2 CPE It’s often said that accounting is the language of business. Unfortunately, CPAs, CFO’s and Controllers often struggle with ways to communicate effectively with non-financial managers. While they may nod their heads in seeming comprehension, many Non-Financial Managers will admit that they are totally lost when it comes to understanding tax and accounting concepts. This disconnect in communications can lead to disastrous consequences.
This course explores ways to communicate effectively with non-financial managers and staff. You’ll learn how to analyze the audience to assess their level of financial sophistication. Using a common-ground approach, you’ll discover the right ways to explain financial results. You’ll learn about feedback and assessment loops to determine that your audience is “on board” and comprehending not only what you are saying, but what the implications are. You’ll see how to be effective and engage them in your material. You’ll understand the common misunderstandings and faulty concepts that color the way non-financial managers view analytical information. Finally, you’ll see how effective communications can lead to more effective organizations and enhance the financial professional’s influence, reputation and effectiveness.
Learning Objectives
- Identify the six most common misconceptions and misunderstandings about accounting data that non-financial managers have.
- Discover how feedback and assessment loops can be used to gauge the level of audience comprehension
- Recognize the 7 best ways to overcome communications barriers with non-analytical personality types
- Explore how to use the techniques of effective communication in various scenarios
Last updated/reviewed: August 10, 2023
221 Reviews (989 ratings)
Reviews
Anonymous
(Inventory Accounting Manager)
The presenter was dynamic. This presentation was really worthwhile. The presentation not only spoke to what should be included in a presentation about financial statements but what shouldn't be included. It also spoke about understanding the audience and how to handle toxic personality types during your presentation. I would highly recommend the course for anybody who presents financial data. This is a course I think would be worthwhile to keep and review periodically.
Anonymous
(VP, WFM and BusTech)
This course provided a comprehensive overview of considerations and techniques to improve communication between analytical and non-analytical personality types as well as effective story telling to effectively convey your thoughts and keep your audience engaged. I particularly enjoyed the dialogue around effective story telling as this remains an area of focus and development for my team. Nice supporting materials included by the presenter as well!
Tim Flake
(Financial & Accounting Consultant at DLC Consulting)
This was a great course with great examples of how to present financial information in ways other than the basic 3 financial statements. Excellent ideas which all those who present financial information should understand. The instructor also provides information of how to access industry comparable information from the internet. The training on how to understand the users of the financial information was also very effective. Great course!
Marjorie Knight
( at Wood)
This was very helpful as one of my objectives for the coming year is to provide financial reporting to service line managers, most of whom are engineers and have no experience with financial reports. While listening to the course I found myself thinking of things I could include in their reports that would be meaningful to them, and how to coach them on understanding the information. Super great, thanks a lot!
Anonymous
(Mgr, Accounting/Reporting, Internal Repo..)
There were too many pictures in the presentation and not enough explanations between differences. It's funny that talks about different ways of retaining information & for me it is to not only hear but to read it. So when I got to the quiz & exam questions, there were several that I did not know because they were not mentioned in presentation the way they were presented in the questions.
Lawrence Hirsch
(Controller at Builders design)
One of the "BEST" courses on Illumeo. The human factor is thoroughly explored with lots of insight and tips. I am amazed of how compliacted this stuff is in understanding the human communication experience and with a 90% test result I can say that Carl does a fantastic job of communicating to this listener. Thank you Carl
Larry
Anonymous
(None)
Interesting to dive into the point of view of nonfinanical managers and understand what we can do better to communicate the performance and health of the business. Only criticism is that the personality types contain many stereotypes, and we are really needing to build relationships with folks and appreciate nuance.
Kathy Crelly
(Director of Finance at NATA)
I enjoyed the comparison examples of AICPA statements to a more useful format for non-financial users. I also thought it was interesting to see how many things should be included besides just the big 3 financial statements to make the data more meaningful. I will be checking out the references provided also.
Anonymous
(Controller)
Well constructed. Teacher did a good job of presenting information in a way that made it easy to understand and will be beneficial going forward in presenting financial statements. Will be better able to gauge the room and cater my financial statement delivery accordingly the conform to the room's desire.
