PMP 0502: Financial Analysis for Managers
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Course Description
Features
Topic Highlights
Course Completion Requirements
PDU Information
HRCI Pre-Approved
Who Should Attend
Instructor
Evaluation Comments
Related Courses
COURSE DESCRIPTION
Financial information is used by almost everyone and any manager hoping to effectively communicate and understand a business must be able to analyze financial information. This course explains the basics of accounting, links accounting to financial statements, analyzes financial statements and works through economic analysis of investments.
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FEATURES
No prior knowledge of accounting or finance is required. During the course, participants will work through multiple choice questions and case study exercises. In addition to covering basic financial analysis, the course will also touch on several advanced concepts such as Ratio Models, Valuations based on EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) and Exit Values when businesses are sold.
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| Registration |
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| Schedule |
November 29, 2012 (Thursday)
Time: 8:30 AM-4:30 PM
Location: HRN Status: Open
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| Fee |
$595.00 |
| CEUs |
| 0.65 CEUs
6.5 Contact Hours
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| Onsite Opportunity |
This course is also available on a contract basis and can be tailored to suit your
organization's needs. Please contact us to discuss your onsite opportunity. |
| Contact Info. |
Herndon Training Center at CIT
Online contact form
Address:
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George Mason University
Office of Continuing Professional Education |
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2214 Rock Hill Road, Suite 400 |
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Herndon, VA 20170-4213 |
Telephone: 703-993-4800
Fax: 703-993-4811 |
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TOPIC HIGHLIGHTS
Quick Accounting Lesson- How accounting works, general ledger accounts, and the cash flow conversion cycle.
Introduction to Financial Statements- Types of financial statements, elements of financial statements and important accounting concepts.
Reading Financial Statements- Financial terminology, distinguishing operating vs. non-operating, liquidity, and solvency.
Key Financial Indicators- Cash flow vs. earnings, Return on Investment, Cost of Capital and EBITDA.
Financial Analysis (Part 1)- Horizontal and vertical analysis, benchmarking, and common sized financial statements.
Financial Analysis (Part 2)- Complete set of ratios for analyzing most companies.
Cost Analysis– Drilling down to source data and approaches to cost reduction
Concepts in Finance- Present and future values, net present value, quantifying benefits and discounted payback.
Basic Forecasting- Forecasting sales, assets and cash flow, fixed vs. variable cost, and breakeven analysis.
Risk Analysis- Risk adjusting constant dollars, expected values and simulation analysis.
Advanced Concepts- Ratio models, exit values, intellectual capital and economic value added.
Developing Performance Measurements- How to develop good performance measurements for driving financial results.
Non Financial Analytical Techniques- Overview of tools used to conduct business analysis not related to finance.
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COURSE COMPLETION REQUIREMENTS
100% attendance and participation are expected from participants.
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PDU INFORMATION
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One-day seminars are recommended for 7 PDUs
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HRCI PRE-APPROVED
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This program is approved for 6.5 strategic recertification credit hours.
"The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit."
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WHO SHOULD ATTEND
Any professional who wants a good overall understanding of financial analysis and economic analysis of long term investments. This course is geared for any manager in companies of all sizes.
INSTRUCTOR
Matt H. Evans, CPA, CMA, CFM is an independent consultant and Associate of Business Performance Group in the Washington, D.C. area. He has over 25 years experience working as a senior managing consultant, financial manager, controller, and senior analyst. He has led major projects ranging from system implementation projects for Fortune 100 companies to design and deployment of performance management systems within the federal public sector. Mr. Evans also has hands-on experience with financial analytical projects such as cost benefit and risk analysis of $ 1 billion investments, financial profiling of private companies and financial forecasting models. He has experience in every aspect of accounting – financial reporting, fixed asset accounting, project cost accounting, payroll, billings, and cash flow management.
Evans earned his BS in accounting from Louisiana State University. He has also completed executive education programs at the Wharton Business School and J. L. Kellogg Graduate School of Management.
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EVALUATION COMMENTS
“Fantasitc! This course went into detail, but wasn’t overwhelming. Accounting can be dry, but the instructor did a great job of making it interesting.”
“Great class to learn the basic fundamental values of financial analysis.”
“I found the risk management information particularly interesting and relevant.”
“Good overview of accounting and corporate finance.”
“I liked how the material was presented in a low pressure atmosphere.”
“Documentation and exercises very good – not intimidating – given at a layman’s level – easy to understand.”
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