Management reporting in many organizations is an area frequently identified as “we need to get better.” For this session, input was used directly from CFOs to create the framework for reporting that is most essential to senior level finance (and other) executives.
Course ID: E5RCFO
Excel: 5 Reports Your CFO Wants (But Probably Doesn’t Have) – Developing an Anticipatory Mindset
Learning Objectives
- Identify the 5 key opportunities for reporting
- Understand the importance of data visualizations in reporting
- Identify several finance operational areas to target for reporting improvement
Major Topics
In this session, we will touch on reporting opportunities that attendees can immediately develop to drive value in their organization, including trending, last-12-months (“LTM”) perspectives, and operational reporting opportunities. This session was developed directly from input by a network of CFO’s – so that a “real-world” perspective is used.
Who Should Attend
Any professional involved in, or interested in being involved in, reporting or communicating financial information in their organization
Fields of Study
FinancePrerequisites
Comfortable working with and navigating Excel and familiarity with management reporting. Skills in topics mentioned are not required.