New
CFO Series: Better Management Reports -- Clear + Simple=Great!
Friday, Aug. 8, 2025
10 a.m.-noon Central
2 CPE (2 technical)
Course code: 25WX-2075
View pricing
Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event" and how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how.
Major subjects
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Why do most managers not understand financial reports?
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The mistakes users make and the mistakes the accountants make
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Steps to take to correct the issues
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What do managers need from their reports?
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The step-by-step process to build reports to give them vital information
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How to learn what your users want
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Alternative methods to present reports
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Systems and software could be helpful
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Examples of great reports
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What works and what does not work well?
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Crafting the report to suit your audience
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The benefit of and necessity of an annual review
Learning objectives
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Recognize that some recipients of financial reports do not understand those reports
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Develop reports that are used properly
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Apply knowledge gained regarding examples of great reports and why they are useful
Who should take this program?
- Financial leaders, financial managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry.
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
Our records indicate
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If you register, you will be charged
$89.00
(Standard Nonmember Fee).
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Instructor
Don Minges, MBA
Location
Online
Area
of study
Management
Field(s)
of study
Accounting - Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports. Experience working with internal clients
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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