Instructor
Justin Muscolino
Financial storytelling combines data analysis, communication skills, and strategic insight to deliver impactful presentations to executives.
This session teaches managers how to summarize complex financial information into a concise story that highlights key insights, trends, and actions.
We begin by defining the principles of effective financial storytelling: clarity, context, and focus. Participants will learn how to select the most important metrics, tie them to business objectives, and identify the narrative that drives executive decisions.
The course then covers slide design and structure. Using a 10-slide framework, we'll show how to sequence information, balance text and visuals, and emphasize key points without overwhelming the audience. Participants will also learn techniques for highlighting trends, comparing performance against targets, and connecting financial results to operational outcomes.
Practical examples will demonstrate how to turn data tables, charts, and graphs into digestible insights. Participants will explore how to anticipate executive questions, address potential concerns, and reinforce credibility through clear, actionable storytelling.
Finally, the session discusses common mistakes and how to avoid them, including information overload, unclear conclusions, and slides that obscure rather than clarify the message. By the end of the session, participants will have a structured approach to presenting financial results, creating visually effective slides, and telling a story that engages executives and drives informed decision-making.
Executives rarely have time to sift through dense financial reports. They need the story behind the numbers what happened, why it matters, and what actions should be taken. Yet many managers struggle to present results in a way that is both concise and compelling.
This session provides a structured approach to financial storytelling. You'll learn how to identify key metrics, craft a narrative, and design slides that communicate insights quickly and clearly. The course emphasizes translating raw data into actionable intelligence, so executives can grasp the big picture at a glance and make informed decisions.
Participants will also learn tips for sequencing information, highlighting trends, and using visuals effectively. We'll cover common pitfalls such as overwhelming slides, excessive jargon, or failing to tie numbers to strategy. By attending, managers will gain the confidence to present financial results in a way that informs, engages, and drives action.
Whether you're presenting monthly performance, quarterly results, or strategic initiatives, this course will help you structure your story so it resonates with executive audiences, demonstrates credibility, and supports smarter decision-making.
