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

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 1:00 pm to 3:00 pm
 Thu, 07/24/2025 from 10:00 am to 12:00 pm
 Thu, 08/21/2025 from 10:00 am to 12:00 pm
 Mon, 09/22/2025 from 2:00 pm to 4:00 pm
 Fri, 10/17/2025 from 10:00 am to 12:00 pm
 Fri, 11/28/2025 from 10:00 am to 12:00 pm
 Wed, 12/17/2025 from 1:00 pm to 3:00 pm
 Thu, 01/29/2026 from 2:00 pm to 4:00 pm
 Tue, 02/17/2026 from 10:00 am to 12:00 pm
 Mon, 03/09/2026 from 1:00 pm to 3:00 pm
 Wed, 04/08/2026 from 2:00 pm to 4:00 pm
 Currently available
Designed For:

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

Prerequisite:

None

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.

Delivery Method: Individual webcast
CPE Credit: Communications & marketing
Program Level: Overview

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.