Workshop: Competitive Intelligence - Financial Analysis Made Easy

Company success or failure depends on the company’s ability to make money. An ability to find and interpret company finances is a crucial analysis skill for competitive intelligence professionals – whether looking at competitor strengths or weaknesses, a customer’s ability to pay, the long-term prospects for a supplier or when carrying out due diligence on a potential acquisition. Financial analysis is not hard yet for many, making sense of the various reports can seem like magic.   

This workshop will cover financial data sources – including finding private non-listed company accounts in different markets and countries. As part of this introduction, the workshop will discuss national filing differences and how these should be considered when looking cross-border.  

 

It will then examine what can be learned from company accounts:   

  • what can be found in the profit & loss statement, balance sheet, cash-flow statement and the account notes;  
  • key financial ratios, and what these can mean for company health;   
  • what to do when data is missing – which is often the case for small, non-listed companies, or more importantly, when a company is trying to hide information;  
  • other information that can give clues to company health – especially for listed companies or when a company is looking to raise money via an IPO or similar.    

Examples will include listed and private companies in different sectors and markets.  

Key topics

  • Learn how to carry out company account analysis so as to assess the financial health of a target company.   
  • Be able to spot financial issues or irregularities that can indicate problems  
  • Anticipate target company strategies based on their financial capabilities  

Workshop 1: Financial Analysis Made Easy

  • May 7th, Half-Day; 8:30-12:30
  • Hand-outs, refreshments, lunch;
  • Early bird rate (until Feb 1st 2019)
Arthur Weiss - Competitive Intelligence - Financial Analysis Made Easy, May 7th, Half-day; 8:30-12:30
476,00 €

440,30 €


Speaker profile

Arthur Weiss is the CEO of AWARE, specialising in CI analysis, research and training.  He has worked in CI since the 1980s, initially with Dun & Bradstreet and now with AWARE, established in 1995.  

Arthur is well known as a competitive / marketing intelligence expert and has taught hundreds of CI professionals on a range of topics. He led the world’s first workshop on  finding CI using the Internet at the 1997 International Online Conference and has carried out social media (SOCMINT) research for clients since 1999.  

Arthur was the General Editor of Croner’s Marketing – A Practical Management Guide  (1996) contributing chapters on competitor analysis and marketing planning. He wrote  the corporate intelligence chapter in The Palgrave Handbook of Security, Risk and Intelligence (2017). He is the module leader for ICI’s secondary research (OSINT) and  counter-intelligence workshops and is also a member of AIIP and SLA.