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

$75.00 (USD)

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.      

Credits: 2
Estimated Length: 2 hour(s)
Valid for: 12 Month(s)

Lessons

Name View Schedule
Online Lesson1. Financial Storytelling: The Key in Growing Your Organization to the Next Level -

Objectives

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 

Major Topics:  

  • 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 

Field of Study:  Communications and Marketing

Recommended CPE Credit Hours:  2.0 

Course Level:  Intermediate 

Prerequisites:  Prior experience public speaking or having attended the course “Get Out of the Casket and Up to the Podium”. 

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. 

Instructor:  Peter A. Margaritis, CPA, CGMA 

Publication Year:  2017

Expiration Date:  Course content is reviewed annually and revised with neccessary changes or else the course is removed.

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Pete's Biography:

Peter A. Margaritis, CPA, CGMA is an author, blogger, speaker, educator, humorist, improviser, and podcaster. Partnering with the Business Learning Institute, his firm “The Accidental Accountant” teaches CPAs and other business leaders how to apply the seven principles of improvisation to build respect, trust and support with their colleagues and clients. He is the author of Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life.

Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at Ohio Dominican University in Columbus, OH.

Peter is a member of the American Institute of CPAs, Georgia Society of CPAs, Maryland Association of CPAs, Ohio Society of CPAs, and the National Speakers Association. He is also the past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council.`

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Peter Margaritis CPA, CGMA, MAc
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