Financial Storytelling and Presenting with Data - Virtual Classroom

Finance and accounting professionals largely tend to be fact-based, data-led and objective in nature. To many of those in finance, presentations involving stories sound like things people make up when they don’t have the right facts or data. However, creating a story as part of a finance presentation can be one the most effective ways to engage and influence an audience. Using story to bring your numbers to life is an essential skill for any finance leader that wants to amplify their impact, drive strategic value and inspire action. Establishing an emotional connection to the story presentation also makes it easier for people to remember key facts.

Financial storytelling is becoming a sought-after soft skill, especially for finance leaders. A talented financial storyteller can effectively use this skill to win over an interview for that senior finance manager, or CFO position, convince a group of investors to provide funding, manage community expectations, and influence their employees and team to work harder for them. This skill is also important for junior staff who want to become successful and influential business and finance leaders someday.

Finance professionals are increasingly expected to deliver data heavy presentations to groups of non-finance stakeholders and influence them on certain business decisions and outcomes. Financial storytelling is about strategically sequencing data, facts and emotion and taking into account the audience’s needs and what they (not the teller) will find persuasive.

Because leadership storytelling often occurs in a business context, it naturally incorporates many facts, but is presented in a way that stirs up emotions like hope or sadness, motivation or suspiciousness, excitement or disgust. It’s the emotional connection within the facts, that needs to be brought out and connected in a way that resonates with the audience and helps them understand the context and story behind the data.

By the end of this course, you should be able to:

  • discuss the science of financial storytelling and why our brains are wired for stories
  • leverage the power of data storytelling to help your message resonate with your audience
  • extract stories from your financial data and understand how to relate them to your role
  • communicate financial information in an impactful way
  • identify a storytelling ethos in your workplace
  • build a well-structured presentation and using stories to drive action
  • understand the impact of body language, pauses, pitch and volume

Financial analysts and managers need to communicate financial information in an impactful way and this workshop will give you the necessary tools to tell more effective stories with your financial data. Storytelling with data teaches you the fundamentals of data visualisation and how to communicate effectively with data. You’ll discover the power of storytelling and the way to make data a pivotal point in your story. The lessons are grounded in theory but made accessible through numerous real-world examples - ready for immediate application to your next graph or presentation.

Paul Hodge 

Paul Hodge is a regular Lecturer at numerous Australian Universities, Public Speaker (@DataVizGuy), and Corporate Data Storytelling and Data Visualisation trainer. Before devoting himself to the field of Data Storytelling and Data Visualisation education and coaching/mentoring, Paul worked for more than 2 decades with some of the world’s largest companies while living and working in New York, Tokyo, Hong Kong, New Delhi, Lausanne, and his hometown of Melbourne, Australia.


Attendees (1,000+) of Paul’s lectures, keynote sessions, and corporate training events are taken on a journey through entertaining and informative examples of world-class Data Visualisations, and gain insights for the use of frameworks and how to apply tips-and-tricks for building and use compelling Data Visualisations and Dashboard designs that will engage, entertain and inspire future decision makers.

Virtual Classroom Details

Wednesday 28 & Thursday 29 April 2021


09:00 AM – 12:30 PM | Perth

10:30 AM – 1:30 PM | Adelaide, Darwin

11:00 AM - 2:00 PM | Sydney, Brisbane, Canberra, Melbourne, Hobart

1:00 PM - 4:00 PM | New Zealand

(webinar access approx 15 minutes prior to registration)

1. Preparing for the Zoom Session: 24 hours prior to session start time you will receive and email to register your details to give you access to the Zoom Session. Ensure you enter your first name, last name and email address as entered in your CA ANZ event registration. If you do not receive the Zoom Session link email to your inbox ensure you check your spam/junk mail folder.

Approximately 15-30 minutes prior to session start time (relevant to your local time zone), ensure you have the software or application installed. When connecting on computers you will be prompted to download the software for Zoom if you have not already. To download, click on the link that you have been provided to join the session, it will take only 2-3 minutes to download. If you are planning on watching it on your phone, please download the Zoom application.

Please note: If you are accessing this event from your place of work, it is imperative to check that you are able to access the Zoom platform. You may need to use a personal device.

2. Accessing the Zoom Session: On receipt of Zoom Session Link email (refer 1. Preparing for the Zoom Session) follow the link to access session.

Pricing and Discount:

Member | $450
Non Member | $540

Group: A group registration of 3 or more people will receive a 15% discount*
*Cannot be used with any other discounts

Registration close 24 hours prior to event start time. 

Email to use for CA ANZ event registration 
Members must register using your primary email address nominated on your CA ANZ member profile (the email address in which this email has been received at) to ensure you are charged at the correct registration rate and that your CA ANZ member profile will reflect the event registration, your designation, event attendance and applicable qualifying hours.

Check your Junk/Spam Folder 
CA ANZ Registration Reminder and Zoom Session Link email will be issued approximately 24 hours prior to the session start time. If you do not receive this email to your inbox ensure you check your spam/junk mail folder. If you still have no success in locating the email please contact the region delivering the session via email at to obtain the details.

Please note that this event may be recorded by Chartered Accountants Australia and New Zealand (CA ANZ). In that case, this recording will be used by CA ANZ for various purposes, including publishing and distributing it online, promoting its activities, in CA ANZ’s advertising material, on social media and anywhere on CA ANZ’s website. 

By registering for this event, you acknowledge and agree that, as a participant of this session, your name will be visible to other participants. Please note that your image will not be visible to other participants. 

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Event questions
Contact the regional office hosting the event via email at


Topic: Business Mindset, Future Focused

Sub-Topic: Business Planning & Analysis, Business Reporting, Financial Modelling, Future of Business, Talent Management

Format: Workshop

Proficiency Level: Intermediate

CPD: Upto 6 hours