June 16, 2023


Webcast Replay


2 Total CPE Credits

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

  • Instructor

    Peter Margaritis

  • Instructor

    Jennifer Elder

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

CPE Credits Available

2
Total CPE
2
Communications and Marketing

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Future Ready
  • Leadership
  • Pracitioner
  • Pracitioners

Prerequisites

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

Advanced Preparation

None

Intended Audience

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

Provider

AICPA

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