Peter Kotsifas
(CFO at The Phia Group)
Excellent course chock full of information including many slides. I intend to go back and review the information in the slide decks again. I thought the order in which the material was presented was very effective and helped to build later information upon a solid base foundation of information.
Anonymous
(Treasury Director)
This course takes an accountant past the mere numbers and into the process of explaining them to others who need to make decisions. I personally learned a great deal about how to better interpret the work I am doing on a daily basis, not only for my needs, but for a larger group of people.
Anonymous
(CFO)
This course covered a lot of ground. I found it very useful and practical particularly on how to better present financial information to my operating partners and the BI tools available for gathering and presenting KPIs. I recommend this course for all levels of financial professionals.
Lauren Bauer
(Accounting Manager at Signature Analytics)
I find explaining and discussing accounting and financial information with clients who are non-accountants to be one of the most difficult parts of my job. The instructor gave some good tips and ideas about how to better communicate important financial information. Good course!
Anonymous
(Risk manager)
Mr.Heintz gave me an impresion that he was very experienced in what he did, and I benifited by learning his courses, and he showed many ways to find the useful financial information to displayed in my reports, which are very pracital and useful. Thanks for his great work!
Maya Walker
(Global Controller at Fourth Enterprises)
I really appreciate the list of resources provided for industry KPIs and also software applications to take financial data into more visual charts. Also, quite thorough subject matter from understanding the different personality types to presentation examples.
Anonymous
(Accountant)
The course almost felt like two courses. The first part focused on working with Non-Financial Managers as people first while the second part focused on the numbers. I felt like the second part had some interesting tips on presenting some of the information.
Anonymous
()
Very informative lecture on presenting financial information. Analysis on the different personality types and the variety of presentation methods to use depending on each was insightful. Also, how to deal with toxic personalities as this can definetly happen.
Anonymous
(Compass Consultant)
The instructor was lively and engaging and provided relevant examples on how to communicate financial results effectively. The first 60-70 slides could have been shortened and the time condensed, but beyond that the examples were relevant and interesting.
Parker Forge
(Financial Analyst at Stryker)
This was very helpful in learning the best techniques to explain financial information to non-finance employees. I find this difficult in my role as a Financial analyst at a corporation, so using the techniques described in this lesson will be very useful!
Wanda Richardson
(Unemployed at Not Applicable)
Good presentation. Well organized. Tips on what a great financial package looks like for non-financial audience are outstanding. Persons who are required to present financial information to non-financial management will benefit from this course.
Anonymous
()
Key performance indicators – metrics, or measurements of
financial, non financial or a combination of financial and operational data
commonly expressed as a number which can be monitored to determine results
or predict future outcomes
Anonymous
(Director of Accounting)
A good reminder for those of us who are financially literate that while we have spent years in most of these statements, we need to be able to effectively communicate and answer key questions without losing the forest for the trees.
Ningjie Tang
( at Dentsu China Investment Limited)
insightful course and really catch the essences. I would recommend you to take it if you face the similar situations where you ofter need to present ideas/information to audience who doesn't have a good idea of financial knowledge.
Anonymous
()
Very thorough course - great videos and even better slide handouts. Covers everything from actual financial analysis concepts to how to actually teach these concepts. Perfect for anyone with cross-departmental responsibilities.
Anonymous
(Business Financial Analyst)
A great course that covered the course description/learning objectives as stated. Some of the information felt like common knowledge, but overall I felt like the information was very useful. The instructor did a very good job.
Anonymous
(Assistant Controller)
I didn't know there are so many Business Intelligence Software in the market. Glad to know all these names of BI. Will definitely try out the Microsoft Power BI. This sounds a great tools for building dashboards and KPI's.
Anonymous
(Director of FInance)
This was a great course, however not what I expected. That said, I had a lot of take aways and ideas that I can use going forward. I work with clinical people who have no idea how accounting or financial statements work,
Anonymous
(Sr. Accountant)
This course dragged a bit. It was very interesting and seemed on point to the name of the course at the beginning but then just had way to much focus on the details of statements... and nothing more on communications.
