Financial Storytelling:Key in Growing Your Organization(AC)

Are you responsible for presenting financial information to your organization, business associates, or clients? Bring financial information to life and use it to communicate a story to an audience, through a mix of financial data, visualization, storytelling theory, best practices, and practical application.

OBJECTIVE:
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.? 

LEARNING OUTCOME:
By the end of this course, participants should be able to: 

  • Identify strategies for getting past your fear of public speaking 
  • Recognize the value of storytelling to communicate your message to your audience 
  • Illustrate the different demographics of the audience
  • Recognize the value of using charts and pictures in your in financial presentations 

CONTENT:
The topics in this seminar include: 

  • 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 

APPLICABLE 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. 

WHAT TO EXPECT: 

  • After registering for the on-demand course, you will receive an email from Bridge (AICPA) with your login information within two business days. 
  • You will be required to sign into Bridge to access your course. To create a password for your Bridge account, use the forgot password link. The email from Bridge may take a few minutes to arrive. Please also check your junk folder.
  • You will have 180 days after registration to complete the course.  
  • This self-study course allows the user to save their progress and return to continue later. 
      
When
4/1/2024 - 3/31/2025
Where
On Demand
Event Code
AC2424
Estimated CPD Hours
2
Format
On Demand
Passport Credits
4
Estimated Ethic Hours
Competency
Professional Skills
Price
105.00
Estimated Licence Hours
Course Level

Personal Passport Eligibility

Corporate Passport Eligibility

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