Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Are you responsible for presenting financial information to your organization, business associates, or clients? If you're a CEO, CFO, CPA, 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. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. 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.
Please note, this course contains an assessment component. Learners are permitted multiple attempts to complete the course assessment with a passing grade.
Key Topics:
- 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
Key Takeaways
By the end of this course, you will be able to:
- Identify strategies for getting past your fear of public speaking
- Recognize the value of storytelling to communicate your message to your audience
- Illustrate the different demographics of the audience
- Recognize the value of using charts and pictures in your in financial presentations
Who Will Benefit
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.
Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course is for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access The Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Peter Margaritis, CPA, CGMA, CSP, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships.