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

  • View Bio

    Instructor

    Jeff
    Keene

    View Bio

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.

Register For This Event

  • NYCPA Member

    $ 85 85
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  • NYCPA Non-Member

    $ 95 95
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