EFFECTIVE REPORTING

Communicating Business Performance

 

Learn how to deliver your message effectively so that your audience actually reads, understands and uses your report to aid in the decision and evaluation process.

 

Too often financial reports become a speed bump within the reporting cycle as they are written without the end user in mind – and that’s whom they are for! Learn how to simplify and structure your reporting for relevance and key message communication.

 

In this course participants are taught the essentials of effective report writing and presentation techniques to equip you with all the skills for a relevant, concise and valuable financial report.

REGISTER INTEREST

COURSE BENEFITS

160620_FigureEight_Icons_V2_Artboard 18 copy

UNDERSTAND

presentation and structure to aid key message delivery

160620_FigureEight_Icons_V2-18

Aid

the decision making process

160620_FigureEight_Icons_V2-19

Contribute

to strategy

160620_FigureEight_Icons_V2-20

improve

your communication skills

COURSE
OUTLINE

A key skill for any finance graduate is the ability to write, deliver and communicate an effective management report. Designed for young financial graduates who are approaching a corporate level of reporting responsibility and have little experience or guidance preparing the monthly financial report. Delivered by Figure 8’s David Thomas who has experience from both the management perspective and Board perspective it provides invaluable practical insights into what makes an effective report and what doesn’t.

 

Topics covered:

  • The role of the Board
  • The role of Management
  • The planning process -> strategic plan -> business plan -> financial plan
  • What are we here for?
  • What is the role of the financial report? – Operational V’s Strategic
  • Report structure, styles and fonts
  • Report delivery – It’s all about timing!
  • Other reports – Decision papers

DATES &
LOCATIONS

Dates and locations to be confirmed shortly

 

WHAT PEOPLE ARE SAYING

169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

David Thomas brings clarity and simplicity to financial and accounting concepts. His coaching has given me the skills and confidence to do the same in project based work and in communications with CEOs and Boards.

KYLIE MANSON

Project Director

169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

I am a medium sized business owner who always seems to be working long hours but not showing any money in the bank. David provided a clear picture of how to price my services profitably, improve cash flow and ensure that my business is ready to expand. Thanks, so much David you are fantastic at what you do.

AARON KEMP

Owner – AOK Property Services

169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

David is a disciplined thinker and an expert facilitator in strategy, problem solving and decision making. He is a skilled diplomat in a team and is able to draw out people’s views to reach sound, credible solutions.

CHERYL WALMSLEY

Chair of Lifeline Northern Beaches

169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

I enjoyed using Figure Eight Finance. David was very good at understanding my learning needs and supported me through an important finance project. The assisted learning that he provided enabled me to feel confident when applying key financial management concepts.

ELIZABETH ADENIJI

Head of Platform Sales – Brightroll

Proud Members