3.35 out of 5
3.35
13 reviews on Udemy

Designing a Great Management P&L

This course reviews the design criteria that are common to all well-designed and useful Management P&Ls.
Instructor:
Illumeo Learning
61 students enrolled
English [Auto-generated]
Apply the universal design criteria essential for an effective Management P&L in any organization.
Design a Management P&L that addresses your organization’s specific management issues and concerns.
Design a report that can help create a common language throughout the organization.
Build the Management P&L fits into your organization’s entire portfolio of financial statements and reports.

The Management P&L is the one report that is essential for the effective management of any organization.  Unlike the financial statements required by GAAP, there are no set rules for how a Management P&L should look – the optimum report design is unique to each organization.  This course reviews the design criteria that are common to all well-designed Management P&Ls, discusses how a well-designed Management P&L can help create a common language throughout the organization, and identifies the tactical issues that must be addressed in order to implement a Management P&L.

If you would like Continuing Education Credit (e.g. CPE, CE, CPD, etc.) for this course, it is available if you take this course on the Illumeo dot com platform under course title: Designing a Great Management P&L. Illumeo is certified to provide CPE in over two dozen different professional certifications covering finance, accounting, treasury, internal audit, HR, and more. However, in order to receive CPE credit the courses must be taken on an ‘approved-by-the-governing-body’ CPE platform, and for over two dozen corporate professional certifications, that is the Illumeo platform. Go to Illumeo dot com to learn more.

Introduction

1
Introduction; The "What" and the "Why" of the Management P&L
2
Design Criteria #1 (One page!) and #2 (Decision-Focused)
3
Design Criteria #3 (Appropriate $$ Amounts) and #4 (Intuitive Organization)
4
Design Criteria #5 (Consistent Look-and-Feel), #6 (Understandable Categories, an
5
Design Criterion #8 (Tie to Accounting System)
6
Column Layout for Management P&L
7
Thoughts about Implementation; Wrap-Up

Supporting Materials

1
Slides: Designing a Great Management P&L
2
Designing a Great Management P&L Glossary/Index

Review and Test

1
Review Questions

Review Questions: Designing a Great Management P&L

2
FINAL EXAM

FINAL EXAM: Designing a Great Management P&L

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

1 hours on-demand video
2 articles
Full lifetime access
Access on mobile and TV
Certificate of Completion