In today’s business environment, accountants and finance professionals are expected to do more than produce accurate reports — they must be able to explain what the numbers mean and help others make informed decisions.

This webinar introduces the essential skill of storytelling with data, showing how to present financial information clearly, confidently, and in a way that engages non-financial audiences.

This session will demonstrate how to structure information to answer the questions stakeholders really care about: what happened, why it happened, why it matters, and what should happen next.

Participants will learn simple techniques to turn data into insight, choose effective charts and visuals, avoid common reporting mistakes, and communicate complex information in plain business language.

 


Course Author: Gillian Hayter
Course Short Description:

This webinar introduces the essential skill of storytelling with data, showing how to present financial information clearly, confidently, and in a way that engages non-financial audiences.

Credit Hours: 1
CPE Credits Awarded *: 1.0
Approval Status: - None -
Course Image:

shutterstock_2495297637.jpg

Course is for: ** Main Course Library **
Course Duration: 1
Complexity of Content: Basic
Suppress in lists: No
Learning Objective:

  • Turn data into clear messages
  • Present financial information to non-financial audiences
  • Use charts and visuals effectively
  • Highlight key insights instead of just reporting numbers
  • Structure reports and presentations to influence decisions

Course Type: free webinar
crs_type:

free webinar

Format: live_webinars
format_crs:

live_webinars

Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: No
Finance: No
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: No
Productivity & Tech: Yes
Risk Management: No
Sales: No
Tax: No
Free Trail: No
Other: No
Field of Study: Specialized Knowledge
crs cat:

Productivity & Tech

CPA: Yes
CPD-IES8: Yes
CMA: Yes
CFE: No
Yellow Book: No
CGFM: No
CIA: Yes
CRMA: Yes
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: No
SHRM-SCP: No
PHR: No
SPHR: No
GPHR: No
aPHR: No
PHRca: No
PHRi: No
SPHRi: No
crma_irs: No
cert type:

CPA, CPD-IES8, CMA, CIA, CRMA

Enable/Disable: Yes
CPE Credits CPA: 1
Field of Study CPA: Specialized Knowledge
CPE Delivery Method CPA: Group-Internet
Program Location CPA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
cpe/qas logo
Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Enable/Disable: Yes
Hours CPD-IES8: 1
Field of Study CPD-IES8: Specialized Knowledge
CPE Delivery Method CPD-IES8: Group-Internet
Program Location CPD-IES8:

Online

Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
Enable/Disable: Yes
CPE Credits CMA: 1
Field of Study CMA: Specialized Knowledge
CPE Delivery Method CMA: Group-Internet
Program Location CMA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Enable/Disable: No
Program Location CFE:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Enable/Disable: No
Program Location CGFM:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Enable/Disable: No
Program Location YB:

Online

Description:
The GAO's Yellow Book, Government Auditing Standards, establishes CPE requirements. Auditors performing work under GAGAS, including planning, directing, performing field work, or reporting on an audit or attestation engagement under GAGAS, need to maintain their professional competence through continuing professional education (CPE). Therefore, each auditor performing work under GAGAS should complete, every two years, at least 80 hours of CPE that directly enhance the auditor's professional proficiency to perform audits and/or attestation engagements. At least 24 of the 80 hours of CPE should be in subjects directly related to government auditing, the government environment, or the specific or unique environment in which the audited entity operates. At least 20 hours of the 80 should be completed in any one year of the two-year period. For details on the Yellow Book CPE requirements go to http://www.gao.gov/ and https://www.gao.gov/assets/700/693136.pdf.
Enable/Disable: Yes
CPE Credits CIA: 1
Field of Study CIA: Specific business topics such as finance and others
CPE Delivery Method CIA: Group-Internet
Program Location CIA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
Registry of CPE Providers Seal


Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
Enable/Disable: Yes
CPE Credits CRMA: 1
Field of Study CRMA: Other activities contributing to professional competence
CPE Delivery Method CRMA: Group-Internet
Program Location CRMA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details CPP:
Approved by APAThis activity,   ID No. 19 ILL 000   has been approved for  1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at   www.americanpayroll.org.
Description:
approved by APA



