effective presentation skills for finance professionals

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An intensive 5-day training course, effective presentation skills for finance professionals, vital skills for career development, course introduction.

Build the skills you need to take your finance career to the next level!

Highly developed finance knowledge and accounting skills and Excel proficiency will only take you so far in your career as a finance professional; but in today’s highly competitive work place those talents will not by themselves be enough to get you in to the C-suite with the real decision makers. Experience shows time and time again that the most successful senior finance professionals only achieve their place at the boardroom table by being masters at interpreting, communicating and presenting financial information to senior colleagues in a way that they can understand.

This OXFORD hands-on training course explains and practically demonstrates how to prepare for, plan and deliver financial presentations with real impact to internal and external audiences.

The course has been designed to provide delegates with a comprehensive set of skills and practical tools to interpret and effectively communicate and present financial information to senior non-financial managers.

By the end of the course you will be able to:

• Produce clear insightful reports using Excel and Powerpoint
• Integrate financial and non-financial performance measures
• Understand audience needs when making financial presentations
• Apply effective communication methods to get your message across
• Make presentations with real impact to internal and external audiences
• Handle difficult questions and challenging people

Who Should Attend?

• Finance Directors and Chief Financial Officers
• Planning and Budgeting Managers
• Management Accountants
• Senior Finance Managers
• Tax Managers and Auditors

Course Outline

• Tools and Techniques for Financial Analysis and Interpretation
• Integrating Key Financial and Non-Financial Measures
• Understanding the Needs of Non-Financial Audiences
• Principles of Effective Communication
• Preparing and Planning for Financial Presentations
• Avoiding Common Errors in Financial Presentations
• Tips and Best Practice using Excel and Powerpoint
• Making the most of Graphics in Excel and Powerpoint
• Designing Effective Reports in Excel
• Using Excel to Produce Eye-Catching Dashboards
• Practical Tips for Delivering Presentations with Impact
• Managing "Stage Nerves" before and during Presentations
• Handling Difficult Questions from the Audience

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

Accreditation

In association with

GLOMACS Training & Consultancy

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Effective Presentation Skills for Finance Professionals and Executives

• Course Overview
• Course Topics

Why Select this Training Course?

In the finance industry, how you present a piece of information is as good as the information you are giving. Effective presentation skills and highly developed accounting and finance knowledge will take you far in your career.

What are the vital skills for effective financial presentations? 

The presentation involves communicating data in ways that are informative and interesting. Today, presentation skills are needed in virtually all industries to help businesses deliver factual and critical information to target audiences. The top presentation skills every presenter needs to possess include honesty and enthusiasm, which involves excitingly delivering messages to the audience. Secondly, strong focus on the audience, effective presenters provide information in ways centered around the audience and not themselves. The third effective presentation skill is keeping messages straightforward. Finally, ensure you are personable in your presentation and have excellent body language.

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What are the types of financial presentations?

The financial presentation provides valuable insights into the company’s financial performance and helps evaluate the challenges and how to improve them. The method utilized in presenting financial information is essential for passing the data to necessary stakeholders, and generally, financial presentation involves four major financial statements:

• Balance sheets display what an organization owns and owes at a given period.
• Statements of shareholders’ equity indicate the changes in shareholders’ interests over time.
• Cash flow statements show the exchange of finances between the firm and outsiders for a fixed period.
• Income statements show the amount of money realized by a company over a given period.

The Rcademy Effective Presentation Skills for Finance Professionals and Executives course is designed to equip participants with the rudiments of effective communication and how to prepare, plan and present financial presentations with an impact on external and internal audiences. Attendees will also learn how to analyze financial data, the interpretation techniques required, valuable presentation skills, and utilize Excel to deliver financial information.

Who Should Attend?

