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

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”.

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

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jennifer Elder, Business Learning Institute

Leader Bios

Jennifer Elder, Business Learning Institute

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. As a keynote speaker and trainer, she has presented her engaging and highly interactive sessions to over 15,000 people in all 50 states and 12 countries. Her clients include Home Depot, Campari, Experian, HP, Capgemini, and Oracle. She started her career in public accounting at a regional firm. She chaired the accounting department at a New Hampshire college and spent 15 years as a CFO in a variety of industries including homebuilding, technology, and insurance. In 2022, she 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 her one of the Top 25 Women in Accounting in 2018. She received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She has been published by the Journal of Accountancy, FM Magazine, the National Association of Home Builders, Triple Pundit, and the Journal of Corporate Accounting and Finance.

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