ENG2619. Telling the Story and Financial Reporting Must Have Skills for CPAs (TCH, PRA)

Modern CPAs need more than technical accuracy. They need the ability to turn data into a clear, compelling story. This session builds on the foundation of your Power BI data modeling skills and shows you how to translate numbers into insights leaders can act on. We’ll focus on how to highlight what truly matters, connect financial results to the broader business narrative, and elevate your reporting from informative to influential. Attendees will walk away with practical strategies to communicate financial performance with clarity, confidence, and impact.

Learning Objectives:

• Analyze financial data to identify the key drivers and insights that matter most to stakeholders.
• Determine the most effective way to present financial results so decision-makers can quickly understand performance and trends.
• Apply storytelling techniques to enhance clarity, relevance, and impact in financial reporting.