Financial dashboards


Date: May 21, 2019 - May 21, 2019

CPD hours: 2 Hours

Time: 09:00 - 11:00

Event Type: Webinar

Presenter: Caryn Maitland
Owner, Maitland & Associates

Decision-makers and clients do not want to be bombarded with huge amounts of data that they must sift through in order to make the right decisions. They want concise, accurate and distilled information which they can immediately use to make strategic plans.

Overview   

Decision-makers and clients do not want to be bombarded with huge amounts of data that they must sift through in order to make the right decisions. They want concise, accurate and distilled information which they can immediately use to make strategic plans.  

Financial dashboards provide great tools for quick visual comparative analysis of strategic data at a glance. This data is used by decision-makers to identify trends that can influence the future of the business.  

As a follow-up to our Management Accounting webinar that was held on 15 May 2019, Caryn Maitland CA(SA) is going to show you how to use financial dashboards to present your management accounting reports in an immediately usable and visually-friendly format.  


 

Learning objectives  

By the end of this event the participant should: 

  • Be able to draft a concise and useful set of management accounts; 

  • Be able to identify key factors for users to track; 

  • Understand how to use a variety of methods to display data; 

  • Understand how to assist clients in their decision-making process; and  

  • Identify additional services and revenue streams for the accountant’s practice. 


Content 

The webinar will cover the following topics:  

  • Concise management accounts. 

  • Key activities and processes to track. 

  • What are financial dashboards? 

  • Using financial dashboards to display key factors. 

  • Optimising business performance via financial dashboards. 


Obtaining your CPD certificate 

This webinar qualifies for 2 CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by all relevant professional bodies. 

All attendees are issued with a CPD certificate available in an online profile. 


About the presenter 

Caryn Maitland CA(SA) 

Caryn Maitland is a Chartered Accountant (SA). She has been a member of IRBA as a registered auditor and accountant since 2002 and is also a registered member of SAICA. 

Caryn has lectured Auditing and Accounting at various institutions and has conducted independent workshops and seminars for professional accountants since 2006 on various topics.  

Caryn has presented on the national tour for the annual Legislation Update with ProBeta Training (Pty) Ltd in 2014 and 2015, as well as on the FASSET national tour for the Tax Administration Act in 2014.  She is also involved with the annual SAICA SMP Technical tour. 


Who should attend 

The following persons will benefit from attending this webinar: 

  • Professional Accountants including: RA(SA), CA(SA),PA(SA) and BAP(SA); 

  • Tax practitioners; 

  • Bookkeepers; and 

  • Financial managers. 


Price  

  • R 475.00 - Online admission - Individual. 

  • R 950.00 - Online admission - Company. 

 

Steps to register for the event:  

  1. Click on register

  2. Create a free profile and become a free member. 

  3. Register for the event and check out.  

Or  

Find out more about the benefits of being a CPD subscriber and attend this event for free - Click here


Additional material 

By attending this webinar you will be provided with: 

  • Summarised slide presentation 

  • Reference documents and / or course material where available 

  • You can ask questions during the webinar and you will also have access to me the presenter after the webinar 

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Venues & Dates

The following venues and dates are available for this event.


Discounts available

The following discounts are available for this event

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