Discussing organizational strategies and outlooks in financial reports: Advanced practices

Learn about trends and best practices in the way organizations discuss strategies and outlooks in their annual reports.

Get your downloadable electronic copy.

Download Now

Strategy and outlook discussions are key aspects of financial reports, and you can discover how to optimize these discussions in Guidance on Improved Strategy and Outlook Disclosures: A Review of Advanced Practices in 2009 Annual Reports.

We reviewed award-winning or otherwise highly regarded annual reports of several companies to determine how they approached these discussions in their:

  • management discussion and analysis
  • front-end summary
  • letter to shareholders

Explore the winning qualities of their discussions on strategy and outlook, and how you can apply them to your own reporting.

You will learn about:

  • improving the clarity of these discussions
  • communicating the objectives supporting your organization’s strategy
  • explaining how your organization will execute its strategy
  • describing indicators to monitor performance against strategic objectives
  • providing evidence of the strategy in action
  • tying future expectations to strategic priorities
  • supporting projections with market studies and industry data

This will help you:

  • enhance your understanding of how to present these discussions
  • discover ways to improve how you discuss these topics in your reporting
  • be in the know on trends and best practices for approaching these discussions


Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.