The Effective Presentation Skills for Finance Professionals and Executives Training Course by Rcademy is designed for a wide range of professionals engaged in various types of financial presentations. The following personnel should undertake the course:

• Finance directors:  tasked with managing a firm’s short-term and long-term financial growth
• Chief financial officers:  charged with overseeing the financial activities of a company
• Planning and budgeting managers:  responsible for monitoring the entire budgeting process of a company
• Management accountants :  tasked with recording and managing a company’s investments and designing financial decisions
• Tax managers:  responsible for developing and filing tax documents for entities
• Senior finance managers:  responsible for monitoring investment decisions and designing strategic financial goals for a company
• Investment analysts:  charged with performing research and evaluating assets
• Tax auditors:  tasked with executing tax audits for public and private bodies and designing tax reports
• Asset Managers:  responsible for managing the assets of a company and also executing programs that raise the value of a company’s assets
• Financial Reporting Associates :  tasked with preparing and reviewing financial information
• Professionals  interested in learning about practical financial presentation skills

What are the Course Objectives?

The Effective Presentation Skills for Finance Professionals and Executives Training Course by Rcademy will provide attendees with the in-depth knowledge and skills required to interpret and effectively communicate financial reports to relevant stakeholders. At the close of the course, participants would have learned the following objectives:

• Design clear financial reports and business insight through Excel and PowerPoint
• Utilise proven rules of effective communication to deliver financial messages to relevant stakeholders within and outside the financial industry
• Recognize the principles of effective communication and why it is vital in the financial industry
• Learn valuable skills used in handling difficult questions and challenging people
• Recognize the needs of the audience while making a financial presentation
• Understand how to interpret financial instruments and critical business performance metrics
• Learn how to make presentations with real impacts on stakeholders
• Understand the relevant presentation skills utilized in financial presentation and how to develop them

How will this Course be Presented?

The Effective Presentation Skills for Finance Professionals and Executives course is participant-oriented and designed to meet participants’ expectations and improve their knowledge and skill of the subject matter. Different practical approaches to ensure attendees’ active and constant learning will be utilized to present this course. Renowned experts and professionals who have gathered years of practice and experience will teach the course within the field. The course modules are also drawn from exhaustive and meticulous research into the subject matter.

The Rcademy course on Effective Presentation Skills for Finance Professionals and Executives integrates practical and theoretical learning by providing attendees with cases, studies, lectures, slides on the concepts, and real-life scenarios. Participants will also engage in presentations, seminar workshops, quizzes, and regular feedback on lessons learned to confirm their optimum satisfaction.

What are the Topics Covered in this Course?

Module 1: Introduction to Financial Analysis and Presentation

• Introduction and definition of terms
• Principles of financial presentation and Interpretation
• Calculating and interpreting financial ratios
• Principles of business intelligence and Analytics
• A practical approach to financial analysis
• Using data analytics in Excel

Module 2: Delivering with Impact

• Introducing a financial presentation
• Pitch, pace, and pausing
• The value of metaphors
• Gestures and body language
• Logical flow and the benefits of signpost slide
• Positional anchors
• Sensory based language
• Lines of sight and visual aids

Module 3: Integrating Key Performance Measures

• Understanding and using the balanced scorecard
• Designing and using dashboards in Excel
• The principles of integrated reporting
• Identifying key performance indicators (KPIs) in an organization
• Exploiting Excel’s advanced data analysis functions
• Utilizing the effective performance management framework

Module 4: Handling Hostile Questions

• Recognizing hostile questions
• Types/examples of hostile questions
• The 3-step technique
• Replying with a question
• Car parking
• Inviting audience participation

Module 5: Building Presenter Confidence

• Importance of confidence in the presentation process
• Having expert beliefs
• The conditioning process
• Understanding the material
• Resource anchoring
• Developing positive emotions
• Recalling the past positive experience
• Using triggers

Module 6: Preparing for a Financial Presentation

• Mastering how to communicate vital finance concepts effectively
• Designing Excel reports for non-financial audiences
• The principles of effective communication
• Avoiding common presentation mistakes
• Using Excel to create graphics with impacts
• The principles and practice of effective data visualization

Module 7: Voice Development Exercises

• Speaking naturally with pride
• Breathing projection
• Correct posture and relaxation
• Monitoring your speech cadence
• Diaphragmatic breathing

