The speed and accuracy of information within and outside the organization is critical in planning and implementing management strategies. This leading edge training course will refresh and update both your knowledge, and practical skills in corporate reporting following significant development in management and financial reporting in recent years. As well as providing a comprehensive refresher in the established foundation principles on which financial information is prepared and reported.
All of those involved in the preparation, presentation, and interpretation of management and financial reports from both the private and public sector.
To enhance the participants’ competency necessary to understand the importance of having clear, concise, and insightful management and financial reports.
By the end of this course, participant will be able to:
• Learn the elements of professional management and financial reports.
• Extract the key findings from assessment and present them to key executives.
• Translate technical information into business-related statements.
• Understand the role of financial reporting in managing business performance.
1. Management and Reporting: Business Context and Key Principles
• Wear your boss’ shoe: expanding your perspective.
• Writing report in business context
• The power of executive summary
• How to use visuals for clarity
• Present using the data, information, knowledge, and wisdom (D-I-K-W) framework.
• How to use confident, powerful language to project certainty
2. Financial Accounting and Reporting – Business Context and Key Principles
• Purpose of financial accounting and reporting
• Key principles in corporate governance
• Building a winning business model
• Key concepts in financial accounting
• Structure of financial accounting systems
• Fundamentals of financial reporting
• Creative accounting, scandals, and fraud
3. Designing and Presenting Effective Management and Financial Reports
• The limitations of financial reports
• Designing effective internal business reports
• Incorporating Excel graphics in internal reports
• Developing and using business dashboards
• Making effective financial presentations
• Developments in Integrated Reporting (IR)
• Integrated Reports: Purpose, Structure, and Presentation
