September 16, 2025


Webcast Replay


2 CPE

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

September 16, 2025
Webcast Replay
2 CPE

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

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 CPE
2
Communications and Marketing

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership

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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