Module 8: Analysing Financial Statements

• Importance of financial statements
• Types of financial statements – Income statements – Cashflow statements – Balance sheets – Statements of shareholders’ equity
• Financial ratio analysis
• Horizontal and vertical analysis
• Ratio analysis
• Forecasting financial statements

Module 9: Feedback and Reviews

• Types of Feedback and Reviews
• Analyzing feedback and reviews
• Importance of feedbacks
• Replying to a review
• Handling feedback
• Difference between feedback and criticisms

Module 10: Presenting a Winning Financial Presentation

• Writing an effective financial report
• Managing meetings and audiences
• Reporting to stakeholders
• Tips for delivering knock-out presentations
• Managing stage fright

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Six Presentation Tips for Finance Professionals

• Soft Skills

Presenting is an essential responsibility for many finance professionals.

To gauge just how essential, we asked CFA Institute Financial NewsBrief readers how often they have to give presentations. More than half of the 585 respondents (58%) to our unscientific poll said they present at least once a month. Meanwhile, only 19% responded that they “rarely” or “never” do.

Presumably, there is a bit of natural selection at play here: Those who are more comfortable with or gifted at presenting end up in the roles that require it most often. And, of course, the more experience they accrue, the more they improve and the more comfortable they grow. Nevertheless, most people always have room to hone their presentation skills.

As a finance professional, on average, how frequently are you required to give presentations?

Recently, Dave Underhill of Underhill Training and Development delivered a webinar on how to be clear and concise in data-heavy presentations . He offered many useful tips for improving your presenting skills. Here are a few:

Presentation Design Tips

• Have a clear and singular core message tied to a specific call to action. Even when you are dealing with complex information, the key takeaway and call to action should be simplified and made crystal clear for your audience.  
• Targeting the information to your audience means considering each member’s role and how well they understand your material as well as their communication style and how they feel about the purpose of your presentation. If you know some of the key decision makers in your audience well, consider what motivates them. Do they care most about getting straight to results, ensuring the best for staff members affected by the decisions, avoiding unnecessary risks, or basing plans on flawless data? Address these motivations. If you don’t know your audience well, try to address all of the motivations.

Presentation Delivery Tips

• Attention spans are short and you may notice audience members’ interest drifting away. To bring them back, try pausing, moving, or mentioning an individual by name. The silence of the pause can recapture people’s attention. Similarly, a move to a new position can change the setting enough so that people refocus. Using someone’s name is a foolproof technique, but does require some tact because you do not want to embarrass anyone.  
• Orient your audience to your data slides verbally or through animation, even if you believe they will grasp the meaning on their own. Explain what the axes of a graph represent, for example, and feature the specific data points you want the audience to absorb.

Underhill had two additional pieces of advice that address both design and delivery:

• For every “what” you present, you need to answer the “so what?” Don’t assume there’s one logical conclusion to be drawn from your evidence. Communicate what you want the audience to take away. Underhill used the example of a company pitch presentation in which the audience is told that the pitching team has a combined xx years of experience. That’s nice, but so what? Why should the audience care about that? You need to tell them why.  
• Remember that the goal of many presentations is to have a conversation, not to give a lecture. Approaching presentations with this mindset can give you more confidence and help ensure the audience’s needs are better met.

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What It Takes to Give a Great Presentation

• Carmine Gallo

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

• Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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How to Make A Compelling Financial Presentation

May 17, 2024

Writing financial presentations is not easy. Typically, You have a lot of information to convey and you have a short time. And your audience is not always interested.

Why should anyone listen to you when you are presenting financial information? And how do you look confident and compelling?

It’s the question we answer in our financial presentation coaching programme s .

Of course, the main reason for wanting better financial presentation skills is to impress those you are speaking to and get them to make the right decision. And this is very important if you are presenting to the board . But the big question is, what do you do to achieve this?

Financial presentations should never be dull . Good financial presentations are all about how well you tell your story. Don’t tell me what the numbers are – tell me what they mean. Tell it properly and you connect with your audience – whether it is the board, or your investors or financial commentators.

