Dashboard Reporting
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Creating management accounts that are useful and used is an art. How do we communicate the right information to the right people timeously and in a manner that does not intimidate non financial people in an organization? Let's think out of the box and be relevant and useful, at the same time encouraging management to engage with the numbers in an interactive manner through Dashboard Management Accounts.
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The outcomes of the live events has been mapped to the following competencies: Reporting fundamentals, Financial management.
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The live event is ideal for Continual Professional Development and where required the necessary CPD accreditation is obtained from the professional body. For more information contact us.
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We offer bulk registration discounts for group bookings on our live events. Please view our standard group registration rate card here. For a no obligation , hassle free costing estimate, contact us.
Hosted by
Caryn Maitland
Ideal for
Continual Professional Development (CPD)
Date
30 August 2022
Time (SAST)
09h00-10h00
The index below represents the structure of the Live Event. You will be able to access the information contained within the index once registered. On the day of the event, you will head over to section 2 below where the Live Event will be streamed.
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Meet the instructor
Caryn Maitland
Caryn Maitland graduated in 1998 from the University of Natal, Pietermaritzburg (now UKZN), with a BCom Honours degree in Accounting and completed her articles with KPMG in 2001 and qualified as 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. Since 2018 Caryn has worked extensively with commerce and industry, assisting analysts, directors and other users of financials to interpret, prepare, analyse and forecast based on the results of financial statements.
Live Event series for trainees
Outcomes
- Operating within a remote/hybrid work environment internally and with clients.
- What is the change curve and how this relate to your new role as trainee accountant.
- Mastering time management within your new role as trainee accountant - use outlook calendar to your advantage!
- Your health is important – Understand the important of sleep, exercise and brain care.
Live Event series for trainees
Outcomes
Developing effective communication skills:
- Understand the importance of effective communication in the workplace (written and verbal).
- Introduction to business writing for first year trainee accountants (including email etiquette).
- How to use Microsoft Outlook and draft professional business emails.
- How to use a translator if English is not your first language.
Live Event series for trainees
Outcomes
- Operating within a remote/hybrid work environment internally and with clients.
- What is the change curve and how this relate to your new role as trainee accountant.
- Mastering time management within your new role as trainee accountant-use outlook calendar to your advantage!
- Your health is important –Understand the importance of sleep, exercise and brain care.
Live Event series for trainees
Outcomes
- What is Microsoft office 365?
- Introduction to excel and how you will be using excel as a first year trainee accountant.
- Important excel functions you will use daily.
- What is working papers and how does this work in excel?
Live Event series for trainees
Outcomes
- Introduction to Microsoft PowerPoint and Word.
- How to prepare a presentation in PowerPoint.
- How to prepare reports, letters and communications in word in a professional manner.
- .Tips and tricks to be more efficient in Word and PowerPoint.
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with personal ethics:
- What are personal ethics?
- Why are personal ethics important for you?
- How do you make the right personal choices?
Live Event series for trainees
Outcomes
Getting the most out of your CA2025 training contract experience:
- Understanding how the CA2025 training programme works.
- Developing the right attitude towards your training contract and the importance of regular reflection during the contract term.
- How assessment works and what to do to ensure that you get signed off at the end of the training contract as proficient.
Live Event series for trainees
Outcomes
Introduction to auditing:
- Why are audits conducted?
- What happens when auditors get it wrong?
- How are audits conducted?
- Where do I fit in this process?
- What is expected of me during the first year?
Live Event series for trainees
Outcomes
The financial statement assertions and audit evidence:
- Understanding the financial statement assertions and their relevance in performing audit procedures.
- Understanding the requirements for sufficient appropriate audit evidence to prove the assertions.
Live Event series for trainees
Outcomes
Risk of material misstatement:
- Understanding what audit risk is, and the three components that affect it.
- Understanding the impact of Risk of Material Misstatement on the nature, timing and extent of substantive audit procedures.
Live Event series for trainees
Outcomes
- In this master class trainees will touch on professional skills directly linked to developing their relational acumen and Winning with People.
- Communication skills, People skills, Relationship-building skills
Live Event series for trainees
Outcomes
- In this master class trainees will touch on professional skills directly linked to developing their relational acumen and managing people.
- Leadership skills, Managing others, Teamwork
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with professional ethics:
- What are professional ethics?
- Why are professional ethics important for you?
- How do you make the right professional choices?
Live Event series for trainees
Outcomes
- What is emotional intelligence?
- Understand and manage your emotions.
- Understand the emotions of others working with you.
- How to get your emotions to work for you,not against you.
Live Event series for trainees
Outcomes
- Why is Cyber security important.
- What can go wrong?
- Email best practices with reference to cyber security.
- What to look out for, how to evaluate authenticity of emails etc.
- Like farming, phishing, click bait, malware.
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with business ethics:
- What are business ethics?
- Why is understanding business ethics important for you?
- How do you evaluate the right business choices?
Live Event series for trainees
Outcomes
- Why a personal budget is important?
- How to prepare your budget and what tools are available.
- How to use excel for this.
- Top 3 tips in personal finance!
Outcomes
What you will learn?
- Overcome your fear of speaking and be comfortable in any audience be it: selling, training or motivating
- Discover ways to project confidence and passion to build your speaking credibility
- Get speaker insights on body alignment, gestures, movement, vocal variety to align to your message
- Learn how to package your content into a relatable format that can be adapted to suit any audience
- Get coaching and feedback on your natural speaking style and what needs to change immediately
- Learn the adaptations needed to speak to 2, 20, 200 or 2000 people in a live or virtual setting
- Get comfortable with technology and learn advanced skills to engage on a virtual platform
- Practice your pitch within peer groups and get immediate feedback
- Speak more often, gain more respect and elevate your career to the next level
Dave Loxton
Bio
Dave is currently a partner at Schindlers Attorneys and the CEO of Schindlers Forensics (Pty) LTD.He was previously a partner/ director and head of the forensics departments at several of South Africa’s largest and most prestigious law firms, including ENSAfrica, Werksmans, Bowmans,as well as a brief stint at Dentons, and also spent several years as in-house counsel for one of South Africa’s largest blue-chip listed companies, specialising in employment law and litigation.He started his career as a State (Federal) Prosecutor, and prosecuted the complete range of street crimes, including rape, murder, robbery, drug-dealing, fraud, theft, forgery and uttering, and numerous other crimes. In private practice he has extensive experience in litigation matters, forensic due diligence, prosecution and his focus areas are fraud risk assessment and fraud prevention, ABC compliance, white-collar crime investigations, detection and prevention. He also conducts highly sensitive investigations for the board and chief executive officers of numerous private sector companies and provides regulatory advice and training to the private and public sectors. He is also considered an expert in Cyber Crime as well as Employment Law. David is considered a leader in his field and has been regularly recognised by independent legal directories including the Chambers and Partners Global Guide as well as Best Lawyer.He has been widely and regularly interviewed in the media on fraud, corruption and white-collar crime and cyber-crime and regularly shares his insights at conferences and seminars bot