Reading the Financial Statements and ALM Basics
Description
Have you ever felt that the CEO, CFO, and others were speaking a foreign language? Even though the terms were familiar, were the concepts obscure to you? Designed especially to help non-financial volunteers, the content is excellent for middle managers not versed in the financial stuff. Using a unique no-numbers approach created by Dan Clark, the interplay of assets, liabilities, and the income statement become clear and understandable for the first time. The program offers the essential ratios all Boards should receive. As you explore each ratio, the financial statements begin to release their secrets helping you to visualize what’s actually going on. Based on that understanding, learn the basic aspects of Asset/Liability Management – methods for achieving desirable returns and net worth.
Key Learning Points. Participants will:
- Learn the essential ratios all Boards should receive.
- See how the mix of assets and liabilities affect ROA and NW.
- Discover how the ratios unwrap financial secrets so you can make things better.
- Grasp the core concept of net worth and what threatens it.
Just one of several topics found at www.danclark.com.
Program Length
This program is best at 3 hours, half-day
Primary Audience
Directors, all volunteers, and non-finance trained staff.
Dan Clark Associates, LLC
Tallahassee, FL 32310
Mobile: 850-559-7094