Transform your financial reporting from a data dump into a powerful, decision-driven narrative that commands board attention.
This course addresses the common disconnect between financial reporting and board-level decision-making by shifting the focus from data presentation to actionable insights. It provides a structured framework for crafting concise, high-impact presentations that prioritize risk, clear decision statements, and operational context over raw ledger data.
Participants will learn how to map the needs of different board members, filter variances for relevance, and design visual aids that communicate complex financial stories in seconds. The content emphasizes that the primary goal of any financial presentation is to facilitate a specific, informed decision rather than simply reporting historical results.
Topics Covered:
CFO & Board Director
Steven Taylor is an experienced Chief Financial Officer (CFO) based in Australia, with over 18 years of leadership across aged care, healthcare, FMCG, manufacturing, mining, technology, infrastructure, and not-for-profit sectors. Known for his hands-on approach to financial strategy and operational excellence, Steven has built a reputation for helping organisations drive profitability, strengthen governance, and achieve sustainable growth. Steven holds an MBA and is a Certified Practicing Accountant (CPA) and a Certified Financial Modelling & Valuation Analyst (FMVA). His work focuses on translating complex financial concepts into practical, easy-to-apply strategies for executives, boards, and managers. Passionate about mentoring future leaders, Steven brings real-world insights into his writing, blending financial expertise with a clear, straightforward writing style. His books and guides are designed to be practical tools that deliver immediate value for professionals navigating today's fast-changing business landscape.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
