Recorded webinar
LIve webinar
LIve webinar

The power of financial storytelling - how to bolster reporting narratives for stronger client connections

Learn how to use the power of financial storytelling effectively to bolster your reporting narratives for stronger client connections.
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Are you sitting on awesome data that could be used to report and forecast business performance for your clients? Buried deep inside those data goldmines are stories and insights waiting to come to life.

Amy Vetter, CEO of The B3 Method Institute and two-time winner of CPA Practice Advisor’s ‘Most Powerful Woman In Accounting’ joins Patrick Stern, our Senior Account Manager. They discuss:

  • The best ways to break down complex concepts and statistics for your clients.
  • How to develop a strong narrative when reporting and forecasting business performance.
  • Skills you need to quickly and accurately convey strategic insights
  • Techniques that will increase your credibility as an advisor and trust in the numbers, just by using data visualisation and analytics.

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October 13, 2020 11:00 AM
BST
If you can't attend, simply register anyway and get a recording sent to you the following day

About the speakers

Patrick Stern Senior Account Manager Spotlight Reporting
As a dynamic business and marketing professional, Patrick's core area of expertise is providing strategic advice and nurturing partnerships/relationships with clients. He provides tactical insight for a wide range of clients across many industries and thrives on leveraging his consultative style and connecting his audience with the right solutions for long-term success.
Amy Vetter CEO The B3 Method Institute
As an award-winning, C-level executive and board member, Amy Vetter partners with organizations to create go-to-market strategies that scale operations, brand awareness and customer success to increase retention and revenue growth. As an educator, keynote speaker, and author, she strives to inspire a culture of mindfulness when utilizing

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Access the video

If you can't attend, simply register anyway and get a recording sent to you the following day
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.