COME LEGGERE I BILANCI AZIENDALI SENZA ESSERE ESPERTI
Info
Overview
UNDERSTANDING FINANCIAL STATEMENTS: KEY INDICATORS FOR A CHECK-UP OF YOUR BUSINESS
This course tackles essential questions for business owners:
- What are the strengths and weaknesses of their company in terms of assets and finances? And economically?
- Do they know the return on capital invested in their business?
- What is the cost efficiency and its impact on profitability?
- Is their liquidity level adequate to meet short-term commitments?
- Is the current debt rate sustainable?
- Is there balance between the sources and uses of their business?
For those unsure how to answer these questions, an intensive 8-hour course is scheduled for December 14, created specifically for business development.
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Organizer
Finanziamenti Puglia, with over 15 years of experience, supports entrepreneurs in financial consulting and training. Leveraging a strong background in corporate organization, management control, and planning, they have designed the course “How to Read Financial Statements Without Being an Expert”, aimed at enhancing economic and financial analysis skills.
The course will be led by a management engineer with 15 years of consulting experience, a university professor knowledgeable in company management, and a regional manager.
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Target Audience
This course is intended for shareholders and administrators of corporations, managers, financial directors, professionals, and anyone seeking to monitor the performance and growth of their own or others' entrepreneurial activities.
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Objectives
The purpose of this course is to provide quality training and essential knowledge for practically conducting a check-up of one's business and managing it with a focus on improvement and growth. With guidance from experienced instructors, participants will:
- Learn the fundamental principles and elements of financial statements, focusing on the Balance Sheet and Profit and Loss Statement;
- Use financial statements to assess the “health” of a company;
- Understand financial analysis techniques and evaluate actual company statements using key performance indicators;
- Enhance their ability to analyze and manage their business’s financial growth and sustainability.
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Rationale for Participation
Signals received from a company (economic, financial, earnings, asset-based) reflect the management and evolution of entrepreneurial activities over time. The financial statement serves as a sort of “numerical code”, revealing the outcomes of the decisions made over a specific period.
For comparison, analyzing a financial statement is analogous to a blood test when something is amiss or when one wants to gauge overall health. Through the analysis of financial statements, it is possible to "freeze" the business in time, take a snapshot of its condition, and identify key vital parameters that require attention or those that are performing well, leading to necessary improvement actions.
Participation in this intensive course is deemed essential as it delves into the phases of financial analysis, from structure to reasoning behind its formation, progressing to reclassification and the development of main indicators, ultimately allowing participants to read financial statements confidently!
The course will feature a balanced mix of practical insights derived from field experience by expert instructors and will be heavily interactive. This course is not a passive listening experience; instead, it actively engages participants in reasoning through numbers, concepts, and experiences to genuinely interpret the value expressed by financial statements!
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Course Schedule
09.00-10.30
Exploring the concept of business performance and identifying when a company is in managerial equilibrium concerning costs/revenues, income/outgoings, sources/uses.
The four essential pillars of economic-financial analysis, including classifications of fixed/variable costs, direct/indirect revenues, and the sources and uses of capital.
Understanding the significance and importance of financial statements, including the structure of the Balance Sheet and Profit and Loss Statement, and their reclassification.
Practical Activity: Reading a Financial Statement
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10.30-12.30
The concept and purpose of financial statement analysis in guiding investment choices and decision-making processes.
Ten fundamental indicators and margins reflecting the company’s health, including profitability, liquidity, and solvency indexes.
Practical Activity: Analyzing a Financial Statement
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12.30-13.00
Bank Presentation: Entrepreneurship and Corporate Advisory
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13.00-13.45
Buffet Lunch and Networking among participants
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14.00-14.30
Audience Presentation: participants will have the opportunity to introduce themselves (business history, future goals, considerations)
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14.30-16.30
Taking a managerial approach to the analysis of indicators, deriving guidelines for the manager/entrepreneur to implement corrective actions aimed at improving overall business performance.
Practical Activity: Defining Improvement Actions based on Analysis
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16.30-17.00
Conclusions and Farewells
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Do not miss this opportunity; invest in your future and your company's. Enroll today to secure your spot!
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