AFP FP&A Series Sessions

AFP FP&A Series: Getting Communication Right for Finance

The session replays from the AFP FP&A Series: Getting Communication Right for Finance are now available for you to view on demand.

Sessions:

• Story Strategy: Craft Your Message First | Watch Session
• Partnership Strategy: Don't Get Lost in Translation | Watch Session
• Visual Strategy: Present Your Data With Impact | Watch Session
• Engagement Strategy: Elevate Your Engagement and Communication | Watch Session

The AFP FP&A Series helps you maintain your professional credentials. This event qualifies for 3.2 FPAC and 3.2 CTP/CCM credits.

These recordings were originally delivered live on, August 28, 2024, at the AFP FP&A Series: Getting Communication Right for Finance.  If you were unable to attend the live sessions, take the quiz that appears at the conclusion of each recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in your Recertification Reporting record will be emailed to you for your records.

NOTE: If you attended the live session at the FP&A Series: Getting Communication Right for Finance and claimed credits, you cannot also claim credits for viewing the recordings.

Story Strategy: Craft Your Message First 

Presented by: Janine Kurnoff | Co-founder and Chief Innovation Officer The Presentation Company | Author of Everyday Business Storytelling

Everyone loves a good story, but applying storytelling techniques to our everyday business communications can be challenging. Focusing on the message and storytelling framework first supports the creation of audience-centric narratives. Attendees of this session learn the four signposts of a great story to create, simplify and adapt a narrative for any audience, while also learning a common language that brings clarity to ideas and data.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Partnership Strategy: Don't Get Lost in Translation

Presented by: John Thompson | Partner, Oliver Wyman

Moderated by: Bryan Lapidus, FPAC | Director, FP&A Practice, AFP

Communication skills for finance can build trust in a relationship; trust can act like a tax that devalues or a dividend that enriches the connection. With the right structure, planning and practice, finance can use transparent communication techniques that build credibility, reliability and connection, the key elements to partnership.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Visual Strategy: Present Your Data With Impact 

Presented by: Soufyan Hamid | Founder, The Finance Company

Data visualizations are powerful tools that can capture and convey a message visually to ensure that your audience understands your meaning; however, finance professionals often fall into common traps: over-complicated visuals, lack of a clear message, and poor design choices. You can do better. Guided by a set of design principles, you can enhance your communication, present with confidence and create visuals that leave a lasting impact. While this session leans heavily on Excel spreadsheet examples, these tactics can also apply to all the tools in the finance toolkit.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Engagement Strategy: Elevate Your Engagement and Communication

Presented by: John Sanchez | Managing Director, The FP&A Group

Effective communication is about both the message you are delivering and your audience’s ability to receive it and comprehend it. Success depends on your ability to understand your audience, tailoring your communication approach and managing the expectations of different types of meetings. Effective engagement also requires an understanding of corporate culture and developing professional speaking skills. This session helps attendees to effectively manage meetings and to communicate confidently in any professional setting.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Continue your impactful learning in-person at the AFP FP&A Forum, March 17-19, 2025, in Austin.

Build your knowledge of the latest trends, best practices and cutting-edge strategies in Financial Planning and Analysis. The Association for Financial Professionals' FP&A Forum is your opportunity to network with fellow finance professionals, attend interactive sessions and gain valuable insights from keynote speakers who are at the forefront of the finance profession.