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.

Testimonials

It was the best training / webinar I've attended for some time, it was up to date, relevant, interesting, well put together and well delivered.

Best webinar I have been to in years and Oli delivered a very thought provoking session.

Really informative and relevant course.

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

Melanie Coeshott

Melanie is an award-winning career coach and mentor for finance professionals, recognized for her expertise and dedication. She is an ICAEW Fellow Chartered Accountant (FCA) and a Professional Certified Coach (PCC) with the International Coach Federation (ICF).

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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