Course description - In this session Strategic Sourcing and Supply Management professionals learn about planning a supplier financial analysis and data gathering strategies.

ISM-ADR School of Supply Management credit of Continuing Education Hours – 2 hours.
This course should take approximately 120 minutes to complete.

Intended audience - Supply Management professionals seeking a better understanding of how to plan a supplier financial analysis including data gathering strategies.

Learning objectives - After completing this module, you will be able to:

• Define supplier financial analysis
• Identify the uses of supplier financial analysis
• Determine supplier assessments needed to support intended use of the analysis
• Identify key questions to ask
• Explain what information is required to perform an analysis
• Identify sources of required information

Course outline:

• Introduction to Supplier Financial Analysis
• Defining supplier financial analysis
• Planning and performing a supplier financial analysis

• Step One – Determine use of the analysis
• Step Two – Identify key financial assessments
• Step Three – Ask the right questions
• Step Four – Determine information needs

• Step Five – Identify sources of information
• Publicly owned companies
• Privately owned companies

• Step Six – Analyze data
• 20 Question Quiz