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People

Presenting Numbers for Impact

  Jennifer Howard Elder, CPA, MS, CMA, CIA, CFF, ... |   $45.00 |   CPE: 1.0 |   Business Learning Institute |   02 Feb 2017 |   Communications |   AICPA Store

Have you ever presented financial information to a group of non-financial people only to get the glazed-over and under-whelmed look from your audience? This course provides the basic steps to developing a process that effectively delivers numbers oriented information to non-financial audiences.

Learning Objectives:
Upon completion of this course, you will be able to:

  • Turn accounting language into the English language to create financial presentations with impact, comprehension, and retention.

Who Will Benefit?
CPAs in public practice and those working in business and industry

Prerequisite(s): None

Advanced Preparation: None

Topics covered:
  • Management accounting: People: Communication, Foundational
  • Employee benefit plan auditing: People: Communication, Foundational
  • Governmental auditing: People: Communication, Foundational
  • Financial accounting & reporting: People: Communication, Foundational
  • Assurance: People: Communication, Foundational
  • Not-for-profit: People: Communication, Foundational
  • IT management & assurance: People: Communication, Foundational
  • Firm practice management: People: Communication, Foundational
  • Tax: People: Communication, Foundational
  • Forensic & valuation services: People: Communication, Foundational
  • Fair value measurement: People: Communication, Foundational
  • Personal financial planning: People: Communication, Foundational

Have you ever presented financial information to a group of non-financial people only to get the glazed-over and under-whelmed look from your audience? This course discusses the basic steps to developing a process that effectively delivers numbers-oriented information to non-financial audiences.

Learning Objectives

This course will prepare you to:

  • Identify ways to create financial presentations with impact, comprehension, and retention
  • Define the 6-6-6 presentation rule
  • Recognize the value of using charts in financial presentations
Key Topics
  • Presentation Tips
  • Providing context with your numbers
  • Tables and charts
  • Using visuals
  • Formatting your information
  • WIFM

Prerequisite: None

Advance Preparation: None

This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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