Overview
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What is an annual report?
8 mins
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What are the similarity and differences?
17 mins
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Steps in getting around with annual reports
50 mins
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Discussion about 10K reports
59 mins
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Excel analysis of balance sheet
115 mins
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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
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