PD Bootcamp #2 | Lunch & Learn Workshop (Hybrid)

1–2 minutes

Learn To Read & Analyze Basic Financial Statements

Monday, January 29, 2024
12pm-1pm
Aurora Sinai Medical Center (Building A)
950 N 12th Street, Milwaukee, WI or Zoom

Download Handouts Here

Does the fear of financial statements have you unsure of the decisions you’re required to make as a volunteer board member or employee? You are not alone. Every day non-finance people are given financial data to analyze, interpret and use for decision making. And, every day, there are professionals who don’t want to admit that they don’t fully understand how to analyze, read and interpret the information.

Ask yourself these questions:

  • Have you been handed a financial statement to use in decision making, only to find yourself confused by the numbers?
  • Do your eyes glaze over when you’re given a financial statement that you’re expected to analyze and understand?
  • Are you required to put together financial documentation, but you don’t know where to start?
  • Does it make you nervous to know your boss or board chair expects you to use financial information in your decision-making process?

If you answered “yes” to even one of these questions, then this workshop is for you! In this workshop, you will improve your understanding and working knowledge of income statements, balance sheets, and cash flow reports – some of the basic financial reports you’ll often encounter, even if you have no financial background.

You won’t be a pro after this 60-minute workshop, but you will boost your financial fluency and confidence when dealing with financial statements.

The Instructors

Eugene Marshall, EA
Founder & CEO
Magnolia Tax Services
Prashant Kothari, CPA, CISA
President-Offshore Staffing Solutions
Skillbench

Professional Development Bootcamp 2024 Line-Up

Supporting Sponsors
This entire week is made possible because of these sponsors
    

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