EBIT/EBITDA - Understanding Your Profit and Loss Statement- SHRM & HRCI Accredited
Learn to read and analyze a profit and loss statement, understand revenue, EBIT, EBITDA and profit measures, and compare reports over time to spot growth or losses.
Speaker
Brian G. Rosenberg
Accounts payable consultant · TRG Consulting · 15+ years designing AP shared services
Overview
A profit and loss statement tells you how a business or department is performing, but only if you understand its terms and layout. This 90-minute P&L training explains revenue, sales and valuation; costs, expenses, EBIT and EBITDA; and gross, operating and net profit.
You'll review different types of profit and loss statements, including a QuickBooks standard layout as a complex multi-fund example, and see how your chart of accounts affects individual lines. You'll learn when to review each set of numbers, what they show and which areas external business partners care about.
The session also covers comparing periodic reports to analyze growth or loss, where to look for typical problems and simple fixes, and questions to ask yourself and your accountant.
Why attend: Many owners and executives have stacks of reports they never read because the numbers don't make sense to them. For small businesses the P&L also serves as the income statement, and you'll need two to three years of them to apply for credit or a loan or to sell the business. This session suits owners, executives, entrepreneurs, non-profit and grant managers, board members, managers, business brokers and investors.
What’s covered
- Critical elements of a profit and loss statement
- Revenue, sales, valuation and profit, and when to use each number
- Costs, operating expenses, EBIT and EBITDA
- Gross profit, operating profit and net profit
- The profit and loss statement as an income statement
- Types of P&L, including a QuickBooks multi-fund standard layout
- How the chart of accounts affects P&L lines
- Finding losses: spending more or earning less
- Why more revenue is not always growth
- Comparing periodic reports and spotting typical problems
- How often to run and review a P&L
- Questions to ask yourself and your accountant
Who should attend
What you get
About the speaker
Brian G. Rosenberg, CEO of TRG Consulting, is a leading expert in AP automation and process improvement. He has over 15 years in the design of accounts payable shared service centers and nearly 20 years of experience with the implementation of accounts payable solutions. Mr. Rosenberg is also the chairman of the editorial board for Financial Operations Matters magazine and is a published author, and speaker, on procure-to-pay best practices.
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