Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
Wednesday, April 9, 2025
1-3 p.m. Central
2 CPE (2 non-technical)
Course code: 25WS-0100
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Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
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.
Major subjects
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Communicating financial results
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The role of the accountant in communication
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The challenges accountants face in communication
Creating better awareness of a company’s financials
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Behavioral biases of stakeholders
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Tips for staying on-point in communication
Case study
Learning objectives
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State the accountant’s role within a company
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Recognize how different stakeholders view financial statements
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Identify how to focus on just the key points when reporting financial results
Who should take this program?
- Accounting and finance professionals looking to communicate more effectively and advance in their companies
Pricing
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Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$99.00
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