Seminar

Interpreting Financial Statements - In Person Session

Sep 12, 2022

CPA Ontario - King, Toronto

DATE

SEP 12

2022

TIME

8:30 AM - 5:00 PM

WHO CAN ATTEND

All

PD HOURS

7.5 Hours

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Sep 07, 2022

EVENT DESCRIPTION

Before registering for this session, please note, it is going to be an in-person session and will be held at the Chartered Professional Accountants of Ontario office in at 130 King St. W. in Toronto. You MUST attend in person to participate, there will not be an option to join this session virtually.

Please carefully review the visitor protocols for attending an in-person session and ensure that:

  1. You have completed the Vaccination Status Attestation Form for CPA Ontario Visitors . You must also complete the Covid Health Assessment Form onsite upon arrival at the session. You will need to complete the COVID Health Questionnaire for every visit.

  2. Please note that masks must be worn in all common areas and when social distancing is not an option (this includes in the classroom and will be a requirement for all instructors and participants).

  3. Our training rooms are at 50% capacity to ensure social distancing, and sessions will be capped, so enroll early to avoid disappointment.
  4. CPA Ontario’s landlord, Brookfield Properties, continues to operate as per WELL Health-Safety Rating protocols, public health guidance, and the Public Health Agency of Canada with respect to precautions for limiting the spread of COVID-19.

Regardless of their career choice, professional accountants will always be called upon to review and interpret financial information, and respond to the question “What are these statements telling you?” For many, this is a skill that may have become rusty over time, perhaps by seeing the same company month after month, or being rushed to report on the annual statements. Being able to quickly, confidently and thoroughly interpret financial information is a critical skill that all professional accountants need in their toolbox.

Through financial statement examples, this seminar will strengthen your ability to interpret financial statements by re-familiarizing yourself with key accounting guidelines and reporting issues that impact analysis. The merits and pitfalls of representative earnings, ratio and trend analysis will also be discussed.

This seminar is extremely hands-on as we will be working on exercises throughout the day.

TOPICS INCLUDE:

  • Financial reporting: rules and principles
  • Representative earnings
  • Financial statement “management”
  • Financial statements – overview
  • Income statement analysis
  • Balance sheet analysis
  • Ratio analysis

WHO WILL BENEFIT:

Financial managers in business will gain knowledge that they can use to help manage their own reporting dashboards. Those in public practice will benefit from the ability to quickly understand and detect strengths and identify areas of potential concern for clients.

PRICING

Summer Sale. Discount already applied

$345.00 Personal Passport

$365.00 Organization Passport

$380.00 Member

$380.00 Student

$555.00 Public

Status: Registration closed on Sep 07, 2022

LOCATION

CPA Ontario - King, The Exchange Tower, 130 King Street West, Toronto, Ontario, M5X 1C9

SPEAKER(S) BIO

Keith Martin, CPA, CA (1990) spent 10 years in public accounting, eventually specializing in business reviews for lenders and investors. Until 2010 Keith was CFO of a growing construction company which grew from $25M to over $100M. His current practice focus includes developing systems and providing strategic advice for growing companies. Keith has developed PD courses for a variety of associations, and is a former instructor at Wilfrid Laurier University. Keith’s style of teaching is always well received.

SPECIAL INSTRUCTIONS

  • Participants should bring a calculator to the session.
  • Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.