Financial Review for Decision Makers


Overview
This course will provide you with a cutting edge, best practices method of conveying, to SMB decision makers, a succinct, financial review of their business’s results.  The 1-page summary sheet, will be the focus of the course with supporting schedules included.  In this course you will learn how, with just a basic knowledge of primary financial statements, you can glean insight into the business’s true economic activities and results.
If you are an SMB decision maker or provide (or seek to provide) financial support to these decision makers, then don’t miss the opportunity to attend this webinar.

Objectives
This webinar will focus on how a simplified, 1-page summary sheet can provide SMB decision makers with an objective, comprehensive overview of their business’s results

Emphasis
Show how a 1-page summary can provide comprehensive financial information in laymen’s terms.
The 1-page report has a big-picture analysis of the following:

  • P & L, Cash flow, Financial strength (and liquidity)
  • Business value and Banking status
  • Management of working capital
  • An entirely new insight of a business’s economic reality is generated by primary data straight off of the SMBs basic periodic financial statements
Prerequisite
None

Preparation
No advance preparation required
 
Level of Knowledge
Intermediate
 
CPE Credit
2 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Finance

Author
Edward Patton