Financial professionals are expected to do more than report numbers-they must explain them in ways others understand and trust. This session focuses on improving
financial communication by addressing financial literacy gaps, simplifying complex accounting concepts, and building compelling narratives around data. Participants will learn how to use stories, visuals, and language effectively to communicate strategy, performance, and risk. Through examples and interactive discussion, this session helps CPAs and CFOs become clearer, more confident communicators in both live and virtual environments. Also, some video clips will be used to add to the learning materials and research. Don't worry, they are pretty entertaining.
DESIGNED FOR
CFOs and CPAs
BENEFITS
- Learn how to communicate effectively
- Understanding audience demographics and communication styles
HIGHLIGHTS
- Financial literacy versus math literacy
- Common financial terms that confuse non-accountants
- Simplifying financial language without "dumbing it down"
- Building narratives and stories around financial data
- Using visuals and graphics effectively
- Communicating strategy, risk, and performance together
PREREQUISITES
A foundational understanding of organizational strategy and financial metrics
ADVANCE PREPARATION
None