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Monday, November 28, 2022 Live Webcast

CFO Series - Finance Communications (E2211023)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST



4.0 CPE Credits in AA
4.0 CPE Credits in MT
This event is part of the 2022 CFO Series: Strategic Priorities of Today’s Finance Role event bundle.


Numbers are fun for us, but not for everyone. However, if we do not effectively convey the meaning of the numbers, have we delivered value? Make your numbers speak so that the rest of the organization understands. Understand how to better communicate your organizations performance and how to improve it.


People who are, or aspire to be, CFOs in midsize organizations, as well as business leaders, CEOs, accountants, corporate financial managers, business owners, risk managers, controllers, entrepreneurs, consultants, and the professionals who advise them.


Develop an understanding of the following areas:
1. Using metrics to improve your organization’s performance
2. Cutting your writing time in half and doubling your impact
3. Making your presentations more effective
4. Connecting with your stakeholders who do not have a financial background


Driving Performance with Metrics
Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. Learn how to drive organizational performance using these powerful techniques.

Effective Business Writing
American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too much work to decipher. Write with clear purpose and enjoy the results and time saved.

Presentation Skills for Success
Presentation skills are essential for effective leaders, especially CFOs who must tell their company’s story to both internal and external audiences. You will learn to deliver presentations effectively and with confidence; take “big picture” information and make it relevant to specific audiences; and conduct an effective “question and answer” session.

Communicating Financial Information to Non-accountants
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly during your presentation but never seem to have any meaningful questions? Learn how to connect with your CEO, board, fellow managers and employees so they understand your message and motivate them to action. Hear a veteran CFO tell you how.




Participants should have at least six months of industry experience and a thorough knowledge of financial accounting principles and practices. Additionally, participants who make presentations will find this seminar very useful.




John Levy

John F. Levy, CPA, M.B.A.


Board Advisory

John F. Levy, CPA, M.B.A., is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently is on the boards of three public companies, serving as Chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.


$289.00 - Member

$439.00 - Nonmember

$0.00 - Pass Holder

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Note: Online pre-registration will close on November 28 at 8:00 AM.


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The Knowledge Institute, LLC