No organization can function without thoughtful, effective management reporting. Not only that, well-designed, understandable management reports are a powerful tool for creating an enterprise-wide “common language.” This session identifies the design principles common, regardless of what your enterprise does for a living, to all great management reporting systems. Then, using a blank Excel workbook, we’ll build a complete set of reports linked to the existing general ledger and to other data files critical for effective management reporting.

In this innovative two-hour session Randall Bolten provides an essential guide for FP&A professionals implementing management reporting in small-to-medium-sized organizations, as well as a rapid-prototyping tool that will be valuable in even the largest organizations. In the process, you’ll pick up some Excel tips that will benefit you in many other ways.

Unlike traditional webinars where it can be hard to try out techniques as the instructor is teaching, this session will have purposeful breaks for you to try out techniques on your own.