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Webinar

Financial Storytelling the Key in Growing Your Organization to the Next Level

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

Thursday, Nov. 13, 2025
8-10 a.m. Central
2 CPE (2 non-technical)

Course code: 25WI-0337
View pricing


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.

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 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

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

Pricing

Standard Member Fee $125.00
checkmark Standard Nonmember Fee $149.00

MNCPA members save $24.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $149.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS
Location Online
Area
of study
Personal development
Field(s)
of study
Communications and Marketing - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. Prior public speaking experience or the course "Get Out of the Casket and Up to the Podium"
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.