MACPA HIEP How to Identify, Explain, and Present Financial Information
Major Topics
Presenting the Three Principal Statements – a unique unorthodox graphic method that simplifies user understanding
The Three-Step Process for Gaining Insight: Identifying the key financial metrics – Key Results Indicators (KRIs) — numbers that determine an organization’s level of success, not just measure it.
Determining the “drivers” that impact the metrics -Key Performance Indicators (KPIs)
Developing Understandable Internal and External Financial Statements — a very “Key Step” for unlocking the hidden meaning inside the numbers.
The Six-Step Process for High-Impact Presentations —knowing the audience, holding the listeners, feeling comfortable as a speaker, and adding visual impact.
Identifying the Purpose — how financial understanding will enhance decision-making for both Strategic and Operational objectives.
Open-Book Management — stakeholders will better understand the financial aspects of business and are able to make better decisions.
Positioning the CPA as a Financial Leader and “superb communicator of solutions” within the organization and with your clients.
How to feel more confident and comfortable explaining financial information
Provider
Loyola University Maryland Graduate Ctr Columbia Campus
Course Level
TBD
CPE Field of Study
Communications and Marketing
Instructor(s)
Peter Margaritis
Location
Loyola University Maryland Graduate Ctr Columbia Campus
