Quarterly Financial Leaders Series – Financial Storytelling: The Key in Growing Your Organization to the Next Level

Date: September 22, 2016 Time: 8:00 am - 12:00 pm EST Location: Columbia, MD CPE: 4 Format: In-Person
EVENT DESCRIPTION

Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data.

Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.

LEARNING OBJECTIVES
Participants attending this course will be able to:
Summarize the historical financial information to be delivered
Translate accounting/financial language into plain English through similar and understandable context
Recognize the value of using charts and pictures in your in financial presentations
Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience
MAJOR TOPICS
Communicating financial information in an impactful way
Telling more effective stories with your financial data
Connecting with your audience through real world examples
Interpreting and presenting complex financial information through storytelling skills
Unlocking the powerful story hidden within the numbers
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
BLI Leadership Business & Industry
ADVANCED PREPARATION
None
CPE FIELD OF STUDY
Communications (4 Credits)
WHO SHOULD ATTEND
CPAs/Professionals in both private and public practice who want to enhance their skills and abilities to explain financial information to associates and clients
INSTRUCTOR(S)
Peter Margaritis
PREREQUISITES
None
COURSE LEVEL
Overview
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