The objective of this course is to provide you with the knowledge and skills necessary to analyze, interpret, understand and use financial information to make informed decisions. We will discuss financial reporting from a user’s perspective, use a variety of tools to break apart financial reports into meaningful units for analysis, forecast financial statements, and value a firm. This course is intended to give you exposure to the issues facing users of financial statements. You will better understand your role in the financial reporting process if you know how the financial statements will ultimately be used.
Beyond the Financials: Insights, Analysis and Valuations will require you to think critically about issues for which there can be more than one “correct” answer. Hence, your analysis and conclusions must be based on sound assumptions and well-constructed analysis and arguments.
You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. You will then obtain an understanding of why it is important to consider information beyond the financials and how to access this data when performing financial statement analysis and valuation.
Introduction to Beyond the Financials: Insights, Analysis and Valuations •6 minutes
Meet Your Instructor - Brian Hamm•3 minutes
Meet Your Instructor - Nerissa Brown•4 minutes
Meet Your Instructor - Brooke Elliot•3 minutes
The Impact of the Gies Community•2 minutes
Beyond the Financials- External Factors•3 minutes
Beyond the Financials (GDP)•2 minutes
Beyond the Financials (Government)•3 minutes
Beyond the Financials (Interest Rate)•2 minutes
Beyond the Financials (Foreign Exchange)•2 minutes
Beyond the Financials (Commodities)•1 minute
Beyond the Financials (Competitive Position)•1 minute
Beyond the Financials (Industry Competition)•2 minutes
Beyond the Financials (Bargaining Power of Customers)•2 minutes
Beyond the Financials (Bargaining Power of Suppliers)•2 minutes
Beyond the Financials (Threat of Substitutes)•2 minutes
Beyond the Financials (Threat of New Entrants)•2 minutes
Beyond the Financials - Internal Factors•5 minutes
Investor Conference Presentations•5 minutes
Earnings Call Transcripts•5 minutes
Risk Factors in the 10K•4 minutes
Other Internal Factors•5 minutes
5 readings•Total 130 minutes
Syllabus•30 minutes
About the Discussion Forums•30 minutes
Online Education at Gies College of Business•10 minutes
Updating Your Profile•30 minutes
Module 1 Overview and Resources•30 minutes
3 assignments•Total 90 minutes
Beyond the Financials - External and Internal Graded Quiz•30 minutes
Orientation Quiz•30 minutes
Beyond the Financials - Practice Quiz•30 minutes
1 discussion prompt•Total 30 minutes
Getting to Know Your Classmates•30 minutes
Module 2: Non-GAAP Adjustments
2 hours to complete
Module details
You will obtain an understanding of Non-GAAP adjustments, why they are permitted, and how they are sometimes misused by companies
What's included
5 videos1 reading2 assignments
Show info about module content
5 videos•Total 29 minutes
Introduction to Non-GAAP Measures•10 minutes
History and trends in Non-GAAP Reporting•5 minutes
To GAAP or Non-GAAP•6 minutes
Good examples of Non-GAAP adjustments•3 minutes
Bad examples of Non-GAAP adjustments•5 minutes
1 reading•Total 30 minutes
Module 2 Overview and Resources•30 minutes
2 assignments•Total 60 minutes
Non-GAAP Adjustments Graded Quiz•30 minutes
Non-GAAP Adjustments Practice Quiz•30 minutes
Module 3: Forecasting
2 hours to complete
Module details
You will obtain an understanding of different approaches to financial statement forecasting and the pros and cons of each.
What's included
4 videos1 reading2 assignments
Show info about module content
4 videos•Total 30 minutes
Introduction to Forecasting•4 minutes
Forecasting process•6 minutes
Two approaches to forecasting•13 minutes
Example exercises: determining forecast drivers•7 minutes
1 reading•Total 10 minutes
Module 3 Overview and Resources•10 minutes
2 assignments•Total 60 minutes
Forecasting Graded Quiz•30 minutes
Forecasting Practice Quiz•30 minutes
Module 4: Valuations
3 hours to complete
Module details
You will learn why valuations are critical in making business decisions and how to execute Simple Valuation Models.
What's included
9 videos3 readings2 assignments
Show info about module content
9 videos•Total 45 minutes
Introduction to Valuations•6 minutes
Valuation Model Framework•5 minutes
Simple/Basic Valuation Models•3 minutes
Price to Earnings•7 minutes
Price to Book•7 minutes
Price to Sales•6 minutes
Enterprise Value to EBITDA Multiple•8 minutes
Introduction to Detailed/Advanced Valuation Models•3 minutes
Learn on Your Terms•1 minute
3 readings•Total 50 minutes
Module 4 Overview and Resources•30 minutes
Congratulations on Completing the Course!•10 minutes
Get Your Course Certificate•10 minutes
2 assignments•Total 60 minutes
Valuations Graded Quiz•30 minutes
Valuations - Simple Practice Quiz•30 minutes
Build toward a degree
This course is part of the following degree program(s) offered by University of Illinois Urbana-Champaign. If you are admitted and enroll, your completed coursework may count toward your degree learning and your progress can transfer with you.¹
View eligible degrees
Build toward a degree
This course is part of the following degree program(s) offered by University of Illinois Urbana-Champaign. If you are admitted and enroll, your completed coursework may count toward your degree learning and your progress can transfer with you.¹
¹Successful application and enrollment are required. Eligibility requirements apply. Each institution determines the number of credits recognized by completing this content that may count towards degree requirements, considering any existing credits you may have. Click on a specific course for more information.
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