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Communicating Financial Goals and Performance

September 29 @ 9:00 am - 4:00 pm


This workshop shares real-world cases to help you apply key communication strategies for moving your ideas forward. Develop your ability to interact with internal and external audiences while focusing on the financial implications of strategic decisions.

Key Topics

  • Understand “CFO speak” including terminology and financial performance metrics
  • Convert functional area jargon into the language of finance
  • The role of financial projections in decision making
  • Using your business case to influence others
  • Identifying drivers of success and risk
  • Financial models that support the business case
  • Conducting sensitivity analysis and what-if analysis
  • Demonstrating alignment of strategic and financial goals
  • Anticipating and dealing with pushback
  • Presenting key decision points in a concise manner

Who Should Attend

  • Managers of all backgrounds who seek improved skills to articulate financial goals and describe performance to non-financial audiences.
  • Managers with a non-finance background who want to learn finance jargon and “CFO speak.”

Program Details

Available Discounts

Are you a UMKC Alum or KCRAR member? You qualify for a discount! Contact us at or 816-235-6259 to take advantage of discounted rates.

Pre-Course Communication

Two weeks before the session, you will receive an email with session details. A parking pass with parking instructions will be mailed to you a week before the session.


Light breakfast and coffee will be available in the morning, and lunch will be provided.


Nathan Mauck is an associate professor of finance at the UMKC Henry W. Bloch School of Management. He teaches financial management, advanced corporate finance, financial modeling, valuation/M&A, and international finance. His primary research interests include sovereign wealth funds, mergers and acquisitions, behavioral finance, real estate, corporate social responsibility, international, and corporate finance. Nathan received his Ph.D. in finance from Florida State University and his undergraduate degree in finance from Kansas State University.


Photo & Video Policy

By attending the event, you are giving the Bloch School of Management permission to use any photos, videos, or images captured on site for future promotional purposes.

Cancellation & Transfer Policy

Seminar participants (or their organizational representative) should call or email Bloch Executive in order to change or cancel registrations. Cancellations made prior to 7 days from the seminar date are eligible for credit towards a future seminar, but are ineligible for refund. Credit for future seminar is valid through the following seminar year. Seminar registrations may be transferred to another individual up to 7 days before any elected seminar. Cancellations made within 7 days from the seminar date are non-transferable and non-refundable. Bloch Executive Education reserves the right to make changes to the cancellation policy and transfer policy. The current policies will be posted on our website and will be observed regardless of previous policies or standards. “No-shows” are non-refundable and non-transferable.


September 29
9:00 am - 4:00 pm
Event Category:


Bloch Executive Hall
5108 Cherry Street
Kansas City, MO 64110 United States
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