Designing a Great Management P&L
5.0 (2 ratings)
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Designing a Great Management P&L

This course reviews the design criteria that are common to all well-designed and useful Management P&Ls.
New
5.0 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2 students enrolled
Last updated 8/2017
English
English [Auto-generated]
Current price: $10 Original price: $50 Discount: 80% off
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Includes:
  • 2 hours on-demand video
  • 2 Articles
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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
View Curriculum
Requirements
  • Prerequisite: Exposure to corporate accounting and reporting
  • Advanced Preparation: None
Description

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.

Who is the target audience?
  • Anyone interested in finance, excel, accounting, or related fields.
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Curriculum For This Course
10 Lectures
01:45:47
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Introduction
8 Lectures 01:45:44


Design Criteria #3 (Appropriate $$ Amounts) and #4 (Intuitive Organization)
08:45

Design Criteria #5 (Consistent Look-and-Feel), #6 (Understandable Categories, an
08:23

Design Criterion #8 (Tie to Accounting System)
05:11

Column Layout for Management P&L
06:38

Thoughts about Implementation; Wrap-Up
05:40

Designing a Great Management P&L Continuous Play
53:18
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Supporting Materials
2 Lectures 00:03
Slides: Designing a Great Management P&L
00:01

Designing a Great Management P&L Glossary/Index
00:01
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Review and Test
0 Lectures 00:00

Review Questions: Designing a Great Management P&L

Review Questions
3 questions

FINAL EXAM: Designing a Great Management P&L

FINAL EXAM
5 questions
About the Instructor
Illumeo Learning
4.4 Average rating
311 Reviews
1,337 Students
234 Courses
Condensed and Efficient Courses for Busy Professionals

Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.

Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.

Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.

Randall Bolten (Illumeo)
5.0 Average rating
3 Reviews
2 Students
2 Courses

An accomplished executive who has directed the financial operations of public companies and startups, and interacted with many boards of directors and investors, Randall Bolten is the author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You." Passionate about the importance of presenting financial and other numerical information cogently and effectively, Bolten provides professional training to the corporate finance community to help design clear, concise and innovative reporting packages, compensation plans aligned with performance and objectives, manage equity incentive plans for maximum benefit and impact, develop innovative pricing models, handle investor relations effectively, enable effective cross-function collaboration, especially with sales, and fully understand revenue recognition, stock option accounting and other GAAP issues.

Experience

Author, "Painting with Numbers" - [2009-01 to Current]

CEO : Lucidity - [2007-01 to Current]

CFO : Arcot Systems - [2006-01 to 2007-09]

CFO : Phoenix Technologies - [2003-06 to 2006-01]

CFO : BroadVision - [1995-08 to 2001-08]

CFO : BioCAD - [1992-06 to 1994-08]

VP Finance : Teknekron - [1990-09 to 1992-06]

CFO : Bowers Imaging Technogies - [1989-09 to 1990-08]

Controller : Oracle - [1986-08 to 1989-04]

Division Controller : Tandem Computers - [1979-07 to 1986-08]

Education

MBA, business : Stanford Graduate School of Business (at Stanford University ) - [1975 to 1977]

AB, Economics : Princeton University - [1970 to 1975]