Our 2025 program walks you through investor-grade reporting from first principles. You'll work with actual datasets, not generic examples, and finish with portfolio pieces that show genuine understanding.
Start September 2025Both instructors handle live reporting projects while teaching. They bring current challenges, real deadlines, and the kind of practical knowledge that only comes from doing the work every day.
Senior Reporting Analyst
Freya spent seven years building reporting frameworks for ASX-listed companies. She's particular about footnotes and knows why certain disclosures matter more than others. Her teaching style focuses on the decisions behind the numbers.
Investor Communications Lead
Before teaching, Saskia managed quarterly reporting for institutional investors. She understands what fund managers actually read and what gets ignored. Her sessions cover the communication side of financial reporting that textbooks skip.
Six focused modules over twelve weeks. Each one builds on the previous, moving from foundational concepts to complex multi-entity reporting.
Balance sheets, income statements, and cash flow documents. How they connect, what investors look for, and common presentation mistakes that undermine credibility.
Understanding AASB requirements and when additional context improves transparency. We work through actual disclosure notes from Australian companies and discuss what works.
How to present comparative periods, calculate meaningful ratios, and explain variances in ways that actually inform investment decisions rather than just satisfy requirements.
Building documentation that supports your figures and makes the audit process straightforward. Understanding what auditors scrutinize and how to present evidence clearly.
Different audiences need different levels of detail. Creating executive summaries, detailed appendices, and presentation decks that communicate financial position effectively.
Setting up Excel models that handle complexity without breaking. Version control approaches, error checking methods, and documentation practices that save time during crunch periods.
Every assignment uses data modeled on actual Australian companies. You'll prepare quarterly reports, respond to investor questions, and revise disclosures based on feedback that mirrors what happens in real reporting cycles.
By week eight, you're working on a full-year report for a fictional mid-cap company complete with segment reporting, related party transactions, and going concern considerations.
The final project involves creating a complete investor pack—statements, notes, MD&A, and presentation slides—then defending your approach in a simulated board review.
This is the kind of work you'd do in your first year as a reporting analyst. The program compresses the learning curve so you arrive prepared rather than figuring everything out on the job.
Over twelve weeks, you'll create a complete set of documentation that becomes your go-to resource for future work. Templates for every major statement type, checklists for common disclosure requirements, and annotated examples showing different approaches to tricky situations.
We don't hand you finished templates. You build them as you learn, which means you understand why each section exists and when to adapt the format.
Former participants tell us they still reference their program materials two or three years later when handling unusual transactions or unfamiliar reporting requirements.
The emphasis is on understanding principles well enough to apply them in new situations, not memorizing procedures that only work in specific contexts.
All sessions meet online Tuesday and Thursday evenings from 6:30 to 8:30 PM AEST. Recordings available if you miss a session. Next cohort starts September 2, 2025.
12 weeks of instruction
12 weeks + portfolio support
Per person, 3+ enrollment
Payment plans available. Contact us to discuss options that fit your situation.