Diagnostic Cash Flow and Financial Analysis:
Tools, Techniques, and Cases
Steven C. Isberg, Ph.D.
Senior Research Fellow, Credit Research Foundation
Monday, October 17th (1/2 day) & Tuesday, October 18th 2011 (all day)
Workshop Registration here
Hotel Reservations here
The beautiful Harbor Beach Marriott,
Ft Lauderdale, FL
3030 Holiday Dr Ft Lauderdale, FL
Visit the Hotel and make reservation online
Call: Marriott Reservations: 1-800-503-1436
Tell them you are registering for the Credit Research Foundation meeting and use Group Code "crfcrfa" to get the Group Rate of $189.00 single or double (+ Tax).
The CRF room block ends September 20, 2011 - so book NOW!
Diagnostic Cash Flow and Financial Analysis:
- Tools, Techniques, and Cases -
Instructor: Dr. Steven Isberg
Steven Isberg is Senior Research Fellow at CRF and Associate Professor of Finance at the Merrick School of Business, University of Baltimore. He has been teaching financial analysis and decision-making in both the academic and professional settings over his entire career. He has recently authored a series of online financial analysis training courses for CRF. A course on Diagnostic Cash Flow and Financial Analysis is the latest of his "face-to-face" program developments, some of which will eventually be offered online. He continues to be active in a number of research fields, including studies of the outcome of different operating strategies on business sustainability and the historical roots of modern-day financial crises.
This one and one-half day session will cover intermediate and advanced methods
of cash flow and financial ratio analysis with case studies in a variety of
industry settings. Session segments are as follows:
I. Financial Statement Structure and Reporting
- This segment will provide an understanding of the elements and content of balance sheets, income and cash flow statements. By working through the financial reporting process you will learn how business activity generates accounting transactions that lead to the creation of the financial statements.
II. Understanding and Interpreting the Cash Flow Statement
- This segment will identify and describe the elements of the cash flow statement and outline how it relates to the balance sheets and income statement. Participants will arrive at a deeper understanding of the meaning of information in the cash flow statement and how it adds value to the other two financial statements.
III. Operating Performance, Cash Flow, and Risk
- This segment will provide an overview and development of tools and techniques of measuring and understanding risk from both an operating and cash flow perspective. This will include intermediate and advanced application of financial ratios and other key performance indicators.
IV. Case Analyses
- The tools and techniques covered in the first three segments will be put into practice by working through a variety of case analyses in the following areas. Selection can be tailored to the interests of the participants:
- Retailing
- Distribution
- Manufacturing
- IP and Technology
- Capital intensive service
- Labor intensive service
- Plus Workshop participants can join the concurrent CRF Credit and AR Forum session on Monday afternoon at 1:00 PM for Dr. Isberg's presentation on the economy, immediately prior to the Cash Flow workshop.
- AND, workshop participants are invited to attend our Monday evening networking event
- AND, you re welcome to stay over for Wednesday to attend and participate in the Wednesday morning CRF Open Forum Q&A session 9:00 to noon. ALL THIS FOR ONE LOW PRICE!!