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Communicating Financial Information to Non-Financial People

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Geni Whitehouse, CPA, CITP, CSPM

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Monday, May 11, 2020 | 11:30 AM EDT

  • CPA

1 Credit

$10

Subject Area

Communications & Marketing

Upcoming Webinars

Course Description

We accountants speak a different language. Whether we are referring to Debits and Credits, Assets and Liabilities or different sections of the tax code, our clients are generally at a loss to understand what we are saying. They place less value on information they don’t understand and are often too intimidated to ask questions. 

It’s the job of the Modern CFO and the accounting department to not only create and verify financial reporting and information but to make that validated information relevant and useful to the rest of the organization. The language of accounting can no longer be a foreign language spoken and understood only by accountants. It’s time for a shift in focus from the CFO level all the way through the accounting department.

It’s not easy, but with some creativity and perseverance it is possible to get people to understand and to care about the numbers. In this session, you will learn secrets of de-mystifying accounting and increasing the value of the services you deliver.

Learning Objectives

  • To learn how to speak in a way that resonates with your clients
  • To learn how to increase your value through better communication
  • To learn how to identify different behavioral styles
  • Learn to understand your own communication style
  • To learn the art of effective communication to non-financial people

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Outsourced CFO

Testimonial

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