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
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
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.
Leader(s):
Leader Bios
Jennifer Elder, Founder, The Sustainable CFO, Jennifer H Elder Dba/The Sustainable CFO
Jennifer Elder, CSP, CPA, CGMA, CSCA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018. She currently volunteers on the boards of several organizations including the New Hampshire Board of Accountancy, the Northeast Regional Council of the IMA, and Jennifer chairs the CSP Committee of the National Speakers Association.
Non-Member Price $149.00
Member Price $125.00