WOM1914. Communicating Financial Information to NonFinancial People

Specialized Knowledge Track
Field of Study: 
Communications and Marketing
CPE Credit: 
Knowledge Level & Prerequisite: 
Beginner (1-2 years in the profession)
Advanced Preparation: 

Thursday, November 7, 2019

We accountants speak a different language. Whether we are referring to Debits and Credits, Assets and Liabilities or different sections of the tax code, our clients are generally at a loss to understand what we are saying. They place less value on information they don’t understand and are often too intimidated to ask questions. In this session, you will learn secrets of de-mystifying accounting and increasing the value of the services you deliver.
Learning Objectives:

  • Understand the disconnect between accountants and their clients when it comes to communication.
  • Learn how to bridge the gap and make information understandable and relevant for client leaders.