Create Reports that Matter: Turn Information into Action Webcast | 4182555C STARTS AT 6:30 AM PDT

Date :
February 12, 2019 6:30 AM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, AA 8.00
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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.

Formerly titled: Financial Reporting: Turn Information into Action

Materials are provided as an ebook.


  • 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 Subjects:

  • 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.

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:

Some real-world experience presenting financial information.

Designed For:

Corporate financial managers.


William F O'Brien, CPA

Bill O'Brien, CPA is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging high technology companies. O'Brien has extensive experience in corporate planning, control, financial analysis, cash management, and managerial accounting in both domestic and international settings. He is on the faculty of San Jose State University. He received the Foundation's Award for Instructor Excellence in 1994.

No Agenda or Materials posted.