Session 1 – Historical Data Analysis, Sector Analysis, Benchmark, Presentations and Automatic Reports
Main contents:
- Research and understand a balance sheet analysis
- Change the Reclassification Criteria
- Develop a Commented Report and/or a Custom Analysis
- Search for companies using filters and create a sector analysis
- Develop the Benchmark
- Get Annotated Reports and Personalized Presentations
Watch the webinar recording here
Session 2 – Analysis of accounting situations, management of reclassification, the Central Risk Office
Main contents:
- Edit, customize, archive Reclassification Criteria
- Use corrections
- Using the quadrature and anomaly controls
- Analyze an accounting situation in XBRL format
- Analyze an accounting situation in PDF
- Analyze an accounting situation in other formats
- The MCC Band
- Management of the Central Risk Office
- Credit, Company Value, DSCR, etc
Watch the webinar recording here
Session 3 – The Business Plan (certified)
Main contents:
- understand the operating logic;
- enter hypotheses;
- store different scenarios;
- process the Automated Report;
- switch from annual to monthly BP,
- compare the plan's assumptions (forecast) with trend data .
Watch the webinar recording here
Session 4 – Practical exercise
Watch the webinar recording here
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Business case
Reclassify a balance sheet or accounting situation
Extraction of target business lists
Develop a Business Plan consistent with the accounting history
Research and analysis of competing companies – The Benchmark
Interpret Reports and create presentations for meeting management
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