Learning Opportunities

Pre-Forum Workshop: Understanding Financial Statements & Risk Tolerance

September 27, 2017
12:00 PM CDT - 4:00 PM CDT

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The Westin New York at Times Square
270 West 43rd Street New York
New York, NY 10036
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Accounting is the language. In this hands-on, interactive workshop we demystify the language. You learn about accounting and the related terms and concepts by “engaging in” not “listening to” a financial analysis of a real company.  Next, we explore the often-complex decisions families must make for proper stewardship of assets and business continuity.  Does the company have the financial resources to accomplish its strategy?  How diversified is our funding? We will cover aspects of business finance – operating, investing, financing and learn how business strategies drive business success and net worth.

Participants will also gain an in-depth understanding of financial statements and what’s behind the numbers.  You will learn financial statement analysis skills and questions to ask when reviewing Income Statements, Balance Sheets and Cash Flow Statements with regard to business strategy.

Presented by:

Tom Zeller
Thomas L. Zeller: Professor, Department of Accounting and Business Law in the Quinlan School of Business at  Loyola University Chicago

Facilitated by:


Jennifer Muntz, Executive Director, Family Business Network-NA

About Our Speaker

Mr. Zeller has published numerous articles and books. His research appears in a wide variety of academic and practitioner journals, such as, Strategic Finance, Journal of Accounting and Public Policy, Journal of Applied Business Research, Business Horizons, Healthcare Financial Management, and Issues in Accounting Education. Current research interests are in financial ratio analysis and case development. He teaches graduate and undergraduate level courses, along with continuing education seminars for company and industry groups. He is a member of the American Accounting Association and American Institute of Certified Public Accountants.



$300.00 Member

$500.00 Non-Member