Read balance sheets correctly and understand them better

Crash course for managers

This training is held in German.
We often have to use balance sheets (annual financial statements) to assess the economic situation of companies - even without having detailed knowledge of accounting ourselves - and perhaps even make a risk classification. Extensive leeway in accounting often significantly limits the informative value of the figures. Learn to "simply read between the lines" and "discuss at eye level" by recognizing and interpreting important analysis factors in a practical way and evaluating them in a differentiated manner for an overall assessment of the company. In a separate 2-hour exchange of experiences, you can discuss open questions and practical cases.
Module 1: Classroom seminar
1 day
training Read balance sheets and understand them better
training Read balance sheets and understand them better

Information from the annual financial statements and the management report

  • Basic structures and general informative value of annual financial statements.
  • Structure and contents of the balance sheet and profit and loss account using various case studies.
  • Core contents and statements of the notes and management report.
  • Indications in the annual financial statements of impending corporate crises.

Accounting policy objectives, measures and scope for action

  • Balance sheet policy design potential.
  • Measures shaping the facts and accounting and valuation options.
  • Utilization of discretionary scope in accounting.

Fundamentals of balance sheet analysis

  • Analysis criteria and focal points of the external analysis.

Key figure analysis in practice

  • Key figure analysis of annual financial statements using a case study.
  • Principles of determining key figures.
  • Design options for the targeted improvement of key figures.

Cash flow statement and cash flow statement

  • Structure and informative value of the cash flow analysis.
  • Cash flow statement as an extended cash flow statement.
Module 2: Webinar
2 hours
Exchange of experience
Exchange of experience

Interactive exchange in the group to follow up on the practical cases.

Processing of open questions.

Lessons learned: What works well? Which approach is practicable for me? Do I get meaningful results from my analyses?

Contents

Information from the annual financial statements and the management report

  • Basic structures and general informative value of annual financial statements.
  • Structure and content of the balance sheet and income statement using a case study.
  • Differences in the annual financial statements of corporations and partnerships.
  • Increasing importance of verbal reporting: core content and statements in the notes and management report.
  • Indications in the annual financial statements of impending corporate crises.
  • Continuity of the balance sheet structure: informative value of a multi-year balance sheet and income statement comparison.

Accounting policy objectives, measures and scope for action

  • Competing effects of accounting policy objectives.
  • Balance sheet policy design potential.
  • Measures shaping the facts and accounting and valuation options.
  • Utilization of discretionary powers.

Fundamentals of balance sheet analysis

  • Qualitative and quantitative types of analysis.
  • Analysis criteria and focal points of analysis, especially for banks and credit insurers.
  • Key figure analysis in practice.

Key figure analysis of annual financial statements using a case study.

  • Principles of determining key figures.
  • Detailed calculation of selected key figures.
  • Statement and interpretation of the calculation results.
  • Design options for the targeted improvement of key figures.

Cash flow statement and cash flow statement

  • Case study to analyze the long-term liquidity situation.
  • Structure and informative value of the cash flow analysis.

The balance sheet quick test

  • Success with just a few key figures.
  • Quick test grading scale.

Exchange of experience

  • 2-hour separate webinar in which you have the opportunity to discuss open questions and practical cases with the speaker and other participants .

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

The focus of the seminar is on teaching the basic principles of annual financial statements and presenting various methods and instruments of balance sheet analysis and policy in the area of conflict between theoretical analysis principles and practice-oriented assessment using an easily understandable case study.

  • You will learn what the really important data in the annual financial statements is and how you can find it, filter it out and combine it in a meaningful way.
  • You will receive practical information on how current developments in commercial law affect the balance sheet structure, presentation of results and rating.
  • Using a specific case study, you will develop and interpret important key figures that are particularly suitable for providing key insights into the company's asset structure, financing, solvency, earning power and creditworthiness as well as its dependence on banks.
  • With this know-how, you will be able to ask the decisive questions, recognize economic developments and also point out possible discrepancies, even as a non-specialist.
  • They can also better assess the criteria by which companies are judged by third parties (e.g. banks).
  • Benefit in particular from a 2-hour exchange of experiences following the training: In the webinar you will have the opportunity to discuss open questions and practical cases with the speaker and other participants .

trainer

Methods

Lecture, extensive practical examples, discussion and question-and-answer dialog. A 2-hour webinar to share experiences following the training is included.

