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Financial Statement information at times appears to be overwhelming. Directors, managers, officers, auditors, reviewers, investors, controllers, regulators and others often try to focus on financial statements to pinpoint bank areas of concern.
These financial statement analysts are usually concerned with:
Various tools are used to help focus on the analysis.
Generally, the tools include:
This webinar addresses the first of these three tools - Use of Financial Statement Analytical Procedures.
The other two tools are covered in other webinars.
This webinar addresses historical trend analysis which includes:
It also reviews and discusses Ratio Analysis which emphasis on:
The webinar presents and discusses the typical common-size balance sheet and common-size income statement. It shows how to calculate the following metrics and what they really mean.
This webinar presentation gives the attendees an overall appreciation for the power of these simple ratios and analytical comparisons. The power of the financial statement AP tool is clearly demonstrated in this webinar. Information covered can be immediately put to use by all reviewers of financial statements.
During the 90-minute webinar, topic coverage will include the following:
This webinar is designed for all persons who review financial statement for various purposes. These reviewers or analysts want to take massive amounts of data and reduce the data to manageable, workable, decipherable and intelligent pieces that can be used to provide a laser-like focus on unexpected and surprising occurrences. Attendees should include:
The targeted audience for such a webinar are the senior people at the bank:
Paul J. Sanchez, CPA, CBA, CFSA, CGMA conducts a small CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University - C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors. He also was on the technical staff of the Auditing Standards and Examinations Divisions of the AICPA. He practiced public accounting in the New York office of Deloitte where he also was a firm recruiter and in-house professional development instructor. He was an owner and auditing and accounting seminar leader for the Person/Wolinsky CPA Review Courses, a company that prepared candidates to pass the Uniform CPA Examination. He is a frequent lecturer and seminar leader for accounting, auditing, banking, risk assessment and other professional presentations. He is the author of the textbook, “Accounting Basics for Community Financial Institutions” (Financial Managers Society, 2nd edition, Chicago, 2009) and the “Ideas an Analysis Letter: The Sanchez Take” (see www.sanchez-psa.com). As a contributing author, his chapter on ‘An Auditor’s Approach to Risk-Based Auditing: What to Audit and When,’ is included in the textbook, “Effective Auditing for Corporates: Key Developments in Practice and Procedures,” (Bloomsbury Information, Ltd, London, 2012).
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