James Chuang
(Compliance Specialist at Silverton Casino Hotel)
Fantastic breakdown of the key talking points of the three main financial statements - income statement, balance sheet, and statement of cash flows. Good explanation and justification for what is important for each.
Anonymous
(Accountant)
This is a great course to explore alternatives to traditional financial statements when working with management and other departments. Carl Heintz has a very informative teaching style and provided great examples.
A R
(Controller at -)
The real value of this course starts at the "communicating with non-analyticals" section when the instructor begins to dig into managerial views of financials. Instructor was engaging and moved at the right pace.
Michael Robertson
( at DR Horton, Inc)
The speed of the presenter when talking was way too fast. We were learning about presenting to non financial managers and I could not keep up with the flow of information. Way too fast and way too much.
Anonymous
(Controller)
This provides a great thought process in communicating financial information to non-finance people. It is easy for accountants to talk accounting jargon, we need to convert the conversation to english.
Anonymous
(Senior Manager, Internal Audit)
Great ideas from a user's point of view, delivered in a highly engaging (and often humorous) manner. The presentation itself is a great example of how to present financial results to a non-finance crowd.
Adrienne Frame
( at N/A)
This is one of the best courses ever. And it is so interesting. I encounter all of the personality types discussed in this course. This will help me learn how to better present my financial information.
Anonymous
(Vice President Commercial Banking)
Lot of great examples. The information was easy to understand and was presented well. Great info on cash flow and what managers really need to know. very good coverage of key performance indicators
Anonymous
(Accountant)
I liked that it was a very targeted course that stuck to its objective. I also liked that it not only showed how to present business analytics, but provided guidance as to where and how to find tools.
Anonymous
()
Do not overlook this class! Surprisingly informative and useful. Moves beyond just "knowing your audience" to engaging at all levels. Simplifies what and how to report....check that...to discuss.
Staci Brown
(Director of Finance at Cair Paravel Latin School)
The second half of the course seemed more relevant to the course. Personality information is interesting but not as relevant to the explanation of financial results as discussed in course.
Claire Vuong
(Assistant Manager, FP&A at Hyundai Motor America)
Highly recommended for any FP&A that interface with operating departments. it is relevant and brings you up to date with what you may not be aware of, as far as attitudes towards finance.
Anonymous
(Consultant)
This course goes beyond hat is required for the CPA exam. It greatly improves the accountant's ability to communicate information to those decision makers outside of the financial area.
Anonymous
(Assistant Officer)
The course starts with the concepts of the personalities of audience and briefly goes through fundamental financial reports. It is also helpful to introduce BI software during the course.
Anonymous
(Freelance Writer)
Good course. One suggestion for improvement: pick one or two personality models to focus on, and roleplay some examples of how to communicate differently with certain personality types.
Donald Petter
( at SELF)
Very thought provoking. I have been a part of many boring financial reviews, but Carl Heintz provides many good examples to a more productive meeting other than a check of the box.
Anonymous
(Consultant)
This is one of the best Illumeo courses I have taken. The instructor provided some great examples of how to present financial data in a manner understood by non financial executives.
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
Many good ideas shared to improve financial information presentations. The focus on the personality types of the recipients of financial presentations was unexpected but on point!
Jesse Campbell
( at Suzlon Wind Energy)
A bit too much time spent on the personality models. Could simplify & shorten this. Besides that, the illustrative examples of good vs. better reporting were really insightful.
Dan Villanueva
(Accountant at New York Times)
Provides a different perspective for accountants on how to present the financial statements to non-financial users. I will definitely keep this in mind for future presentation.
Tyler Paeplow
(Consulting Manager at EKS&H)
Very engaging instructor. I learned quite a bit about how to explain financials to non financial oriented people. My job as a business consultant and CPA requires this often.
Anonymous
(Director of Finance)
The instructor has some really good examples for formatting reporting and overall worthwhile food-for-thought. However, the personality model sections seemed like a tangent.
Lilian Dendrinos
(consultant at DLC Group)
Great course. I plan to keep the slide presentation to refer to often in the future. The course provided great insights into human nature. I highly recommend the course.
