Excellence in Financial Training
Excellence in Financial Training
Successful financial analysis begins with a sound understanding of company fundamentals with particular emphasis on financial reports and related disclosures. Within this core area of our expertise, we offer a variety of multi-day programs that range from Accounting Bootcamps to Advanced Financial Statement Analysis. All Lucas and Associates programs feature mini-lectures, case-based studies, group exercises and real-world examples. Additionally, we are pleased to complement many of our accounting courses with excel-based training programs to help clients continue to apply their knowledge through the construction and use of financial models.
Indtroducion to Financial Accounting
Accounting Bootcamp
Accounting for Headges & Derivatives
Advanced Financial Statement Analysis
Fundamentals of Credit Risk Analysis
Finance for non-Financial Managers
This intensive three-day program offers participants an introduction into the core financial accounting concepts and tools that will assist them in understanding financial statements and their related disclosures. The course explains in detail all the key components of the balance sheet, income statement, statement of cash flows, and statement of equity. The course makes effective use of group exercises and is highlighted by a case study of a reporting company to help illuminate many of the key accounting concepts taught in class.
Duration: Three days
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
This five-day program offers participants a thorough introduction into the core financial accounting concepts and tools that will assist them in understanding financial statements and their related disclosures. Taught by a Chartered Financial Analyst, the course explains in detail all the key components of the balance sheet, income statement, statement of cash flows, and statement of equity. Difficult to understand concepts such as deferred taxes, pensions and inter-corporate accounting are demystified. The course makes effective use of group exercises and is highlighted by a case study of a reporting company to help illuminate many of the key accounting concepts taught in class.
Duration: Five days. (This course contains more basic and introductory material than the three day Introduction to Financial Accounting course and is more appropriate for those with little or no accounting experience.)
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
A majority of reporting companies manage many of their risks with the use of hedges and derivatives. Given the impacts of these activities on financial statements, this course demystifies the motivations for and requirements of hedge accounting. Delivered by a Chartered Financial Analyst and Certified Financial Risk Manager, the course will make use of various real-world examples to explain the types of derivatives used by companies to hedge various risks in their operations. The course will also identify and describe in detail the current rules and accounting methodologies for hedge accounting and the disclosure requirements that must be met by reporting companies.
Duration: Two days
Program Level: Intermediate
Prerequisites: Introduction to Financial Accounting (or similar), Introduction to Derivatives (or similar)
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
This two day advanced level course is designed to demystify some of the most difficult to understand accounting topics. The program is delivered by a Chartered Financial Analyst and explains in detail advanced accounting concepts such as lease accounting, deferred taxes, stock-based compensation, hedge accounting, foreign currency translation and pension accounting. Real world case studies will be used to illuminate these topic areas and participants will also benefit from various in-class exercises. The course requires each participant to have a thorough knowledge of financial accounting concepts.
Duration: Two days
Program Level: Advanced
Prerequisites: Introduction to Financial Accounting (or similar) and Financial Statement Analysis (or similar)
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
This two day course provides participants with a foundation upon which they will be able to assess the creditworthiness of a corporate issuer. By establishing a framework for analysis, participants will be able to identify and assess key qualitative and quantitative factors in determining credit risk. Delivered by a Chartered Financial Analyst, the course will provide participants a thorough grounding in the most effective techniques for financial ratio, cash flow and debt structure analysis.
Duration: Two days
Program Level: Intermediate
Prerequisites: Introduction to Financial Accounting (or similar)
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
To be effective in the modern workplace, employees at all levels and in all business areas require greater quantitative skills - in particular, those that involve interpreting, analyzing and presenting financial data. Using your organization as a case study, this two-day program offers participants a foundation upon which they can make productive use of financial and accounting concepts that are increasingly becoming part of today’s workplace. Financial accounting topics such as matching, depreciation and the calculation of operating income, among many others, will be demystified in order to provide your staff a much greater foundation of quantitative skills. By explaining in plain language managerial accounting topics such as accruals, allocations, and overhead, participants will emerge more confident in their ability to contribute to both the management of and strategic planning for the organization.
Duration: One day
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
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