Financial Strategies Agenda

Sample Agenda

Day 1:

  • Understanding Basic Financial Statements
  • Value Creation
  • Organizational Structure
  • Capital Management
  • Simulation: Introduction and Year 1

Day 2:

  • Core Accounting Issues
  • Generally Accepted Accounting Principles (GAAP)
  • Statutory Accounting Principles (STAT)
  • Simulation: Year 2

Day 3:

  • Financial Statement Analysis
  • Rating Agency Case Company Evaluation and Report-Outs
  • Overview of Rating Agency Reports
  • Simulation: Year 3 and Final Results

Day 4:

  • Capital Investments and Decision Making
  • Strategic Performance Measurement
  • Mergers & Acquisitions