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From Complexity to Clarity: Communicating with Confidence

2 CPE Credits $75.50/credit hour Monday, June 21, 2027 · 9:00am PT / 12:00pm ET
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Tax and accounting professionals often need to explain complex information quickly, accurately, and calmly to clients, colleagues, leaders, and cross-functional partners. Under pressure, even strong technical professionals can fall into common communication traps: over-explaining, leading with too much detail, burying the recommendation, or responding before the real question is clear. This two-hour webinar helps participants communicate with greater clarity, structure, and confidence in high-demand work situations.

Participants will learn practical techniques for leading with the point, organizing information around the audience’s decision or need, translating technical detail into useful implications, and making recommendations more clearly.

Topics Covered

  • Why communication clarity matters for credibility, client trust, and decision quality
  • Common clarity blockers, including over-explaining, jargon, unclear recommendations, and too much background detail
  • How to lead with the point before providing supporting details
  • How to tailor technical information to the audience’s decision, concern, or action need
  • How to communicate risks, tradeoffs, and recommendations with confidence
  • How to respond thoughtfully when questions, pushback, or time pressure create stress
  • How to close communication with clear next steps, ownership, and follow-through

Learning Objectives

  • Identify common communication habits that reduce clarity, credibility, or usefulness when explaining technical information under pressure
  • Recognize practical structures for organizing messages around the audience’s question, decision, or needed action
  • Apply concise communication techniques to explain recommendations, risks, implications, and next steps more clearly
  • Tailor technical information to the needs of clients, leaders, reviewers, and cross-functional partners
  • Use a calm, structured response approach to clarify questions and address pushback in high-pressure situations

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Personal Development (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Dory Bertsche

Dory Bertsche is a seasoned facilitator and executive coach with more than 30 years of experience helping professionals communicate with clarity, confidence, and strategic intent. She brings deep expertise in business writing, logical structuring, storytelling, presence, sales, and critical thinking, enabling clients to elevate their influence and drive meaningful results.
Known for her sharp thinking and pragmatic approach, Dory helps individuals and teams craft compelling messages, deliver them with credibility and authenticity, and tailor their communications to specific business objectives, from winning support for ideas to navigating complex stakeholder environments.

As a former Communications Specialist at McKinsey & Company, Dory guided high-stakes communications, structuring complex information for impact and equipping professionals to lead conversations, shape decisions, and move ideas forward in fast-paced, high-pressure contexts.

She has coached leaders across professional services, financial services, healthcare and life sciences, technology and media, energy, and the public sector.
$151.00 / 2 CPE
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
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