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What the Board Expects: Financial Prep & Delivery

$525

What This Course Covers

Board reporting requires more than presenting financial data.

This course focuses on selecting and framing financial, risk, and regulatory information for a board audience, explaining the story behind the numbers, anticipating likely questions, and delivering the material clearly and concisely.

Who Should Attend

  • Controllers, CFOs, and senior leaders
  • Professionals presenting to boards or committees

What You'll Be Able to Do

Upon completion of this course, you will be able to:

  • Identify types of financial, risk, and regulatory information commonly relevant to boards
  • Organize selected financial and risk information for board-level communication
  • Recognize common board questions and areas of concern
  • Describe practices for concise, effective board-level delivery

How This Helps You on the Job

Board communication is part of governance. When financial or risk information is unclearly framed, the board can receive the data without receiving the context needed to understand what changed or why it deserves attention.

This course focuses on organizing that information for clearer board discussion and decision-making.

What to Expect After Registration

You will receive a confirmation email after registering, along with email reminders one day and one hour before the course.

If you do not receive your confirmation or reminder emails, please check your spam folder. If they are not there, contact us for assistance at academy@arcstrategicservices.com or (239) 421-5300. You may also contact us for any concerns or complaints.

Please see our refund and cancellation policy for additional information.


National Registry Statement

TAC4 Solutions LLC dba ARC Academy 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.

National Registry of CPE Sponsors

Certificate Requirements

The following requirements must be met to receive a CPE certificate for this course:
Attend the webinar
Answer 5 polls
Click on > 80% of attendance monitor pop-ups
Please contact us if you have any questions or believe there is an error.

Topics Covered

  • Identifying board-relevant information
  • Framing financial, risk, and regulatory information
  • Telling the story behind the numbers
  • Anticipating board questions and concerns
  • Clear and concise board-level delivery
Prerequisites: Management or leadership experience recommended.
Advance Preparation: None

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Extend board-level communication into long-duration Life decisions involving capital, products, investments, reinsurance, and risk.

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Webinar: What the Board Expects: Financial Prep & Delivery by ARC Academy