Financial Reporting & Year-End Close Masterclass

Course overview

A disciplined year-end close and IFRS-compliant reporting cycle, end to end.

Intended audience

Reporting and finance teams

Duration & delivery format

Cohort-based · currently running · Facilitator-led cohort · Corporate & in-house

Learning outcomes

• Build a close calendar that sequences every task required to deliver financial statements on time.
• Identify the accounts that warrant reconciliation ahead of every close based on risk and materiality.
• Prepare a complete set of financial statements that meet IAS 1's presentation requirements.
• Apply the correct cut-off principle to ensure revenue and expenses are recorded in the right accounting period.
• Package year-end results into reporting suited to a management audience versus a board audience.
• Conduct a structured post-close review that captures what worked and what did not.

Course outline

6 modules, with a short description of what each one covers. The expanded outline below adds fuller module detail, the practical skills each module builds, sample activities and key takeaways.

1. 01

   Year-End Close Planning

   Building a close calendar and pre-close readiness checklist.

2. 02

   Key Account Reconciliations

   Reconciling critical accounts ahead of close.

3. 03

   IFRS-Compliant Financial Statements

   Preparing statements that meet IFRS presentation and disclosure requirements.

4. 04

   Revenue & Expense Cut-Off

   Ensuring accurate period cut-off and accrual accounting.

5. 05

   Management & Board Reporting

   Packaging results for management and board review.

6. 06

   Post-Close Review & Continuous Improvement

   Identifying close-cycle bottlenecks and building a faster next cycle.