Events Search
  Summary & Check Out (0)
Friday, April 19, 2024 Live Webcast

Financial Storytelling: The Key to Growing Your Organization (X3-4384574)

9:00 AM - 11:00 AM EDT
webcast

Vendor Platform

2 CPE Credits in PD

OVERVIEW

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 influential way, this webcast will give you the necessary tools to tell more effective stories with your financial data.

DESIGNED FOR

Accountants and finance professionals who want to enhance their skills and abilities to explain financial information to associates and clients

BENEFITS

  • Identify strategies for getting past your fear of public speaking
  • Determine the value of storytelling to communicate your message to your audience
  • Distinguish the different demographics of the audience
  • Identify the value of using charts and pictures in your financial presentations

HIGHLIGHTS

  • Communicating financial information in an influential 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
  • Unlocking the powerful story hidden within the numbers
  • COURSE LEVEL

    Intermediate

    PREREQUISITES

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

    INSTRUCTOR

    Peter Margaritis

    Peter A. Margaritis, CPA, CGMA, MAc

    Business Learning Institute

    Peter Margaritis, CPA, 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. The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees. Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations. Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH. Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog.

    PRICING

    $118.00 - Member

    $142.00 - Nonmember

    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA