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Mastering the Art of Financial Storytelling: Best Practices for Visualizing Data

In today’s data-driven business landscape, the ability to convey complex financial information in a compelling and easily understandable manner is a crucial skill.

Upcoming
Tuesday, April 22nd, 2025
1:30 pm - 3:00 pm
Presented by Patricia Moormann
1 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

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This webinar is designed to empower finance professionals with the knowledge and skills to effectively communicate financial insights through powerful visualizations. Join us on a journey to transform raw financial data into persuasive narratives that drive informed decision-making and foster a culture of financial literacy.

What You'll Learn

  • Explore various data types and understand the appropriate visualization for each
  • Design sophisticated visuals to effectively communicate complex information in a user-friendly manner
  • Integrate multiple visuals seamlessly within reports to tell a cohesive and persuasive financial story
  • Utilize colors, shapes, and white space to create engaging visuals

Who Should Attend

This session is ideal for employees from financial institutions who are involved in CECL processes. ARCSys Technologies, LLC DBA assures that the program content and program level for this course are appropriate for the intended participants.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None


Patricia Moormann

Instructor Bio

Patricia Moormann specializes in data analytics and comprehensive, dynamic reporting, working to provide clients with clarity and a better understanding of their data. Patricia earned her Bachelor’s in Mathematics with a minor in Information Technology and has her Master’s in Business Data Analytics from Regent University.


Continuing Education Credit Information

Mastering the Art of Financial Storytelling: Best Practices for Visualizing Data has been approved for 1 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.