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Effectively Communicating with Non-financial Professionals

 

Gain perspective on how to effectively convey financial information to non-financial professionals.

Financial Professionals and challenged in the presentation of financial information to non-financial professionals. Financial professionals have the knowledge. Non-financial professionals need the information in forms they can understand. Financial professionals must keep it simple. Customers are not accountants. It helps to relate financial information to personal information to enhance understanding. Also helps to use visual aids such as Dashboards. The overall essence of this topic is to provide financial information to non-financial professionals in ways and manners they can understand to allow them to use the information in the management and control of resources. The requirements of non-financial professions are unique. Hence the financial information provided to them must also be unique to their needs.

Agenda

Faculty

Carl L. Young, MBA

Carl L. Young, MBA

C Young Consulting LLC

  • Mr. Simplicity
  • Author, former Chief Financial Officer (CFO) of a $275M high-growth company; business owner (CEO) of C Young Consulting LLC; consultant; business coach, passionate, and entertaining speaker and trainer; scholar in the Gersen Lehrman Council of Experts and member of the Standard and Poors Society of Industry Leaders
  • Highly trained accountant with more than 25 years of speaking and training experience
  • Presented seminars both nationally and internationally on finance, accounting, payroll and inventory
  • His real-world experience was obtained in the years spent in a high-growth company that grew from $10M to $275M in revenue
  • Started as chief accountant and rose through the ranks to Chief Financial Officer (CFO)
  • Former business owner (CEO) of a manufacturing firm
  • A turnaround consultant and coach, specializing in organization, management, business processes, internal control, and accounting processes, and systems
  • Currently specializes in webinars/seminars on-site customer-specified training and business coaching
  • Has developed several webinars under the banner of Webinars Worth Watching; his website is www.CYoungConsulting.com
  • Wrote Carl Young’s Rules of the Business Game, based on his 25 years of experience in senior-level finance, accounting, and business management positions
  • Also wrote Handbook-Small Business Management Made Simple and several Mini Books: Finance & Accounting Made Simple, People Pleasing vs. Pencil Pushing, Rules & Tools for Thriving in Chaotic Times

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