Create Reports that Matter

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! Learn how to plan, process and effectively present financial information.

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.

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.

Find upcoming dates for this seminar

Great class – got a lot of relevant and useful information!

— Bloomington, MN

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

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

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

John F. Levy
Jay Giannantonio
John L. Daly
William O’Brien

Acronym: CRM

Scheduling: Schedule with Corporate Finance Check-up or Private Company Accounting to create a two-day series.

Note: We previously marketed this seminar under the title Financial Reporting.