Surgent’s Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
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.
Objective
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
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
Accounting and finance professionals looking to communicate more effectively and advance in their companies
Credit Types
- CPE – Communications and Marketing
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS29626: Registration – Member | Mem | $105 |
| WRS29626: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.