Create Reports that Matter

Overview

This course is offered in collaboration with multiple state societies and is hosted by the Indiana Society of CPAs.

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.

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

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.

Designed For

Corporate financial managers

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.

Preparation

None