Area of Focus Sessions
FIN2604. Beyond the Numbers: The Art of Financial Storytelling and Influence
Technical expertise may get you in the door, but it’s your ability to translate data into compelling stories that moves the business forward. In today’s dynamic environment, financial professionals must go beyond spreadsheets and reports to clearly communicate insights, shape strategy, and drive decisions. This session explores how to craft persuasive financial narratives tailored to executive audiences, operational teams, and stakeholders. Whether you're presenting a forecast, a business case, or performance results, this session will give you the tools to be heard and remembered.
Learning Objectives:
- Determine how to frame your message for impact.
- Recognize how to use data to tell a story, and develop the communication and storytelling skills essential for advancing into leadership roles.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Personal Development
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
None