Many management reports are not a management tool, they are merely memorandums of information, taken home in the briefcase and never read! Management reports as a management tool help with the alignment of behaviour and encourage action to take place, on a timely basis and in the right direction. In other words, you need to measure and report on those activities the Board, management and staff need to focus on. David Parmenter will be delivering new insights on how people are reporting daily, weekly and monthly information that makes a difference.

During the workshop attendees will have the opportunity to share some of the breakthroughs that they have made in this critical area. Do not miss out, book early.

This session will be useful for participants who want to restructure their reporting to the board and senior management.




15 October 2013 – Afternoon London Early bird rate, £450 for one person, £800 for two. After 9 Sept £550 per attendee. No VAT as registered in NZ. For Course Flyer, please click here Register Now

This session will cover:

  • monthly management reports that make a difference (P/L, B/S, Cash flow; Rolling forecasts, Balanced scorecard, Capex, Project reporting etc.)
  • one page dashboard to show where the organisation is to the Board
  • team scorecards and reporting general progress to staff
  • key daily and weekly reporting that will improve performance
  • reporting KPIs that make a difference
  • lean accounting – how it changes the way we report
  • the Toyota one A3 page investment proposal
  • the one page A3 report to the CEO
  • reporting progress of the strategic initiatives
  • reporting on major cost risks in the next three year timeframe
  • useful HR report formats

Benefits of attending

Upon attending you will be able to:

  • apply daily, weekly and monthly report formats that will make a difference to management
  • prepare a dashboard of your Key Result Indicators to your Board
  • use better practice templates (provided electronically to all course attendees) to report financials and performance measures to management and the staff
  • make your reports more concise, interesting and action focused
  • review, at your leisure, the comprehensive white paper with electronic media valued at NZ$250.

Target audience:

  • Finance directors, CFOs or financial controllers
  • Practitioners, management accountants, and financial accountants who are involved in preparing financial management reports
  • CEOs who want to improve the reports that are presented to the senior management team and the Board

Event Organizers and Professional bodies

If this course is relevant to your clients / members, please complete the enquiry form or email to

Booking an in-house course

If you have over eight staff that would benefit from this course, it is financially viably to run this in-house. Please complete the enquiry form or email to


David Parmenter travels on at least five major speaking tours a year. It is highly likely that a mutually convenient date can be found.



David Parmenter

David Parmenter is an international presenter who is known for his thought provoking and lively sessions, which have led to substantial change in many organisations. He has spoken in over 30 countries and in most continents in the world. Besides delivering in-depth workshops he has been a keynote speaker for the IBM Finance Forum, The World Capability Congress, TEC Malaysia, Profiles International Romania. David is a leading expert in: the development of winning KPIs, replacing the annual planning process with quarterly rolling planning, quick month-end processes and making reporting a decision based tool.

John Wiley & Sons Inc have published his four books, including “Winning CFOs: Implementing and Applying Better Practices”, “The leading-edge Manager’s guide to success – strategies and better practices” and “Key Performance Indicators – developing, implementing and using winning KPIs”.

David has also worked for Ernst & Young, BP Oil Ltd, Arthur Andersen, and Price Waterhouse. David is a fellow of the Institute of Chartered Accountants in England and Wales.

He has written over 50 articles for the accounting and management journals. He has won two ‘article of merit’ awards from the International Federation of Accountants. (2007 and 2009). His published articles titles include: “Quarterly rolling planning – removing the barriers to success”, “Throw away the annual budget”, “Beware corporate mergers”, “Implementing a Balanced Scorecard in 16 weeks not 16 months”, “Convert your monthly reporting to a management tool”, “Smash through the performance barrier”, “Is your board reporting process out of control?” “Implementing winning Key Performance Indicators”, “Quick month end reporting” “Conquest leadership- lessons from Sir Ernest Shackleton” etc.







CPD Hours: Up to 3.5 hours