CFO Series: Storytelling Your Financials for Impact
CFO Series: Storytelling Your Financials for Impact
CPE Credit:
2
Overview
Description:
Data alone doesn’t drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we’ll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying boring numbers. Learn how to shift from “presenting financials” to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how to use them.
Field of Study:
Accounting (1 CPE)
Business Management & Organization (1 CPE)
Instructor
Instructor:
Robert Mims, CPA
Additional Details
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- Why storytelling always beats data-dumping in financial communication
- Anatomy of a great financial story: structure, characters, and turning points
- The role of context, trends, and insights in financial messaging
- How Apple uses financial storytelling to engage stakeholders
- Visual tools and techniques to support your narrative
- Communicating with non-financial audiences; clarity without oversimplification
Learning Objectives:
After attending this presentation, you will be able to…
- Assess the benefits of storytelling in financial communication.
- Recall the elements of telling a story, relate them in a compelling financial narrative, and apply these techniques to enhance board and executive presentations.
Prerequisites:
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
KIRMSYF2
Our Partners
NASBA Sponsor
CFO Series: Storytelling Your Financials for Impact
Course Code:
KIRMSYF2
Program Level:
Intermediate
Description:
Data alone doesn’t drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we’ll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying boring numbers. Learn how to shift from “presenting financials” to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how to use them.
Program Content:
The major topics that will be covered in this course include:
- Why storytelling always beats data-dumping in financial communication
- Anatomy of a great financial story: structure, characters, and turning points
- The role of context, trends, and insights in financial messaging
- How Apple uses financial storytelling to engage stakeholders
- Visual tools and techniques to support your narrative
- Communicating with non-financial audiences; clarity without oversimplification
Learning Objectives:
After attending this presentation, you will be able to…
- Assess the benefits of storytelling in financial communication.
- Recall the elements of telling a story, relate them in a compelling financial narrative, and apply these techniques to enhance board and executive presentations.
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.
Developed By:
The Knowledge Institute, LLC
Instructor:
Robert Mims, CPA
CPE Credit:
2
Field of Study:
Accounting (1 CPE)
Business Management & Organization (1 CPE)
Prerequisites:
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 4/17/2026 @ 11:00 AM
All times are Eastern Time Zone