Anonymous
(Financial Analyst)
Very informative. Information on personality types was very helpful as well as some things about making a presentation more visually appealing that I had not known before.
Anonymous
()
One of the best courses I've taken for PD! Informative and well-presented. I liked the explanation on personalities and communicating with Non-Analyticals. Thank you Carl!
Anonymous
(Not Provided)
Good review of how to understand presenting key (critical?) financial information to non-financial types, who are often in positions of power/influence/decision making.
Anonymous
(Controller)
One of the best courses I've taken for CPE! Informative and well-presented. I liked the explanation on personalities and communicating with Non-Analytical. great course!
Janine Korovesis
(Controller at Google)
I liked the examples. Some of the initial information seemed like overkill (e.g. toxic personalities) ... not really relevant to how to talk to non-financial managers.
Anonymous
(Owner)
The course shows a different approach to presenting the financial statements, which considered personality types. I believe this is a must for accounting professionals.
Anonymous
(Corporate Controller)
The presentation seem to be long and dragged out. Although it has good examples on how one can improve, it was hard to stay focus. I still believe it is worth taking
Anonymous
()
Thank you for this course. This was a difficult course for me as I am not an accountant, but it was very helpful for me to see some relatable information to my field.
Anonymous
(Sr. Accountant)
Very thorough presentation with exceptional detail and examples included making it easier for participants at all levels to follow and grasp the lesson information.
Anonymous
()
Great course that will help me when communicating to my operational directors and project managers when explaining their individual department financial statements.
Chantell Haines
(Accountant at SustainableBrands)
The importance of the cashflow statement is often overlooked at start ups and I have had to voluntarily create one for my clients to help them understand the need.
Anonymous
(Director)
The presenter is very good and very engaging. He provided a lot of valuable information supported with examples. The time allotted to this course is about right.
Anonymous
(Controller)
This is an outstanding course loaded with important concepts and information, that anyone working in Financial reporting/Accounting/Analysis would benefit from.
Anonymous
(Director, Accounting)
Overall it was a good presentation of explaining financials results from understanding your audience to how to make the presentation interesting and valuable.
Anonymous
()
Excellent presentation and course material that is really applicable to any and all briefings presented to anyone. Love the injected humor. THAT's ALL FOLKS!
Anonymous
()
What a great course! Carl Heintz provides clear and thorough instruction with examples that leave much food for thought even after course has been completed.
Sabir Khan
(Admin at IT)
its quite detailed course & presenter used valuable resources that served more valuable than the mere google search.Esp Loved topic of KPI and BI resources.
Sandra Heelan
(CPA, CFE, MBA at None)
Interesting class, great ideas on presentations. Financials aren't that interesting to non-accountants, so learning good presentation skills is important.
Anonymous
(Vice President / Technology and Planning)
Fantastic course that everyone who presents financial information. Good tips on focusing on the audience needs, rather than just talking about numbers.
Anonymous
(CFO)
The instructor did an excellent job in keeping things grounded in the questions that a likely audience wants answered (vs. what GAAP minimally requires)
Sharon King
(Contractor at Self employed)
This course made me think about how an individual’s personality can influence how they comprehend financial statements. Very insightful course.
Anonymous
(Controller)
Very practical course and how Carl used examples get to the point instead of pure conceptual was super helpful and makes it fun to take the CPE!
Anonymous
(Director, Governance)
Fun and informative class with lots of personality type and presentation tips included! Very interesting topic and I liked how it was presented.
David Ord
(VP of Finance at JMI Property Services)
This course opened my mind to how to more easily report complex financial reports. I will be using a lot more graphs going forward. Thank you.
Anonymous
(Controller)
Most useful course taken this year, loaded with practical applications and resources to add value to my financial presentations and discussions
MARTIN COBB
(CFO at FINANCIAL MANAGEMENT CONSUTING LLC)
Excellent course. Every accountant who must present numbers should take this. Distills a vast amount of practical know-how down into 2 hours.
