Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades.
DESIGNED FOR
Financial leaders, financial managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in learning more about how to make financial reports understandable
BENEFITS
After attending this presentation, you will be able to...
- Recognize that some recipients of financial reports do not understand those reports.
- Develop reports that are used properly.
- Apply knowledge gained regarding examples of great reports and why they are useful.
HIGHLIGHTS
The major topics that will be covered in this course include:
- Why do most managers not understand financial reports?
- The mistakes users make and the mistakes the accountants make.
- Steps to take to correct the issues.
- What do managers need from their reports?
- The step-by-step process to build reports to give them vital information.
- How to learn what your users want.
- Alternative methods to present reports.
- Systems and software could be helpful.
- Examples of great reports.
- What works and what does not work well?
- Crafting the report to suit your audience.
- The benefit of and necessity of an annual review.
COURSE LEVEL
Intermediate
PREREQUISITES
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports. Experience working with internal clients
ADVANCE PREPARATION
None
ADDITIONAL NOTES
This webinar is hosted by NJCPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information. If you do not receive this email you can contact CPA Crossings, LLC at (877) 370-2220.