Financial Storytelling

“Communicate your numbers with a story and confidence”

CFOs, Finance Managers and Accountants constantly juggle with big responsibilities within the organization, i.e. the responsibility to manage finances as well as to report them accurately to all the stakeholders. As all the financial reports are very technical and not many in the organization are familiar with the IFRS, other reporting standards and regulatory requirements, finance professionals often face difficulty in communicating the financial information and graphical reports to the non-finance staff and sometimes the Board members. The storytelling technique is proven to impart information where the participants get involved by having an immersive experience that allows them to enjoy hearing the information in a dynamic and entertaining way.

Credit Hours

16 Hours

Delivery Channel

In-person

Certificate

Get a shareable certificate

Difficulty

Beginner to Expert

Course Outline:

This program aims to engage all the finance and accounting professionals and to provide them with the skills they need to communicate financial information to the stakeholders including the non-finance professionals in order to help them take the right decision at the right time.

At the end of the program you should be able to:

Describe accounting & financial information including key financial and operational metrics in plain language
Be able to create a story behind the numbers
Recognize the value of using charts & pictures
Design clear and concise presentation to drive desired action
Share detailed information in clear and concise manner
Be able to get your recommendations and ideas across and help the audience take the next step

Who Should Attend?

CA/ ACCA/ CMA/ ICMA
From Managers to CFOs / CEOs/ Partners wanting to enhance their skills and abilities to explain financial information to other stakeholders in the organization, clients and team members

Date and Time:

This is a Two (2) days in-person training program comprising 5 sessions.
The next session is scheduled on 17 and 18 May, 2023 from 9:00 AM – 5:00 PM

Certificate:

Participants will receive a successful course completion certificate subject to completion of post training quiz and assignment.

Certificate:

Participants will receive a successful course completion certificate subject to completion of post training quiz and assignment.

Trainer:

Ms. Sana Quadri, a Chartered Accountant, is an IFRS Expert with experience of implementing IFRS-15, IFRS-16 and IFRS-9. Owing to her exceptional storytelling skills, she became CFO of a listed Company at just 26 years of age. She has over 15 years of working experience at senior management positions interacting with Board members and Group Heads both within and outside Pakistan, in the financial services industry, including; microfinance bank, asset management, private equity, investment advisory & brokerage house. She calls herself an Edtechprenuer brining technology & emotional intelligence to fast forward career progress.

Survey:

At the end of each Program we carry out a survey to ensure our participants receive the best of our services.

Trainers:

SANA QUADRI

Ms Sana is an experienced process improvement digital solution enthusiast a finance professional who is an IFRS expert She has worked with prestigious organizations in senior positions including in the role of Director Financial Reporting for Telenor Microfinance Bank and Chief Financial Officer for Lakson Investments and Next Capital and remained associated with the financial services industry for over 14 years She has worked on a wider array of projects and with major divisions throughout various sections of the banking industry, including projects on IFRS 16 IFRS 9 and IFRS 15 Based on her extensive financial reporting, presentation, and IFRS implementation experience, she is a trainer for IFRSs and Financial Storytelling techniques and runs a live program on the “IFRS Practical Issues Series” Some of the companies whose professionals she has trained are:

A few years ago, she took the role of an Entrepreneur and founded Ed Watch with a focus on the critical skills development needs of the present and future workforce Ms Sana was among the team that led the Institute of Chartered Accountants of Pakistan’s ( first ever “Women Inclusion Policy” Ms Sana is a Chartered Accountant and served her three years of article ship period in PricewaterhouseCoopers Pakistan She has been a member of ICAP’s committee on “Economic Advisory and Government Relations” for the last three years and served the “Women’s Committee” for three terms She has also been a member of ICAP’s Committee on Fiscal Laws where she had the chance to research and suggest possible solutions for “Increasing the tax net in Pakistan” Her work was published in “The Pakistan Accountant” under the title; “Time to tackle taxation Jams” in 2018