I VISIT EVENTS AND DO WORKSHOPS FOR STUDENTS, FACUTIES AND RESEARCHERS OF ALL AGES AND STAGES!
During the period of Covid-19, I can do live via Zoom. I can also deliver these in person; when and if travel restrictions are lifted.
Here are the workshops I am currently offering:
1. Getting started with Financial Analysis
The role and responsibilities of financial management
The relationship between accounting and finance in analysis
A review of the basic financial statements and their roles
Why ROI is still a good place to start
Identifying key success factors in your industry sector
Ratios: what they are, which ones to use and why
Financial review compared to targets and expectations
Financial performance measurement systems
Key accounting assumptions
Case study – Beginning to analyse example -
2. Moving beyond the basics in financial analysis
Du Pont analysis and what it tells us
Scenario analysis: how to calculate it and what it tells us
Sensitivity analysis: how to calculate it and what it tells us
Trend analysis: when is a trend a trend? What to do?
Improving Return on Equity (ROE)
Case study – Continue the example analysis
3. Evaluation of the information (where we are today)
How do I interpret these details?
What are the important metrics and why?
Annual reports, footnotes and beyond; what can they signal?
Short-term success evaluations process and measures
Industry data, sources and uses
Benchmarking for evaluation purposes
EVA, MVA, EBITDA, etc: what do they mean and how to use them?
Calculating the results of analysis
Case study – Complete the example analysis
4. Budgeting and the Management Process (the future)
Strategy – direction and vision
Implementing strategy – the operational planning process
Budgets – the financial expression of the operating plan
The purpose of budgets – control
The human side of budgeting
Elements of the budget framework
Advantages and limitations of budgets
Reporting – the key to control
Case study – Beginning to prepare the budget
5. Research writing
Identifying research problem; way on effective literature review
Developing research proposal
Research design; overview on methodologies & methods
Sampling design & population
Data analysis
APA style in referencing
Preparation of final dissertation
6. Case analysis: Solving critical/situational/extended problem with theoretical & practical perspective.
7. Exploratory Data Analysis in Finance, Economics & Management: Cross-sectional, Time series & Panel Data Analysis
8. Understanding stock price behaviour, time series analysis in finance
9. Forecasting stock prices using VAR model
10. Quick Introduction to SPSS, SPSS-AMOS, Gretl, Microfit, EViews, Stata & R
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