10-K Financial Statement Review

  • Session Goals

    The aim of this session is to give any technology seller a brief but good overview of an example 10-K. This formal statement provides great insights to your prospects’ business, growth intentions, KPI’s and financial background. Knowing how to read a 10-K helps you become a student of your customers' business. It's not only great practice - this thirty-minute hands-on video will give you a competitive advantage.

  • 10-K Review

    A 10-K is a detailed report filed annually by public companies highlighting their financial performance. It's submitted to the SEC and is far more detailed than the annual report. There are five sections to the 10-K. The Business section; Risk Factors; Selected Financial Data; Management Discussion; Financial Statements & Supplementary Data. We'll walk through all of this and more.

  • Coach: Brian Evans

    Brian has spent more than 20 years in technology sales. He has worked across multiple fields and positions including enterprise software, business applications, account management, and organizational leadership. His career path has evolved from leading multiple technology start-ups to managing organizations at Microsoft and Workday. With his passion for mentoring existing and aspiring leaders in the technology industry, he has helped many individuals grow in this line of work.

Student Reviews

  • 10-K Financial Statement Review brought me new insight in...

    Michael Orlie

    This segment helped me gain insight into the behind the scenes goings on of companies. The 10-K was an albatross that I would never have given the thought ...

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    This segment helped me gain insight into the behind the scenes goings on of companies. The 10-K was an albatross that I would never have given the thought to examining in order to glean more knowledge of a potential or current client. The video helped me feel more comfortable with the document, helped me see more of what to look for inside the report to evaluate opportunities and frankly, took some of the fear out of reading a complex financial document. I am better equipped with another tool in the arsenal to know how to help my clients as a result of this video. Thank you Tech Sales Lab!

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Course curriculum

  • 1
    Master Program: Meeting Preparation - 10-K Financial Statement Review
    • Master Program: Meeting Preparation - 10-K Financial Statement Review
    • 10-K Financial Statement Review
    • Download the PDF deliverable
  • 2
    Brief Survey
    • Brief Survey
    • Review

Pricing

Master Program: Meeting Preparation - 10-K Financial Statement Review