Pelham Associates, Inc.
  Business Coaching, Consulting and Management Education
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EMail:  PelhamA@aol.com
Tel: (914) 826-5509
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MANAGEMENT AND EXECUTIVE COACHING

FACILITATION SERVICES

MANAGEMENT CONSULTING
MANAGEMENT AND EXECUTIVE EDUCATION

Finance and Accounting Programs
Finance & Accounting for Non-Financial Managers
Valuation
Finance and Accounting for Lawyers
The Time Value of Money

Training Programs for Investment Bankers 
Analyst Training
Associate Training

Empowerment Classes 
Empowerment Workshop 

Leadership, Management & Strategy Programs
General Management Program
Business Acumen for High-Potential Managers
Building the High Performance Organization
Managing Strategic Growth and Change
Senior Leadership Development Program
Managing Conflict  
Managing High Performing Teams
Multinational Business Management
Managerial Negotiation Program
Effective Negotiation Skills for Leaders and Managers
Developing Cross-Cultural Competencies as a Global Leader

Marketing Programs
Generating Customer Retention
Marketing Management Program

Associate Training 

Topic 1: Financial Statement Integretion 
Review: Financial Statements and the purpose of: 
  1.Balance Sheet = Statement of Financial Position
  2.Income Statement = Statement of Operations
  3.Statement of Cash Flows
  4.Statement of Stockholders' Equity

Topic 2: Detailed Income Statement and Adjustments to EBIT,
EBITDA and Net Income 
Emphasizing understanding the effect of and adjustments for: 
  1.Unusual Items, Pre-tax - e.g., Restructuring charges, Merger charges
  2.Non-recurring items
  3.Other income and expenses
  4.Discontinued operations
  5.Extraordinary items
  6.Cumulative effects of accounting changes
  7.Impact of Purchase and pooling on Income statement revenues and expenses - general characteristics
  8.Operating revenues and expenses - Margins & Adjustments
  9.EBIT & EBITDA — adjustments to be made for analysis

Topic 3: Capital Structure: Debt Versus Equity Recording - Financial Reorganizations 
  1.Capital Structure: Debt & Equity Recording
  2.Financial Reorganization and the WACC
  3.Transaction Expenses Debt Issuances
  4.Transaction Expenses - Equity issuances
  5.Transaction Expenses - Equity issuances
  6.Financial alternatives - Balance sheet and income statement effects
  7.Accounting for recapitalizations
  8.Financial Reorganization — Lowering WACC
  9.Liquidity ratios
10.Debt/Equity ratios

Topic 4: Cash Flow Statement 
  1.Review statement of cash flows
  2.Analyze and interpret cash flows
  3. Cash Flows and Acquisitions

Topic 5: Earnings vs. Cash Flows 
  1.EBIT & EBITDA & Operating Cash Flows
  2. Quality of Earnings - Deception in the earnings numbers

Topic 6: Using basic ratios for trend analysis (e.g., level of receivables needed to support an increase in sales) 
  1.Sustainable Growth
  2.Performance Measures: Return on Invested Capital, Return on Net Assets, Residual Income, Return on Common equity, Operating ROA
  3.Days of receivables, Days of inventory, Days of Payables, Cash Flow/Debt
  4.Integrated Ratio Analysis: Review link between operating assets and liabilities and income
  5.Operating Return on Net Assets
  6.Profit Margins
  7.Asset Turnover
  8.Effect of operating performance
  9.Financial Leverage and Tax
10.Capital structure leverage — level of debt v. equity
11.Percentage of Sales
12.Trend Analysis — use of % of Sales and Ratios