Webinar (CA): Create Reports that Matter: Turn Information into Action

Description

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
Materials are provided as an ebook.

Learning 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.
Major Topics
  • 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.
Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Accounting
8.0
Instructor(s)
William O'Brien
Prerequisites

Some real-world experience presenting financial information.

Advanced Preparation

None.

Register Now
When
Feb 12, 2019
7:30 am - 3:00 pm
Location
TBD
Total CPE Credits
8.0
Format
Webinar
Instructor
William O'Brien

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Webinar (CA): Create Reports that Matter: Turn Information into Action


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