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

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

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

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jennifer Elder, Business Learning Institute Inc
Peter Margaritis, IFRS Education & Training LLC

Leader Bios

Jennifer Elder, Business Learning Institute Inc

Jennifer Elder specializes in making the financially complicated simple, awesomely simple. She has seen all sides of the accounting profession starting in public accounting, was an Accounting Department Chair, and CFO in the private sector. She has worked in manufacturing and distribution, residential construction and development, software development, and angel investing. She is also involved in non-profits, sitting on the Board of Directors of Rude Ranch Animal Rescue. Jennifer is currently President of The Sustainable CFO, helping business owners, executives, and CPAs enhance their success skills and find that elusive work-life balance. She also assists businesses in developing a strategy for integrating sustainability into strategic plans and day-to-day operations. In addition, Jennifer teaches finance at Antioch University New England, is a trainer with the AICPA and Business Learning Institute, and is a contributing writer for TriplePundit. When it comes to instruction, Jennifer believes that in order for training to be effective it must be: approachable, applicable, interactive, and interesting. She focuses on finding the essence of a topic, explaining so that it can be understood at all levels, illustrates with real-life examples, creates opportunities to apply the knowledge, and does it with an infectious enthusiasm. Her goal is to ensure that everyone walks away with something they can use and apply immediately.

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