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

You Pay: $249.00
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This course is 4.00 credits
Peter Margaritis
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


Peter Margaritis

Peter Margaritis, CPA, CGMA, MAc is a keynote speaker, communication strategist and improv virtuoso. He is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Margaritis has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms and national and state associations.
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Registration Fees

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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


+ $249.00

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