development units (PDUs).