Bertram Sinnathamby
( at Modern Houseware Imports Inc)
Some of the analysis is already done but it showed other way and the presenting of FS to non financial folks in a way they would appreciate.
Anonymous
(Senior Accountant)
Great course. A lot of information is covered from knowing the audience, engaging them and determining if they understate the presentation.
Grant Brannum
(Agent at Treasury)
Material gave good detail and ideas concerning the subject. Liked ideas for making financial presentations more interesting and relevant.
Anonymous
(CPA, CFE, CGMA)
I appreciated the straight forward illustration that helps me learn the practical tips applicable to communicating financial information.
Mahira Sheikh
(Accounting Manager at DLC Group)
This course covered a lot of ground with different reporting techniques on both a qualitative and quantitative scale. Very interesting.
Anonymous
()
A lot of it felt like it was being presented as the best way when it was subjective, but it did give good examples of things to consider.
Anonymous
(Sr. Accountant)
Excellent information and presentation. I learned a lot, and the presenter was excellent - easy to understand and went at a good pace.
Anonymous
(accountant)
Format of lecture did not flow. I'm a seasoned professional and I don't think a junior accountant would understand this lecture easily
Anonymous
()
Definitely more entertaining than most and a lot of content. Biggest takeaway for me was the critical questions vs Big 3 stmts focus.
Jack Brown
(Consultant at JB Consulting LLC)
Informative course. Good content and way to present. Some of the test questions could have been covered more, but still learned a lot.
Anonymous
(Senior Business Consultant)
I appreciated that the material wasn't "dumbed down" and the instructor assumed his audience was comprised of financial professionals
Anonymous
()
The course discusses how to present financial information to non financial managers. The course contains plenty of useful information
Andy Kelly
( at HCA)
Presentation was easy to listen to. Good speaker. Gave great pointers on delivering financial information to non-financial leaders.
John Watkins
( at GSMS Inc)
I liked the course. Some good recommendations/reminders to make sure you are sticking to the main points/not getting too detailed..
Debra Lindquist
(controller at SafeRide Health)
One of the best instructors I have come across here. He was really easy to listen to and gave a lot of really helpful information.
Johanna Gierl
(SOX at Cisco)
Supporting materials helped drive home discussion, relevant for CPA day-to-day dealings with Operations and Executive Management.
Anonymous
(Senior Accountant)
Large amount of information to digest. Presentation should probably be viewed in separate sections rather than in continuous play.
Liked that it is broken up into digested sections. Individuals preparing packages for Board of directors. nothing surprised me.
Anonymous
(VP Corporate Controller)
Enjoyed the discussion around personality types and how to communicate with them including how to deal with toxic personalities.
Justine Soares
(Accountant at Google)
Most helpful CPE course I've taken this year. I gained knowledge and analysis/charting ideas I will bring to my current company.
Anonymous
()
Very informative course for non-financial minds. Presenter brings a lot of good points forward. Thank you for the great course!
DAVID EDWARDS
(Sr. Accountant at Calpine)
this CPE course was very informative, and the author is very knowledgeable. I learned a lot and highly recommend this course!
Robert Stellato
( at DS Smith)
I felt this was a REALLY valuable course.. I will definitely use it as a reference guide in preparing financial presentations
Anonymous
(Accounting Manager)
thought discussion of personality types and toxic personalities was helpful to understand strategy of how to deal with them
Anonymous
(CFO)
This was an interesting course mixed with the first half focused on "soft skills" before going into the technical examples
Timothy Halliday
(Consulting Senior at EKS&H)
The information is complex but the instructor does a good job of keeping it entertaining and keeping the audience engaged.
Ross Connor
( at HVAC Incorporated)
Enjoyed the presentation. He was enthusiastic and clearly understood the dynamic between accountants and non-accountants.
Anonymous
(Sr Accountant)
I certainly learned something. However for someone teaching that presentations should simplify, simplify, simplify......
Anonymous
(Finance and IT Consultant)
Excellent course worth a reference for future and would be very useful for someone who is naïve to financial accounting
Anonymous
(Sr. Manager, Transformation - ERP)
Really in-depth information, but also leads to a desire to learn more. I plan on taking the other courses he teaches.
