Show Menu

Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

Webinar

New

CFO Series: Storytelling Your Financials for Impact

Friday, April 17, 2026
10 a.m.-noon Central
2 CPE (1 technical, 1 non-technical)

Course code: 26WX-0538
View pricing

Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.


Data alone doesn't drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we'll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying boring numbers. Learn how to shift from "presenting financials" to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how to use them.

Major subjects

  • Why storytelling always beats data-dumping in financial communication
  • Anatomy of a great financial story: structure, characters, and turning points
  • The role of context, trends, and insights in financial messaging
  • How Apple uses financial storytelling to engage stakeholders
  • Visual tools and techniques to support your narrative
  • Communicating with non-financial audiences; clarity without oversimplification

Learning objectives

  • Assess the benefits of storytelling in financial communication
  • Recall the elements of telling a story, relate them in a compelling financial narrative, and apply these techniques to enhance board and executive presentations

Who should take this program?

  • Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Robert Mims, CPA
Location Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Accounting - Technical (1.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

Search CPE catalog