MBAexpress: Presenting Numbers for Impact

Instructors: Peter Margaritis, CPA, CGMA, MAc; Jennifer Elder

Format

Course - Online

Level

Basic

Duration

1 hour

This course discusses how to effectively deliver numbers-oriented information to non-financial audiences.

Learning outcomes

Identify ways to create financial presentations with impact, comprehension, and retention
Define the 6-6-6 presentation rule
Recognise the value of using charts in financial presentations

£29.00 (CIMA members only)

£39.00

VAT calculated on checkout

Product information

Overview

Have you ever presented financial information to a group of non-financial people, only to get a glazed-over, underwhelmed response from your audience? This course discusses how to effectively deliver numbers-oriented information to non-financial audiences.

Topics discussed:

Presentation tips
Providing context with your numbers
Tables and charts
Using visuals
Formatting your information
What's in it for me (WIFM)?

Who should take this course?

CFOs
Controllers
Treasurers
Other financial managers

Professional development

This Course - Online offers 1 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study:	Communications
Prerequisites:	None
Programme level:	Basic
Duration:	1 hour
Format:	Course - Online
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£29.00 (CIMA members only)

£39.00

VAT calculated on checkout

Instructors

Peter Margaritis, CPA, CGMA, MAc
Jennifer Elder
Jennifer Elder specializes in making the financially complicated simple, awesomely simple. She has seen all sides of the accounting profession starting in public accounting, was an Accounting Department Chair, and CFO in the private sector. She has worked in manufacturing and distribution, residential construction and development, software development, and angel investing. She is also involved in non-profits, sitting on the Board of Directors of Rude Ranch Animal Rescue.

Jennifer is currently President of The Sustainable CFO, helping business owners, executives, and CPAs enhance their success skills and find that elusive work-life balance. She also assists businesses in developing a strategy for integrating sustainability into strategic plans and day-to-day operations. In addition, Jennifer teaches finance at Antioch University New England, is a trainer with the AICPA and Business Learning Institute, and is a contributing writer for TriplePundit.

When it comes to instruction, Jennifer believes that in order for training to be effective it must be: approachable, applicable, interactive, and interesting. She focuses on finding the essence of a topic, explaining so that it can be understood at all levels, illustrates with real-life examples, creates opportunities to apply the knowledge, and does it with an infectious enthusiasm. Her goal is to ensure that everyone walks away with something they can use and apply immediately.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.