Inna Shmukler
(Controller at Fornetix LLC)
An excellent course! Provided with good insights, tips and resources. An excellent presenter: very engaging and dynamic.
Steven Collins
(Sr. Director of Cost Management and Comp.. at Vertex Aerospace)
Very broad information related to improving the presentation and discussion of financial information to non-accountants
Anonymous
(CFO)
Excellent insights and presentation on how to communicate financial information effectively to non-financial managers.
Connie Wilkes
( at Greene County School District)
Providing financials in different formats such as graphs and charts could help users that are non-financial people.
DEBORAH CAYLOR
(Accounting Manager at self)
Interesting and engaging. I think this will help going over interim and final financials with my general managers.
Michael Nice
(- at Disrupt)
Great information and well presented. Personally gained a gret amount of information for future use in reporting.
Sophia Kasozi
(- at City of Edmonton)
Great refresher and review of conveying accounting information in a simple formats for non-accounting individuals.
Anonymous
()
a very good lesson on communicating and different tools to present financial information to non-financial managers
Anonymous
(None)
This was an excellent course and helped me to understand what might be more useful in my reporting to our board.
Sarah Nissen
(Compass Consultant at Salo LLC)
This is helpful to take a step back and realize that people do not understand financials like finance people do.
Maureen Curran
(Lead Financial Analyst at CareFirst)
I liked how he described the materials and helped to explain how non-Financial Managers view this type of data
Anonymous
(Corporate Accountant)
Explaining Financial Results to Non Financial Managers is a great course. I learned a lot from this course.
Liam Keegan
(Assistant Controller at Related Beal LLC)
Really useful way to approach communicating financial information to non-accountants. A lot of great insight.
Kristi Patton
( at Connectivity)
This course was one of the best courses I have taken thus far. The instructor definitely kept my interest!
Anonymous
(Senior Director AP)
The instructor provided good advice on getting to know your audience and how to approach and keep engaged.
Anonymous
()
Gee wiz...learned a lot here. Now I know what to do when I get in front of the "non-financial" people :)
Sam Grosoff
(Associate at RSM)
I feel extremely prepared to discuss any type of financial information to someone that is less informed.
Anonymous
(Director - Billing Data Integrity)
Enjoyed the course. Learned some new things. Presentation is very important when providing results.
Anonymous
()
Great course with concrete info to implement. Loved the report presentation graphics and illustrations.
Anonymous
()
The instructor is engaging and interesting. Good tips on communicating with non-financial professionals.
Anonymous
(Owner)
I liked how he presented ways to teach effectively, not just in financials, but how to work with anyone
Brenda Larson
(Operations Accountant at Spray Lake Sawmills)
Very good presentation style. Course was exactly as outlined in the syllabus, and met my expectations.
Anonymous
(Finance Consultant)
Thankful for the lessons provided. The content was dynamic and practical and makes good points. Thanks
Anonymous
(Finance Director)
Very good information and useful examples. Most listeners will gain something from this presentation.
Anonymous
(Manager - Compliance and Risk Management)
This course relied more on existing knowledge than course content to answer the questions correctly.
Paul Morris
(Director, Compliance and Insurance at Sam Houston State University)
excellent primer for non-financial types and c-suite staff who support these types of presentations
Anonymous
(Director of Finance)
This course was helpful in preparing for specific presentations for marketing and sales leadership.
Anonymous
(Accountant)
This was a very practical course that highlights effective ways to communicate with the audience.
CHARLOTTE CRAWFORD
(Controller at WEST CENTRAL WIRELESS)
One of the most useful presentations I have seen. Cannot wait to rollout some of the suggestions.
Georgios Baltos
( at EUI)
Excellent presentation, insightful hints for improvement on financial reporting comprehensiveness.
Jeff Bone
(Financial Advisor at Northwestern Mutual)
Enjoyed the course, thank you for providing great information on presenting financial information!
Prashant Shah
(Manager-FP&A at jda)
This is really a good course for FP&A analyst and managers who are working closely with Business.
