WORKSHOP ON

FINANCIAL REPORTING
AND ANALYTICS
JUNE 1-2, 2023 | ONLINE
PROGRAM OUTLINE
This two-day workshop is designed to provide participants with a comprehensive
understanding of key concepts in financial analysis, data management, and risk
management. Participants will explore the fundamental principles of financial statement
analysis, learning how to interpret financial statements to gain insights into a company's
financial performance. They will also be introduced to the exciting world of machine
learning, where they will learn how to use data to make informed decisions.

The workshop will also cover topics such as financial fraud analytics, performance
evaluation, and regulatory compliance. Participants will learn how to identify and mitigate
risk, create budgets, and forecast future financial performance. In addition, the workshop
will provide an overview of the sources of data available in finance and the processes
involved in cleaning and pre-processing this data. By the end of the workshop,
participants will have gained practical knowledge and skills that will enable them to make
more informed decisions in their financial roles.

PROGRAM HIGHLIGHTS
This masterclass blends easy-to-use statistical tools with complex machine learning tools
and algorithms to equip the participants with the requisite skill sets in analyzing data.
Learn to use financial accounting principles to create and/or process an organization’s
financial statements and analyze financial statements to assess an organization’s
financial position.
AGENDA
MODULE 1 : 10:00 AM - 11:00 AM
Financial Statement Analysis
Financial ratios
Forecasting future performance
Ethical considerations
Understanding and Interpretation of financial
statements
Financial statement analysis methods: Trend
Analysis, Comparative Analysis
Communication of Results of Financial Statement
Analysis
MODULE 2 : 11:15 AM - 12:15 PM
Use of AI/ML Applications in
Financial Reporting Analytics
Fraud Detection
Financial Forecasting
Risk Assessment
Process Automation
Audit Analytics
DAY 1
MODULE 3 : 12:30 PM - 01:30 PM
Data Analytics in Financial Reporting
Challenges in financial data collection
Data cleaning and pre-processing techniques
The impact of data quality on financial analysis
Data visualization
Emerging trends in Financial Reporting
Ethical considerations in Financial Reporting
MODULE 4 : 02:30 PM - 03:30 PM
Financial Fraud Analytics
Types of financial fraud
Data sources for financial fraud analytics
Techniques for financial fraud analytics
Case studies of financial fraud detection
Role of machine learning in financial fraud analytics
Ethical considerations in financial fraud analytics
AGENDA
MODULE 5 : 10:00 AM - 11:00 AM
Financial Performance Monitoring
News Analytics and Sentiment Analysis
Analytics in Business Valuation
Time Series Analysis in R/Python
Technical Analysis
Portfolio Analytics
MODULE 6 : 11:15 AM - 12:15 PM
Risk Management
Identify and assess risks
Develop a risk management strategy
Establish risk management policies and
procedures
Monitor and evaluate risks
Establish a risk-aware culture
DAY 2
MODULE 7 : 12:30 PM - 01:30 PM
Forecasting Budgeting
Historical data
Tools and models
Key metrics
Assumptions: such as market conditions,
economic trends, and customer behavior
Continuous monitoring
MODULE 8 : 02:30 PM - 03:30 PM
Performance Evaluation Regulatory Compliance
Key performance indicators: such as revenue growth, profit margin,
return on investment (ROI), or customer acquisition cost (CAC)
Benchmarking
Root cause analysis
Continuous monitoring
Regulatory framework: Anti Money Landering Regulations, KYC
Regulations, Data Privacy Regulations, Financial Reporting
Regulations, Risk Management Regulations
WHAT YOU WILL LEARN
Learn to read and analyse the major financial statements -
Income Statement, Balance Sheet, Cash Flow

Be able to evaluate a company using ratio analysis

Go in depth into the financial reporting specifics for individual

line items

Practice various financial analysis techniques

Learn the Strategies and Techniques for Effective Financial

Analysis and Reporting
WHO SHOULD ATTEND
Chief Executive Officers (CEOs) Business Analysts

Chief Financial Officers (CFOs) Finance Managers

Portfolio Managers Accounting Managers

Investment Bankers Financial Analysts

Auditors
 EXPERTS

DUNCAN WILLIAMSON DR. C. P. GUPTA AJAY UPADHYAY

Practice Head,
Global Consultant, Author Department of Finance and Business Economics,
AZB & Partners
Trainer South Campus, University of Delhi, Delhi

PRITHWIJIT CHAKI SANTOSH MALLYA DEEPJEE SINGHAL

Partner, Partner Advisor, Sama Audit Systems & Softwares
Deloitte India Deloitte Pvt. Ltd.
 REGISTRATION
Contact us if you have any queries. We’re available from Monday to
Saturday from 10:00 AM to 6:00 PM.

NOMINATE YOUR LEADERSHIP TEAM

Access to Masterclass Access to Masterclass + Recordings

@INR 15,000 @INR 18,000
Plus GST/Participant Plus GST/Participant

GROUP DISCOUNT AVAILABLE!

FOR MORE INFORMATION & REGISTRATION, CONTACT

NIDHI RANA +91 8527896633 nidhi.rana@timesinternet.in