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| From Numbers to Narratives: Mastering the Art of the Valuation Report (2193Q) |
Course CPE: 2 hours
Field(s) of Study: Communications and Marketing–2 hrs
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25SPM0911FNN
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 11, 2025
Presenter: Richard Gray and Pasquale Rafanelli
Program Description:
This session will provide valuation professionals with the skills to transform complex financial analyses into clear, persuasive, and defensible reports. This session bridges the gap between technical valuation work and effective communication by focusing on how to present assumptions, methodologies, and conclusions in a manner that resonates with diverse audiences, including clients, attorneys, regulators, and courts.
By the end of the session, participants will be able to confidently deliver valuation reports that not only withstand scrutiny but also tell a compelling story that supports their conclusions.
After completing this course, you will be able to:
- Determine valuation reports for clarity and compliance
- Recognize narratives that contextualize financial results
- Identify and avoid common pitfalls that undermine credibility
- Select tools to enhance both the technical accuracy and persuasive power of their reports
- Determine assumptions methodologies and conclusions
- Identify tailored reports to the audience
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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: www.nasbaregistry.org. |
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