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

8:30 am–4:15 pm ET

# of CPE Credits



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.


* Translate accounting/financial language into plain English through similar and understandable context * Describe key financial and operational metrics * Demonstrate how to find the story behind the numbers * 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

Who Should Attend

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

Required Knowledge

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

Advanced Prep


Event Speaker(s)

Mr. Peter Margaritis ( Business Learning Institute, Towson, MD ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at onlinelear[email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Also Available As

Monday, September 13, 2021 (8:30 am–4:15 pm ET)
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Monday, October 11, 2021 (8:30 am–4:15 pm ET)
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Monday, November 8, 2021 (8:30 am–4:15 pm ET)
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Monday, December 6, 2021 (8:30 am–4:15 pm ET)
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Share This Event

Event Vendor:Business Learning Institute
Field of Study:Communications & Marketing
Level: Intermediate
Other:New Course

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0012621

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$245.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.