Overview   

Owners and managers of SMEs monitor the health of their businesses and make sound business decisions based on management accounting reports.  

In order to draft effective management accounts, accountants need to focus on relevant and useful information. Two important elements to producing good reports are: 

1. Including all the necessary detail; and 

2. Making visually appealing reports. This is important so that the non-financially minded can get the big picture at a glance.  

This webinar will focus how to take the detailed reports produced and convert them into user-friendly, visually appealing and concise reports. 

Join Caryn Maitland CA(SA) on 12 May 2020 from 09:00 a.m. to 11:00 a.m. for this webinar where she will explain useful internal reporting techniques that assist business owners and managers to efficiently and effectively manage their businesses.     

Learning objectives  

By the end of this event the participant should: 

• Understand the concept of management accounts; 

• Know the minimum requirements needed by directors so they can meet their fiduciary duties; 

• Understand the importance of conveying information in an easily digestible manner;  

• Be able to identify key elements that need to be tracked and reported on; and  

• Know how to draft concise and useful sets of management accounts. 

Content 

The webinar will cover the following topics:  

• Management accounting defined. 

• Key factors to track. 

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

• Methods used to display data. 

• Assisting clients in their decision-making process. 

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

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); 

• SME business owners and managers; 

• Accounting department staff.   

Price         

• R 475.00 - Online admission - Individual. 

• R 950.00 - Online admission - Company. 

• R 0.00 - Paid-up CPD subscribers. 

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: 

• 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