Financial Events & Learning

Join our community of finance professionals at workshops, seminars, and networking events designed to advance your expertise in financial statement analysis.

Upcoming Events

We've carefully designed these events to provide practical, actionable insights that you can apply immediately in your work. Each session combines theoretical foundations with real-world case studies.

Advanced Financial Statement Analysis Masterclass

10:00 AM - 4:00 PM

Newcastle College, Sixth Form Building

In-Person Workshop

This intensive one-day workshop dives deep into sophisticated analysis techniques that go beyond basic ratio calculations. You'll work through actual financial statements from FTSE companies, learning to spot red flags and identify investment opportunities.

What You'll Learn:

Cash flow manipulation detection techniques
Advanced ratio analysis and benchmarking
Quality of earnings assessment methods
Industry-specific analysis approaches

Reserve Your Spot

SME Financial Health Assessment Workshop

2:00 PM - 6:00 PM

Newcastle College, Sixth Form Building

Interactive Workshop

Small and medium enterprises present unique analytical challenges. This workshop focuses specifically on the nuances of analyzing SME financial statements, where traditional large-company metrics often fall short.

Key Topics:

Working capital management in SMEs
Owner-manager compensation adjustments
Growth sustainability analysis
Lending risk assessment frameworks

Year-End Financial Review Strategies

9:30 AM - 1:00 PM

Newcastle College, Sixth Form Building

Strategic Planning Session

As the financial year winds down, this session prepares you for comprehensive year-end analysis and planning. We'll cover both retrospective analysis techniques and forward-looking strategic assessment methods.

Session Focus:

Year-over-year trend analysis methods
Budget variance investigation techniques
Strategic planning financial modeling
Performance measurement frameworks

Join This Session

Premier Event

Digital Finance Transformation Summit

A comprehensive two-day summit exploring how digital transformation is reshaping financial analysis, reporting, and decision-making across industries.

When

November 8-9, 2025
9:00 AM - 5:00 PM

Format

Keynotes, Workshops
& Networking Sessions

Location

Newcastle College
Sixth Form Building

This summit brings together finance professionals, technology experts, and industry leaders to explore practical applications of AI, automation, and digital tools in financial analysis. You'll discover how emerging technologies can enhance accuracy, efficiency, and insight generation in your daily work.

Secure Early Bird Pricing View Full Agenda

Recent Event Highlights

Our recent events have brought together finance professionals from across the UK, creating valuable learning experiences and lasting professional connections.

Financial Ratios Deep Dive Workshop

March 18, 2024

42 Attendees

4.8 Rating

6 Hours

"The workshop provided exactly what I needed — practical techniques I could use immediately. The case studies were particularly valuable, showing real-world applications of the concepts we discussed. I've already recommended this to colleagues."

Industry Analysis Masterclass

January 25, 2024

38 Attendees

4.9 Rating

4 Hours

"This event changed how I approach sector analysis. The frameworks presented were sophisticated yet practical. I appreciated the focus on different industries and their unique characteristics. The networking opportunities were excellent too."