Create Reports that Matter: Turn Information Into Action! 26-27

Financial managers at all levels produce volumes of reports every year. Unfortunately, not all these reports generate an equivalent degree of actio...

10/16/2026 10:00am - 1:30pm  |  Online  |  CalCPA

Members: $99.00, Non-members: $129.00

CPE Categories: Accounting (4 CPE)

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Description

Financial managers at all levels produce volumes of reports every year. Unfortunately, not all 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.

Target Audience

Corporate financial managers

Course Objectives

• Determine your user’s requirements • Understand how to select reporting tools • Recognize what tools are available

Subjects

• Understand Your Company’s Reporting Needs • Financial Reporting Tools • Presentation Hints and Techniques • Link reporting to strategy • Develop the right metrics • Learn various presentation options

Advanced Preparation

Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.