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Business Writing for Financial Professionals

Write purposeful, thorough, organized, clear, and concise business messages using a proven method that ensures high quality.

Upcoming
Beginner Friendly
DATE

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

INSTRUCTOR

Philip Vassallo

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Artificial Intelligence (AI)
  • Auditing
  • BSA
  • Collections
  • Commercial/Business Lending
  • Compliance
  • Customer Service
  • Deposit Compliance
  • Fraud
  • General Compliance
  • Human Resources
  • Information Technology/Security
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Reporting
  • Risk Management/Legal
  • Sales
  • Technology/Security
  • Transaction Compliance
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Customer Service Representative
  • Facilities Manager
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Operations Manager/Specialist
  • New Accounts Representative
  • Privacy Officer/Information Security Professional
  • Risk Manager
  • Security Officer
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

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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.

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

Who Should Attend

This webinar is for accounting professionals, banking managers, business forecasters, economic advisors, investment consultants, and risk analysts responsible for writing internal and external reports and proposals.

Philip Vassallo

Instructor Bio

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.

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