Financial Storytelling: The Key in Growing Your Organization to the Next Level


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
  1. Upon completion of this course, participants will be able to:
  2. Identify strategies for getting past your fear of public speaking
  3. Recognize the value of storytelling to communicate your message to your audience
  4. Illustrate the different demographics of the audience
  5. Recognize the value of using charts and pictures in your in financial presentations
Major Topics
  1. Communicating financial information in an impactful way
  2. Telling more effective stories with your financial data
  3. Connecting with your audience through real world examples
  4. Interpreting and presenting complex financial information through storytelling skills
  5. Unlocking the powerful story hidden within the numbers
Business Learning Institute
Course Level
CPE Field of Study
Communications and Marketing
Who Should Attend

CPAs/Professionals from Managers up to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and clients.

Peter Margaritis
Prior experience public speaking or having attended the course “Get Out of the Casket and Up to the Podium”.
Advanced Preparation
Event Information
Available 24/7
Total CPE Credits


$ (% off)


$ (% off)
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Financial Storytelling: The Key in Growing Your Organization to the Next Level

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