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Communicating Financial Goals and Performance

December 8 @ 8:30 am - 12:00 pm CST


This virtual seminar is split between two consecutive days. Participants must attend both sessions to complete the seminar. Registration covers both sections.

Part 1: December 8 | 8:30am – 12:00pm
Part 2: December 9 | 8:30am – 12:00pm

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

Online Seminars All online seminars are hosted in real-time via. Zoom. Be prepared to participate with your class in discussion with your instructor. If you have not used Zoom or would like to learn more, please visit Getting Started with Zoom.

Scheduling All online seminars will be held across two-consecutive days from either 8:30-12:00 or 1:00-4:00 CST.

Pre-Course Communication Once registration is completed, you will be emailed a confirmation of enrollment. Two weeks before the session, you will receive an email with login details and additional details including any pre-work assignments (such as short readings or videos that instructors may ask you to complete prior to the session).

Course Recording Each online seminar is recorded and you will be given online access to these recordings. By attending the event, you are giving the Bloch School of Management permission to use your image should we create promotional or instructional material from the recorded session.

Cancellation & Transfer Policy Seminar participants (or their organizational representative) should call or email Bloch Executive Education 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 from one individual to another 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.

Available Discount Programs

UMKC and Bloch Executive Education Alumni, Kansas City Regional Association of REALTORS members, CX Central Exchange members, Saint Luke’s Health System employees, Heartland Black Chamber of Commerce members – you qualify for discounted seminar registration.

If any of the above categories apply to you, please contact umkcexeced@umkc.edu or 816-235-2892 to take advantage of discounted rates.

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