The Exchange: Presenting Financial Information to Non-Financial People

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	11/12/2025
When:	November 12, 2025 3:00 PM - 6:00 PM
Where:	100 High St 9th Floor Boston, Massachusetts 02110 United States
Contact:	BEPC Office bepc@bepc.org 978-364-5170

Online registration is available until: 11/11/2025

View the 21 people who have already registered

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Join us this fall for The Exchange—a dynamic three-part educational series designed to empower professionals across finance, accounting, and business leadership. Hosted in partnership by MassCPAs, CFA Society Boston, and BEPC, this series brings together members from each organization to explore critical skills that fuel career advancement, enhance communication, and deepen professional impact.

Presenting Financial Information to Non-Financial People

Sharing financial information with those who don’t have a financial background takes more than knowing the numbers. Whether you’re presenting to clients, boards or internal teams, your success depends on making complex data clear, relatable and meaningful.

In this session (the third in the three-part series), you’ll explore strategies to turn financial reports into stories that stick—using plain language, storytelling and visuals to build understanding and engagement. You’ll walk away with practical tools to prepare and deliver presentations that meet your audience where they are, with clear takeaways and visuals that make the numbers easier to digest, whether you’re answering questions on the fly or presenting to key decision-makers.

Speaker

Alexandria Romero, CPA

Government and Leadership Training Facilitator, Galasso Learning Solutions

Alexandria Romero, CPA, is a government and leadership training facilitator at Galasso Learning Solutions, where she brings nearly 20 years of experience in governmental and nonprofit accounting. She specializes in helping professionals build confidence in communicating complex financial topics through practical and engaging training programs. With roles in both public accounting and government entities, she has been recognized as one of the Top 50 Women in Accounting (2022 and 2023) and received the AICPA Outstanding Young CPA Award in 2022. Romero currently serves on the AICPA Council and the Governmental Performance Accountability Committee and is vice president of the Educational Foundation Board of Trustees for the Colorado Society of CPAs and a member of their Young Professional Council.

Educational Track and Level

Schedule

3:00 PM - 5:00 PM - Seminar

5:00 PM - 6:00 PM - Networking Reception

Registration

Members: $50.00

Non-members: $75.00

Space is limited, register early to secure your ticket to the event.

Certificates of Completion

BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events.
BEPC also applies for CE credit approval through the American Bankers Association to support CTFA designees.
BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board or ABA for CE credit.