MD&A Reporting Essentials (Live Webinar)
Overview
Management's Discussion and Analysis (MD&A) serves as a vital narrative within financial reporting, offering invaluable insights that extend beyond the numerical data outlined in financial statements. It's a cornerstone for stakeholders seeking a deeper understanding of a company's performance, strategies, and potential risks. The MD&A facilitates a clear dialogue between management and investors, offering context, interpretation, and forward-looking perspectives in straightforward terms. In essence, MD&A bridges the gap between financial figures and the real-world dynamics shaping a company's operations and outlook.
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Course Description
Applicable for
- Finance leaders, controllers, preparers, reviewers, and analysts involved in MD&A drafting or oversight.
- Professionals seeking a practical framework to improve clarity, specificity, and usefulness of MD&A disclosures.
Learning Objectives
By the end of this course, participants should be able to:
- Explain the purpose of MD&A and its role in helping users analyze financial statements “through the eyes of management.”
- Apply general disclosure principles (materiality, completeness, integration with the financial statements, and forward-looking information).
- Use a structured MD&A framework to address core business, objectives and strategy, capability to deliver results, results and outlook, and key performance measures/indicators.
- Communicate earnings quality, liquidity, capital resources, and critical accounting estimates with tailored, entity-specific disclosure.
- Implement continuous-disclosure and process tips to reduce duplication, improve timeliness, and strengthen MD&A consistency period-over-period.
Content
Topics include:
- Introduction to MD&A: purpose, audience, and focusing on what matters most.
- General disclosure principles: materiality, completeness, integration with the statements, forward-looking information, and usefulness.
- The MD&A disclosure framework: core business; objectives and strategy; capability to deliver results (resources, relationships, liquidity, capital resources, off-balance-sheet, related parties, risk characteristics); results and outlook; KPIs and other measures.
- Continuous disclosure: the role of interim MD&A and maintaining reliability, timeliness, and alignment across filings.
- Developing MD&A and better practices: process, drafting techniques, avoiding boilerplate, and opportunities for improvement.
Course Dates & Registration
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CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance). CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance). CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
MD&A Reporting Essentials (Live Webinar)
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
Management's Discussion and Analysis (MD&A) serves as a vital narrative within financial reporting, offering invaluable insights that extend beyond the numerical data outlined in financial statements. It's a cornerstone for stakeholders seeking a deeper understanding of a company's performance, strategies, and potential risks. The MD&A facilitates a clear dialogue between management and investors, offering context, interpretation, and forward-looking perspectives in straightforward terms. In essence, MD&A bridges the gap between financial figures and the real-world dynamics shaping a company's operations and outlook.
|
|
Course Description
Applicable for
- Finance leaders, controllers, preparers, reviewers, and analysts involved in MD&A drafting or oversight.
- Professionals seeking a practical framework to improve clarity, specificity, and usefulness of MD&A disclosures.
Learning Objectives
By the end of this course, participants should be able to:
- Explain the purpose of MD&A and its role in helping users analyze financial statements “through the eyes of management.”
- Apply general disclosure principles (materiality, completeness, integration with the financial statements, and forward-looking information).
- Use a structured MD&A framework to address core business, objectives and strategy, capability to deliver results, results and outlook, and key performance measures/indicators.
- Communicate earnings quality, liquidity, capital resources, and critical accounting estimates with tailored, entity-specific disclosure.
- Implement continuous-disclosure and process tips to reduce duplication, improve timeliness, and strengthen MD&A consistency period-over-period.
Content
Topics include:
- Introduction to MD&A: purpose, audience, and focusing on what matters most.
- General disclosure principles: materiality, completeness, integration with the statements, forward-looking information, and usefulness.
- The MD&A disclosure framework: core business; objectives and strategy; capability to deliver results (resources, relationships, liquidity, capital resources, off-balance-sheet, related parties, risk characteristics); results and outlook; KPIs and other measures.
- Continuous disclosure: the role of interim MD&A and maintaining reliability, timeliness, and alignment across filings.
- Developing MD&A and better practices: process, drafting techniques, avoiding boilerplate, and opportunities for improvement.
Course Dates & Registration
CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance). CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance). CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.