Writing a Great MD&A
Learn Key Techniques and Understand the Regulatory Concerns to Craft a Strong, Effective and Compliant MD&A
Toronto, Ontario · June 6, 2018
Calgary, Alberta · June 13, 2018
8:00 - 9:00 Registration and Continental Breakfast 8:00 - 9:00

9:00 - 9:15
Welcome and Opening Remarks
Understand the Purpose of the MD&A
  • How to identify your intended audiences
  • How to assess material changes in financial conditions and operating results
  • Reporting goals
  • What needs to be disclosed and role in continuous disclosure
  • Understand common challenges and errors in devising a comprehensive report
MD&A Best Practices
  • Understanding and developing effective processes
  • Importance of content over form
  • Benefits of using plain language
  • Maximizing the effectiveness of regulator and client comments on MD&A
  • Monitoring the ongoing assessment of existing disclosures
  • Clear financial statement implications
Key Principles for an Effective MD&A
  • Tools and techniques for avoiding deficiencies
  • Integration with financial statements
  • Tips and tricks for improving your MD&A
  • How to develop an effective MD&A
  • Forward-looking orientation
  • Simple tools to gain a strategic perspective
  • Strategies to enhance usefulness
12:30 - 1:45 Luncheon Break 12:30 - 1:45

Master Specific Concerns in the MD&A
  • Discover the key annual results of operations
  • Strategies to enhance the discussion of operations
  • Tools and techniques to improve the discussion of operating segments
  • Barriers to liquidity and capital resources
  • Forward-looking information
  • Improve related-party transactions
  • Understanding and utilizing internal controls
  • Key initiatives for sustainability and climate change
Difference Between Annual and Quarterly MD&As
  • Consistently updating discussions
  • Providing period-by-period historical analysis
  • Understanding auditor involvement in interim reporting
  • Capability to deliver results, resource and risks
Identify Key Concerns from the CPA Disclosure Framework
  • Key issues in disclosure requirements
  • How to deliver corporate communication objectives
  • Identify key information for understanding operating performance
  • Ensuring the MD&A meets the five, key elements of the disclosure framework
  • Identify and organize information for MD&A disclosures
5:00 End of Program 5:00

The Management Discussion and Analysis (MD&A) is one of the key parts of your financial reporting, and often one of the trickiest to master. It's not just about meeting technical requirements, or repeating the financial statements. An effective MD&A requires you to go beyond that and deliver corporate communication objectives.

To help you meet these challenges, Infonex is presenting an in-depth one-day workshop: Writing a Great MD&A.

Over the course of this seminar, you will go through the most important issues in disclosure requirements, best practices, and techniques for avoiding deficiencies. You will understand common challenges and errors in devising a comprehensive report, and you will get tips and tricks for improving your MD&A.

Infonex has been providing the Canadian business community with highly-rated training in accounting and reporting for over twenty years. This session promises to deliver those continued high quality standards.

Don't miss this chance. Learn to write an MD&A that provides investors and other users with material information that is crucial to an understanding of your company's operating performance, financial situation, and its prospects for the future. Register today!

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