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Webinar: Communicating Financials to Nonfinancial People

Published by Summit Marketing Team on Jul 17, 2023 2:11:42 PM





Communicating Financials to Nonfinancial People


This webinar has already occurred,

but you can catch the replay to the left.


Subscribe to our YouTube channel!







Have you ever noticed your client’s eyes glaze over when you start talking taxes? Are you used to clients looking lost (or bored) when you go over their financial statements? In this webinar, you will learn how to speak your client’s language as you provide them the insights they crave. You’ll leave this session with ideas for clearer communication that will help you make the transition from historian to proactive client advisor.


In this Free CPE Webinar, you will:

  • Discover how to speak your client’s language

  • Learn to deliver information most important to your client

  • Explore ways to become an advisor


Who should attend:

  • Practicing accountants wanting to increase value to clients

  • Firm owners looking to improve communication skills

  • CPAs looking to deliver more client results



Webinar Presenters



MicrosoftTeams-image (5)-2





Geni Whitehouse


Countess of Communication

Tom Wadelton

CPA - Virtual CFO at Summit CPA Group



Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credit in the Communications and Marketing field of study

Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based



Registration: RSVP to attend The CFO Community online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328

NASBA Sponsor Identification Number: 109352


Summit CPA Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.