There are tried and tested techniques you can use to tell powerful financial stories. Our experts help businesses, CFOs and financial professionals with their financial presentations, investor days and fundraising presentations. 

We have been coaching financial professionals to create successful financial presentations for nearly 15 years. Over the years we have discovered a series of common themes that underpin the most successful financial presentations. Here are a few gems we’ve learned over the years.

How to Write a Compelling Financial Presentations – 9 Top Tips

Let’s review each of these points in detail:

1. Be Clear What You Want to Achieve

Before creating fancy slides and analysing data, take a step back. Ask yourself: what is the single most important takeaway you want your audience to have after your presentation? Are you informing them about a new investment strategy? Persuading them to adopt a specific financial product? Reporting on monthly numbers? A clear objective keeps your message focused and avoids information overload. Remember, a good presentation isn’t just about the information you deliver, it’s about the action you want your audience to take.

Unless you are clear how you want to be seen by others, it’s a real challenge to get the results you want. But, the simple question: “ What impression do you want to make? ” is hard to answer.

To be good at presenting financial information in business you should be clear how you want others to see you, and your goals. Once we help you clarify how you want to be seen, we can then polish what you say and how you say it.

For example, if you are creating a monthly report, do you just want to give the numbers, or do you want to reassure management that everything is on track?  Do you want to focus their attention on something that is going wrong?  Do you want extra resources to run your department better?  Each of these are clear objectives.  Reporting monthly numbers is NOT a clear objective.

2. Build Your Financial Presentation Around Strong Messages

With your goal in mind, craft a handful of strong messages that support it. These messages should be clear, concise, and resonate with your audience. Think about the current economic climate, investor concerns, and industry trends. Use powerful language that connects with your audience’s needs and motivates them to listen.

Here’s an example: Instead of a generic statement like “Monthly Report,” try a more impactful message: “Exceeded Budget in June.”  Then, below that you can build your financial presentation around a few strong sub-messages. “Our new products were well received”. “sales teams beat targets” “Forward pipeline not looking so strong”

3. Design Your Financial Presentation for Your Audience

Understanding your audience is crucial. Are you presenting to the board, to a sceptical sales team or to seasoned investors?  What do they know?  What do they want from your presentation?  What mood are they in?  How can you make their lives easier?  Tailor your language, examples, and data complexity accordingly.

Consider your audience’s expectations as well. Are they expecting a formal presentation or a more interactive session? Knowing your audience allows you to design a presentation that engages them and delivers the information in a way they can readily absorb .

For all audiences, give clear explanations, relatable analogies, and avoid overwhelming detail.  And remember, tell them what the numbers mean to them.

Contact us now for a free consultation

4. Don’t Confuse a PowerPoint to-Read Document with Visual Aids

People rarely want to be taken through a presentation. The best presenters do not use PowerPoint in a boring way. While PowerPoint may not be going away, you can use it differently. For example, did you know that PowerPoint is a terrible planning tool? There are many more effective ways of structuring and story-boarding your next financial presentation.

So, with your presentation, you can avoid “turning the pages” in a meeting. You can learn how better to plan, make more impact and, most importantly, make a real positive impression with your audiences. This means clear confident financial presentations.

PowerPoint is a fantastic tool, but it shouldn’t replace your ability to communicate effectively. Obviously, avoid cramming slides with text-heavy paragraphs. Your audience shouldn’t be reading the screen – they should be listening to you. Instead, use visuals strategically. Think of them as complements to your spoken message, not replacements. Charts, graphs, and images should be clear, concise, and directly support your key points.  Only use a visual aid if you can’t describe it better in words.

Here are some tips:

• Visualise your data: Use charts and graphs to present complex data in a way that’s easy to understand.
• Keep it simple: Avoid cluttering visuals with unnecessary details.
• High-quality visuals: Use professional-looking images and icons that are relevant to your topic.

Remember, visuals should enhance your presentation, not distract from it.

5. Keep it Simple, Even if the Data is Complex

The financial world is full of intricate details and complex data. However, your presentation shouldn’t be.

You want to present the key takeaways from your data analysis. Don’t overwhelm your audience with technical jargon or overly detailed charts.

