Financial Statement Preparation and Analysis

This interactive session provides a practical introduction to the preparation and analysis of financial statements.

You’ll begin by learning the purpose and structure of the three core financial statements: the balance sheet, income statement (profit & loss), and cash flow statement. Step by step, you’ll see how everyday business transactions are recorded and how they flow into these statements.

Through hands-on exercises, you’ll practice preparing a simple set of financial statements from raw data. You’ll learn the basics of double-entry bookkeeping, the accounting equation, and how to ensure your statements balance. The session will then shift to analysis: you’ll discover how to read and interpret financial statements, calculate key ratios (such as liquidity, profitability, and solvency), and use these insights to assess business performance.

Real-world examples and mini case studies will help you apply these concepts to your own work environment. You’ll also learn how to spot warning signs of financial trouble, ask the right questions, and communicate your findings to both financial and non-financial stakeholders. By the end of the session, you’ll have a practical toolkit for preparing and analyzing financial statements-skills you can use immediately in your role.

Why you should Attend:
Do you feel uncertain when reviewing your company’s financial reports? Are you unsure how to prepare or analyze a balance sheet, income statement, or cash flow statement? You’re not alone-many professionals experience anxiety and doubt when it comes to financial statements. This knowledge gap can lead to missed opportunities, poor decision-making, and even compliance risks.

This session is your opportunity to gain hands-on experience in preparing and analyzing financial statements, even if you have no prior accounting background. In just 60–90 minutes, you’ll learn the step-by-step process of creating basic financial statements and discover how to extract meaningful insights from them. Through practical exercises and real-world examples, you’ll learn how to spot trends, identify red flags, and communicate your findings with confidence.

By attending, you’ll transform uncertainty into clarity. You’ll be able to participate more fully in business discussions, support your recommendations with data, and avoid common mistakes that can impact your organization’s financial health. Whether you’re in operations, HR, sales, or any non-financial role, mastering these skills will make you a more effective and valuable leader.

Areas Covered in the Session:

• The purpose and structure of the three main financial statements
• Hands-on exercise: preparing financial statements from sample transactions
• How to read and interpret financial statements
• Key financial ratios: liquidity, profitability, solvency
• Identifying trends and red flags in financial data
• Communicating financial insights to non-financial audiences

• Department Managers
• Project Leaders
• Operations Supervisors
• HR and Admin Managers
• Marketing and Sales Managers
• Team Leads
• Anyone in a non-financial role who needs to understand Financial Statements