Explaining Financial Results to Non-Finance Managers
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Explaining Financial Results to Non-Finance Managers

This course explores ways to communicate effectively with non-financial managers and staff.
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Last updated 7/2017
English
Current price: $10 Original price: $100 Discount: 90% off
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Includes:
  • 3.5 hours on-demand video
  • 2 Articles
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Identify the six most common misconceptions and misunderstandings about accounting data that non-financial managers have.
  • Discover how feedback and assessment loops can be used to gauge the level of audience comprehension.
  • Recognize the 7 best ways to overcome communications barriers with non-analytical personality types.
  • Explore how to use the techniques of effective communication in various scenarios.
View Curriculum
Requirements
  • No advanced preparation or prerequisites are required for this course.
Description

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.

Who is the target audience?
  • Anyone interested in finance, accounting or related fields.
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Curriculum For This Course
16 Lectures
03:20:32
+
Introduction
14 Lectures 03:20:28



Complex Personality Models
13:35

Toxic Personalities, Story Telling, and Communication Skills
06:03

Communicating with Non-Analyticals, What to Focus on, and Reporting Hierarchy
07:47

A Book is Judged by its Cover, Some Good Looking Financials
14:41

The Cash Flow Statement
08:41

What Non Financial Managers Managers Really Want to Know
08:30

Examples, Horizontal and Vertical Analysis, Tough Choices
10:17

KPI's and BI Software
11:53

What a Great Package Looks Like
02:23

Did they Get it? Shaking and Wrapping Things Up
03:37

Explaning Fiancial Results to Non Financial Mangers Continuous Play
01:40:14
+
Supporting Materials
2 Lectures 00:03
Slides: Explaining Financial Results to Non-Financial Managers
00:01

Explaining Financial Results to Non-Financial Managers Glossary/Index
00:01
+
Review and Test
0 Lectures 00:00
Review Questions
6 questions

FINAL EXAM
10 questions
About the Instructor
Illumeo Learning
4.2 Average rating
51 Reviews
550 Students
159 Courses
Condensed and Efficient Courses for Busy Professionals

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 (Illumeo)
0.0 Average rating
0 Reviews
0 Students
1 Course

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.