Communication & Advising Your Investors Best Practices | Chris Benjamin | Skillshare

Communication & Advising Your Investors Best Practices

Chris Benjamin, Instructor, MBA and CFO

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19 Videos (44m)
    • 037CWI Section 01a Course Introduction

    • 037CWI Section 01b Instructor Introduction

    • 037CWI Section 02a Overview and Introduction to What To Know

    • 037CWI Section 02b Reporter Not An Advocate

    • 037CWI Section 02c Confidence and Reassurance

    • 037CWI Section 02d Risk Management

    • 037CWI Section 02e Balance Disclose

    • 037CWI Section 02f Forward Looking Insight

    • 037CWI Section 02g Build Investor Relationships

    • 037CWI Section 03a Introduction to Tips and Strategies

    • 037CWI Section 03b Communicate Regularly

    • 037CWI Section 03c Keep The Future In Sight

    • 037CWI Section 03d Plan B

    • 037CWI Section 03e Confidence and Reassurance

    • 037CWI Section 03f Timely Information

    • 037CWI Section 04a Dos and Donts

    • 037CWI Section 04b Case Studies

    • 037CWI Section 04c Ten Point Checklist

    • 037CWI Section 05a Course Conclusion


About This Class

Learn the best practices for communicating and advising your investors about your company and its results

** New Course for 2018! **

Running a company where there are investors means you must communicate regularly with your investors.  Investors vary on the information they need to know, but at a minimum they will want to know your financial results and recent developments in the company.  Depending on the size of your company and amount of investment, the requirements can only increase. 

In this course you will learn the best practices for communicating and advising your investors, whether they are angel investors, venture capitalists, friends and family or private equity.  Learn what your role is and your responsibilities to your investors, how to deliver good and bad news and results, how to use effective communication skills, and much more!

What We Do In The Course:  

  • Learn about your role and responsibilities to your investors
  • Cover what your goals are
  • Understand what information is most important to relay to your investors
  • Know how to set realistic expectations for future results
  • Review several tips and strategies to make your communications effective
  • Cover several do's and don'ts 
  • Review 3 case studies
  • Have a 10 point action plan for you to follow
  • And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting, finance, angel investors and venture capitalists.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA





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Chris Benjamin

Instructor, MBA and CFO

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