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

  • 07/18/2019
  • 9:00 AM - 11:00 AM


Registration is closed

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.

 Upon completion of this course, participants will 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

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
Level: Intermediate
Instructor: Peter Margaritis
Developer: AICPA
CPE Credits: 2
Area of Study: Communications & Marketing  2
Prerequisite: Prior experience public speaking or having attended the course “Get Out of the Casket and Up to the Podium”.

Visit Us:

3325 South Washington Street
Suite B2
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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