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Improving the Financial Reporting Process Seminar
 

 

 

 
Improving the Financial Reporting Process
This comprehensive two-day seminar is for any organization that is considering replacing or enhancing their financial reporting and analysis process. Managers and analysts from accounting, financial planning & analysis, budget departments, or financial reporting groups will discover new ways to enhance their present processes. No advanced preparation is required.

About the seminar...

Learn the steps for improving your internal and external financial reporting including how to maximize the effectiveness of existing budgeting/forecasting and financial analysis processes

Review the requirements of the new Sarbanes/Oxley Act—how it impacts your organization and how you can ensure compliance

Learn how to gain internal support for process improvement and how to build momentum for change within the company

Evaluate Present Processes

Learn how to spot the warning signs of a weak reporting process

Examine the most common structural deficiencies found in reporting and discover why many improvement projects fail

Review the steps for assessing the health of your present reporting process

Define New Requirements

Use the “Needs Matrix” to define the organizational requirements for a more effective reporting process

Discuss techniques for obtaining organizational buy-in and how to deal with “problem” managers

Process Re-Design

Review the steps from proven project plans for implementing new software solutions

Hear the “lessons-learned” from real-life project implementations

Learn techniques for evaluating vendors and how to complete the Vendor Analysis Matrix

Gain new insights on how to prepare for and manage on-site vendor demonstrations

Discover the most common obstacles to a smooth implementation and how you can overcome them

Learn the best ways for keeping management informed of the project’s progress and how to respond to the inevitable problems and changes that arise

Learn the various options for training and how to choose which one is best for your organization

Obtain information on the various software applications that are available. We'll have product information available--in a non-sales environment. We don't push any specific system and will be happy to share product information with you to get you started.

Seminar Fee...
The seminar fee is $1,250
-- includes refreshments and materials. You must pay the course fee prior to attending the course.


Improving the Financial Reporting Process
Date and Location: TBD
 

Call
925.256.0335
for information


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