AIIP21 Workshop: Financial Analysis for Non-Finance Info Pros

Presenter:  Arthur Weiss

Info-Entrepreneur, Marketing Strategy Consultant & Trainer, AWARE

As Info-pros we all have to know how to budget and do basic bookkeeping and accounts. But we’ll then hand over to an accountant for the rest. This workshop will go through what you need to know when analysing company financials – yours or someone else's.

We’ll start with a brief look at sources for financial information and then dive right in on what to look for, what to suspect, and where to dig deeper. We’ll cover the basics – what goes into a Profit & Loss Statement, a Balance Sheet, and Cash Flow statements. We'll also cover how to build these reports, with illustrative examples and exercises. We’ll then look at ratios to understand how a company is performing – and what to look for when looking at another company so as to answer questions like, "Is the company healthy or a high risk?" We’ll also look at what credit rating agencies look at when assessing a company; knowing this can help you have a healthy credit score.

The aim is to understand, interpret, analyze, and evaluate financial documents in order to assess an organisation’s financial health and potential future. We’ll also look at some fraud indicators, and there will be the opportunity to share experience and knowledge with peers.

This workshop is part of #AIIP21: the Virtual Conference for Independent Info Pros, taking place April 14-16, 2021. Learn about the full conference and register for it separately at https://virtual21.aiip.org/

Visit our event calendar for other upcoming programs, including two more #AIIP21 workshops, offered in February and March 2021.