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Financial professionals have started to realize that demonstrating mastery of their profession is not limited to preparing and presenting meeting briefings and firing off summary emails on business issues.

True risk assessment and forecasting proficiency emerges from their ability to draft and edit operational and financial inquiries, fiscal analyses, sales forecasts, revenue forecasts, internal justifications, appropriation requests, client proposals, business plans, and a whole host of other financial documents depending on their organizational responsibilities.

Why Should You Attend:

A study by the College Board’s National Commission on Writing concludes that a third of employees in United States blue-chip companies write poorly, causing corporations to spend as much as $3.1 billion annually on remedial training.

Areas Covered in this Webinar:

Four levels of quality controlling finance-related messages
Using a structure that reinforces the purpose
Emphasizing key points through solid paragraphing
Employing formatting devices to guide readers through complex data
Highlighting the relevance of data through transitions
Editing sentences for clarity through active voice
Applying the principles of conciseness to get to the point
Maintaining a consistent message through parallel structure
Remedying the most prevalent sentence errors that compromise the quality of language

Learning Objectives:

Attending this webinar will enable you to:

Focus the audience on the purpose of the message
Determine the appropriate level of content
Organize data to focus the reader
Heighten the importance of facts to address the reader’s concerns

Who Will Benefit:

Accounting professionals
Banking managers
Business forecasters
Economic advisors
Equity researchers
Financial planners
Insurance professionals
Investment consultants
Risk analysts
Tax specialists

Speaker Profile:

Philip Vassallo, Ed.D. has provided comprehensive communication consulting to over 25,000 employees across diverse professional disciplines. His services include teaching and coaching writing and presentation skills, designing interactive courses, assessing professional writing, and writing or editing for numerous organizations. He holds a B.A. in English (Baruch College), an M.S. in education (Lehman College), and a doctorate in educational theory (Rutgers University).

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