Financial Statement Analysis & Reporting for Business Leaders

This hands-on workshop builds real fluency with the balance sheet, income statement and cash-flow statement — what each shows and how the three connect. You will compute and interpret the key ratios and trends that matter for your business, then turn them into a one-page monthly performance summary. In the second half you use AI to speed up the analysis — summarizing results, explaining variances and drafting narrative — on the work AI assistant you already have, with a simple data rule: never put confidential company figures into an AI tool without your organization's authorization. Because AI can produce confident figures that are wrong, the session closes with a verification drill: trace every AI-generated number to its source, recheck scale, units, period and arithmetic, and leave with a written checklist for reviewing AI-assisted analysis. Public sessions work on sanitized Business Logix case statements; private sessions can work on your organization's own numbers.