Financial Storytelling: The Key in Growing Your Organization to the Next Level (On-Demand - BLI/AICPA)
Overview
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.
Access expires 180 days from purchase date |
Applicable 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.
Learning Objectives
- 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
Content
- 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
Course Content Created: June 2022
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Peter Margaritis, CPA, CGMAAbout This Product
On-Demand Courses by BLI/AICPA. Business Learning Institute (BLI) Powered by AICPA & CIMA is a center facilitating the development and sharing of competencies and strategic knowledge required for leadership in today’s rapidly-changing business environment. While BLI is equipped to serve all business sectors, it was originally founded to meet the needs of accounting and finance professionals. BLI provides the training and skills needed to help you advance professionally and innovate thoughtfully. BLI offers both synchronous (live) and asynchronous (on-demand) seminars on a wide range of topics, with a focus on leadership, technology, communication, and personal and career development.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Financial Storytelling: The Key in Growing Your Organization to the Next Level (On-Demand - BLI/AICPA)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
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.
Access expires 180 days from purchase date |
Applicable 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.
Learning Objectives
- 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
Content
- 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
Course Content Created: June 2022
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Peter Margaritis, CPA, CGMAAbout This Product
On-Demand Courses by BLI/AICPA. Business Learning Institute (BLI) Powered by AICPA & CIMA is a center facilitating the development and sharing of competencies and strategic knowledge required for leadership in today’s rapidly-changing business environment. While BLI is equipped to serve all business sectors, it was originally founded to meet the needs of accounting and finance professionals. BLI provides the training and skills needed to help you advance professionally and innovate thoughtfully. BLI offers both synchronous (live) and asynchronous (on-demand) seminars on a wide range of topics, with a focus on leadership, technology, communication, and personal and career development.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.