Here are some strategies:

• Talk about trends, not every data point: Highlight the overall story the data tells, not every minute fluctuation.
• Explain complex terms: If you must use technical terms, take a moment to explain them in simple language.
• Use storytelling: Weave a narrative around your data to make it more engaging and memorable.

By simplifying your message, you ensure your audience understands the implications of your data and can make informed decisions.

6. Create Graphs that are Easy to Read

Graphs and charts are powerful tools for conveying financial information. But poorly designed visuals can be confusing and counterproductive. Here’s how to create graphs that are easy to read and understand:

• Use Strong titles: Your chart title should explain what the data shows.  Not ‘Revenue’ but ‘Revenue has grown 26% in the last 2 months’
• Have Clear Labels: Ensure your graphs have clear and concise labels for axes, data points
• Avoid legends: Instead put data labels next to the data series (see below)
• Keep it simple: Avoid excessive chart junk like 3D effects or distracting gridlines.

By following these tips, you create graphs that are visually appealing and effectively communicate your financial message.

For example see these two examples:

Things to note here for better graphs in financial presentations:

• Choose a chart format that helps interpret the data
• Tell the story in the headline
• Keep text horizontal
• Get rid of legends – they make the reader work hard
• Eliminate unnecessary text
• Fainter Y-axis grid lines look good
• Keep series labels next to the line

7. Make the Right First Impression

You only get one chance to make a first impression, and presentations are no different. Here’s how to grab your audience’s attention from the start:

• Confident Introduction: Start with a strong introduction that introduces your topic, yourself and the key takeaways.
• Opening Hook: Use an attention-grabbing anecdote, statistic, or question to pique their interest.
• Professional Appearance: Dress professionally and project confidence through your body language and tone of voice.

For example, what happens in your first 30 seconds when you present financial information?

• Do you have good eye contact?
• Do you show interest in them?
• Do you ask the right questions?

Can you be sure that you have made the right impression?

A strong opening sets the stage for a successful presentation and ensures your audience is engaged from the very beginning.

8. End Your Financial Presentation with Impact

Don’t fizzle out at the end. Conclude your presentation with a clear and impactful summary. Briefly reiterate your key messages and the call to action you want your audience to take.

Here are some tips for a strong ending:

• Summarize Key Points: Recap the most important takeaways from your presentation.
• Call to Action: Clearly state what you want your audience to do next, whether it’s contacting you for further information or making an investment decision.
• Never finish with a Q&A Session: Instead, make sure the last words are your words.

A strong ending leaves a lasting impression and ensures your audience remembers the value you provided.

9. Practice to Build Your Skills

Even the most meticulously crafted presentation can fall flat without proper practice. Investing time to rehearse your delivery will build your confidence and ensure a smooth, polished performance.

Here are some tips for effective practice:

• Practice Out Loud: Rehearse your presentation out loud, paying attention to pacing, clarity, and body language.
• Time Yourself: Ensure your presentation stays within the allotted timeframe.
• Practice with Others: Ask a colleague or friend to listen to your presentation and provide feedback.
• Keep fixing and changing.   Don’t rehearse like an actor, who has a perfect script.  Instead, rehearse like a tennis player, so you keep improving and are ready for whatever is thrown at you.  

By practising properly (perhaps with a professional coach), you can overcome nerves, deliver your message effectively, and command the attention of your audience.

How To Improve Your Financial Presentations For Ever

From our tailored presentation training you will find it easier to create engaging financial presentations. You will take away financial presentation tips that you can apply immediately.

One firm told us that the financial presentation training programme we developed completely transformed the quality of presentations internally. A quick return on your investment is one of the many benefits of working with us.

If you want to build your presentation skills, please get in touch. Call us now to discuss how to get the results you want.

Speak to Louise Angus, our client services director to discuss how we can best help you.

Transform your presentation skills with tailored coaching

We can help you present brilliantly. Thousands of people have benefitted from our tailored in-house coaching and advice – and we can help you too .

