ROOM D Chicago  | October 23

Financial Statement Analysis – Part 1

Curtis Litchfield, CCE, Senior Credit Manager, Land O Lakes

The analysis of financial statements consists of a mixture of steps and pieces that interrelate and affect each other.  No single part of the analysis should be interpreted in isolation.  The specific conclusions drawn will be affected by the original objective established at the initiation of the analytical process.  Every aspect of a firm’s financial condition, operating performance, and outlook affects the market value of its shares.

Financial Statement Analysis – Part 2

Curtis Litchfield, CCE, Land O Lakes

The analysis of financial statements consists of a mixture of steps and pieces that interrelate and affect each other.  No single part of the analysis should be interpreted in isolation.  The specific conclusions drawn will be affected by the original objective established at the initiation of the analytical process.  Every aspect of a firm’s financial condition, operating performance and outlook affects the market value of its shares.
This session will bring light to the critical areas of analysis that are required in the credit risk assessment process and introduce the fundamentals of interpretation.

Cash Flow Analysis

John Jaeger, CCE

Interpretation of the cash flow statement begins with the interrelationships that exist between the balance sheet (investment and financing decisions) and the income statement (operating decisions).  The results of a company’s current investment decisions are seen in two key operating assets:  inventory and accounts receivable.  Their levels represent both investment decisions and operating decisions by management.

Case Study

John Jaeger, CCE

This session will walk through the financial analysis of a real company using the tools incorporated from prior presentations.  Common sizing, trend analysis and ratio analysis will be performed to determine the company’s performance, in addition to reviewing the Z-score methodology as a means of confirming results.

ROOM D  | October 23

Financial Statement Analysis – Part 1

Curtis Litchfield, CCE, Senior Credit Manager, Land O Lakes

The analysis of financial statements consists of a mixture of steps and pieces that interrelate and affect each other.  No single part of the analysis should be interpreted in isolation.  The specific conclusions drawn will be affected by the original objective established at the initiation of the analytical process.  Every aspect of a firm’s financial condition, operating performance and outlook affects the market value of its shares.

Financial Statement Analysis – Part 2

Curtis Litchfield, CCE, Land O Lakes

The analysis of financial statements consists of a mixture of steps and pieces that interrelate and affect each other.  No single part of the analysis should be interpreted in isolation.  The specific conclusions drawn will be affected by the original objective established at the initiation of the analytical process.  Every aspect of a firm’s financial condition, operating performance, and outlook affects the market value of its shares.
This session will bring light to the critical areas of analysis that are required in the credit risk assessment process and introduce the fundamentals of interpretation.

Cash Flow Analysis

John Jaeger, CCE

Interpretation of the cash flow statement begins with the interrelationships that exist between the balance sheet (investment and financing decisions) and the income statement (operating decisions).  The results of a company’s current investment decisions are seen in two key operating assets:  inventory and accounts receivable.  Their levels represent both investment decisions and operating decisions by management.

Case Study

John Jaeger, CCE

This session will walk through the financial analysis of a real company using the tools incorporated from prior presentations.  Common sizing, trend analysis and ratio analysis will be performed to determine the company’s performance, in addition to reviewing the Z-score methodology as a means of confirming results.