Overview   

When drafting effective management accounts, accountants need to focus on information that is relevant and useful to owners and managers of SMEs. This will assist these users to make good business decisions and also to monitor the health of their business.   

There are two elements to producing good reports: 

1. Including all the necessary detail that is useful and relevant to users. 

2. Having a visually appealing presentation for the non-financially minded to get the big picture.   

This webinar focuses on taking the detailed reports produced in management accounting and converting them into user-friendly, visually appealing and concise reports. 

Join Caryn Maitland CA(SA) on 21 July 2021 from 9:00 a.m. to 11:00 a.m. as she shows you how to convert those detailed management accounting reports into concise and effective reports. 

Learning objectives  

By the end of this webinar the attendee should: 

• Know the importance of understanding the business and identifying key elements that need to be tracked and reported on. 

• Understand minimum requirements needed in the reports for directors to meet their fiduciary duty. 

• Know the importance of conveying information in an easily digestible manner. 

• Be able to identify additional services and revenue streams for the accountant’s practice. 

• Be able to effectively assist clients in their decision making process. 

Content 

The webinar will cover the following topics:  

• Understanding the business being reported on. 

• How to draft a concise and useful set of management accounts. 

• Identifying key factors to track. 

• Variety of methods to display data. 

• Assisting clients in decision making. 

• Additional services and revenue streams.  

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); 

• Accounting officers; and  

• Bookkeepers;  

Price              

• R 475.00 - Online admission - Individual. 

• R 950.00 - Online admission - Company. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A 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 the presenter after the webinar.