American Management Association Seminars

Seminar No: 02219 -XNBB
CEU Credits: 1.8
Length: 3 days

Learn to interpret and analyze financial data and convey credibility!

With today’s income shortfalls and unmet forecasts, correctly interpreting financial information is critical to your success. At this seminar you’ll learn how to establish financial policy and report on the performance of your department in financial terms.

Past participants in AMA's Fundamentals of Finance and Accounting for Nonfinancial Executives (Meeting #2218), and nonfinancial executives who have a basic understanding of financial statements.

How You Will Benefit:

  • Communicate effectively with your organization's financial executives
  • Understand the impact of financial decisions on your firm's productivity
  • Convey financial credibility
  • Forecast your company's financial position, based on its past performance

What You Will Cover:

  • Reviewing the balance sheet, income statement and cash flow statement to establish financial position
  • Using financial statements to analyze your company’s sales, liquidity, leverage, capital structure and ROI
  • Using Activity-Based Costing and value-added analysis
  • Learning finance and accounting fit into the planning and budgeting process
  • Analyzing product lines and distribution channels
  • Utilizing budgeting techniques

Extended/Detailed Seminar Outline

Learning Objectives

  • Communicate with Your Organization’s Financial Executives about the "Numbers" Side of Your Business
  • Understand the Impact of Financial Decisions on Your Firm’s Productivity
  • Convey Financial Credibility
  • Forecast Your Company’s Financial Position, Based on Its Past Performance
Financial Statements
  • Review and Enhance Your Understanding of the Primary Financial Statements
  • Review How to Categorize Items
  • Review Where to Find Items in the Financial Statements
  • Review about Revenue, Profit, and Investment Centers
  • Prepare a Balance Sheet and an Income Statement
  • Prepare a Statement of Cash Flow
Financial Ratios
  • Learn How to Calculate Key Financial Ratios
  • Understand the Meaning of Liquidity as Measured by Ratios
  • Understand the Meaning of Leverage and How It Is Measured
  • Examine the Elements That Affect the Firm’s Operating Efficiency
  • Examine the Factors That Evaluate the Firm’s Profitability
Financial Analysis
  • Identify and Analyze Key Financial Indicators for a Firm
  • Discover the Financial Strengths and Weaknesses of a Firm
  • Identify Sources of Information to Help in the Evaluation
  • Analyze Your Company from a Financial Perspective
Financial Analysis of an Industry
  • Identify the Techniques for Evaluating an Industry
  • Identify Sources of Information about an Industry
  • Take an In-Depth Look at a Particular Industry
  • Study Several Companies from That Industry
  • Identify and Describe Several Key Stock Market Indicators
Capital Structure of the Firm
  • Examine the Elements Involved in the Firm’s Capital Structure
  • Evaluate the Components of the Capital Structure
  • Investigate the Impact of Leverage
  • Examine Capital Structure and Value of the Firm
  • Examine Cost of Capital
  • Investigate the Relationship between Investment Value and Time
Financial Sources and Cost of Capital
  • Examine Various Sources of Financing
  • Analyze the Costs Involved in Raising Capital
  • Evaluate the Cost of Borrowing
  • Evaluate the Cost of Preferred and Common Stock
  • Examine the Elements Involved in the Firm’s Capital Structure
Cost Accounting Systems
  • Examine the Structure of Conventional Cost Systems
  • Explore Some of the New Approaches
  • Define Activity-Based Costing (ABC) and Its Benefits
  • Understand the Process of Implementing ABC
  • Discuss and Identify Value-Added Costs
  • Course Highlights

    Start and End times: first day - 8:30am-5pm, all other days 9am-5pm unless otherwise specified. Your registration confirmation notice will confirm the hotel/conference center for the seminar for which you registered. The information included on this page is all the information available on this seminar. Please use form below to register only. To request information that is not included above please send an email to . Remember to specify the complete seminar number about which you are requesting information.

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    AMA's main conference centers
    Seminars scheduled for the cities below are held at the locations listed below. For location information for other cities in which AMA seminars are held please call or email for information.

    New York
    AMA executive Conference Center
    1601 Broadway New York, NY 10019
    American Management Association (Located in the same building as the Crowne Plaza Hotel) 1601 Broadway On Broadway and 48th Street near Times Square. Entrance is on 48th Street.

    AMA executive Conference Center (adjacent to the Marroitt O'Hare)
    8655 west higgins rd
    Chicago, IL 60631

    San Francisco
    AMA executive Conference Center is located in San Francisco Marriott Hotel
    55 Fourth Street 2nd Level
    San Francisco, CA 94103

    AMA Executive Conference Center
    Address: 1170 Peachtree Street Ne Cnr Peachtree & 14th (3rd Flr)
    City, State, Zip: Atlanta, GA 30309

    Washington, DC
    Arlington, Virginia
    2345 Crystal Drive, Suite 200
    Arlington, VA 22202

    If you are not paying via credit card, you will receive an invoice with payment instructions.

    Cancellation Policy:
    If you cannot attend a seminar you can contact AMA in advance to transfer to a future session, or you can send someone to take your place. If you need to cancel your attendance, AMA will give you a complete refund if you cancel more than three weeks before your seminar begins. To cancel, simply email us at . If you cancel with less than three weeks’ advance notice, you will be liable for the entire seminar fee. Once your payment has been received, you may request a courtesy transfer to use at any future AMA seminar of equal or lesser length. The courtesy transfer must be used within one year of the date of your originally scheduled seminar. In fairness to all attendees, if you do not attend a seminar session for which you are confirmed and do not contact AMA to cancel in advance, you will be charged the entire seminar fee.

    AMA grants courtesy transfers to people who cannot attend their scheduled sessions. You can use a courtesy transfer for any seminar of equal or lesser length than the original seminar. You must use your courtesy transfer within one year of the date of your originally scheduled seminar.

    AMA guarantees the quality of our seminars. If, for any reason, you are not satisfied with a seminar for which you have paid, AMA will give you credit toward another seminar of comparable price or will refund your fee.

    You can also register by emailing your registration information to us at or calling us at 919-480-2550.

  • For additional information and schedules call 919-847-0331.

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