“I honestly thought it was the most valuable 3 hours I’ve spent with anyone in a long time.” Mick May, CEO, Blue Sky

For 15+ years we’ve been the trusted choice of leading businesses and executives throughout the UK, Europe and the Middle East to improve corporate presentations through presentation coaching, public speaking training and expert advice on pitching to investors.

Unlock your full potential and take your presentations to the next level with Benjamin Ball Associates.

Speak to Louise on +44 20 7018 0922 or email [email protected] to transform your speeches, pitches and presentations.

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Contact us for a chat about how we can help you with your presenting.

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Presentation Skills for Managers and Finance Professionals: How to Master This Crucial Skill

The Importance of Presentation Skills for Managers and Finance Professionals

Communicating complex financial information, gaining stakeholder trust and confidence, mental preparation, non-verbal communication skills.

• Maintaining eye contact
• Standing tall
• Using purposeful gestures

Make Them Laugh a Little

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Introduction

This training seminar will equip you with the essential skills to prepare and deliver winning financial presentations.

You may have highly developed finance knowledge and accounting skills; you might be the master of the Excel spreadsheet – but in today’s highly competitive workplace those talents will not by themselves be enough to get you out of the accounting office and into the C-suite with the real decision-makers. The most successful CFO’s and Finance Directors achieve their place at the boardroom table by mastering the skills to interpret and communicate financial information in a way that provides key insights in to business performance for the organization’s strategic decision-makers.

This training seminar will highlight:

• The way to convert financial data to provide meaningful business insights
• Integrating financial and other key performance measures
• How to harness Excel and Powerpoint for making winning presentations
• Understanding and meeting the needs of your audience
• The rules for making financial presentations with real impact
• How to avoid the most common mistakes and pitfalls

The training course explains and practically demonstrates how to prepare for, plan and deliver financial presentations with real impact to internal and external audiences.

At the end of this training course, you will learn to:

• Produce clear reports and business insights using Excel and Powerpoint
• Integrate financial and non-financial performance measures
• Understand the needs of your audience when making financial presentations
• Use the proven rules of effective communication to get your message across
• Make presentations with real impact to internal and external audiences
• How to handle difficult questions and challenging people

Organisational Impact

The organisation will gain through the development and application of capabilities and skills in key areas of communicating key financial insights to decision-makers; specifically benefits will include:

• Improved awareness of key business performance measures
• Greater insights from better interpretation and presentation of financial data
• Better integration of financial and non-financial performance measures
• Raised levels of professionalism and communication skills in the finance team
• Improved human talent pool for internal succession planning
• More effective communication with internal and external stakeholders

Personal Impact

Delegates will learn the principles and practical skills to improve communication with non-financial managers and make effective financial presentations to them; specific capabilities and skills include:

• How to link financial measures to strategic organisational goals
• Using Excel and Powerpoint to produce professional standard presentations
• How to communicate effectively with non-financial managers
• Designing and writing business reports with impact
• Planning and making confident presentations
• Understanding audiences and dealing with difficult questions

Who Should Attend?

Effective communication of key financial insights is at the heart of effective performance management; those employed in any aspect of business finance and accounting across the organisation should attend.

This training programme is suitable to a wide range of professionals but will greatly benefit:

• Finance Directors and Chief Financial Officers
• Planning and budgeting managers
• Management accountants
• Senior finance managers
• Tax managers and auditors

Course Outline

• A Practical Approach to Financial Analysis
• Understanding the Strategic Context for Financial Information
• Calculating and Interpreting Financial Ratios
• Using Excel to Produce Reports and Graphics with Impact
• Why Non-financial Managers Find Finance Difficult
• Using an Effective Performance Management Framework
• Identifying Organisational Key Performance Indicators (KPI’s)
• Understanding and Using a Balanced Scorecard
• The Principles of Integrated Reporting
• Designing and Using Dashboards
• How to Communicate Key Finance Concepts Effectively
• Principles of Financial Interpretation and Business Insight
• Using Excel to Produce Graphics with Impact
• Designing Excel Reports for Non-financial Readers
• Avoiding Common Mistakes in Presenting Financial Information
• The Principles of Effective Communication
• Understanding Your Audience and Their Needs
• Using Powerpoint to Produce Professional Quality Presentations
• Designing a Winning Financial Presentation
• Avoiding Common Mistakes in Presentations
• How to Write an Effective Financial Report
• Tips for Delivering a Knock-out Presentation
• Managing Nerves and Presenting like a Professional
• Handling Difficult Questions
• Managing Meetings and Audiences

Location & Date

No Schedules!

