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21WI-0596: Financial Storytelling: The Key in Growing Your Organization to the Next Level (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Wednesday, December 1, 2021
Time 9:00am - 11:00am
Central Time
Location Online
CPE credits CPE 2.0
of study
Communications and Marketing - Non-Technical (2.0)
Instructor Peter Margaritis, CPA, CGMA
Business Learning Institute, Inc
Standard Member Fee $75.00
Standard Nonmember Fee $90.00


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.

Who should take this program?

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.

Major 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

Learning objective(s)

  • 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


Course code Code 21WI-0596
Sponsor AICPA
NASBA ID#: 112891
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Prior experience public speaking or having attended the course "Get Out of the Casket and Up to the Podium".

If you have questions about this event, please call us at 952-831-2707.

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