Quick month end reporting

Learn how to report month end results to the CEO by day three or sooner. 

In these economically troubled times the finance team needs to lead from the front.  To do this they need to free up time from accounting routines so they can be active business partners to management.

The real decision based reports are those issued daily and weekly.  In other words briefing management after month end is too late, and too much time spent on month end reporting is time wasted. If your month end is slow this is a must attend course. David Parmenter has presented it successfully to over 2,000 attendees; it has had a profound impact across all sectors.

David has yet to find an organisation that cannot achieve day three reporting if they apply his methodology, developed from the better practices of hundreds of fast reporting organisations. Month end reporting by day one is being achieved by some leading organisations around the world. While day one reporting may not be a goal you wish to achieve, day three reporting may well be.  Attending this workshop will provide an impetus to shorten your month end reporting process.  David is known for his ability to facilitate sharing of ideas and practices by attendees.

Everyone who wants to improve timelines of month end reporting to management and the board:

• finance directors, CFOs and financial controllers
• management accountants, financial accountants and accounting technicians involved in month end reporting
• practitioners who need to prepare timely month end reports for their larger clients.

 

'Gave me a good insight into simple techniques to improve the month end reporting process and create more value in the finance function'
Miss Zabin Khosla, Director, Highway Carriers Limited - Kenya

'Very useful and simple suggestions for quick wins'
Ms Lisa Donelan ACMA, CGMA, Business Support Accountant, Coventry University

'Excellent ideas on how to remove unnecessary work'
Mr John Donnelly, Corporate & European Finance Manager, Infineum UK Ltd

'Has provided me with a different viewpoint which will allow me to stand back and look at my own process'
Miss Carrie-Jo Baker, Financial Analyst, Cazenove Capital Management Ltd

'Some simple, easy wins spelt out clearly'
Miss Kate Walter, Group Finance Manager, Innocent Ltd

Learn to:

• complete your month end within three working days regardless of sector or in-house bottlenecks
• identify the appropriate better practices to speed up month end routines
• run an in-house workshop to 'post-it' re-engineer month end processes
• move the focus to reporting during the month
• revolutionise board reporting using twenty-first century better practices.

David Parmenter is an international presenter known for his thought-provoking and lively sessions, which have led to substantial change in many organisations. David is a leading expert in: the development of winning KPIs, replacing the annual planning process with quarterly rolling planning, quick month end processes and converting reporting to a decision based tool. His work on KPIs has received international recognition: he had spent 10 years researching extensively into why KPIs do not work in most organisations, and has an in-depth understanding of the better practices of corporate accountants across all sectors. David has presented extensively in Asia Pacific and Europe; companies who have attended his courses are a who’s who of European, Asian, and Australasian organisations. 

David has also worked for Ernst & Young, BP Oil Ltd, Arthur Andersen, and Price Waterhouse. He is a fellow of the Institute of Chartered Accountants in England and Wales. His book Key Performance Indicators - Developing, Implementing and Using Winning KPIs reached number 1 for performance management books on Amazon and is on its way to becoming a best seller. Over 4,000 have attended his webcasts on www.bettermanagement.com. For articles of interest see http://davidparmenter.com/category/winning-kpis

9.00am Registration and coffee

• The major steps you can take before next month end.
• How to reduce the content of the monthly report.
• Steps you can organise within six months.
• Case studies on quick month end reporting (day one and virtual closing).
• How to speed up board reporting.
• Workshops on efficient month end routines, the bottlenecks, designing a dashboard for your board, the implementation issues.

5.00pm Close of course

Refreshments and a light lunch will be provided.

6 CPD hours (where applicable)

Please also see details of 20 major mistakes made by accountants - and how to avoid them and Implementing winning KPIs, other courses by David Parmenter which might be of interest to you.

Find out more
If you have any queries please email or phone us on +44 (0)845 026 4722.

CIMA on demand
CIMA on demand is a high quality online professional development solution, specifically designed for busy finance and business professionals. Find out more.