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.

Instructor: Peter Margaritis,Jennifer Elder

Target Audience

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

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

Subjects

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”.