Executive Education

Financial Statement Analysis for the Non-Accountant

Improve your ability to interpret key financial tools

Financial statements are the pulse of a business, and one of the clearest indicators of its health. This program will provide you with a basic understanding of financial statements and the use of key financial analysis tools. You will use actual financial statements to learn and apply the techniques being examined.

Participants are not expected to have any formal accounting experience.

Upcoming sessions

(1 of 2 offerings) (2 of 2 offerings)

$2195.00 + tax (5%)

expandProgram schedule

8:30am – 4:30pm in Vancouver, BC

$2195.00 + tax (5%)

expandProgram schedule

8:30am – 4:30pm in Vancouver, BC

Any executive or manager with responsibilities for the financial health of an organization. Participants are not expected to have any formal accounting experience.

Gain a basic understanding of generally accepted accounting principles, financial analysis tools and various types of financial statements
Understand the relationships between investment, operational and financing decisions
Identify the danger signals when assessing the viability of an enterprise
Be able to interpret key financial figures and their impact on your business
Recognize the limitations of financial statements
Better comprehend financial information seen in the media

Content and Format of Financial Statements

Accounting standards, current issues

Making Sense of Individual Financial Statements

The balance sheet, income statement/retained earnings, cash flow statements, notes to statements

Analyzing Financial Statements

Analyzing ratios: liquidity, leverage, profitability and activity ratios
Common size analysis
Making comparisons over time or vs. other firms/industries

Special features

There will be a discussion on “earnings management” and “aggressive financial reporting,” and how some companies (e.g. Enron, WorldCom) used these techniques to manipulate their financial statements. You will also learn how to uncover some of these irregularities in financial statements.

Scott Sinclair

Faculty

Scott is a faculty member at the UBC Sauder School of Business. He has been actively involved in professional accounting education for more than 35 years. He was the principal author for the CA School of Business in Western Canada between 2000 and 2010, and has won multiple awards for teaching excellence. He has also worked with Coopers & Lybrand Chartered Accounts, serving small business and mining clients.

Upcoming sessions

Program dates

Fees and Taxes

Format

Location

Aug 17 - 18, 2023

$2195.00 + tax (5%)

UBC Robson Square

Nov 23 - 24, 2023

$2195.00 + tax (5%)

UBC Robson Square

Participating organizations

Success stories

"This course delivers what it promises, giving us very applicable skills and tools to use on the job. I would recommend it to all managers with responsibility for the financial performance of their company.”

Dan Beaulac

General Manager, Nechako Group of Companies

"A practical real-world course that inculcated a skill set that will make me more effective in my work.”

Dr. Richard Topping

Principal, Vancouver School of Theology

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Financial Statement Analysis for the Non-Accountant

Improve your ability to interpret key financial tools

Upcoming sessions

Special features

Scott Sinclair

Upcoming sessions

Participating organizations

Success stories

Dan Beaulac

Dr. Richard Topping

Other programs you may be interested in

Can't find what you're looking for?

The University of British Columbia