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Do your clients, customers, associates and peers tune you out when you are delivering financial information? There are two reasons for this. The first reason is that you are cursed. That’s right…cursed with knowledge! You can’t and don’t want to unlearn your accounting knowledge AND you have forgotten the painful struggles you went through in learning the technical aspects of accounting. The second reason is that accounting is a foreign language to those who don’t possess the same competency level as you.

Major Topics:
  • Communicating financial information in an impactful way
  • Telling more effective stories with your financial data
  • Connecting with your audience through real world examples
  • Interpreting and presenting complex financial information through storytelling skills
  • Unlocking the powerful story hidden within the numbers
Learning Objectives:
  • Summarize the historical financial information to be delivered
  • Translate accounting/financial language into plain English through similar and understandable context
  • Recognize the value of using charts and pictures in your in financial presentations
  • Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
  • Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience
Who Should Attend: CPAs, Professionals from Managers up to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and clients
Program Level: Intermediate
Field of Study: Communications and Marketing
Prerequisites: Prior public speaking experience or the course “Get Out of the Casket and Up to the Podium”.
2 CPE Credits

Instructor:  Jennifer Elder, CPA, CMA, CIA CFF, CGMA

Free to members!
Non-members: $170.00
 

more info...
11/24/20251:00pm to 3:00pm


The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
 
Key Topics:
  • Timely & Critical Information
  • Interpretation & Analysis
  • Firm and Business Strategies
  • Practitioner Capabilities
Objectives:
  • Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
  • Recall the latest technical updates and analysis of current topics.
  • Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1
Level: Basic
Prerequisite: none
Who should attend:  CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various

Free to members!
Non-members: $39.00

more info...
12/9/20253:00pm to 4:00pm


The Technology Conference offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

Designed For: Busy accounting and financial professionals who want to improve their personal and organizational productivity.

CPE Credits: Up to 16 in various fields of study

Developer: K2 Enterprises

Prerequisites: Fundamental knowledge of hardware, software, and technology trends.

Advance Preparation: None

Member Price: $475
Non-member Price: $525
One-day Member Price: $375
One-day Non-member Price: $425
*Prices will Increase by $50 on 12/2


more info...
12/10/2025
-12/11/2025
8:00am to 4:15pm


The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
 
Key Topics:
  • Timely & Critical Information
  • Interpretation & Analysis
  • Firm and Business Strategies
  • Practitioner Capabilities
Objectives:
  • Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
  • Recall the latest technical updates and analysis of current topics.
  • Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1
Level: Basic
Prerequisite: none
Who should attend:  CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various

Free to members!
Non-members: $39.00

more info...
12/18/20252:00pm to 3:00pm


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