Exploring Client Advisory Services - Communicating Financial Results to Stakeholders

Overview

One of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course, we will be exploring 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
• Case study
• Dealing with behavioral biases
• Tips for staying on
• point in our communication

Prerequisites

None

Designed For

New CPAs and financial services professionals looking to communicate better and move up in their companies.

Objectives

• State the accountant's role within a company
• Recognize how different stakeholders view financial statements.
• Identify how to focus in on just the key points when reporting financial results.

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.