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Create Reports that Matter: Turn Information into Action Webinar


Feb. 12
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $245 | Nonmember: $345

 More Information

Course No.
Some real-world experience presenting financial information.

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.


  • Identify how to ask the right questions to help you prepare better reports.
  • Determine the best reporting tools available and how to select them.
  • Select graphics that will create better and clearer visual presentations.
  • Choose the most effective presentation options.
  • Identify new ways for presenting financial information.
  • Determine how to select the proper reporting tools.


  • Understand your customers' needs.
  • Link reporting to strategy.
  • Develop the right metrics.
  • Determine your user's requirements.
  • Understand how to select reporting tools.
  • Know what tools are available.
  • Deliver information on manager's dashboard.
  • Report examples.


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