Online Workshop on Analysis Of Financial Statements 5 – 6 – 7 September 2023

Online Workshop on Analysis Of Financial Statements 5 – 6 – 7 September 2023

Context Setting

Many professionals are not comfortable with financial numbers which would be detrimental to the growth of their organisations However, it should be noted that when a professional develops the skill of analysing numbers & financial statements, they would be better placed to take business decisions.


The workshop has been conceived & designed taking in consideration the business requirements & expectations of business owners from their executives. The sessions are devised keeping in mind that many executives & managers are not aware of the financial impact of their decisions.


The main objective of this 3-day workshop is to expose managers of all streams to the financial aspects of business. A good manager is somebody who gets a pulse of the business by understanding & analysing financial numbers.

Key Takeaways

  1. Introduction to The Tripod of Business (P&L, Cash Flow and Balance Sheets)
  2. Analysis of Financial Statements to understand the various facets of Business.
  3. Appreciating Key Management Ratios
  4. Capital Budgeting Techniques
  5. Funding Sources: Shares, Loans & Convertibles etc.

Participation Fees


Per Participant fee

GST @ 18%


CII Small Scale Members




CII Medium Scale Members




CII Large Scale Members









Dr Anil Menon is BE Production Stream, a Master of Management Studies from Jamnalal Bajaj Institute of Management Studies specialising in Finance and a PhD from Bengal Engineering and Science University on Mergers and Acquisitions in Indian Banking. Dr Menon has experience in Investment Banking where he worked with SBI Capital Markets Ltd, from 1995-2001as Asst. Vice President (AVP) Treasury Operations. He is also engaged with S.P. Jain. As faculty at the Centre of Family Business. Dr Menon has worked with corporates from varied sectors to name a few they are Accenture, Deustche Bank, Credit Suisse, D. E. Shaw India, GVK, General Motors, Volkswagen, ILFS, Jones Lang Lasalle, Royal Bank of Scotland, etc. Consulting & Training them on topics Asset & Wealth Management, Strategic Financial Management, Financial Modelling & Valuations, Financial Markets


Ms. Esther George is a qualified ACCA and a practicing businesswoman with years of experience of running multiple businesses. She would join Dr Menon as a guest speaker for the sessions. Having started her career as an Audit Assistant in preparation of financial statements her last managerial position was Director Finance at Kalabavan Studios. Today Ms. Esther handles multiple businesses, and she would share her insights of how a professional and/or owner can read & use financial statements for getting strategic inputs to grow their business.

Who Should Attend / Target Audience

The workshop would be useful to managers of all streams as the workshop would start from management basics before moving on to the practical aspects of management.


There are no pre- requisites regards educational qualifications. However, an experience of 1 year would be good to appreciate this workshop.


Senior & Middle Level Executives would find the session a value add to get a 360-degree holistic view of how their tasks are linked to the health of their respective organisations.


Needless to mention sessions would definitely be useful for start-ups and business owners.