Seminars and Webinars

For those on the go and needing to quickly grasp complex financial topics, our mobile knowledge repackages critical financial & accounting concepts from our bestselling books & extensive professional experience into a series of 3 mobile friendly learning clusters, specifically designed for access with tablets and smartphones.

Doesn’t matter if you’re new to financial & accounting concepts, want to expand your range of knowledge, or simply need a quick refresher, our learning clusters offer something for everyone. We’ve created a total of 8 modules of approximately 20 slides each designed to be consumed in just 30 to 45 minutes (each).

Further, Cluster one (consisting of two modules) is free to any requesting party and all three clusters come with test my knowledge quizzes including answer proofs (at no extra charge).

Basics – Modules 1 & 2:

Modules 1 & 2 cover Financial Basics including providing your introduction into the “Language of Finance” and The Big “3” Financial Statements. Module 1 dives right into the key topics of Why financial information is so critical to understand, What financial information needs to be understood, and Where does financial information come from. Module 2 follows-on with a crash course in understanding the basics of the big “3” financial statements including the Balance Sheet, Income Statement, and Cash Flow Statement and the purpose/importance of each one. For those looking to begin a little slower and walk before they run, Financial Basics is the learning cluster for you!

Download Modules 1 and 2 for free HERE!

The Big “3” Financial Statements – Modules 3, 4, & 5:

Three Big Financial Statements and three modules, makes perfect sense, right! With
modules 3 through 5, a deeper dive into each of the three primary financial statements is presented with nothing held back. Module 3 digs into the most frequently referenced financial statement, i.e., the Income Statement, explains the all-important concept of EBITDA, and highlights its hidden dangers. Module 4 then turns our attention to the Balance Sheet, offers keen insight on how to evaluate a company’s financial strength, and discusses the key concepts of Liquidity and Solvency. Finally, we close with a detailed discussion on the Statement of Cash Flows in Module 5 and why this financial statement, above all others is the both the most neglected but the most important to understand. After mastering these three modules, you will truly understand what it means to Understand the Income Statement, Trust the Balance Sheet and most importantly, Rely on the Statement of Cash Flows!

For more information on Cluster 2, which includes Modules 3, 4, and 5, please email us HERE!

Improve Your Business Knowledge with Powerful Financial Tools – Modules 6, 7, & 8:

With an understanding of the language of finance and the big “3” financial statements now under your belt, we can turn our attention to financial analysis or in other words, what the hell are the financial statements really saying about a company! Module 6 starts off with a detailed discussion on how the big “3” financial statements are connected and just why (yes, again) the ability to generate positive cash flow represents life or death. In module 7, we present an overview of not just the most widely used financial analysis tools but more importantly, how to use the tools to assess a company’s financial strength and performance. Finally, module 8 transitions into discussing more complex financial analysis tools related to assessing business risk, the concept of the time value of money, and other advanced topics and how these translate into influencing strategic business decisions. Yes, a little more complex and technical so slow down when digesting this information as remember, analyzing financial information is one thing but using it to make actual business decisions is an entirely different matter.

For more information on Cluster 3, which includes Modules 6, 7, & 8, please email us HERE!