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₦129,000

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Learn to make financial presentations with passion and power

Two Day Course

• Acquire a toolkit of methods for getting the audiences attention
• Learn how to be self confident and charismatic when presenting
• Design high impact presentations (including strategies for building effective visual aids)

In the world of banking, finance and insurance the ability to ‘pitch’ an idea and present a proposal elegantly is a required competency for promotion to senior positions and this workshop aims to give participants the ability to be delivering powerful messages with a real sense of authority. It is also about having a real sense of confidence in yourself as a presenter and in the content of your message. The course is structured to meet the particular needs of people in the finance sector who have to present to colleagues; or speak at conferences, or pitch ideas to investors.

Learning objectives

By attending this highly interactive two-day course you will:

• Gain an insight into the ‘golden rules’ and guiding principles of dynamic presentations
• Master powerful techniques for developing your self-confidence when standing in front of an audience
• Discover a simple, yet elegant, nine-step planning process that will enable you to have a systematic approach for creating excellent presentations
• Learn how to open and close a talk so that you make a good impression
• Develop a strong, flexible speaking voice that exudes confidence and energy

Who should attend?

This is a training programme for relationship managers, account executives, corporate bankers, asset managers, senior insurance industry executives and other banking and insurance sector employees who have to make presentations to key decision makers (both internal and external) as part of their job.

Pre-course preparation

The emphasis of the course is on delivering material in front of an audience. In order to maximise the time available to do this, participants need to prepare a draft presentation with visual aids in advance of the course. The presentation, lasting around five minutes, will be delivered on day one. To help guide them in their preparation, participants will be sent a Boulden planning guide in advance of the course to help structure their talk. Participants should also allow time on the evening of day one of the course to write a second talk, of around ten minutes duration. This presentation will be used on day two.

The inner game of presenting

The phrase the ‘inner game’ is a term borrowed from sports psychology. It is a reference to the fact that what is going on inside a person’s head (their state of mind) is crucial to good performance. Here we consider the role perception and beliefs of expert presenters. We review the mindset that is associated with elegant and charismatic presentations.

• Examining your current beliefs
• Reviewing expert beliefs
• Making changes that you feel are appropriate for you

Pairs exercise: brainstorming the golden rules of effective financial presentations

Masterful planning method.

Outstanding presenters plan and rehearse their talks thoroughly but quickly. The BMC masterful planning process™ is a mnemonic in which each letter in the word ‘masterful’ covers one of the nine aspects of effective preparation. Learning the method allows the design of the presentation to be fast and effective.

Day 1 (cont)

Delivering with impact

There will be a review of the BMC Financial Presentations Assessment checklist, which highlights the key points that the speakers need to implement when giving their talks.

• Introduction and ending
• Pausing, pace and pitch
• Logical flow – the importance of the signpost slide
• The power of metaphors
• Sensory based language
• Body language and gestures
• Positional anchors
• Visual aids and lines of sight

Group exercise: discussion of key points

Revising the 5 minute presentation.

Participants update and rehearse their five-minute presentations.

Delivering the 5 minute presentations

Speakers take turns to deliver their five-minute presentations in front of the group and are given feedback by reviewing the videotape of their presentation and as a result of getting feedback against the Boulden assessment checklist.

Voice development exercises

Excellent presenters speak naturally and with pride. Here we consider the postural, breathing, and voice projection aspects of speaking well to groups. The exercises are of the types that are taught to actors and singers.

