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

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.

Presented by Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

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

• 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

• 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

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