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DTSTAMP:20260429T131531
VTIMEZONE:America/Chicago
DTSTART:20270407T180000Z
DTEND:20270407T200000Z
UID:514293
SUMMARY:Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
LOCATION:Webinar
DESCRIPTION:Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)\n\n04/07/27 01:00 PM CST\n - 04/07/27 03:00 PM CST\Description:\nOne 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.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
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Communications and Marketing (2)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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)<br /><br />04/07/27 01:00 PM CST - 04/07/27 03:00 PM CST<br />Description:<br />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.<br><br><b>Objectives:</b><br><ul>
    <li>State the accountant&rsquo;s role within a company </li>
    <li>Recognize how different stakeholders view financial statements</li>
    <li>Identify how to focus on just the key points when reporting financial results</li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Communications and Marketing (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Communicating financial results</li>
    <li>The role of the accountant in communication</li>
    <li>The challenges accountants face in communication</li>
    <li>Creating better awareness of a company&rsquo;s financials</li>
    <li>Behavioral biases of stakeholders</li>
    <li>Tips for staying on-point in communication</li>
    <li>Case study</li>
</ul><br />Location:<br />Webinar<br /><br />,  
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