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

The start date for this course has passed. Registration is no longer available.

This course is 4.00 credits
Facility Name
Forefront Center for Meetings & Conferences
Facility Address
404 Wyman St
Waltham, MA 02451-1212
Fields of Study
Accounting, Finance
Course Level
Business Learning Institute Inc

Registration Fees

MSCPA Member
AICPA Member
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Thursday, Sep 26, 2019
8:45am – 12:15pm

Are you responsible for presenting financial information to your organization? If you're a CEO, CFO, 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. 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.


This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1121290 Click here for more details:

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

Course Objectives

LEARNING OBJECTIVES Summarize the historical financial information to be delivered Translate accounting/financial language into plain English through similar and understandable context 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 Subjects

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


Prior public speaking experience

The start date for this course has passed. Registration is no longer available.