Webcast: Create Reports that Matter: Turn Information into Action (XCFR18)
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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.

2/5/2018
When: 02/05/2018
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4172555D
United States
Presenter: William F. O'Brien, CPA, MBA


Online registration is closed.
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Acronym XCFR18
CPE 8 hours
Vendor CalCPA
Category
Management
Level Intermediate
Prerequisite Some real-world experience presenting financial information.
Adv Prep None
Yellow Book? No
Designed for Corporate financial managers.
Registration
Member $245
CPA Non-Member $375

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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.

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.

Note: Login instructions will be provided by the webcast vendor (CalCPA).