Whether you are a CFO for a publicly traded company or a small private organization you need to communicate to shareholders, board members, or owners about the value and state of the company from a financial perspective. 

This course provides tools and techniques to make sure you are clearly conveying your messages and providing valuable information.  Examples will be presented for how to best present complicated information so that everyone can understand the points being made and feel informed about the company’s current value and plans for the future. 

Learning Objectives
  • Discover how to structure messages and provide compelling information that aligns with the company’s vision and strategic plan.
  • Recognize how to use storytelling, comparisons and imagery to convey complex concepts.
  • Identify internal resources available to improve your presentation and accomplish your communication objectives.
Last updated/reviewed: August 14, 2023
14 Reviews (32 ratings)

Reviews

Member's Profile
Felt like the first half was being read to me - very flat presentation with too much time discussing details that were developing a hypothetical example. I did feel the latter discussion on dos and don'ts of information presentation had valuable insight.
3
Anonymous Author
I did learn several takeaways from the course. However, the course could have been a little more engaging and not just reading the presentation word for word.
4
Member's Profile
Overall I liked the course and I thought it provided some good tips for designing presentations and providing structure to communicate company value.
4
Member's Profile
Pretty good. They are useful reminders for creating my next board deck. I saved the slides. I could take the test with just reviewing the slides.
5
Member's Profile
Thanks to this lecture, I realized that Communication (via presentation) is importtan to transfer company's strategy and vision to all people.
5
Member's Profile
This was great detailed advice for useful visuals for presentations and communication strategies.
5
Anonymous Author
Liked that it was succinct and clear. Enjoyed the use of appropriate and inappropriate visuals.
4
Member's Profile
Well presented and thought out. The material is general, but thoughtful.
5
Member's Profile
I like that good and bad examples of presenting data were given
5
Member's Profile
Techniques to communicate strategies was a good refresher
5
Member's Profile
Good information and examples but moved a bit slow
4
Member's Profile
ok with me though there is a need of more details
4
Anonymous Author
Good graphics. The websites are very helpful.
5
Anonymous Author
Clear in delivering concept.
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Prerequisites
Course Complexity: Advanced

Prerequisite: Previous management experience and course-takers should have a thorough understanding of measuring and communicating company value via business education (e.g. valuation courses, financial reporting, etc.) and direct experience at multiple levels of finance any/or related functions (e.g. accounting, treasury, etc.).

Advanced Preparation: None

 

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  2:09PREVIEW: Introduction to Communicating Company Value
Communicating Company Value
  Defining Strategy 10:36
  Communicating Company Value 12:10
  How to Communicate 10:46
CONCLUSION
  Get Help9:33
SUPPORTING MATERIALS
  Slides: Communicating Company Value PDF
  Communicating Company Value Glossary/IndexPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam