Financial Storytelling: The Key in Growing Your Organization to the Next Level

Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data.

Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application. (Available in 1-4 hour format)

  • Summarize the historical financial information to be delivered
  • Translate accounting/financial language into plain English through similar and understandable context
  • Recognize the value of using charts and pictures in your in financial presentations
  • Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
  • Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience

  • Communicating financial information in an impactful way
  • Telling more effective stories with your financial data
  • Connecting with your audience through real world examples
  • Interpreting and presenting complex financial information through storytelling skills
  • Unlocking the powerful story hidden within the numbers

CPAs, /Professionals from Managers up to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and clients

Communications and Marketing

Prior public speaking experience or the course "Get Out of the Casket and Up to the Podium".

Business Learning Institute



This course is currently available for registration

DateHost OrgCPEFormat
05/02/19 T3 Information Systems 4.0 Group Live --
05/14/19 Marriott International, Inc 4.0 Group Live --
06/03/19 Huber, Michaels & Company 4.0 Group Live --
08/22/19 Pennsylvania Institute of CPAs 8.0 Group Live Register Now
09/26/19 Massachusetts Society of CPAs 4.0 Group Live Register Now
10/18/19 New Jersey Society of CPAs 4.0 Group Live --
10/22/19 North Carolina Association of CPAs 4.0 Group Live Register Now
11/14/19 Minnesota Society of CPAs 4.0 Group Live Register Now

This course is available for your group as:

Group Live On-Demand Webcast

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or