This program has been approved for 12 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details FPC:
Approved by APAThis activity,   ID No. 19 ILL 000   has been approved for  1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at   www.americanpayroll.org.
Description:
approved by APA



This program has been approved for 12 Recertification Credit Hour(s) toward RCH recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Enable/Disable: No
Program Location CTP:

On Demand/Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
cpe/qas logo

Approved for up to 2.4 CTP/CCM recertification credits by the Association for Financial Professionals
Enable/Disable: No
Program Location FP&A:

On Demand/Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
fp&a logo



Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals
Enable/Disable: No
Program Location IRS-EA:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details IRS-EA:
pre-approved by IRSThis activity,   ID No. XXXXXX has been approved for  #### CPE credit hours toward IRS Enrolled Agent (EA) continuing education requirements. In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour.
Enable/Disable: No
Program Location CISM:

Online

Description:
Your specific provider of Continuing Professional Education accreditation has final authority on the acceptance of individual courses for CPE credit.
Enable/Disable: No
Program Location CRISC:

Online

Description:
Your specific provider of Continuing Professional Education accreditation has final authority on the acceptance of individual courses for CPE credit.
Enable/Disable: No
Program Location CISA:

Online

Description:
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Enable/Disable: No
Program Location CIST:

Online

Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
Enable/Disable: No
Program Location CRFS:

Online

Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SHRM-CP:
pre-approved by SHRMThis activity,   ID No. XXXXXX has been approved for  #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at   www.shrm.org.
Description:
approved by SHRM

Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP℠. This program is valid for 2 PDCs for the SHRM-CP℠. For more information about certification or recertification, please visit www.shrmcertification.org.

Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SHRM-SCP:
pre-approved by SHRMThis activity,   ID No. XXXXXX has been approved for  #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at   www.shrm.org.
Description:
approved by SHRM

Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-SCP℠. This program is valid for 2 PDCs for the SHRM-SCP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details PHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SPHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details GPHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details aPHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details PHRca:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details PHRi:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SPHRi:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
Hours: 1.0
Free Marketing Course: No
Sponser: Illumeo
Participation: Group
Instructor: Live
Speaker Description:
gillian.jpg

Gillian Hayter, Founder and CEO, Reboot, Ltd.

Gillian is the founder and CEO of Reboot Ltd, a coaching and development company. Reboot’s tenets are Career, Performance and Results and Gill’s work focuses on individuals and teams improving their career prospects, job performance and achieving improved results.

Gill works with many professional individuals and teams using her skills as a coach, trainer and NLP practitioner together with her accreditation to deliver the Persona psychometric profiling. Within Reboot, many career development programs have been developed to support clients.

Gill also works in academia. At the university – the London Institute of Banking and Finance, she is a module leader in leadership and management and a career coach. She previously lectured at Masters level and supervised dissertations at Coventry University, LC.

She is the principal examiner for the Entrepreneurship & Innovation for NCC Education and is the Chief Examiner for ABE UK Gill has published 3 study guides for international students – Working in Business, Entrepreneurship and Businesses Performance & Innovation. She has also authored new editions in Project Management and Dynamic Business Organization.

Gill has supported a start-up in India and held international webinars with attendees from Rwanda, South Africa and Malaysia. Gill is a Liveryman of the City of London’s Company of Educators and is proud to be a Freeman of the City of London She supports rural business in her role as Vice Chair of the Rural Community Council of Essex and judged & presented awards at the Rural Business Awards 2019. She is also Justice of the Peace for Essex.

Gill is a keen traveler, speaks French and enjoys various sports.

Speaker Description:

Jennifer_Robbins.jpg

Jennifer Robbins, Webinar Manager, Illumeo

Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 500 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.

Topics: None
Short Description:

This webinar introduces the essential skill of storytelling with data, showing how to present financial information clearly, confidently, and in a way that engages non-financial audiences.

Short Type Name: Educational Webinar
From Date: Tuesday, 3 November 2026, 11:00 AM
To Date: Tuesday, 3 November 2026, 12:00 PM
Webinar Learning Objective:

  • Turn data into clear messages
  • Present financial information to non-financial audiences
  • Use charts and visuals effectively
  • Highlight key insights instead of just reporting numbers
  • Structure reports and presentations to influence decisions

Instruction: Live
Presence: Remote