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Saturday, May 16, 2026 Live Webcast

Communicate Financial Concepts to Non-Accountants (X4-6955420)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

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? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.

DESIGNED FOR

Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process

BENEFITS

  • Define the budget process
    • Understand varying budget cultures and choosing the right one for your organization
    • Walk through a 12-step cure for the typical Budgetaholic
    • Use Balanced Scorecard Budgeting
  • How to build a model that works
    • How the right Chart of Accounts can simplify your work 
    • Building a volume sensitive model
    • Budgeting to GAAP and for Board understanding
    • Efficiently modeling payroll and benefits
    • Identifying controllable and uncontrollable expenses
    • Using variables to stress test your budget
  • Understanding core personality types
    • Learning the type of person you are
    • Managing and coping with the budget team
    • Dealing with A, B and C players
    • Connecting through disconnection
  • Identifying the ‘big picture” and your communications role 
    • Communicating so others can understand us
    • Understanding a presentation’s anatomy 
    • Tips and tricks for budget presentation

HIGHLIGHTS

  • Defining the budget process
  • Common budgetary cultures and discussion of solutions
  • Does your budget need an overhaul or just a tune up?
  • How to make the budget flexible
  • Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
  • How to build a flexible budget model that works?
  • What are the steps we can take to budget for economic and external factors beyond our control?
  • How the right Chart of Accounts can simply your work
  • Budget and GAAP are not the same and why they are fine not to be
  • Efficiently modeling payroll and benefits
  • Identifying controllable and uncontrollable expense
  • Using key variables to stress-test your budget
  • Understanding your own leadership tendencies and applying them to your strengths?
  • Understanding core personality types
  • Learning what type of person you are?
  • Managing and coping with the budget team
  • Effectively dealing with the A, B, C and other players?
  • Identifying the ‘Big Picture’ and your role in effective communication
  • Communicating so others can understand us
  • Understanding a presentation’s anatomy?
  • Tips and tricks for budget presentations

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

John Daly

John L. Daly, CPA, M.B.A., CMA, CPIM

Executive Education, Inc.

Read bio

PRICING

$79.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on May 16 at 12:30 PM.

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COURSE DEVELOPER

ACPEN