How to Read and Understand an Annual Report
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Speaker : LAURA THESSIN
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When : Friday, January 24, 2025
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Time : 12 : 00 PM EST
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Laura Thessin, CPA, MBA
Established finance and accounting professional with over 13 years of progressive experience. She transitioned from my role as a Commercial Loan Officer with an established community bank to an executive with The Engineering Groupe, Inc. She manages the day-to-day financial operations of the organization and coordinates all financial strategic planning.
In addition, She also teaches a senior-level auditing course at the University of Mary Washington. She also creates content and speaks for continuing education providers.
Understanding an annual report is crucial for investors, analysts, and business professionals seeking to evaluate a company's financial health, performance, and future prospects. In this presentation, we will break down the essential components of an annual report, including the chairman's letter, management discussion and analysis (MD&A), financial statements, and footnotes. We will walk you through how to interpret balance sheets, income statements, and cash flow statements, as well as important financial ratios that provide insight into a company's profitability, liquidity, and efficiency. Additionally, we will cover the growing importance of corporate governance and ESG (Environmental, Social, and Governance) reporting. By the end of the presentation, you will be equipped with the tools to confidently analyze an annual report and make informed decisions about a company’s financial standing and strategic direction.
Areas Covered
- Introduction
- What is an Annual Report?
- Key Components of an Annual Report
- How to Read the Chairman’s Letter
- Management Discussion and Analysis (MD&A)
- Reading Financial Statements
- Key Financial Ratios and Metrics
- Footnotes and Disclosures
- Corporate Governance and ESG Reporting
- Analyzing Risks and Opportunities•
- Red Flags and Warning Signs
- Case Study: Review an Annual Report
- Conclusion
Who Should Attend
Accountants, Accounting Firms, Shareholders, Finance Professionals
Why Should You Attend
This presentation is essential for anyone looking to make informed decisions about a company's financial health, whether you're an investor, business professional, or student of finance. Annual reports are a goldmine of information, but understanding their content can be challenging without the right guidance. By attending, you will:
- Gain Financial Insight: Learn how to interpret financial statements, including balance sheets, income statements, and cash flow statements, to assess a company’s performance.
- Understand Key Metrics: Master the use of financial ratios to evaluate profitability, liquidity, and efficiency, helping you compare companies and spot trends.
- Identify Risks and Opportunities: Discover how to analyze management discussions, risk disclosures, and growth strategies to better understand a company’s strengths, weaknesses, and future prospects.
- Decode Corporate Governance and ESG Reporting: Stay informed about a company’s ethical practices, sustainability initiatives, and governance structure, which are increasingly important to investors and stakeholders.
- Spot Red Flags: Learn to identify potential warning signs in financial reports, such as declining revenues or rising debt, helping you make smarter investment or business decisions.
By attending this presentation, you’ll gain the skills and confidence to decode complex financial reports and turn that knowledge into actionable insights.
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