October 2026 Social Activity- Date and Activity To Be Finalized Soon (October 01, 2026)

Thu, 01 Oct 2026 06:00:00 GMT

Join fellow AFP of Utah Members for Networking & Fun in October this year! We are working on a fun outing for our members and friends.

More to come soon.

November 2026 Luncheon- John Sanchez, FPA Group presenting "Hit the MARC- simplifying financial concepts" (November 19, 2026)

Thu, 19 Nov 2026 18:30:00 GMT

Join fellow AFP of Utah Members for our November Content and Luncheon!

Hit the MARC-Simplifying Financial Concepts

Facilitator: John Sanchez, FPA Group

Session DESCRIPTION: This session gives finance, treasury, and accounting professionals a single, practical framework for simplifying how they communicate financial information to any audience. Using the MARC framework (Minimal, Accessible, Repeatable, Clear) participants learn how to strip complexity from their communications without losing accuracy or credibility. Through a short individual exercise and a group translation challenge, participants practice applying MARC to realistic financial scenarios and leave with a tool they can use immediately.

LEARNING OBJECTIVES: After completing this session, participants will be able to: 1. Name and describe all four elements of the MARC framework and the test question for each. 2. Identify jargon and complexity in financial communications and replace them with plain language. 3. Apply all four MARC elements to rewrite a realistic financial communication for a non-finance audience. 4. Commit to one specific communication they send regularly that they will simplify using MARC.

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

Association for Financial Professionals of Utah upcoming events

October 2026 Social Activity- Date and Activity To Be Finalized Soon (October 01, 2026)

November 2026 Luncheon- John Sanchez, FPA Group presenting "Hit the MARC- simplifying financial concepts" (November 19, 2026)

Join fellow AFP of Utah Members for our November Content and Luncheon!

Hit the MARC-Simplifying Financial Concepts