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Financial Storytelling: The Key in Growing Your Organization to the Next Level (4)Financial Storytelling: The Key in Growing Your Organization to the Next Level (4)

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.

Credits: 2
Estimated Length: 2 hour(s)

Lessons

Name View Schedule
Online Lesson1. Financial Storytelling: The Key in Growing Your Organization to the Next Level (4) -

Objectives

Upon completion of this course, participants will be able to:

Identify strategies for getting past your fear of public speaking
Recognize the value of storytelling to communicate your message to your audience
Illustrate the different demographics of the audience
Recognize the value of using charts and pictures in your in financial presentations
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
Field of Study: Communications & Marketing

Recommended CPE Credit Hours: 2.0

Course Level: Intermediate

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

Designed For: 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.

Instructor: Peter A. Margaritis, CPA, CGMA

Publish Date: 05/17/2017

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Peter A. Margaritis, CPA, CGMA
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