DCPA2208. Beyond the Numbers Going Beyond Financials
Become the Financial Storyteller of the business by going Beyond the Numbers.
This session will teach you to leverage the power of engaging narrative and effective visuals so you can stand out from the crowd. You’ll learn methods for reliably and efficiently creating presentations that can move audiences to embrace your big ideas, increasing your influence and accelerating your strategic planning. No more boring month end close meetings!
Learning Objectives:
- Apply confidence in analyzing your audience and deliver numbers that resonate Beyond Financials
- Review how to distill complex information into a compelling Story of the Business
- Recognize how to think like a Financial Storyteller and apply context, trends, benchmarks, unity, and flow
- List ways to generate unique ideas and actions every time you present to clients
- Identify what makes a visually powerful slide, story or deliverable
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Familiarity with delivering financial information to clients