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22SR-0019: CFO Series: Financial Communications (Virtual)

If you have questions about this event, please call us at 952-831-2707.

Date Multi-day course:
Monday, May 23, 2022 --
Tuesday, May 24, 2022
Time 8:30am - 12:00pm
Central Time
Location Online
CPE credits CPE 8.0
of study
Communications and Marketing - Non-Technical (4.0)
Accounting - Technical (4.0)
Instructor Richard Karwic, MBA
The Knowledge Institute, LLC
Standard Member Fee $349.00
Standard Nonmember Fee $399.00


You probably think numbers are fun, but others in the organization might have a different adjective for them. If you don’t effectively convey the meaning of the numbers, can you deliver the value you strive for? Learn how to make your numbers speak so the rest of the organization and other key stakeholders understand. This well-rounded program covers the metrics and performance side, as well as guidance to help you clearly articulate the financial story via writing, speaking and presentations.

This course takes place virtually, 8:30 a.m. – noon, on May 23 and May 24. It is part of the MNCPA CFO Series.

Who should take this program?

CPAs, CFOs, accountants and financial leaders who must present financial information to people who do not have a financial background

Major subjects

  • Module 1: Driving Performance With Metrics – keeping budgets current amidst evolving business climates, using 21st-century metrics to reduce work, minimize office politics, achieve greater flexibility and improve organizational performance
  • Module 2: Effective Business Writing – optimizing time spent writing and reading, writing with a clear purpose, communicating in a way that others can decipher
  • Module 3: Presentation Skills for Success – delivering presentations effectively and confidently, making “big picture” information relevant to specific audiences, conducting an effective Q&A session
  • Module 4: Communicating Financial Information to Non-Accountants – connecting with your CEO, board, fellow managers and non-accounting employees so they understand your message; motivating others toward action

Learning objective(s)

  • Understand how to better communicate your organization’s performance
  • Understand how to use metrics to improve your organization’s performance
  • Learn how to cut your writing time in half and double your impact
  • Understand how to make your presentations more effective
  • Understand how to connect with stakeholders who do not have a financial background


Course code Code 22SR-0019
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. At least six months of industry experience and a thorough knowledge of financial accounting principles and practices recommended.

If you have questions about this event, please call us at 952-831-2707.

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