Financial Statement Storytelling: Building Accountability and Engagement
In uncertain times, resilient organizations don’t hide from the numbers—they share them! This interactive session introduces simple, powerful tools like the 6-line P&L to help everyone in your business understand how you make money and be accountable to mission and results. Through storytelling and hands-on exercises, participants will learn how transparency builds engagement, equity, innovation, and resilience. Attendees will leave ready to tell their own “numbers story,” empowering everyone to drive mission and margin.
Session Chairs
Session Speakers
Improve access to and understanding of company metrics, including key financial indicators, in order to empower and develop a diverse workforce.
Use simple tools like a 6-line P&L to help follow the company’s financial story and identify improvement opportunities
Create charts, dashboards, and visuals to make numbers and data more accessible and less intimidating.
Engage workers in productive and informed conversations to drive improvement in the company’s triple bottom line.
This session is pre-approved for 1 credit hour toward AIA (LU|Elective), MA CSL, and NARI certification. Those who attend a full day of the conference are additionally eligible for credit toward Phius and RESNET certification.