Description

One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.

Instructor: Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Target Audience

Accounting and finance professionals looking to communicate more effectively and advance in their companies

Course Objectives

State the accountant’s role within a company

Recognize how different stakeholders view financial statements

Identify how to focus on just the key points when reporting financial results

Subjects

Communicating financial results

The role of the accountant in communication

The challenges accountants face in communication

Creating better awareness of a company’s financials

Behavioral biases of stakeholders

Tips for staying on-point in communication

Case study