It’s often said that accounting is the language of business. Unfortunately, CPAs, CFOs and Controllers often struggle with ways to communicate effectively with non-financial managers. While they may nod their heads in seeming comprehension, many non-financial managers will admit that they are totally lost when it comes to understanding tax and accounting concepts. This disconnect in communications can lead to disastrous consequences.
This course explores ways to communicate effectively with non-financial managers and staff. You’ll learn how to analyze the audience to assess their level of financial sophistication. Using a common-ground approach, you’ll discover the right ways to explain financial results. You’ll learn about feedback and assessment loops to determine that your audience is “on board” and comprehending not only what you are saying, but what the implications are. You’ll see how to be effective and engage them in your material. You’ll understand the common misunderstandings and faulty concepts that color the way non-financial managers view analytical information. Finally, you’ll see how effective communications can lead to more effective organizations and enhance the financial professional’s influence, reputation and effectiveness.
Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.
Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.
Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.
Carl Heintz is CPA in Leawood. Kansas. In addition to his CPA practice Carl is also a Certified Entrepreneurial Advisor.
Since 2002 he's been a nationally recognized speaker and author for Thomson Reuter's Gear Up seminars. He has also been an instructor in taxation, accounting and data processing at UCLA, USC, and several community colleges.
He is the author of dozens of published articles and three books, as well as serving on the editorial board for numerous tax, accounting and technology publications. He was the producer and presenter for National Public Radio's “tax tips” series. As a Quora contributor, he is the most viewed in Taxes in the United States of America.
He began his career at Ernst & Young where he served on the firm's regional management advisory services committee and co-author the firm's first internal operational auditing manual. Later, he served as a partner in several local CPA firms and has started and grown multiple CPA firms.
Carl earned his undergraduate degree in business Magna Cum Laude from the University of Southern California, and obtained his MBA degree from the USC's Marshall School of Business.