Financial statements can be overwhelming. Directors, auditors, regulators, investors and others need to focus on unusual transactions and events, accounting and business changes, and misstatements. This 60-minute webinar covers one of the main tools for doing that: financial statement analytical procedures (APs) aimed at bank areas of concern.
You'll work through historical trend analysis, including dollar, percentage and common-size analysis of the balance sheet and income statement.
The session then covers profitability, capital, asset quality, liquidity and productivity ratios, actual vs forecast comparisons, financial statement interrelationships and industry statistics, with computational examples and what the results mean.
Analysts need to turn large amounts of data into manageable pieces that point to unexpected changes. Analytical procedures give you a focused way to do it.
This session suits bank directors, managers, officers, controllers, treasurers, internal and external auditors, compliance officers, risk managers, general counsel, regulators, investors and financial analysts.
Historical trend analysis
Ratio analysis
Other analysis
Analysts need to turn large amounts of data into manageable pieces that point to unexpected changes. Analytical procedures give you a focused way to do it.
This session suits bank directors, managers, officers, controllers, treasurers, internal and external auditors, compliance officers, risk managers, general counsel, regulators, investors and financial analysts.
Historical trend analysis
Ratio analysis
Other analysis
Paul J. Sanchez
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 …
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