Webinar

Create Reports that Matter: Turn Information into Action

  • Tuesday, February 12, 2019

    9:30am – 5:00pm
    (Registration: 9:00am)
  • 8
    CREDITS
    Accounting

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

Formerly titled: Financial Reporting: Turn Information into Action

Objectives

  • Identify how to ask the right questions to help you prepare better reports.
  • Determine the best reporting tools available and how to select them.
  • Select graphics that will create better and clearer visual presentations.
  • Choose the most effective presentation options.
  • Identify new ways for presenting financial information.
  • Determine how to select the proper reporting tools.

Highlights

  • Understand your customers' needs.
  • Link reporting to strategy.
  • Develop the right metrics.
  • Determine your user's requirements.
  • Understand how to select reporting tools.
  • Know what tools are available.
  • Deliver information on manager's dashboard.
  • Report examples.

Additional Information

Designed For

Corporate financial managers.

Vendor

CalCPA

Advanced Preparation

None.

Prerequisite

Some real-world experience presenting financial information.

Field of Study

Accounting

Course Number

184182555C

Level of Knowledge

Intermediate

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