Financial Statement Analysis for
the Non-Accountant



Program Overview

Improve your ability to interpret key financial tools

Regardless of your position in the organization, a clear understanding of financial analysis tools will improve your performance in all areas of business. Financial statements are the pulse of a business, and one of the clearest indicators of its health. To non-accountants, however, they can be a confusing melee of numbers and accounting terms. This program will provide you with a basic understanding of financial statements and an appreciation for the use of key financial analysis tools. You will use actual financial statements to learn and apply the analytical techniques being examined.


Participants are not expected to have any formal accounting training or experience. Those who are very new to the field may find Fundamentals of Finance and Accounting for Non-Financial Managers a useful precursor to this program.

 

Program Content

Content and Format of Financial Statements
  • Accounting standards
  • Current issues
Making Sense of Individual Financial Statements
  • The balance sheet
  • Income statement/retained earnings
  • The cash flow statement
  • Notes to statements
Analyzing Financial Statements
  • Understanding and analyzing ratios
    • Liquidity ratios
    • Leverage ratios
    • Profitability and activity ratios
  • Common size analysis
  • Making comparisons
    • Your company’s performance over time
    • vs. other firms in the industry
    • vs. other industries

  • Key Learning Objectives
    • Expand your knowledge about the environment in which accounting operates and the nature of
      Generally Accepted Accounting Principles
    • Gain a basic understanding of financial statements – balance sheets, income statements and
      statements of changes in a financial position
    • Appreciate the uses of key financial analysis tools
    • Understand the relationships between investment, operational, and financing decisions
    • Identify the danger signals when assessing the viability of an enterprise
    • Understand the difference between cash flows and accounting profits
    • Recognize the limitations of financial statements
    • Improve your ability to communicate with accounting and financial professionals
    • Be able to interpret key financial figures and their impact on your business
    • Better comprehend financial information in newspapers, magazines and websites
  • Who Should Attend
    • Any executive or manager with responsibilities for the financial health of an organization
    • No previous accounting or financial background is required to benefit from this program

     

     

  • What Is Included
    • All learning materials provided digitally through Canvas
    • Certificate of Completion
    • Credential to add to your CV and LinkedIn Profile 

November Session

Date: November 4, 2021 - November 5, 2021

Fees: $1,995 plus GST

Registration Deadline: October 28, 2021

Location: Virtual Delivery

Program Schedule

9:00 am - 3:00 pm CST

More Information

Virtual Delivery occurs through Zoom with all learning materials provided digitally on Canvas. In order to use Zoom, participants must have access to a computer with speakers, a microphone, and a webcam. Virtually delivered training includes instructor facilitation, small group exercises, large group discussions, whiteboarding, interactive learning, networking and ample breaks and opportunities for questions and discussions.

Register for November Session

Course Planner

For more information, contact

Ever Lewis Germain
Program Coordinator
306-966-5608
Email Me

"This program gave me a much deeper understanding of Balance Sheets, Income Statements and Financial Statements. I now understand the "why" behind the numbers and what to look for during a financial analysis. The facilitator was excellent! He kept the group engaged and ensured no one was left behind. I would highly recommend this program."
_____

Tanya Wiggins

Saskatoon Interval House

Instructor Profile

scott-sinclair.jpg

Scott Sinclair

Scott is a lecturer at the Sauder School of Business. He has been actively involved in professional accounting education for more than 30 years. He was the principal author for the CA School of Business in Western Canada between 2000 and 2010, and has won multiple awards for teaching excellence. He has also worked for Coopers & Lybrand Chartered Accounts, serving small business and mining clients.

Partnership Program

Together with our partners, we continue to add value and enhance our educational experiences to our community through professional development and training in a supportive and welcoming environment.

This Edwards Executive Education program is proudly presented in partnership with UBC Sauder School of Business.

Offer This Program In-House

Interested in bringing this program to your organization or team within your organization? Fill out our Online Needs Assessment form and show your interest in bringing this program in-house or customized based on your needs.

Cancellation

University of Saskatchewan's liability is limited to reimbursement of paid tuition fees.

Cancellations received at least ten (10) business days in advance of the program commencement date will receive a full refund. Cancellations received less than ten (10) business days prior to the program commencement date will be subject to a $500 administration fee. Cancellations received less than three (3) business days prior to the program commencement date will be subject to full program tuition cost.

Non-attendance will incur full program tuition cost.

Fees subject to change without notice.

Program Transfers

One program transfer will be permitted without penalty if the cancellation request is received more than ten (10) business days prior to the program start date. Program transfers within ten (10) business days of the program start date will be subject to a $300 administration fee.

Alternate program transfers may be approved dependent on program availability. Transfer requests must be scheduled within six (6) months of the initial purchase.

Applicants will be responsible for any price difference in program fees at the time of the request. Each subsequent transfer request will be subject to $300 administration fee.

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