Maryland Association of CPAs – Financial Storytelling
Description
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.
(Available in 1-4 hour format)
Learning Objectives
Translate accounting/financial language into plain English through similar and understandable context
Describe key financial and operational metrics
Demonstrate how to find the story behind the numbers
Recognize 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
Demonstrate 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
Provider
Business Learning Institute
Course Level
Intermediate
Professional Area of Focus
T Shaped Professional Communication
CPE Field of Study
Communications and Marketing
4
Who Should Attend
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(s)
Peter Margaritis
Prerequisites
Prior public speaking experience or the course “Get Out of the Casket and Up to the Podium”.
Advanced Preparation
None
Location
Loyola University Maryland Graduate Ctr Columbia Campus