The Exchange: Presenting Financial Information to Non-Financial Audience
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TBD
2.00 Credits
Member Price $50.00
Overview
Sharing financial information with those who don’t have a financial background takes more than knowing the numbers. Whether you’re presenting to clients, boards or internal teams, your success depends on making complex data clear, relatable and meaningful.
In this session, you’ll explore strategies to turn financial reports into stories that stick—using plain language, storytelling and visuals to build understanding and engagement. You’ll walk away with practical tools to prepare and deliver presentations that meet your audience where they are, with clear takeaways and visuals that make the numbers easier to digest, whether you’re answering questions on the fly or presenting to key decision-makers.
This event is part of the following bundles:
The Exchange Series: Bundle
Multiple Events Between -
Eligible for 6.00 Credits
Member Price: $150
Leader(s):
Leader Bios
Alex Romero, Galasso Learning Solutions LLC
Alexandria Romero, CPA, is a government and leadership training facilitator at Galasso Learning Solutions, where she brings nearly 20 years of experience in governmental and nonprofit accounting. She specializes in helping professionals build confidence in communicating complex financial topics through practical and engaging training programs. With roles in both public accounting and government entities, she has been recognized as one of the Top 50 Women in Accounting (2022 and 2023) and received the AICPA Outstanding Young CPA Award in 2022. Romero currently serves on the AICPA Council and the Governmental Performance Accountability Committee and is vice president of the Educational Foundation Board of Trustees for the Colorado Society of CPAs and a member of their Young Professional Council.
Member Price $50.00