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Webcast:  Financial Storytelling: The Key in Growing Your Organization to The Next LevelWebcast: 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
Web Meeting1. Financial Storytelling: The Key in Growing Your Organization to the Next Level View Schedule

Objectives

Upon completion of this webcast, participants will be able to:  
  • Summarize the historical financial information to be delivered
  • Translate accounting/financial language into plain English through similar and understandable context.
  • Recognize 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.
  • Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience.
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
CPE FIELD OF STUDY
  • Communications and Marketing (2 Credits)
INSTRUCTOR(S)
  • Peter Margaritis
PREREQUISITES
  • None
COURSE LEVEL
  • Overview
LOCATION
  • Online Webcast

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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 A. Margaritis, CPA, CGMA
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