EVENT DESCRIPTION

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.