March 24, 2023


2 Total CPE Credits


Webinar (AICPA): Financial Storytelling the Key in Growing Your Organization to the Next Level

  • Instructor

    Peter Margaritis

  • Instructor

    Jennifer Elder

Learning Objectives

*Determine how to translate Accounting/@financial language into plain English through similar and understandable context *Identify Key financial and operational metrics *Determine how to find The story behind The numbers *Analyze 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 *Identify and explain why storytelling is an effective method of getting your recommendations and next steps across to your audience

Major 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

CPE Credits Available

Total CPE
Communications and Marketing

Things to Know About This Course

Course Level

  • Intermediate


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

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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


AICPA – Durham

This event has ended.