Management Reporting Package

Receive 25% off on selected products as part of our EOFY Sale. Save 40% when you spend between $600 and $1,000 on selected products, and save 50% when you spend $1,000 or more on selected products. Offer ends 12pm (AEST) 30 June 2021.

This package will help you to keep up with current trends and developments in management reporting and learn advanced techniques for planning and budgeting.


Agile and flexible forecasting and budgeting is essential for businesses in a current, dynamic business environment. Explore examples of how to create forecasts, budgets and reports that properly incorporate insightful data and allow for uncertainties.

Learn how data science and new age technologies can be leveraged to enhance business intelligence and deliver high-quality insights to the stakeholders.

Learning Outcomes

  • Hear real life use cases around the incorporation of self-service tools for the automation of ETL (extract, transform & load) processes and for real-time insights through dynamic dashboard reporting and how to get started on your finance transformation journey.
  • Explore the business benefits of transitioning to a continuous planning, forecasting and reporting cycle.
  • Learn how to establish a robust quarterly rolling forecasting process based on best practice.
  • Understand how to use visualisation tools to identify business trends, analyse financial performance and formulate meaningful conclusion.
  • Gain an overview of the pathway to better business reporting, including the emerging trend of Integrated Reporting.
  • Learn how to make better business decisions by improving your approach to critical thinking, scepticism and bias awareness.
  • Learn how to harness the power of data science to enhance business intelligence and deliver precise, high-quality insights to your stakeholders.
  • Get an introduction to the deficiencies of commonly utilised financial performance metrics and how you may overcome these issues.
  • Hear why sustainable business models are relevant and important to all accountants.

  • Courses included

  • Transforming finance through automation and dynamic reporting (NZ Accounting Conference 2020)
  • Continuous planning, budgeting and monitoring in practice - Case Study (AU Accounting Conference 2021)
  • Fast & Flexible Planning/Forecasting for the 21st Century
  • Advanced budgeting, forecasting and data visualisation techniques (AU Accounting Conference 2020)
  • Communicating performance through better business reporting (AU Accounting Conference 2021)
  • Decision Making and Critical Thinking in a Data Driven World
  • Navigating Data Analytics
  • Analysing Financial Performance with Integrated Ratio Analysis
  • Is your business fit for the future?

  • Benefits

    The sessions in this package incorporate a range of practical examples, tools and techniques to empower finance professionals with the foresight and technical skills to deliver significant value to the customers and businesses.


    Topic: Reporting

    Sub-Topic: Business Planning & Analysis, Financial Planning & Advisory

    Format: Recorded Webinar

    Proficiency Level: Intermediate

    CPD: Upto 20 hours