Finance communication succeeds when the audience understands what matters and knows what to do next. Participants will bring an existing report, email, presentation, or analysis and reshape it using an answer-first structure. The session focuses on translating financial information into a concise narrative, selecting an effective visual, adapting the message to the stakeholder, and delivering the recommendation with clarity and confidence.
Course ID: FBPC5
FBP – Make the Numbers Matter: Communicating for Action
Learning Objectives
- Recognize how to formulate complex financial information into a clear narrative that highlights the key insights, implications and actions.
- Distinguish financial messages to the needs, knowledge and priorities of different non-finance stakeholders.
- Select appropriate tools to make written reports and verbal presentations clearer, more engaging and easier to act upon.
Major Topics
- Translating complex financial information into a concise narrative
- Insights, implications, recommended actions, and clear next steps
- Adapting messages to stakeholder needs, knowledge, and priorities
- Selecting visuals that make the numbers easier to understand
- Clear and confident delivery of decision-ready recommendations
Who Should Attend
CPAs, accounting professionals, analysts, and finance leaders who communicate financial information to non-finance stakeholders through reports, emails, presentations, and business conversations.
Fields of Study
Communications and MarketingPrerequisites
None