Today’s competitive and complex business environment requires the CPA to be a strong communicator. Attend this proactive seminar and learn how to effectively communicate your position!
This seminar will emphasize the “communication” process and explore techniques to improve oral communications, including telephone techniques, and written communications.
Publication Date: February 2019
Designed For
Sole practitioners, firm partners, CFOs, controllers, department managers, staff accountants.
Topics Covered
- Becoming a Stronger Communicator
- The Communication Process
- Improving Oral & Written Communications
- Telephone Techniques and the CPA
- Communications Skill Building- "What”if" Scenarios
- Related Communication Concepts- Public Speaking, Negotiations, and Marketing
- "Human Issues" and Communications
Learning Objectives
- Recognize how to become a stronger communicator
- Identify the communication process
- Differentiate ways to improve oral and written communications
- Identify related communication concepts”public speaking, negotiations, and marketing
- Recognize empathy, ego and needs and personality types as they relate to communications
- Describe the most effective setup for a meeting when it comes to space dynamics
- Identify how to apply Maslow's model to communication
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Personnel/HR (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructor
David Osburn
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.
Mr. Osburn’s Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.
His extensive professional background of over 30 years encompasses 21 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.
Mr. Osburn has been an adjunct college professor for over 30 years including the College of Southern Nevada.
He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma.
Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).