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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.

Why you should Attend

  • The Essence of Effective Communication
  • Financial Reporting vs. Financial Information
  • Meeting Your Customer Needs for Financial Information
  • How to Effectively Communicate Financial Information
  • Financial Professionals are in the customer service business

Areas Covered in the Session

  • 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 & helpful hints for 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

Who Will Benefit

  • All Financial Stakeholders with the requirement to present financial information to non-financial stakeholders

Speaker Profile

Carl Young is an Author, Speaker, Trainer, Consultant, and Coach. He holds a MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a 275M, high growth technology based company. He has over 25 years of senior level business management experience. In addition, he has over 25 years of training experience in finance, accounting and business management. Former CEO of his own small parts manufacturing company as well as former Senior Financial Associate of major consulting firm.

Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm Gersen & Lehrman), Society of Industry Leaders (sponsored by Standard & Poors), and the National Association of Accountants.

An engaging and entertaining speaker and trainer who draws from his experience as a former CFO to make relevant teaching points. Sessions are rich in content, lively, full of energy and include plenty of audience interaction. He has branded himself as Mr. Simplicity! His goal is to make finance and accounting relevant to non-financial professionals using tools and techniques that are simple to understand and apply.