Better Management Reporting: Clear + Simple = Great!
Most management reports are misunderstood and misused. Reports are dull and
have been presented in the same manner for decades. Do your audiences sometimes
fail to get the message? Learn how to grab your audiences’ attention and deliver
an actionable message. Discover the power of “The Trifecta” and the five secrets
of effective reports and presentations. Learn how to make your messaging a
“re-memorable event.” Learn how to give the users what they need to know. We
will discuss how to make your reports useful and understandable to your
audience. If management does not understand the financial reports they receive,
and most do not, this seminar will provide keen insight to make your reports
useful. Be the hero who delivers informative reports. We will show great
examples of what to do and how.
Topics Discussed
- Why do most managers not understand financial reports?
- The mistakes users make and the mistakes the accountants make
- Steps to take to correct the issues
- What do managers need from their reports?
- The step-by-step process to build reports that provide vital information
- How to learn what your users want
- Alternative methods to present reports
- What systems and software could be helpful?
- Examples of great reports
- What works and what does not work well?
- Crafting a report to suit your audience
- The benefit of and necessity of an annual review
Objectives: Recognize that some recipients of financial reports do not
understand those reports. Develop reports that are used properly. Understand and
discuss examples of great reports and why they are useful.
Changing Corporate Culture: Understanding Your Culture and How to
Improve It
Every organization, team, and family have its own unique culture.
Additionally, everyone within each business, team and family has their own
definition for what the culture is or should be. We will review several types of
culture, what makes each type work, what can destroy them, and how to shift and
shape your actions to transform the culture. Learn how to shift the culture
without demanding major changes in individuals, how to reduce resistance to
change, and create a culture with low fear and high confidence which translates
into higher levels of productivity, profitability, and lower turnover. The best
employees actively seek out organizations with the best cultures. Culture
matters.
Topics Discussed
- The eight types of corporate cultures
- Determining which culture(s) exist in your organization
- How to introduce change in an acceptable way
- What are core values and why they are so important?
- What kind of culture(s) fits in the organization?
- Where do you need the culture to develop so the organization can thrive?
- Why people are so resistant to change
- What is the 'right' speed for change?
- How to grow your team into a better culture
Objectives: Recognize and accept cultural differences within departments and
in the entire organization. Learn how to determine the right cultural dynamics
for your organization. Successfully introduce change for optimum buy-in.
Recognizing Lies: How to Detect and Prevent
Trust is the glue that binds all relationships. Regardless, humans tell lies,
a cruel fact. Every lie undermines trust and damages productivity. What signals
indicate lies? How are the cues properly interpreted? How can you protect
yourself from lies? Learn how to discern lies effectively. Do not be taken
advantage of. Learn an established and proven process to uncover the truth.
Topics Discussed
- Lies abound
- Why is it so difficult to call out a liar?
- How lies devastate
- Why do we despise lies?
- What sets liars apart?
- Deciphering the signals that indicate dishonesty
- How short-term thinking leads to lies and leads to uncovering lies
- Analyzing the cues
- Differentiating concerns and guilt
- The deception paradox
- What makes a great lie so great?
- Proven processes to uncover lies
Objectives: Recognize that lies are a part of human nature. Identify and
unearth lies. Learn a process to help uncover the truth.
Reinventing the Modern CFO: Adapting and Advancing!
The role of today's financial leader, including CFO, transcends traditional
financial stewardship; it demands agility, innovation, crisis management, and
strategic foresight. This seminar will discuss the new, multifaceted skills and
insights needed to excel in the dynamic role of modern finance. Through a blend
of theory, case studies, and practical exercises, participants will explore the
diverse roles of today's CFO as innovation champions, technology evangelists,
leaders, and change agents, leveraging practical principles to drive
organizational success. Financial leaders can adapt or be left behind. Whether
you are a seasoned CFO or aspiring to step into a leadership position, this
seminar will discuss the essential tools and insights to navigate the newer
demands of financial managers with confidence and competence.
Topics Discussed
- Championing the role of innovation in the workplace
- Technology evangelists and change agents
- What does it mean?
- What is our role?
- The roles we take on and differences between the roles we are assigned
- How innovation and strategy matters
- Current and future trends and expectations for financial leaders and CFOs
- Top ten crucial skills for 2035
Objectives: To gain a deeper appreciation of newer duties and roles of
today's leaders, and to learn the skillsets required to
succeed.