Storytelling for Financial Leaders Program

Berkeley Haas School of Business

Leadership and Communication

About Programme

Today's financial leaders are more than stewards of capital. They explain what the numbers mean and why they matter.

And they do it in a world reshaped by AI and data, in moments that count: earnings calls, board discussions, capital decisions, and high-stakes negotiations.

Programme Content

Three days of immersive, in-person learning at the UC Berkeley Haas campus

World-renowned UC Berkeley Haas faculty and experienced industry practitioners

Realistic simulations of investor calls, boardroom decisions, and value chain conversations, refined through peer learning and collaborative feedback

Use AI as a thought partner to sharpen narratives and prepare for high-stakes conversations

Use of AI to turn complex data into clear insights and effective visualizations

Blend of practical financial storytelling frameworks, faculty-led sessions, and hands-on exercises

Exclusive in-person networking reception with faculty and peers

Access to the Storytelling for Financial Leaders alumni community

Storytelling for Financial Leaders Program Certificate of Completion

Programme Audience

Financial leaders with cross-functional exposure: controllers, directors of finance, vice presidents, and other financial executives who engage executive peers, boards, investors, analysts, customers, suppliers, employees, and regulators

Financial leaders preparing for C-suite roles: professionals moving beyond technical expertise to communicate with impact

CFOs, Chief Accounting Officers, and their teams: sharpening storytelling in board, investor, audit committee, and other high-stakes settings

Business leaders across the organization: executives who need to engage with and communicate financial narratives

Programme Benefits

Turn Financial Data and Expertise into Influence

Gain powerful frameworks that turn financial data and expertise into executive influence, equipping financial leaders to translate insights into narratives that move audiences, build credibility, and drive decisions.

Lead with Empathy, Build Credibility and Trust

Refine critical financial communication skills to engage key stakeholders through realistic simulations of earnings calls, boardroom decisions, and other inflection points that shape your impact.

Use AI as a Thought Partner

Leverage AI and gen AI tools as a partner for financial decision-making and communication: sharpening narratives, translating complex data into effective visualizations, and helping you prepare for calls, presentations, and meetings.

Influence Strategy Through Alignment

Harness the power of narrative to align cross-functional teams, influence high-stakes decisions, and lead confidently through disruption, transformation, and change.

Testimonials

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Panos N. Patatoukas, Faculty Director, Storytelling for Financial Leaders; L.H. Penney Chair in Accounting; Co-Faculty Director, Sustainable and Impact Finance, Haas School of Business

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Jenny Herbert Creek, Lecturer, UC Berkeley Haas School of Business

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Sara Beckman, Teaching Professor, UC Berkeley Haas School of Business

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Homa Bahrami, Senior Lecturer Executive Teaching Fellow, UC Berkeley Haas School of Business

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Jeff Eyet, Lecturer, Innovation, Creativity, and Design Practice, Haas School of Business