Sydney - Balance sheets, cash flows and ratios
The Annual Report and financial statements within provide so much data. This workshop will show you how to interpret the data in Annual Reports to help you with your investment decisions.
Annual Report extracts from two companies and case studies will be used.
You will leave this workshop with a much greater confidence in assessing a company's financial statements to help you make better investment decisions.
Diana D'Ambra, ASA Chair
Diana was appointed a Director of ASA on 1 January 2014 and is Chair of the Audit & Finance Committee and a member of the Policy Committee. Diana is also a non-executive director of the Australian Design Centre, Chair of its Finance and Audit & Risk Committee, a non-executive director of The Sydney Community Foundation and member of its Finance & Audit Committee, and is a member of a NSW government advisory board. Diana has more than 30 years accounting and corporate finance experience in a global accounting firm. Following her executive career, in 2013 Diana commenced her own consulting practice where she provides corporate finance and related strategic advice to corporates
David Fletcher, ASA Director
David has over 30 years’ experience in public and private companies, holding senior financial and operational roles in major companies in the retail, wholesale, FMCG and finance sectors. He has previously been a Non-Executive Director of a number of private companies, as well as Chairman of an ASX listed company. In recent years he has worked in his own consulting and advisory firm with clients, focusing on start-ups, turnarounds and performance improvement opportunities.
John Price, Manager of Conscious Investor Fund
John is a world renowned academic and author and has published three books on valuation methodology and over 50 academic publications on investing and financial services in the USA and Australia. In addition he has served as a director of companies in both Australia and the United States. John is the creator of the Conscious Investor® Investment Software and is one of the founders of Teaminvest (the parent company of Teaminvest Private).
Lunch, along with morning and afternoon teas are included.
There will be some handouts provided on the day.
Rydges North Sydney is approximately 12 minutes' walk from North Sydney station. Please be advised, it is quite a steep hill if you are walking to the Hotel from the station. It is recommended you take Miller Street, as this has less of an incline.
- Alight at North Sydney station and exit on Blue Street.
- Turn left on Blue Street, and after after 93 metres, turn right onto Miller Street.
- Continue along Miller Street for 650 metres, before turning right onto McLaren.
- The Hotel will be on your left.
Alternatively, there are multiple buses that will take you from North Sydney station to the Hotel, running every few minutes.
- Exit the station onto Blue Street and take any of the following buses from Stands C or D: 175, 184, 202, 203, 227, 228, 230,
- Alight at Miller St at McLaren Street and walk for 1 minute until you reach the Hotel.
For further details on train and bus times, please visit the Trasport NSW website.
Parking is available at the hotel at a flat rate of $25.00 (subject to availability).
Alternatively, there is a Secure Parking lot at 213 Miller Street. Enter between 7am - 9.30am and exit between 3.30pm - 7.00pm and play a flat rate of $25. Pre-book your spot and spend $22. Further details online here. The car park is 3 minutes walk from the Hotel. Exit onto Miller Street, then turn right onto McLaren Street.
Refunds and cancellations
A full refund will be provided for all cancellations one week prior to the seminar. No refunds will be made within one week of the seminar. We are happy to accept a substiution within one day of the seminar.
Whilst every effort will be made to keep presentations as outlined, the Australian Shareholders' Association and the presenters, reserve the right to make any necessary amendments to the program.