Anonymous
(Operations Controller)
Very good and undertainable presentation. the content fits 100% with the presentation/prensenter
Roanna Alahakkone
(accountant at ABC)
Very easy to follow and understand. The view of the non-financial manager was well presented.
Anonymous
(Director, Financial Reporting)
This course was helpful in breaking down the best ways to explain to non-financial managers.
Anonymous
(Accounting Manager)
This is a useful course to refer to before creating a presentation on financial information.
Brian Meister
(- at International Hillel)
Great instructor! His style was really able to capture my attention throughout - fun slides!
Corey Masters
(Accountant, Internal Auditor, Risk Speci.. at Self)
I found this to be a more challenging course than some of the others, but very insightful.
Anonymous
(Senior Financial Analyst)
Interesting Topic. The course was a little long, but I consider it valuable none-the-less.
Jordan Rychel
(Senior Accountant at Equinor)
Course was a lot more detailed than expected and very helpful review of accounting basics.
Anonymous
(Finance and Accounting Consultant)
This course was very enjoyable and full of great information. I strongly recommend it.
Sylvia Ratliff
(internal audit consultant at self employed)
Some very interesting concepts and useful information for making better presentations.
Kevin Kilroy
(Senior Director Strategic Finance at Covanta)
Good information well presented. Critical information for all finance people to learn
Anonymous
()
help me to understand how to explaining the financial results to my boss with best way
Ray Barbic
(Principal at RB Financial Consulting LLC)
great course but part 6 slides in the supporting materials do not follow the lecture.
Anonymous
(-)
Truly one of the best courses I have experienced. Very well prepared and practical.
Anonymous
(Senior Accountant)
Good Overall Course, I'll be able to take some of these tips and apply then at work.
Eugene Rura
(Manager Finance at Saputo DF USA)
Excellent overview of communicating financials to people outside of accounting/FP&A
Anonymous
()
Interesting and insightful presentation - a good basic introduction to the subject.
Anonymous
(Consultant)
Practical guidance for helping non-financial leaders get it! Examples were good.
Erin Milroth
(Assistant Controller at -Edifice, Inc.)
nothing to add good course on financial information that is useful in conversation
Jeff Nelson
( at A.O. Smith Corp.)
Informative presentation. Some slides were a little busy, but overall pretty good.
Stan Hilbert
(Chief Financial Officer & Treasurer at URM Stores, Inc.)
Excellent tips and insight to improve my financial presentations. Thank you Carl!
Kendall Houk
(Chief Financial Officer at Famous Smoke Shop)
Outstanding course for anyone who has tried to communicate financial information.
Anonymous
()
Great course of explaining financials to no financials managers which added value
Anonymous
()
Good course
Anonymous
(Functional Analyst)
Great class with lots of good information. It kept moving and kept my interest.
Anonymous
(Controller)
What a great course and helpful for CPAs who struggle with communicating results
Anonymous
(Close & Consolidations Senior Manage..)
Really helpful in understanding from a non accounting and finance point of view
Radhesh Pradhan
(Accounting Manager at DGN Technologies Inc)
Loved the course. Very insightful. Every accountant should take this course.
Heather Douglas
( at Tervita)
I liked the slide formats, they were easy to read. There were some good ideas.
Allen Ramsay
( at Emergent Cold)
interesting and good overview. nice to have a confirmatory review to reinforce.
Anonymous
(CAO)
Good information. Very helpful. Worth the time it takes to listen and review.
Quinn Bonta
(Associate Consultant at RSM)
Overall good course, it was beneficial in broadly covering a detailed topic.
Anonymous
()
great class. I have always enjoyed all your accounting and finance classes
Theodore Zeck
(Certified Public Accountant at Theodore R. Zeck, CPA)
This came pretty easy to me, as I'm a CPA by license, but layman at heart.
Bobby Gehm
(Financial Reporting Manager at Oracle + NetSuite)
the course was fine, but nothing spectacular. The instructor was thorough.
Anonymous
()
The course included helpful tips for presenting to non-financial managers.
Anonymous
(Financial Analyst)
This is a helpful class to bridge between finance and non-finance people.
