Strategic Financial Analysis

This two-day seminar focuses on the strategies that businesses and corporations employ in their quest to create value for their shareholders. Participants are introduced to strategies firms use to carry out financial analysis and planning, investments analysis, capital structure and dividend policy. The role of hedging in strategic financial analysis is also examined. Through hands-on exercises and discussions, participants acquire an understanding of the importance of strategic financial analysis.

12-Jun-2008 -- 13-Jun-2008New YorkUSD$2375
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Joseph Onochie; ] Thu Fri Level: Intermediate
CPE Credits: 14.0

04-Dec-2008 -- 05-Dec-2008New YorkUSD$2375
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Joseph Onochie; ] Thu Fri Level: Intermediate
CPE Credits: 14.0

Anyone who wishes to transition into corporate financial management
No advance preparation required.
Students will be able to:
  • Identify the components of a firm’s strategic financial analysis framework.
  • Explore the interdependencies of corporate financial decision making
  • Understand the roles of the chief financial officer and other officers in firms
  • Participate in discussions and exercises to enhance important concepts
Attendees must have a solid knowledge of fundamentals of the Securities markets.
  • Financial Statement Analysis - Day
  • Financial Statement Analysis - Evening
  • Credit Risk Analysis
  • Introduction to Financial Engineering
    • Day 1: Financial Analysis and Planning / Investments or Capital Budgeting Decisions

    Common-size Statements

      Sources and Uses of Cash

        Financial Ratio Analysis

        • Solvency ratios
        • Asset efficiency ratios
        • Debt management ratios
        • Profitability ratios
        • Market-value ratios
        • DuPont decomposition

        Financial Planning

        • Percentage of sales method of forecasting
        • Determining external (additional) funds needed
        • Internal growth and sustainable growth rates
        • Additional financing needed under less-than-full capacity utilization.

        Types of Investments and Projects in Strategic Financial Decision-making

          Investments Decision Rules

          • Payback and Discounted Payback rules
          • Profitability Index and Net Present Value rules
          • Internal Rate of Return and Modified Internal
          • Rate of Return rules
          • Cash Flow estimation
          • Incremental Cash Flows
          • After-tax Cash Flows
          • Dealing with leverage
          • Dealing with Uncertainty in Investments Analysis
          • Probabilistic approaches
          • “What-If” Analyses
          • Sensitivity analysis
          • Scenario analysis
          • Monte-carlo simulation analysis

          The Leasing Decision

          • Types of leases
          • Accounting for leases
          • Rationale for leasing
          • Leasing versus Buying: The lessee’s and
          • Lessor’s perspective

    Day 2

    Financing of Capital Structure Decisions

    • Overview and taxonomy of financing choices
    • Financing tradeoffs and theories
    • A practical framework for analyzing capital structure

    Dividend Policy Decisions

    • What determines dividend policy strategies?
    • Framework for analyzing dividend policy
    • Ways of returning cash to shareholders

    Corporate Risk Management and Hedging Decisions

    • Defining and categorizing risk exposures
    • Quantifying risk exposures
    • The value-added of risk management
    • Choosing risk management products

    Putting it Together

    • Management Decisions, Corporate Strategy and Firm Value

    Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process, and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

    Lunch included for all students taking day classes.