Mobile Edition

Create Reports that Matter: Turn Information into Action (4172555D)

Date:Monday, February 5, 2018
Time:9:30 AM - 5:00 PM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Accounting and Auditing
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:Not applicable or see below.


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

  • 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.

Who Should Attend:

Corporate financial managers.

Some real-world experience presenting financial information.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.