Designing Transparent Financial Disclosure Strategies for the Investing Public

An applied course in transparent financial disclosure built around the decisions practitioners actually face.

📍 Abu Dhabi🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

Silence during a crisis involving transparent financial disclosure is itself a statement. Internal audiences learn about this strand of communications and media practice from the news unless you reach them first. Sessions alternate between guided analysis of this area of communications and media practice and supervised application. They leave able to brief senior management on transparent financial disclosure in terms that support a decision. The level assumes working familiarity with the communications function but no prior formal training in the practice within communications and media practice. Practitioner evidence points the same way: this strand of communications and media practice improves fastest where responsibility for it is named and owned. The course sets out a working method for transparent financial disclosure that participants can apply the week they return. Moving the wider communications and media practice agenda from written policy into daily practice is not achieved by a single decision. It ends with a prioritised list of changes to this strand of communications and media practice that the participant is prepared to defend internally.

Expected Learning Outcomes

01

Prepare the apology or acknowledgement for transparent financial disclosure that is credible.

02

Compare the organisation's handling of transparent financial disclosure with recognised practice, and close the material gaps.

03

Sequence internal and external communication about transparent financial disclosure correctly.

04

Build a concise communications plan for transparent financial disclosure that colleagues can follow without further explanation.

05

Design the digital and social response protocol for transparent financial disclosure.

06

Select indicators that show whether transparent financial disclosure is improving, and reject those that only look useful.

07

Correct misinformation about transparent financial disclosure without amplifying it.

Who Should Attend

01

Agency and consultancy advisers supporting clients on transparent financial disclosure.

02

Anyone whose accountability for transparent financial disclosure exceeds their current formal training in it.

03

Specialists advising senior management on transparent financial disclosure.

04

Journalists and editors working on stories involving transparent financial disclosure.

05

Crisis management team members with a role in transparent financial disclosure.

06

Public relations and communications managers responsible for transparent financial disclosure.

Course Modules

01

Transparent financial disclosure: monitoring, sentiment and early warning

2 sessions · 8 points

Session 1Making transparent financial disclosure work when resources are constrained

  • Sequence internal notification about transparent financial disclosure ahead of external release.
  • Draft materials on transparent financial disclosure that need no rewriting to be published.
  • Check communication on transparent financial disclosure against legal and regulatory constraint.
  • Configure monitoring that flags coverage of transparent financial disclosure within the hour.

Session 2Writing on transparent financial disclosure so a journalist can publish it

  • Decide what will be stopped to create capacity for transparent financial disclosure.
  • Review whether coverage of transparent financial disclosure changed anything that matters.
  • Define what success in communicating transparent financial disclosure looks like, numerically.
  • Write down the assumptions underpinning the approach to transparent financial disclosure.
02

Transparent financial disclosure: message architecture and discipline

2 sessions · 8 points

Session 1Rebuilding trust after transparent financial disclosure

  • Benchmark the organisation's transparent financial disclosure against comparable operations.
  • Archive every statement issued on transparent financial disclosure with date and approver.
  • Prepare the holding statement for transparent financial disclosure in advance.
  • Plan the recovery sequence after a reputational event involving transparent financial disclosure.

Session 2Building media relationships on transparent financial disclosure before you need them

  • Agree the smallest change to transparent financial disclosure that would be visibly useful.
  • Anticipate the objections transparent financial disclosure will raise and prepare the answers.
  • Confirm that those complying with transparent financial disclosure understand why it exists.
  • Define the trigger that would require transparent financial disclosure to be redesigned.
03

Transparent financial disclosure: misinformation, correction and restraint

2 sessions · 8 points

Session 1Testing transparent financial disclosure before relying on it

  • Set out the decisions in transparent financial disclosure that require sign-off and by whom.
  • Distinguish symptoms from causes when transparent financial disclosure underperforms.
  • Build a stakeholder map for transparent financial disclosure and the message each needs.
  • Build the competence framework that supports transparent financial disclosure.

Session 2Reviewing transparent financial disclosure when nothing has gone wrong

  • Set out how exceptions to transparent financial disclosure are requested and approved.
  • Confirm that contractual obligations around transparent financial disclosure are understood.
  • Prepare the acknowledgement for transparent financial disclosure that does not evade responsibility.
  • Localise messaging on transparent financial disclosure without fragmenting it.
04

Transparent financial disclosure: spokesperson skill under hostile questioning

2 sessions · 8 points

Session 1The three messages on transparent financial disclosure you will not move from

  • Set the response time target for enquiries about transparent financial disclosure.
  • Agree what will be standardised in transparent financial disclosure and what will not.
  • Identify the journalists who actually cover transparent financial disclosure and what they need.
  • Establish who is informed, consulted and accountable in transparent financial disclosure.

Session 2Coordinating transparent financial disclosure across markets and languages

  • Write the three key messages on transparent financial disclosure and test them against hard questions.
  • Draft the minimum viable communications plan for transparent financial disclosure.
  • Decide in advance when to correct misinformation about transparent financial disclosure and when not to.
  • Establish what evidence demonstrates transparent financial disclosure is under control.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.