October 26, 2026

Live Webcast

NYSED 2
•
NASBA 2

Module 2: Strengthening Client Communication and Professional Presence in Financial Engagements

October 26, 2026
Live Webcast
NYSED 2
•
NASBA 2

Module 2: Strengthening Client Communication and Professional Presence in Financial Engagements

This module focuses on helping professionals communicate more effectively with clients and strengthen their professional presence. Participants examine the role of timely communication, relationship building, and thoughtful messaging in client service environments. The session explores when email is appropriate, when direct conversations are more effective, and how to communicate complex information clearly while building stronger client relationships.

This product is sold as part of a series. Please use this link to complete your purchase: Catalog - Financial Leadership Certificate Program: Advancing the Modern Professional Series | NYCPA

Learning Objectives

By the end of this module, participants will be able to:

  • Communicate with clients in a timely, responsive, and professional manner.
  • Determine when a conversation or phone call is more effective than email.
  • Prepare concise and effective written communications that support engagement objectives.
  • Evaluate the sufficiency and effectiveness of written communications.
  • Translate complex financial and accounting concepts into clear client focused insights.
  • Build stronger client relationships through meaningful communication and professional presence.

CPE Credits Available

NYSED 2
NASBA 2
2
Advisory Services (NYSED) - NYSED
2
Management Advisory Services (NASBA) - NASBA

Things to Know About This Course

Provider

Foundation for Accounting Education

This session is part of the Financial Leadership Certificate Program: Advancing the Modern Professional Series.

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    Price includes $6.00 early registration discount(s) - expires 9/29

    Price includes $6.00 early registration discount(s) - expires 9/29

  • NYCPA Non-Member

    $ 95 95

    Price includes $20.00 early registration discount(s) - expires 9/29

    Price includes $20.00 early registration discount(s) - expires 9/29

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