Effectively Communicating with Non-financial Professionals - Webinar (Recorded)

Gain perspective on how to effectively convey financial information to non-financial professionals.

Financial Professionals and challenged in the presentation of financial information to non-financial professionals. Financial professionals have the knowledge. Non-financial professionals need the information in forms they can understand. Financial professionals must keep it simple. Customers are not accountants. It helps to relate financial information to personal information to enhance understanding. Also helps to use visual aids such as Dashboards. The overall essence of this topic is to provide financial information to non-financial professionals in ways and manners they can understand to allow them to use the information in the management and control of resources. The requirements of non-financial professions are unique. Hence the financial information provided to them must also be unique to their needs.

Learning Objectives

• You will be able to develop proficient soft communication skills, essential for effective financial communication in professional contexts.
• You will be able to identify the key elements and effective strategies required for successful financial communications in both external reporting and internal information-sharing contexts.
• You will be able to describe various tools such as comparisons, summaries, dashboards, key business indicators, drivers, and trends to meet the diverse needs of customers for financial information.
• You will be able to cultivate a customer service attitude, emphasizing the importance of understanding and catering to internal customer needs within the financial profession.