Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

Overview

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.

Highlights

• 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

Prerequisites

None

Designed For

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

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.