Brian McClain
( at 7038995309)
Interesting take on analyzing your audience. Really enjoyed the course.
Anonymous
(Associate)
Nice course. Laid out well and source materials are well put together.
Fernando Diaz
( at Self employed)
Thank you Carl for su hijo a wonderfull course. I do enjoy it !!!!!!!!!
Anonymous
()
Useful information on financial statements. Nice introductory course.
Andrew DeLorme
( at Allscripts)
Good refresher on communication and different types of personalities.
Anonymous
()
ok....gives decent examples. More real life would have been good.
Anonymous
(Finance)
It was a very useful, fun and interesting session! Highly recommend.
Jimmy Hall
( at Consultant)
Great content, knowledgeable presenter, good pace, it was very good.
Anonymous
(Controller)
Good insight on how to communicate information in different methods.
Kevin Moschella
(Sr. Director, FP&A at Evidera)
Great review how to present the different key financial statements.
Anonymous
(Senior Director Internal Audit)
excellent breakdown on personality types that will help in meetings
Anonymous
()
thanks for the info. It was helpful to see another's perspective.
Anonymous
(Controller)
This course effectively covered the stated learning objectives.
Kimberley Wooding
(CFO at 5 Star Life Insurance Company)
Great ideas to provide better management reports in the future.
Gulnara Reznik
(Accountant at Insitute for Scientific Environmental Tr..)
Not sure it was very useful for me, I have learned about MS BI
Anonymous
()
His style of presenting was good. The information was useful.
Charles Elwis
(Insurance Broker at Health Guys)
I dislike writing 50 characters reviews. The course was good.
Anonymous
(Consultant)
This course was fun and educational. Great for CPE credits!
Erin Galyean
(Controller at A-dec)
Very thought provoking and had some tangible suggestions.
Anonymous
(Controller)
Great course...considering changing presentation formats.
Yash Dalmia
(Director at Vinayaka FMCG Private Limited)
The instructor provides good overview of the information.
Nicole Cunnea
(Implementation consultant at ADP)
Enjoyed the details. So true about toxic personalities!
Anonymous
(Senior Accountant)
Very informative presentation with an effective speaker.
Charles Worden
(Director of Accounting at Fluence Bioengineering)
could be the best course I've taken specific to my job
Dianne Anderson
(Senior Accountant - Financial Reporting .. at AmeriCU)
The information was very good and easy to follow along
Anonymous
()
Presenter was thorough and course content appropriate.
Anonymous
()
very nice and well structured course. can learn a lot.
Bettie McCarthy
(Consultant at Bridgepoint Consulting)
Great tips on how to relate to non financial types.
Anonymous
()
Nice financial course and helpful learning experience
Anonymous
(Consultant)
Relevant examples and good info to use in workplace.
Kirit Kapadia
( at Kirit KapadiaCPA)
Very good presentation. Good questions for the exam
Anonymous
(Controller)
Very detailed and thorough, yet easy to understand!
Anonymous
(CPA/Investment Advisor)
Great course, good info, good powerpoint materials
Syed Kazmi
(Controller at Encompass Capital Advisors LLC)
Very common subject but it's difficult to explain.
Anonymous
(Salaried Consultant)
Nice to keep moving swiftly from slide to slide.
Anonymous
(Owner)
Very usefu information. Presenteris very good.
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
Good basic course on financial statements.
Brett Peterson
(Consultant at DLC Group)
good content and great tone and speed
Anonymous
(Senior Manager - Corporate Development a..)
Good overview of best practices.
Anonymous
()
interesting ideas
Anonymous
(Director of Accounting and Finance)
Good overview...
Kenneth Hopkins
(Senior Financial Analyst at The University of Texas Health Science C..)
Interesting...
Adrienne Yust
(Self at Self)
Nice course
Anonymous
()
Good course
Anonymous
(Controller for Americas BU)
ok
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
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
.
Course Questions and Answers1 Question
Carl HeintzChief
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
© 2024 Illumeo, Inc.
Hi, thanks for the question. The answer is contained at 14:07:02