June 25, 2025


In-Person

Ashore Resort & Beach Club
10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619


2 CPE

Beach Retreat: Exploring Client Advisory Services - Communicating Financial Results to Stakeholders

June 25, 2025
In-Person
2 CPE

Beach Retreat: Exploring Client Advisory Services - Communicating Financial Results to Stakeholders

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    Instructor

    David
    Peters

    View Bio

Learning Objectives

  • State the accountant’s role within a company 
  • Recognize how different stakeholders view financial statements. 
  • Identify how to focus in on just the key points when reporting financial results.

Major Topics

  • Communicating financial results 
  • The role of the accountant in communication 
  • The challenges accountants face in communication 
  • Creating better awareness of a company’s financials 
  • Behavioral biases of stakeholders 
  • Case study 
  • Dealing with behavioral biases 
  • Tips for staying on-point in our communication

CPE Credits Available

2 CPE
2
Personal Development

Ashore Resort & Beach Club

10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619

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Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Accounting & Auditing
  • Leadership
  • CAS (Client Accounting Services)

Prerequisites

None

Advanced Preparation

None

Intended Audience

New CPAs and financial services professionals looking to communicate better and move up in their companies.

Provider

Peters

Register For This Event

  • MACPA Member

    $ 109 109
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  • MACPA Non-Member

    $ 139 139
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