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Strategic CFO – Strategic Financial Communications

Thursday, Apr. 22   11:00am - 1:00pm

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2.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

Financial professionals are expected to do more than report numbers-they must explain them in ways others understand and trust. This session focuses on improving
financial communication by addressing financial literacy gaps, simplifying complex accounting concepts, and building compelling narratives around data. Participants will learn how to use stories, visuals, and language effectively to communicate strategy, performance, and risk. Through examples and interactive discussion, this session helps CPAs and CFOs become clearer, more confident communicators in both live and virtual environments. Also, some video clips will be used to add to the learning materials and research. Don't worry, they are pretty entertaining.

Objectives

  • Learn how to communicate effectively
  • Understanding audience demographics and communication styles

Highlights

  • Financial literacy versus math literacy
  • Common financial terms that confuse non-accountants
  • Simplifying financial language without "dumbing it down"
  • Building narratives and stories around financial data
  • Using visuals and graphics effectively
  • Communicating strategy, risk, and performance together

Designed For

CFOs and CPAs

Prerequisites

A foundational understanding of organizational strategy and financial metrics

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Bob Mims, The Knowledge Institute

a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four a Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.

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Non-Member Price $119.00

Member Price $89.00