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Communicating Financial Information to Nonfinancial People

Communicating Financial Information to Nonfinancial People. AGFOA April, 2012. Overview. Know your audience Know your stuff Clear and concise Visuals Presentation. Know Your Audience. Readers? Listeners? Visual? Detail?. Readers…. Information in advance Executive summary

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Communicating Financial Information to Nonfinancial People

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  1. Communicating Financial Information to Nonfinancial People AGFOA April, 2012

  2. Overview • Know your audience • Know your stuff • Clear and concise • Visuals • Presentation

  3. Know Your Audience • Readers? • Listeners? • Visual? • Detail?

  4. Readers… • Information in advance • Executive summary • Complement… • Example – quarterly financial report

  5. Tailor to Your Audience • Know what is important • Organize the information • Trends and outliers

  6. What is Important? • Is the decrease in 2012 a problem? • Was 2011 an anomaly • It matters…

  7. Set the Stage • Establish credibility • Start on time • End on time

  8. The Message • Clear • Consistent • Angles • Brief

  9. Say What? • The increase in net assets is down from last year. • Anything about arbitrage! • What is an audit?

  10. Terminology • Buckets • Internal controls • Fund balance • Spending authority • Exceptions • The “F” word

  11. Presenting the Information • Be accurate • Be prepared • The “right” amount of information

  12. Audit Plan

  13. Sampling

  14. Focus on…

  15. Presentation Skills • Visual aids • Positioning • Room setup • Props • Engage the audience if appropriate

  16. Questions? Rob Moody 503.274.2849 rmoody@tkw.com

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