Recommended for

Managing directors, executives, division managers, entrepreneurs, especially from technical and other non-commercial professions, as well as controllers who want to acquire the specific commercial tools quickly and compactly.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Read balance sheets correctly and understand them better"

Module 1: training training
1 day
training Read balance sheets and understand them better
training Read balance sheets and understand them better

Information from the annual financial statements and the management report

  • Basic structures and general informative value of annual financial statements.
  • Structure and contents of the balance sheet and profit and loss account using various case studies.
  • Core contents and statements of the notes and management report.
  • Indications in the annual financial statements of impending corporate crises.

Accounting policy objectives, measures and scope for action

  • Balance sheet policy design potential.
  • Measures shaping the facts and accounting and valuation options.
  • Utilization of discretionary scope in accounting.

Fundamentals of balance sheet analysis

  • Analysis criteria and focal points of the external analysis.

Key figure analysis in practice

  • Key figure analysis of annual financial statements using a case study.
  • Principles of determining key figures.
  • Design options for the targeted improvement of key figures.

Cash flow statement and cash flow statement

  • Structure and informative value of the cash flow analysis.
  • Cash flow statement as an extended cash flow statement.
Module 2: Webinar
2 hours
Exchange of experience
Exchange of experience

Interactive exchange in the group to follow up on the practical cases.

Processing of open questions.

Lessons learned: What works well? Which approach is practicable for me? Do I get meaningful results from my analyses?

Contents

Information from the annual financial statements and the management report

  • Basic structures and general informative value of annual financial statements.
  • Structure and content of the balance sheet and income statement using a case study.
  • Differences in the annual financial statements of corporations and partnerships.
  • Increasing importance of verbal reporting: core content and statements in the notes and management report.
  • Indications in the annual financial statements of impending corporate crises.
  • Continuity of the balance sheet structure: informative value of a multi-year balance sheet and income statement comparison.

Accounting policy objectives, measures and scope for action

  • Competing effects of accounting policy objectives.
  • Balance sheet policy design potential.
  • Measures shaping the facts and accounting and valuation options.
  • Utilization of discretionary powers.

Fundamentals of balance sheet analysis

  • Qualitative and quantitative types of analysis.
  • Analysis criteria and focal points of analysis, especially for banks and credit insurers.
  • Key figure analysis in practice

Key figure analysis of annual financial statements using a case study.

  • Principles of determining key figures.
  • Detailed calculation of selected key figures.
  • Statement and interpretation of the calculation results.
  • Design options for the targeted improvement of key figures.

Cash flow statement and cash flow statement

  • Case study to analyze the long-term liquidity situation.
  • Structure and informative value of the cash flow analysis.

The balance sheet quick test

  • Success with just a few key figures.
  • Quick test grading scale.

Exchange of experience

  • 2-hour separate webinar in which you have the opportunity to discuss open questions and practical cases with the speaker and other participants .

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

The focus of the seminar is on teaching the basic principles of annual financial statements and presenting various methods and instruments of balance sheet analysis and policy in the area of conflict between theoretical analysis principles and practice-oriented assessment using an easily understandable case study.

  • You will learn what the really important data in the annual financial statements is and how you can find it, filter it out and combine it in a meaningful way.
  • You will receive practical information on how current developments in commercial law affect the balance sheet structure, presentation of results and rating.
  • Using a specific case study, you will develop and interpret important key figures that are particularly suitable for providing key insights into the company's asset structure, financing, solvency, earning power and creditworthiness as well as its dependence on banks.
  • With this know-how, you will be able to ask the decisive questions, recognize economic developments and also point out possible discrepancies, even as a non-specialist.
  • They can also better assess the criteria by which companies are judged by third parties (e.g. banks).
  • Benefit in particular from a 2-hour exchange of experiences following the training: In the webinar you will have the opportunity to discuss open questions and practical cases with the speaker and other participants .

trainer

Methods

Lecture, extensive practical examples, discussion and question-and-answer dialog. A 2-hour webinar to share experiences following the training is included.

