Company Monitoring Training Modules Company monitor training – Reading financial statements – part 3

The final in a series of videos presented by Mr Geoff Sherwin on how shareholders and company monitors can read, understand and interpret financial statements. Company monitors have to concentrate on the organisation’s strategy in terms of capital expenditure and dividend strategies. Being retail shareholders, we care about how our money is being spent and this section of the financial statements in the annual report or other statutory reporting documents can present a clearer picture. This section of the module is a crucial part of being able to understand and address companies from a monitor’s perspective.

Mr Geoff Sherwin has been an ASA member for 13 years, serves on the WA state committee and is the convenor for the Perth ASA discussion group. Mr Sherwin has a background in finance and was a former partner at tax and accounting consultants RSM Bird Cameron. He monitors Mineral Resources Limited for ASA.

This module was also presented to ASA members as a webinar in 2018.

Advocacy & Monitoring

This module will concentrate on the statement of cash flows. It will go over:

  • Interpreting a statement of cash flows when interpreting if a company’s cash management policies lead to effective expenditure and dividend strategies
  • Assessing the contents of a statement of cash flows in depth
  • Determining if a company is paying sustainable dividends
  • Determining a company’s debt management strategies

You can access the handout for this module here.

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