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Business Writing for Financial Professionals (MSO661G)

Presented by: Philip Vassallo, Ed.D
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(*) Single User Price. For multiple users please call 1-800-223-8720
Pre Recorded Webinar
90 minutes
  •  Thu, June 30, 2016
Event Description

Writing High-Impact Business Documents On the Fly

Financial professionals 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 writing proficiency emerges from their ability to draft and edit operational and fiscal analyses, financial inquiries, revenue forecasts, business cases, client proposals, internal justifications, appropriation requests, and a whole host of other financial documents depending on their organizational responsibilities.

Meanwhile their formal training in these vital skills has been limited to academic contexts, and their company may not necessarily use standardized methods for composing these diverse documents. Thus, specialized training in financial business writing is essential to ensure that financial professionals write documents which express their organizational objectives and business purposes.

A study by the College Board's National Commission on financial 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. This problem is especially significant as the flattening of the global marketplace has increasingly burdened financial professionals to write high-profile, complex documents for diverse audiences on the fly, basically develop their business writing. They often perform this essential work in diverse locations, such as commuter trains, hotel lobbies, and conference rooms; during fast-paced, noisy business meetings, and under exceedingly tight time pressures. While many financial professionals benefit from using templates when developing major documents, circumstances often demand they think on their feet by either adapting the template to the situation or abandoning it for an alternative method.

As a result of these demands, writers ranging from tax consultants and investment risk analysts to equity research reporters and sales forecasters need a toolbox of memorable and practical strategies, techniques, and tips that will guide them through the writing process.

This webinar by expert speaker Philip Vassallo, Ed.D includes the key principles of focused, high-impact writing, regardless of the financial document. You will improve your business writing by working through the phases of revising (ideas), editing (expression), and proofreading (overlooked errors).This session looks at the rewriting process from levels: 1) the document level of purposefulness; 2) the paragraph level of emphasis, unity, coherence, and visual appeal; 3) the sentence level of impact, clarity, conciseness, consistency, and correctness; and 4) the word level of diction. This systematic, top-down approach will prove invaluable when applying the webinar principles to their unique business writing situations.

Training Objective:

  • Four levels of quality controlling finance-related messages
  • Focusing on the purpose of the message
  • Determining appropriate content level
  • Organize data to focus the reader
  • Emphasizing on the six principles of headings
  • PDF and how to prepare your business documents when they are in PDF format
  • 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

Who Should Attend

  • Accounting professionals
  • Banking managers
  • Business forecasters
  • Economic advisors
  • Equity researchers
  • Financial planners
  • Investment consultants
  • Risk analysts
  • Tax specialists
About Our Speaker(s)

Philip Vassallo | Writing & Presentation Skills WebinarsPhilip Vassallo Ed.D
Philip Vassallo has developed, delivered, and supervised communication training programs for a wide range of managerial, administrative, and technical professionals in corporate, government, and academic environments. He has also taught writing and presentation skills on the graduate and undergraduate university levels... More info

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    Event Title: Business Writing for Financial Professionals
    Presenter(s): Philip Vassallo, Ed.D

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