Join myCPE Prime with a great discount, Unlimited courses and credits for just $199. Hurry! (Offer expires on July 01) Click here to start.

How to Read, Understand, Analyze and Present Annual Reports

  • Accountant
  • CPA/ABV
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • IAP
  • QIAL
  • ACCA
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: March, 2022

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is an annual report?
    8 mins
  • What are the similarity and differences?
    17 mins
  • Structure of 10K
    36 mins
  • Steps in getting around with annual reports
    50 mins
  • Discussion about 10K reports
    59 mins
  • Excel analysis of balance sheet
    115 mins
  • Report of independent registered public accounting firm
    154 mins

Course Description

A company's annual report is the single most important way for potential investors to understand the financial state of a company. Listed companies are bound by duty to provide all necessary information to stakeholders to understand companies' performance. Some stock exchanges have dedicated formats and requirements while others have broad guidelines.

Reporting requirements however includes a minimum of:

  • Companies product information, competitors, market risks, and road strategies
  • Management report explaining key aspects of companies performance (management, however, may not report all issues and materiality definition is vague)
  • Audited financial statements

Annual reports are quite large documents with a full load of information. Investors and stakeholders cannot trust all information and disclosure prima facie. Hence they need to understand the structure of annual reports, what section contains what kind of information. Users need a logical approach in getting around with the annual report.

In this CPE course speaker Manish Gupta will teach you that approach with practical examples and follow along the process. We used APPLE Inc as a case study and south west airlines as an example.

Join this CPE webinar on Accounting and let us know if you have any other ideas and suggestions to add here!

Learning Objectives

  • To analyze the structure of annual reports.
  • To review stock exchange regulatory requirements.
  • To explain how to read annual reports.
  • To inspect how to analyze annual reports.
  • To identify what information is found and what is usually missing from reports and where to find missing information.
  • To analyze how to use analysis techniques to understand what the company is hiding.
  • To explore financial statement analysis of APPLE and Southwest airlines.

Recommended For

  • This CPE course is recommended for CPAs, CMAs, CVAs, CFAs, ABVs and any other professional who want to read, analyze, and understand Annual Reports.
  • This CPD course is also beneficial for Canadian CPAs interested in getting better insights about Annual Reports.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Entrepreneurial Accountant
  • Finance Director
  • Senior Accountant
  • Staff of Accounting Firm
  • Wealth Management Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 3 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 3 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 3 PL Credit for Chartered Financial Analyst (CFA)
  • 3 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
  • 3 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 3 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 3 CPE Credit for Internal Audit Practitioner (IAP)
  • 3 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 3 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 3 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
  • 3 CPE Credit for Certified Government Financial Manager (CGFM)
  • 3 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 3 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 3 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 3 CE Credit for Certified Wealth Strategist (CWS)
  • 3 General Credit for Accountant/Bookeeper
  • 3 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 3 CPD Credit for CPA - Ireland
  • 3 CPD Credit for Chartered Accountants - Scotland
  • 3 CPD Credit for CA - ICAEW
  • 3 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

  • Course Level :
    Basic
  • Credits :
    3
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Manish Gupta

Founder & CEO, VITTPRO

Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

About Company

VITTPRO

Vittpro is professional accounting and finance company for helping small business manage their accounting and finance function with ease and gain insights from data.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

8 Ratings

Excellent

5

Very Good

2

Average

0

Poor

1

Terrible

0

AC

Anthony Cooch, Doc. of Law

Apr 19th, 2022

gupta is a cool dude.

TR

Tim Rush, CFE

Apr 2nd, 2022

Manish Gupta is very smart, but during the financial report analysis he went too fast.

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.