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Concurrent Session Onsite and Online

FIN2401. Be Influential — Drive Action and Make Numbers Matter with Financial Storytelling

We’ve all been there. It’s either happened to us or we’ve seen it happen. When someone starts speaking about numbers, people shut down. So, what’s the point of delivering financials if no one listens or doesn’t act? After 15+ years of working with executives and management teams at organizations both large and small, Liz noticed how inaccessible finance was for non-finance people and knew it had to change. By using storytelling techniques to deliver compelling financial presentations and engage teams, she skyrocketed her career. After grabbing her spot in the C-suite she looked back and wondered why isn’t every finance leader doing this? Using storytelling techniques to bring your numbers to life and make them matter is an essential skill that any finance and accounting leader can master to amplify their impact, drive strategic value, and inspire action.

Learning Objectives:

  • Recognize the business value of storytelling in finance and accounting.
  • Recall how to find the stories hidden in the numbers.
  • Identify a simple process to craft financial presentations with storytelling techniques.
  • Recognize tips and tricks to make your presentation decks more visually compelling.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Personal Development
Level
Basic
Prerequisites
0-2 years in the profession
Advanced Preparation
None
Session Tags
FIN
CGMA