Financial Storytelling the Key in Growing Your Organization to the Next Level
Overview
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.
Highlights
Prerequisites
Prior public speaking experience or 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
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
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.
Leader(s):
Leader Bios
Peter Margaritis, Peter A. Margaritis LLC Dba/The Accidental Accountant
During the past 30 years in business Peter has managed, recruited, developed, hired and even fired individuals – He’s developed successful teams. He has sold products ranging from bank loans to corporate incentive certificates. In addition, he has created compensation matrixes; analyzed financial statements; designed and delivered accounting and professional skills courses. As a speaker and trainer he has delivered hundreds of seminars, conferences, workshops, and keynotes on both technical and non-technical topics to clients that include Fortune 500 companies, large and national regional accounting firms, state CPA associations and the American Institute of CPAs. His credentials include a BA from University of Kentucky and a Master’s in Accounting from Case Western Reserve University.
Non-Member Price $149.00
Member Price $125.00