Financial Storytelling that Inspires
Financial storytelling is about transforming data into clear, compelling narratives that drive action. This course equips finance professionals with practical tools to communicate insights with purpose and precision, using three proven storytelling frameworks, ten high-impact chart types, and guidance on avoiding five common visual pitfalls. With a focus on simplicity and strategic relevance, it enables teams to build trust, enhance clarity, and influence decisions with greater confidence.
- Tuesday, February 24, 2026
- 4:00 pm - 6:00 pm GMT (11:00 am - 1:00 pm EST)
- Field of Study: Finance (2 CPE Credits) 2 CPD Hours
Testimonials
Overview
What we Cover:
- Data-driven storytelling frameworks
- Top 10 charts for financial storytelling
- 5 charts to avoid and why
- Structuring insights for impact
- Visual presentation and design tips
The Challenges:
- Transforming raw data into clear narratives
- Identifying the right visual to tell your story
- Gaining stakeholder attention in crowded conversations
- Moving beyond reports to influence decisions
- Balancing technical detail with strategic messaging
The Barriers:
- Over-reliance on Excel exports and static reports
- Using ineffective or misleading charts
- Struggling to frame financial data around business outcomes
- Limited experience in structuring insight-driven presentations
- Fear of over-simplifying or under-communicating complex messages
Learning Objectives:
By completing the Financial Storytelling that Inspires module, participants will:
- Learn to frame financial insights using 3 high-impact storytelling structures
- Select the most effective visuals from a curated set of 10 essential charts
- Avoid the top 5 most misleading or ineffective chart types
- Develop confidence in linking data narratives to strategic outcomes
- Improve the clarity and persuasiveness of financial presentations
Business Benefits:
- More engaging executive presentations
- Stronger alignment between finance and the business
- Faster decision-making from clearer insights
- Higher stakeholder confidence in financial recommendations
- Increased credibility and influence of the finance team
Facilitator
Ashley Vukovits
Ashley is an Executive Mentor and former public company CFO based in Indiana, with over 30 years of experience in finance and leadership. She began her career at KPMG, earned her CPA, and spent two decades in senior finance roles—culminating in leading a $1.4 billion sale as CFO. Today, she co-leads LiftBridge CXO, offering fractional CFO services to tech companies.
Prerequisites: No Prerequisite knowledge is required to be successful in this course
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
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