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.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The Essence of Effective Communication
- Learn to Master Soft Communication Skills
- Learn Essential Presentation Skills
- Learn Both What and How to Keep Financial Information Simple
- Key Elements and Helpful Hints of Financial Communications
Financial Reporting vs. Financial Information
- External Reporting Requirements
- Internal Information
- Designed Specifically for Stakeholders
- Different for Each Stakeholder
- Communicating Understanding
- Converting Knowledge to Information
- Structuring General Ledger to Provide Required Data
Meeting Your Customer Needs for Financial Information
- Comparisons to Plan
- Summaries
- Dashboards
- Key Business Indicators
- Key Business Drivers
- Trends
How to Effectively Communicate Financial Information
- Select Relevant Highlights
- Design Dashboards
- Create Customer Focused Information
- Prepare Presentation Protocol for Stakeholders
- Learn Presentation Skills
Financial Professionals Are in the Customer Service Business
- Adopt a Customer Service Attitude
- Focus on Internal Customer Requirements
- Know How Your Company Makes Shoes
- Understand the Uniqueness of Each Customer
- Consider On-Demand Capabilities
Maximize the Use of Technology in a Paperless Environment
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 12, 2023.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
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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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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