Management Information and Reporting

Management Information and Reporting Training in Dubai United Arab Emirates includes explanations with PowerPoint presentations and examples by the consultant. Participants will be presenting and discussing cases, engaging in workshops and preparing an actual sample report for a company of their choice, their actual company or a fictitious one they create for this course.

Course Objectives

  • Prepare an overview of company performance and inform decision makers accordingly
  • Appraise important Key Performance Indicators (KPIs) from different departments to measure efficiency
  • Analyze situations in different areas of the organization and show how changes affect other areas
  • Identify which ‘risk reports’ to report urgently to the board and to senior management and what they should include
  • Provide to the board valuable information from management accounting that is not available in regular financial reports
  • Generate financial analysis beyond the budget variance report so that it includes other financial KPIs


Reporting for major accounts and transactions:

  • Measuring and reporting accounts receivable
  • Estimating and accounting for bad debts
  • Costs to be capitalized in inventory value
  • Inventory cost flow assumptions
  • Measuring inventory at lower of cost or net realizable value
  • Simulation 5: hands-on preparation of disclosures on current assets
  • Classifying, measuring and recording long lived assets
  • Management Information and Reporting Training
  • Repairs, maintenance, and additions to long lived assets
  • Depreciation and amortization
  • Disposal of long-lived assets
  • Accounting and reporting for intangibles
  • Accounting for investments
  • Passive investment, exercising significant influence or control
  • Types of equity and debt investments
  • Simulation 6: hands-on preparation of disclosures on non-current assets
  • Definitions and classification of liability accounts
  • Types of ownership and stock
  • Accounting for capital and dividends
  • Simulation 7: required disclosures on long-term obligations and equity
  • Wrapping it up: linking notes to face of financial statements

Financial Statements and Managerial Accounting

  • Income statement
  • Shareholders’ equity
  • Balance sheet
  • Cash flow
  • Notes to the financial statements
  • Managerial accounting
  • Income statement ‘CM’ approach
  • Classification and explanation of costs (ex: cost drivers)
  • Margins, ratios and breakeven analysis

Financial Analysis on Budget and Financial KPIs

  • Variance report
  • Variance analysis
  • Budget forecast
  • Financial KPIs
  • Liquidity
  • Debt
  • Profitability