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Quick Month End Reporting Course

  • Duration:1 Day
  • Cost:£539 + VAT
  • Ref:CIMA518

Reporting month-end results to the CEO by day three or sooner

Cost £539.00 Duration 1 day Code CIMA518

Course rating:

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Who is it for

All those wanting to improve the timeliness of month-end reporting to management and to the Board, including:

  • finance directors, CFOs and financial controllers
  • management accountants, financial accountants and accounting technicians who are involved in month-end reporting
  • corporate service managers who have the accounting team reporting to them
  • practitioners who need to prepare timely month-end reports for their larger clients.

What is it about

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.

Comments

'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, 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

THIS COURSE IS RUN BY CIMA MASTERCOURSES


Course Overview

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.

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.


What will I get out of it?

  • complete your month-end within three working days
  • identify the appropriate better practices to speed up month-end routines
  • 'post-it' re-engineer month-end processes
  • move the focus to reporting during the month
  • best present monthly information in a more concise manner using templates supplied

6 CPD hours (for non-CIMA members)

Accredited by

CIMA Mastercourses for CPD purposes

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