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Create Reports that Matter - VIRTUAL

Overview

Financial managers at all levels produce volumes of reports every year. Unfortunately, not all these reports generate an equivalent degree of action! Learn how to plan, process and effectively present financial information.

If you wish to have a greater impact on your organization and your career, you cannot afford to miss this critically important and interactive program.

This seminar includes five cases and exercises. Bring examples of the financial reports produced by your business.

Prerequisites

Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.

Objectives

This seminar provides answers for accountants who want to become better catalysts for action. Learn directly from professionals who know how to generate actionable responses to their reports.

Highlights

Understand Your Company's Reporting Needs

  • Understand your customers' needs
  • Link reporting to strategy
  • Develop the right metrics

    Financial Reporting Tools

  • Determine your user's requirements
  • Understand how to select reporting tools
  • Know what tools are available

    Connect with Others

  • Deliver information on manager's dashboard
  • Use graphics to present ideas
  • Learn various presentation options

    Presentation Hints and Techniques

  • Report examples
  • Presentation tips

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

CRM0821

8 CPE Credits
Business management: 8 Credits

Registration

Member Price:
$309 $359
Non-member Price:
$409 $459
Register by August 7th for Early Bird Pricing.

Registration is open through 08/20.

Wednesday, August 21st

8:30am to 4:30pm
(Check-In 8:00am)

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Instructor

Don Minges