Writing a Great MD&A
Learn Key Techniques and Understand the Regulatory Concerns to Craft a Strong, Effective and Compliant MD&A
Toronto, Ontario · February 28, 2017
Calgary, Alberta · June 13, 2017
8:00 - 9:00 Registration and Continental Breakfast 8:00 - 9:00

9:00 - 9:15
Welcome and Opening Remarks from the Training Seminar Leaders
Understand the Purpose of the MD&A
  • Intended audiences
  • Relation to financial statements
  • Reporting goals
  • What needs to be disclosed
  • Role in continuous disclosure
Identify Key Concerns from the CPA Disclosure Framework
  • Ensuring the MD&A meets the five key element of the disclosure framework
  • Other key regulator concerns
Key Principles for an Effective MD&A
  • Management perspective
  • Integration with financial statements
  • Completeness
  • Materiality
  • Forward-looking orientation
  • Strategic perspective
  • Usefulness
Differences Between Annual and Quarterly MD&As
  • Updating discussions
  • Providing period-by-period historical analysis
  • Auditor involvement in interim reporting
12:00 - 1:00 Luncheon Break 12:00 - 1:00

Master Specific Concerns in the MD&A
  • Annual results of operations
  • Discussion of operations
  • Discussion of operating segments
  • Liquidity and capital resources
  • Forward-looking information
  • Related-party transactions
  • Internal controls
  • Sustainability and climate change
Common Disclosure Deficiencies and How to Avoid Them
Minimizing the Rsks of Disclosure Overload While Meeting Your Obligations
Specific Concerns for Venture Exchange-Listed Companies
MD&A Best Practices
  • Understanding and developing effective processes
  • Importance of content over form
  • Using plain language
  • Regulator and client comments on MD&A
  • Ongoing assessment of existing disclosures
  • Clear financial statement implications
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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