You will take on the role of a consultant at Summit Advisory supporting a client who is evaluating a technical accounting issue that could affect the business. You will review a technical accounting memo, create presentation notes, and present your findings to the CEO before the CEO meets with the Board of Directors. The CEO has a limited accounting background and needs a clear, understandable, and precise explanation of the accounting issue and its implications. The CEO will ask you follow-up questions, so it is important that your understanding of the accounting issue is complete.

Learning objectives

1. Summarize the key findings and recommendations from a technical accounting memo in clear, executive-level language appropriate for a CEO.
2. Explain complex accounting concepts and implications accurately to non-technical decision-makers.
3. Demonstrate professionalism and confidence in delivering an oral presentation of technical findings.
4. Respond effectively to CEO-level follow-up questions by applying critical thinking and referencing relevant accounting guidance.

Suitable courses: Financial

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