NOW LET'S TALK...

Resource Library

Download the PowerPoint presentations and printable handouts that you need to facilitate the Now Let's Talk... modules.

A foundation for
business performance

BUSINESS ACUMEN (LET'S KEEP TALKING...)

This coaching program supports graduates as they implement their powerful new financial literacy at work and at home.

FINANCIAL LITERACY (NOW LET'S TALK...)

A collection of specialized follow-on and tailored topics, Now Let’s Talk… modules build on the foundation that Let’s Talk Finance provides.

ACCOUNTING LITERACY (LET'S TALK FINANCE)

Our foundation program. Learn to make sense of a balance sheet and income statement, and understand how a business generates value.
NOW LET'S TALK...

Business Analysis

Attendees get to apply the foundational learning from Let’s Talk Finance. Understanding finance is the platform for understanding business, hence this module focuses on reading financial statements, and identifying and examining the story of business performance.

In this module we:

  • identify trends in financial statements
  • start to calculate key metrics of profitability
  • explore liquidity ratios
  • practice talking about business performance
  • link the cash flow to the balance sheet and income statement
  • ensure our understanding of accounting underpins how we think about business
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Budgeting

We start with a group discussion around budgeting, addressing the aims and principles of budgeting, alongside the different processes that can be deployed. Then we use our case study set of financial statements as the basis for a budgeting exercise.

Attendees are given background information that explains the trends in the current income statement, and high level context for the future. From this, attendees will have to extrapolate a realistic set of budget numbers for the next financial year for the full income statement. 

These plan numbers are then discussed in detail, with reference to common issues like: growth compounding, identifying the correct calculations for extrapolating trends, stretch budgeting, and budgeting as a behavioral tool.
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Advanced Financial Analysis

In this module we practice analysis skills. Attendees review summarized financial information for different companies, and match these companies to the industry sectors they’re from based on their balance sheet and income statements.

We then analyze and interpret the financial statements of Apple Inc. and Shell plc, examining the stories in their commentaries, accounts and associated notes, like:
  • underlying or adjusted profit metrics, i.e. non-GAAP versus statutory numbers
  • currency fluctuations
  • classifications of investments
  • exceptional items and their accounting treatment
  • share/stock repurchase schemes and cash flow reporting
NOW LET'S TALK...

Accounting Frauds

We look at recent and infamous frauds, explain how they happened and in retrospect, what the signs were.

Understanding the common themes from these case studies (e.g. revenue recognition, asset over-statement, liability under-statement) makes attendees more aware of and more capable of spotting potential areas of concern.

This module is particularly useful for lawyers and similar roles.
Wealthvox publishes and delivers financial education materials that enable anyone to access the power of the financial conversation.
easy@wealthvox.com

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