Do your associates have trouble explaining the full scope of financial information? Are your clients making decisions without understanding the financial impact of their actions? This learning suite features two, 2-hour courses designed to help you read financial reports, interpret the information, and present complex ideas through storytelling skills. Learn how to bring financial information to life with a focus on simplicity and ease of interpretation.

This learning suite includes two courses:

  • How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants
  • Financial Storytelling: The Key in Growing Your Organization to the Next Level

Learning Objectives:

By the end of this course, you will be able to:

  • identify an organization’s key results indicators (KRIs) that determine its level of success
  • determine the key performance indicators (KPIs) that impact the KRIs
  • understand internal and external financial statements
  • translate complex financial information into plain English for non-accountants
  • identify how financial understanding enhances strategic and operational decision-making
  • summarize the historical financial information of an organization
  • Present in a more confident manner
  • Explain the impact of charts and pictures in financial presentations
  • design effective PowerPoint presentations
  • connect with your audience through real world examples
  • tell more impactful stories with your financial data

Who Will Benefit:

CPAs from Managers to CFOs in who want to enhance their communication skills to explain financial information and feel more comfortable making presentations.