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Financial Storytelling: The Key to Growing Your Organization
Management Accounting
Webcast

Financial Storytelling: The Key to Growing Your Organization

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.

$75 - $90
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

May 19, 2021

NASBA Field of Study

Communications and Marketing

Level

Intermediate

CPE Credits

2

Author(s)

Peter Margaritis

Availability

3 months

Product Number

BLI3050052

 Business & partner 
Product Details

Complex financial information into memorable stories

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 influential way, this webcast will give you the necessary tools to tell more effective stories with your financial data.

Key Topics

  • Communicating financial information in an influential 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
  • Unlocking the powerful story hidden within the numberspics

Learning Outcomes

  • Identify strategies for getting past your fear of public speaking
  • Determine the value of storytelling to communicate your message to your audience
  • Distinguish the different demographics of the audience
  • Identify the value of using charts and pictures in your financial presentations

Who Will Benefit

  • Accountants and finance professionals who want to enhance their skills and abilities to explain financial information to associates and clients
Credit Info
CPE Credits
2
NASBA Field of Study
Communications and Marketing
Level
Intermediate
Prerequisites
Prior experience public speaking or having attended the course “Get Out of the Casket and Up to the Podium”.
Access
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2h
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$90.00
AICPA Members
$75.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
Peter Margaritis
Peter Margaritis, CPA, CGMA, CSP, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships. The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees. Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations. Peter earned 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 THE Ohio Dominican University in Columbus, OH. Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog. Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Financial Storytelling: The Key to Growing Your Organization
May 19, 2021
Select from the following options:
0
May 19, 2021
7pm9pm GMT
Nonmember Price
$90.00
Price excluding sales tax
$90.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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