MACPA – How to Report Financial Information


Do your business associates and/or clients have difficulty understanding the financials? Are they making decisions without comprehending the financial impact of their actions? They frequently “smother in detail and crave for knowledge. This high-impact interactive program is loaded with practical ideas and techniques to help associates and clients make better business decisions. Financial Information is one of management’s most useful tools, yet far too many non-accountants are unable to read financial reports and use this information to enhance performance. This seminar is especially beneficial with today’s emphasis upon Teambuilding, Total Quality Management, and Employee Involvement, where responsibility, authority, and decision-making are shifting to lower organization levels.

Learning Objectives
  • To help CPAs identify an organization’s key financial metrics, determine the “drivers” that impact the metrics, and present the metrics and drivers to non-accountants in understandable patterns.
  • To increase the CPA’s confidence and effectiveness with making presentations to large and small groups.
Major Topics
  • Presenting the Three Principal Statements – a unique unorthodox graphic method that simplifies user understanding
  • The Three-Step Process for Gaining Insight: Identifying the key financial metrics – Key Results Indicators (KRIs) — numbers that determine an organization’s level of success, not just measure it.
  • Determining the “drivers” that impact the metrics -Key Performance Indicators (KPIs)
  • Developing Understandable Internal and External Financial Statements — a very “Key Step” for unlocking the hidden meaning inside the numbers.
  • The Six-Step Process for High-Impact Presentations —knowing the audience, holding the listeners, feeling comfortable as a speaker, and adding visual impact.
  • Identifying the Purpose — how financial understanding will enhance decision-making for both Strategic and Operational objectives.
  • Open-Book Management — stakeholders will better understand the financial aspects of business and are able to make better decisions.
  • Positioning the CPA as a Financial Leader and “superb communicator of solutions” within the organization and with your clients.
  • How to feel more confident and comfortable explaining financial information
Business Learning Institute
Course Level
Professional Area of Focus
T Shaped Professional Leadership
T Shaped Professional Integration and Collaboration
T Shaped Professional Communication
CPE Field of Study
Communications and Marketing
Who Should Attend

* CPAs in both private and public practice who want to enhance their skills and abilities to explain financial information to associates and clients * CPAs who want to enhance their communication skills and feel more comfortable making presentations

Peter Margaritis


Loyola University Maryland Graduate Ctr Columbia Campus
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May 20, 2020
8:00 am - 12:00 pm EST
Loyola University Maryland Graduate Ctr Columbia Campus
Total CPE Credits

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MACPA – How to Report Financial Information

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