Hit the MARC – Simplifying Financial Concepts (AFP of Utah Luncheon)

Join your fellow AFP of Utah members on Thursday, November 19, 2026, from 11:30 AM to 1:00 PM for our November Content and Luncheon: Hit the MARC—Simplifying Financial Concepts. The event will take place at 95 State St, Salt Lake City, UT (please check in at the front desk upon arrival).

As finance, treasury, and accounting professionals, translating complex numbers into clear, actionable insights is a superpower. Facilitated by John Sanchez of the FPA Group, this interactive session introduces a single, practical framework designed to strip away heavy complexity from your communications without losing an ounce of accuracy or professional credibility.

What You'll Walk Away With

• The MARC Framework: Master all four core elements—Minimal, Accessible, Repeatable, and Clear—and the specific test question for each.
• Plain Language Strategies: Learn how to quickly identify dense financial jargon and swap it out for impactful, universal language.
• Hands-On Practice: Actively rewrite real-world financial communications for non-finance audiences through interactive exercises.
• Immediate Application: Commit to simplifying one specific communication you send regularly so you can apply your new tools the second you return to the office.

Session Agenda

1. Welcome & Session Overview
2. Why Simplicity Matters
3. The MARC Framework
4. Activity 1: Word Choice Sprint (Individual)
5. Activity 2: MARC Translation Challenge (Groups of 3 to 4)
6. Debrief & Wrap-Up

Connect with your local finance community, enjoy lunch, and elevate your communication strategy before heading into the 2027 planning cycle.

We look forward to seeing you there!

Best regards,

The AFP of Utah Leadership Team