CIC11a. Introduction to Financial Intelligence (Analysis Elective)
| Instructor: | Matt Evans, CPA, CMA, CFM | |
| Course Date & Location | 2010 Dates & Location TBD |
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| IACET CEU Credit | 1 (SLA Members Only) |
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| Member Price US$ 495.00 |
Non-Member Price US$ 595.00 |
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Registration is closed. (Contact clicku@sla.org for more information.) |
Please note: Course enrollment is limited to 30 participants.
This course is part of a two-day on-site program in combination with CIC12. Scenario Planning & Futures Techniques. Participants may register for one or both courses.
How can I better understand and anticipate competitors' conditions and activities using financial intelligence?
Financial analysis is a vital and powerful component of competitive intelligence that can provide valuable insights to an organization's condition, how organizations manage and operate, and how they make decisions. While often overlooked, avoided, or insufficiently conducted, applying good financial intelligence can help you better understand competitor's strengths, weaknesses, competitive options, and potential activities. This workshop is designed to help information professionals build better understanding of finance, expand their use of financial intelligence and analysis, enhance their intelligence research efforts for financial analysis, and become more knowledgeable members of intelligence teams. Join us as financial intelligence expert Matt Evans reviews the use of financial statements and indicators for gaining intelligence and insights, examines source data behind financial statements, and discusses and demonstrates key types of financial analysis that should be in any analyst's toolkit. This interactive workshop aims to build practical understanding and experience, and will feature lectures, case examples, and exercises.
Course Level: Intermediate - Concepts beyond the scope of fundamentals for practitioners at all experience levels.
Prerequisite: No prior financial experience is required; an understanding of competitive intelligence is recommended.
Course Learning Objectives
At the end of this course, participants will understand fundamental techniques that can enhance their understanding of organizational finance, management and operations, and condition. When presented with related intelligence management questions, issues, and problems, participants will be able to support intelligence needs and outline possible solutions.
Specific Learning Outcomes
- Explain the value of financial analysis to competitive intelligence and how to begin to harness and apply it.
- Read financial statements for CI applications and understand what to look for.
- Evaluate the source data behind financial statements and why they are important.
- Employ financial indicators to understand an organization's conditions and possible intentions, activities and actions.
- Select and apply key types of financial analysis used in CI.
Participants will develop skills and abilities according to professional competencies outlined by Knowledge inForm.
Performance Measure: Exercises and discussions will measure and evaluate the degree of understanding that participants achieve over the learning process.
People are Saying:
"The presenter was excellent in his summarized presentation of this difficult topic. I hope we will see more of him in future SLA offerings!"
"This was an effective way to get myself acquainted with financial analysis models."
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