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Communicating Financial Information With Clarity

January 17, 2024 | 2:30–3:45 pm ET | Online | Part of the Workplace Communication Series


Melissa Marshall at NACUBO Annual Meeting

Join acclaimed presenter Melissa Marshall for a webinar exploring principles and strategies that empower individuals to communicate financial information more effectively. Learn techniques for simplifying complex ideas, tailoring a message to diverse audiences, and ensuring your communication is concise and impactful.

Learning Objectives

After this webinar, you will be able to—

  • Analyze an audience and adopt an audience-centric approach
  • Make financial data understandable and actionable to audiences of different backgrounds
  • Plan a presentation structure that highlights the most critical details

Register for the Series

This webinar is part of the Workplace Communication Series Presented by Melissa Marshall. Visit the series page to purchase access to the whole series.

About the Speaker

Melissa Marshall believes that even the best science is destined to remain undiscovered unless it’s presented in a clear and compelling way that sparks innovation and drives adoption. She’s passionate about showing often-skeptical scientists and technical professionals that they really can change how they present for the better, without changing themselves.

For the past decade, Marshall has traveled around the world to work with Fortune 100 corporations, institutions and universities, teaching the proven strategies she’s mastered through her consulting work and her 10 years as a faculty member at Penn State University. In 2019, 2020, and 2021, Microsoft recognized Marshall’s work empowering the technical community to use PowerPoint to design slides more effectively by naming her as one of Microsoft's Most Valuable Professionals (MVP).

You’ll find that Marshall practices what she preaches with her own lively and practical talks. For a sneak peek, check out her TED talk, “Talk Nerdy to Me.” It’s been watched by over 2.5 million people (and counting).

How to Attend

After registering, you will access this event in our new learning management system

If you can't access this event, please email

CPE Credit

Please review the new process for earning CPE credit online.

Online CPE Available

Event Information

  • Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Communications and Marketing
  • Length: 75 minutes

CPE Information

Estimated 1.5 CPE Credits

Please note you can only earn credit for attending the event live. Each individual must register and attend separately to earn credit.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

Session Rates

Cancellation Policies

This webinar is part of the Workplace Communication Series Presented by Melissa Marshall. Visit the series page to purchase access to the whole series.

Member Ended January 17, 2024


Non-Member Ended January 17, 2024



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