Financial Statement Analysis, December 8-11, 2021

Workshop

Financial Statement Analysis for Non-Financial Managers

This course provides an applied introduction to key issues in financial reporting, financial statement analysis, and firms’ capital structures. As a result, program participants will better understand the main outputs of the financial accounting process, be able to evaluate a firm’s financial position and performance, and make informed business decisions to enhance corporate value creation.

Financial Statement Analysis for Non-Financial Managers

Business decision makers are surrounded with concepts and terminology from financial statements such as gross profit margin, operating cycle, net operating assets, financial leverage, liquidity, solvency. This course provides an applied introduction to key issues in financial reporting, financial statement analysis, and firms’ capital structures. As a result, program participants will better understand the main outputs of the financial accounting process, be able to evaluate a firm’s financial position and performance, and make informed business decisions to enhance corporate value creation.

Dates: December 8-11, 2021

Format: online (Live Virtual using Zoom)

Price: 210 000 KZT (discounts - up to 30%, for details please contact the manager )

The program will start with an introduction to financial accounting terminology and the four major financial statements: Statement of Financial Position (Balance Sheet), Statement of Profit or Loss (Income Statements), Statement of Changes in Equity, and Statement of Cash Flows. Then, the program will introduce key tools sophisticated users of financial reports employ to analyze a firm’s profitability, productivity, and risk.

The program will implement various tools on international as well as local companies (e.g., Air Astana, Halyk Bank, Kaspi Bank, Kazakhtelecom) and discuss common mistakes made by companies in their capital structure choices.

For whom?

Professionals in management positions (general managers, engineers, marketers, and financiers with a weak background in financial statement analysis)

Career changers who have recently moved to financial positions but lack a strong finance/accounting background

Executives with a need to refresh their prior knowledge of financial accounting

Investors who would like to base their investment decisions on sophisticated financial statement analysis

What will you learn?

Describe and interpret the four major financial statements and the linkages among them

Analyze a firm’s profitability, productivity, and risk

Identify key areas for improvement to enhance value creation

Communicate with finance professionals and engage in meaningful discussions

Describe the common finance and accounting mistakes made by companies

Program Faculty

Doron Israeli

PhD, Associate Professor

PhD in Business Administration and MS in Statistics from Stanford University

BA in Economics, Accounting, and Management from Tel-Aviv University (summa cum laude)

Prof. Israeli’s research focuses on the role of financial reporting in capital markets and the effects of capital markets frictions and human cognitive constraints on stock pricing efficiency and corporate investment policy.

Prof. Israeli has vast experience in the corporate world. He is a CPA (Israel). Prior to starting his PhD studies at Stanford University, he worked in the Corporate Finance Division of Israel Securities Authority (ISA) and in the Professional Practice Department of Ernst & Young (EY), Israel.

Prof. Israeli's teaching interests include courses in Accounting, Econometrics, and Finance.

Program Schedule

Session 1

Introduction to financial reporting

15.00-16.20

Break

16:20-16:40

The four major financial statements

16:40-18:00

Break

18:00-18:20

The four major financial statements (cont’d)

18:20-19:00

Session 2

Linkages among the four major financial statements

15.00-16.20

Break

16:20-16:40

Introduction to financial statement analysis

16:40-18:00

Break

18:00-18:20

DuPont analysis of ROE

18:20-19:00

Session 3

DuPont analysis of ROE (cont'd)

15.00-16.20

Break

16:20-16:40

Analysis of financial statements with an operating focus (Part 1)

16:40-18:00

Break

18:00-18:20

Analysis of financial statements with an operating focus (Part 1)

18:20-19:00

Session 4

Analysis of financial statements with an operating focus (Part 1)

11.00-12.20

Break

12:20-12:40

Analysis of financial statements with an operating focus (Part 2)

12:40-14:00

Break

14:00-14:20

Final group assignment

14:20-15:00

Aigul Zhalymbetova

Financial Statement Analysis

Testimonials

The seminar was very capacious and useful. Very big volume of information. Hope to use all the information.

Aigul Zhalymbetova

Financial Statement Analysis

Togzhan Adilzhanova

Financial Statement Analysis

Testimonials

Thank you for such a very useful workshop. Very satisfied. The training was so unique. I didn't regret it one bit. Thank you very much! I wish you a lot of satisfied and constant participants.

Togzhan Adilzhanova

Financial Statement Analysis

SEE ALL CONTACTS

Gulnar Yermagambetova

Senior Manager

+7 (7172) 70 64 60

gsb.exed@nu.edu.kz

Aigerim Zholmyrza

Manager

+7 (7172) 70 53 67

gsb.exed@nu.edu.kz