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Financial Statement Analysis

Financial Statement Analysis

 

Who Should Participate

All business leaders, credit analysts, loan reviewers, lending managers, bank presidents, loan assistants.

Make your attendance count towards your continuing professional education credits!
The MBA will provide a certificate of attendance that you may submit to the appropriate advisory board.


Topics

The emphasis of this course is on various non-cash-flow analytical techniques. The first portion of the course covers the definition, calculation and interpretation of standard financial ratios. The second portion of the course explains such analytical techniques as trend analysis, common size statements and pro forma statements.

Topics to be covered:

  • The four elements of financial statement analysis
  • Determining what items are included in each line of a firm’s financial statements
         - Income statement rules
         - Balance sheet rules
  • Determining the quality of each line of a firm’s financial statements
         - Informative income statement questions
         - Informative balance sheet questions
  • Determining the preparation quality of a firm’s financial statements
         - Audit standards and issues
         - Review standards and issues
         - Compilation standards and issues
  • Determining the relationship within a firm’s financial statements
         - Traditional ratio analysis
         - Common size analysis

Presenter

John W. Reik is the founder and president of John Reik & Associates LLC, Business Training and Consulting, which can be found on the web at johnreik.com. John has been a lecturer and Assistant Professor of Finance at the University of Minnesota for over 35 years and spent eight years as the senior credit trainer and manager of Credit and Finance Education for First Bank System [now U.S. Bank.] Previous to his position at the University of Minnesota, John worked as a financial analyst in the Automotive Assembly Division of Ford Motor Company. John is an honors graduate of Purdue University and the University of Minnesota and holds degrees in management, accounting, finance, and law.  

Registration Fee (This fee includes materials, lunch, and refreshments)

Member: $295.00
Qualified non-member bank:
$590.00

Note:  You will be given the option to pay by credit card or to invoice your company during the checkout process.

Dates & Times

April 5, 2018
Check in:  8:45 AM
Program:  9:00 AM - 4:00 PM

Location

Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN  55344
Click here for directions

Lodging

Lodging arrangements can be made at: Hyatt Place, Eden Prairie. Click here to make an online reservation, or call 
952-944-9700 - dial “0” for the front desk, (Ask for the Minnesota Bankers Association rate of $145.00, plus tax)

Cancellation Policy

The MBA reserves the right to cancel programs due to insufficient enrollment, instructor illness, or other reasons. Participants wishing to cancel must inform the MBA in writing prior to the event. Send cancellation notices to maryh@minnbankers.com. A cancellation fee of 25% of the program cost will be charged for withdrawing, or you may send a substitute. The full program fee will be charged for withdrawing after the event has taken place or a no-show. 

Non-Members

Employees of qualified non-member banks are encouraged to apply. Please call our office for further information.

Special Needs

If you have a disability that may affect your participation in this program - or any dietary issues - please send a statement regarding any special needs at least two weeks prior to the program. We will contact you to discuss accommodations.
When:
4/5/2018 9:00 AM - 4/5/2018 4:00 PM
Where:
Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN 55344

Please note that you must be logged in to register online