On-Demand

2 CPE Credits

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

On-Demand
2 CPE Credits

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

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.

Learning 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

Major Topics

  • 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

CPE Credits Available

2 CPE Credits
2
Communications and Marketing

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Communications
  • Marketing

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

Please login to register.