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. Participants attending this course will be able to:
  2. * Summarize the historical financial information to be delivered
  3. * Translate accounting/financial language into plain English through similar and understandable context.
  4. * Recognize the value of using charts and pictures in your in financial presentations
  5. * Design your PowerPoint presentation to let the audience see only what you want them to see at that moment.
  6. * Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience.
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
Professional Area of Focus
Business & Industry
CPE Field of Study
Communications and Marketing
Peter Margaritis
Online Course
Register Now
Jan 25, 2019
10:00 am - 12:00 pm EDT
Total CPE Credits
Peter Margaritis


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

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