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UID:592713imp
DTSTAMP:20260416T165722Z
DTSTART:20260820T140000Z
DTEND:20260820T160000Z
LOCATION: **Online**
SUMMARY: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
DESCRIPTION: 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.
CLASS:PUBLIC
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