Catalogue

Description

Part 1:

This course will be an overview of:

• Collecting annual report data from the SEC and a company’s website.
• Required components of an annual report.
• Analytical tools to research and review financial filings.
• Questions to answer through an effective analysis.
• Case study of annual report analysis using Starbucks FY2018 10-K as an example.

After completing this course, the learner should be able to:

• Define the process for finding and analyzing a company’s annual report.
• Identify key components of an annual report.
• Recognize the information contained in a company’s annual report.
• Identify similarities and differences in SEC filings and company-provided reports.

Part 2:

This course will be an overview of:

• Looking beyond the financial statements reported in SEC filings to analysis provided by horizontal, vertical, and ratio analysis.
• Comparing company performance to appropriate competitors in similar classifications.
• Using benchmarks to evaluate trends indicated in financial results and compare to managements discussion of this information in the MDA.
• Calculating key liquidity, leverage, profitability, and efficiency ratios and conducting cash flow analysis.
• A case study of fundamental and technical analysis using Starbucks FY2018 annual report as an example.

After completing this course, the learner should be able to:

• Define and review fundamental versus technical analysis.
• Recognize how to apply horizontal, vertical, and ratio analysis to financial statements.
• Identify positive and negative trends and use the MDA of the annual report to better understand the reasons behind them from managements perspective.
• Identify sources of key competitive benchmarks.
• Describe various types of ratios, with a focus on key liquidity, leverage, profitability, and efficiency ratios.
• Conduct cash flow analysis.