Board Reporting
Best practices for preparing concise, high-impact board packs, executive summaries, and group financial reports for board-level stakeholders.
How to Present Net Debt and Covenant Headroom in a Multi-Entity Group Board Pack
At the March board meeting, David — group CFO of Fortem Group — presented a single consolidated net debt figure…
When the Group Structure Changed Mid-Year: How to Present Prior Period Comparatives in a Multi-Entity Board Pack That Don’t Mislead
Natalie is the group CFO of Beacon Group. In July 2024, the group completed the acquisition of Beacon Digital Ltd…
Group Variance Dashboard: How Multi-Entity Finance Teams Investigate Consolidated Results That Miss Budget
The board pack went out on a Thursday. By Friday morning, the CFO had three questions in her inbox. Consolidated…
What Should a Group Board Pack Include?
There are two ways a board meeting can go wrong before it starts. The first is when directors receive a…
Board Reporting for Multi-Entity Groups: How Group CFOs Build a Consolidated Board Pack That Directors Can Use
The board meeting is in four days. The CFO has four entities to consolidate. Three of them have closed their…