Recommended for

Managing directors, executives, division managers, entrepreneurs, especially from technical and other non-commercial professions, as well as controllers who want to acquire the specific commercial tools quickly and compactly.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Read balance sheets correctly and understand them better"

Seminar evaluation for "Read balance sheets correctly and understand them better"

4.4 from 5
with 105 ratings
training content:
4.3
Content comprehensibility:
4.5
Practical relevance:
4.3
Trainer expertise:
4.9
Participant orientation:
4.6
Method variety:
4.1

   

On-site training together
Booking number
35281
€ 890,- plus VAT
1 day and 2 s ...
in 4 locations
4 Events
German
In-person trainings
Joint online training
Booking number
35512
€ 890,- plus VAT
1 day and 2 s ...
Online
4 Events
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
1 day and 2 hours
In-person or Online

This training is available as part of course:

GmbH Managing Director Expert Program

Start dates and details

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11.07.2025
Hamburg
Haufe Summer Academy
Booking number: 35281
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Venue
Mercure Hotel Hamburg City
Mercure Hotel Hamburg City
Amsinckstraße 53, 20097 Hamburg
Room rate: € 132,97 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Course
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zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
Classroom seminar
training Read balance sheets and understand them better
Date
11.07.2025
Venue
Mercure Hotel Hamburg City
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
18.07.2025
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
04.08.2025
Live online
Booking number: 35512
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
training training
training Read balance sheets and understand them better
Date
04.08.2025
Course
zoom
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
11.08.2025
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
01.09.2025
Stuttgart
Booking number: 35281
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Venue
Holiday Inn
Holiday Inn
Mittlerer Pfad 25-27, 70499 Stuttgart
Room rate: € 128,31 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
Classroom seminar
training Read balance sheets and understand them better
Date
01.09.2025
Venue
Holiday Inn
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
09.09.2025
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
09.10.2025
Live online
Booking number: 35512
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
training training
training Read balance sheets and understand them better
Date
09.10.2025
Course
zoom
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
23.10.2025
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
05.11.2025
Düsseldorf
Booking number: 35281
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Venue
Novotel City West
Novotel City West
Niederkasseler Lohweg 179, 40547 Düsseldorf
Room rate: € 118,24 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
Classroom seminar
training Read balance sheets and understand them better
Date
05.11.2025
Venue
Novotel City West
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
12.11.2025
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
05.12.2025
Live online
Booking number: 35512
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
training training
training Read balance sheets and understand them better
Date
05.12.2025
Course
zoom
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
12.12.2025
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
16.02.2026
Berlin
Booking number: 35281
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Venue
Adina Hotel Berlin Checkpoint Charlie
Adina Hotel Berlin Checkpoint Charlie
Krausenstraße 35-36, 10117 Berlin
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
Classroom seminar
training Read balance sheets and understand them better
Date
16.02.2026
Venue
Adina Hotel Berlin Checkpoint Charlie
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
23.02.2026
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
16.03.2026
Live online
Booking number: 35512
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
1 day and 2 hours
Limited number of participants
training training
training Read balance sheets and understand them better
Date
16.03.2026
Course
zoom
Schedule
Start 09:00, end approx. 17:00
Webinar
Exchange of experience
Date
23.03.2026
Course
zoom
Schedule
Start 09:00 am, end approx. 11:00 am
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Part of the Summer Academy
Booking number: 35281
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Details
1 day and 2 hours
Limited number of participants
Booking number: 35512
€ 890,- plus VAT.
€ 1,059.10 incl. VAT.
Details
1 day and 2 hours
Limited number of participants
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