M10 / Cutting through the fog: Communicating financial information to a non-financial audience

Date: Monday, 27 June
Time: 1:30 – 2:45 pm
Track: Business Management

Communicating financial information is a two-way street, but how do those knowledgeable about financial data communicate financial information to an audience of stockholders, board members, the public or even other employees who have little or no financial background? Learn how to “walk through” critical information with non-financial audiences.

Topics to be covered include:

• Sifting the chaff: learning what does and does not need to be communicated
• Lighting the path: relating to your audience
• Pointing out the potholes and walking together: emphasizing critical data and establishing ongoing communication helpful to all

Presenter / James D. Cole / Virginia, USA, is director of development for the Masonic Home of Virginia. His 25 years of professional experience include roles as auditor, founder, officer and consultant with numerous organizations throughout the U.S. He regularly speaks on such topics as financial reporting, taxes, accounting, auditing, endowment administration, fundraising, board development, planned giving and organizational structures.