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


Are you responsible for presenting financial information to your organization, business associates, or clients? If you’re a CEO, CFO, CPA, 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. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. 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

*Determine how to translate Accounting/@financial language into plain English through similar and understandable context *Identify Key financial and operational metrics *Determine how to find The story behind The numbers *Analyze 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 *Identify 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

Course Level
Professional Area of Focus
Future Ready
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 Jennifer Elder

Prior public speaking experience or the course “Get Out of the Casket and Up to the Podium”.

Advanced Preparation


Online – AICPA Platform
Event Information
Apr 21, 2023
9:00 am - 11:00 am EDT
Online – AICPA Platform
Total CPE Credits
Webcast Replay

Register for this Event

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

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