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Controller's Role in Creating Reports ON DEMAND

Available Until

Your Desk

5.0 Credits

Member Price $145.00

Non-Member Price $167.00

Overview

Creating reports is an essential skill for the controller - the quality and content of your reports is one of the benchmarks by which the accounting department will be judged. This course covers the preparation of financial statements, management reports, public company financial reporting, and closing the books. Each section walks you through the necessary steps to create accurate, reliable, informative reports, outlining streamlined processes to save you time and effort. You’ll hone the skills needed to achieve this necessary task effectively and efficiently.

Highlights

Closing the Books. Financial Statements. Public Company Financial Reporting. Management Reports.

Prerequisites

None.

Designed For

CPAs, CFOs, controllers, financial professionals, and auditors.

Objectives

Recognize terminology, steps, and key issues associated with the process of closing the books and issuing financial statements. Identify the different types of financial statements and the information reported on them. Recognize how to classify assets on the balance sheet. Recognize characteristics, terms, and the methods of presentation associated with the statement of cash flows and statement of retained earnings. Recognize the reporting requirements and issues associated with interim period information. Recognize the responsible parties, tests, and key reporting requirements for segment reporting. Identify the elements in the calculation of earnings per share. Recognize the closing process and reporting requirements for public company reports. Recognize the types and associated line items of management reports. Identify the elements of a variance reporting system and its associated issues. Calculate the selling price variance.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

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Non-Member Price $167.00

Member Price $145.00