Agenda

March 3, 2026
2:30 pm - 4:30 pm EST

Financial professionals realize that mastery of their profession is not limited to preparing and presenting meeting briefings and firing off summary emails on business issues. Writing proficiency emerges from an ability to draft and edit operational and financial inquiries, fiscal analyses, revenue forecasts, internal justifications, appropriation requests, client proposals, business cases, and a other financial documents depending on organizational responsibilities. This webinar provides a systematic, top-down approach to business-writing situations that includes the key principles of focused, thorough, organized, and articulate financial documents.

Topics

What You'll Learn

• Focus the audience on the purpose of the message
• Determine the appropriate level of content
• Organize data to guide the reader through complex information
• Heighten the importance of facts to address the reader’s concerns

Speaker(s)

Philip Vassallo, Ed.D.
Educational Consultant

Philip Vassallo, Ed.D., has designed, delivered, and supervised communication training programs for more than 25,000 executive, managerial, supervisory, administrative, and technical professionals internationally over the past three decades. He is the author of the books How to Write Fast Under Pressure, The Art of E-mail Writing, and The Art of On-the-Job Writing. He has edited major reports for Fortune 500 companies, the US government, and the City of New York. He also writes the popular blog Words on the Line, which offers practical tips for developing writers. Dr. Vassallo has taught internationally, recently as a faculty member of the Beijing International MBA program.

Fees

Live Webinar - $299.00

• Live Access
• 30 Days OnDemand Playback
• Presenter Materials and Handouts

Available Upgrades

• 12 Months OnDemand Playback - $120.00
• 12 Months OnDemand Playback + Digital Download - $150.00
• Additional Live Access - $125.00 per person

**100% surcharge applied to non-members.

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