Full Day Seminar
Financial Reporting
Turn Information into Action
Financial managers at all levels produce volumes of reports every year. Unfortunately, not all of these reports generate an equivalent degree of action! It is a fundamental fact of life: information does not equate to action. Financial professionals must learn how to plan, process and present effective reports and presentations.
This seminar will provide answers for accountants who wish to become better catalysts for action. Learn directly from professionals who know how to generate actionable responses to their reports. 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.
Topics Discussed:
- Understand Your Company’s Reporting Needs
- Understand your customer’s 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
- Design, Delivery and Media
- Deliver information on manager’s dashboard
- Use graphics to present ideas
- Learn various presentation options
- Presentation
- See report examples
- Gain presentation tips
Cases and Group Discussion
This seminar includes five cases and exercises
Additional Information
Target Audience: Corporate Financial Managers
Level of Knowledge: Intermediate
CPE Credit: 8 hours group live
Area of Study:
Traditional: A&A
NASBA: Accounting
Prerequisite: None
Adv. Preparation: None
Authors:
John L. Daly
Jay Giannantonio
John F. Levy
William O’Brien
Acronym:FR
Scheduling: Schedule with Only Financial Officer or Fraud Alert! to create a two-day series.
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