Communicating Financial Information to Non-CPAs

The ability to communicate technical financial information to non-CPAs, to persuade them to respond, and to possibly change their behavior are skills that will be learned in this program. Whether CPAs are communicating with owners, management, operations managers, board members, bankers, or other non-CPAs, the art of communicating technical data is a necessary requirement in today's work environment. Sometimes that communication takes place one-to-one; sometimes it takes place before a larger audience.

This seminar will examine a variety of techniques for improving your communication skills, presentation skills, and listening skills. You'll learn three basic learning styles that individuals possess and how to design information so each individual will understand the data being communicated to them based on those learning styles. Also addressed will be the inevitable problems that arise when change is required and conflicts that ultimately result from such change. Conflict resolution skills are extremely useful to help solve these issues.

LEARNING OBJECTIVES:
Upon successful completion of this course, participants will be able to:

• Employ more effective techniques for improving his or her communication and listening skills.
• Utilize methods for effectively communicating and presenting financial information in such a way that each non-CPA can comprehend the technical data.
• Define the three basic learning styles individuals possess.
• Describe the art of persuasion.
• Analyze various examples and techniques of good communication by utilizing practical problems and developing good presentations.
• Use various presentation styles that can prove fruitful when meeting with non-CPAs.
• Identify how to deal with conflict whenever it arises and how to resolve the issue to the satisfaction of all interested parties.

HIGHLIGHTS:

• Learn the art of persuasion (the primary purpose of presenting data is to inform and to bring about a change in behavior).
• Develop your listening skills and learn how to get others to listen to you.
• Become aware of the technical jargon our profession uses and learn ways to present this data in a language non-CPAs will understand.