• Correct posture & relaxation
• Diaphragmatic breathing

Pairs exercise: breathing exercises

Day 2 (cont)

Building presenter confidence

Confidence in presenting has four sources. Firstly it stems from having expert beliefs, secondly from knowing your material, thirdly positive experience (i.e. having done it successfully in the past) and fourthly from conditioning yourself to feel good about presenting. Using a technique known as ‘resource anchoring’ we can develop this conditioning aspect of building confidence.

• The conditioning process
• Building positive emotions
• Using ‘triggers’

Pairs exercise: resource anchoring to build confidence

Handling hostile questions.

Methods for dealing with hostile, difficult or awkward questions.

• The 3 step technique
• Car parking
• Responding with a question
• Inviting audience participation

Open forum: question and answer session

Making graphs count.

Understanding how to get the most out of graphs as a key means of presenting financial data to clients and senior executives.

Delivering a second presentation (10 minutes long)

Speakers take turns to deliver their ten-minute presentations in front of the group and are given feedback by reviewing the videotape of their presentation and as a result of getting feedback against the Boulden assessment checklist. Particular emphasis will be put on self-confidence and voice projection.

Customisation

All our programmes are run on an in-house basis and we conduct interviews and facilitate focus groups to gather information with which to write bespoke exercises and case studies that precisely reflect the culture and work environment of the participants.

Numbers are limited to twelve per course to maximise participation in the programme. Presentations are videoed so that attendees can see for themselves how they come across to the audience and see how they grow in confidence and competence as the course progresses. In addition each presenter is given a detailed assessment of their talk, which is prepared by their peers. Completing the Boulden assessment checklists is not only valuable to the presenter it also helps those completing them to gain an in-depth understanding of the building blocks that make up an excellent presentation.

Course structure

There is an option of following the workshop with a three month long Action Learning project to link the lessons from the training back into the workplace. If this option is selected there is a closure workshop at the end of the project phase where delegates present how they have applied the techniques learned on the course into their daily work routines.

All of our workshops can be delivered as Remote Training via e-learning modules plus Zoom based virtual workshops. Please see our Virtual Training page for more information.

To talk to us about our range of courses contact Boulden Management Consultants : via our Contact form Tel: 0844 394 8877

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Mastering communication skills for finance professionals: a comprehensive guide.

If you're interested in breaking into finance, check out our Private Equity Course  and Investment Banking Course , which help thousands of candidates land top jobs every year.

Types of Communication Skills

Verbal communication.

Verbal communication is the ability to articulate thoughts and ideas using spoken words . In the finance sector, verbal communication skills are crucial for explaining complex financial concepts and strategies to clients, colleagues, and stakeholders.

Written Communication

Written communication involves the use of written words to convey information. Finance professionals must be proficient in drafting emails, reports, and other documents to communicate financial data and insights effectively.

Listening Skills

Active listening is a crucial communication skill in the finance world. It involves giving your full attention to the speaker, understanding their message, and providing appropriate feedback. This skill is vital for building rapport with clients and understanding their needs and expectations.

Nonverbal Communication

Nonverbal communication encompasses body language, facial expressions, gestures, and eye contact. In the finance industry, nonverbal cues can convey confidence, professionalism, and credibility, which are essential for building trust with clients and colleagues.

Presentation Skills

Presentation skills are crucial for finance professionals who need to share financial data, analysis, and recommendations with clients, colleagues, or investors. This skill includes creating visually engaging presentations and delivering them confidently and effectively .

Negotiation Skills

Negotiation is an essential skill for finance professionals, as it allows them to reach mutually beneficial agreements with clients, partners, or other stakeholders. Effective negotiation skills involve understanding the needs and interests of all parties and finding creative solutions to satisfy them.

Networking Skills

Networking is the art of building and maintaining professional relationships . In the finance industry, networking can lead to new clients, partnerships, and job opportunities. Strong networking skills involve being personable, engaging, and genuine in your interactions with others.

Tips to Improve Your Communication Skills

Practice active listening.

To improve your listening skills, focus on the speaker, avoid interrupting, and ask clarifying questions. This will help you better understand the message and demonstrate that you value the speaker's input.

Develop Your Vocabulary

A strong vocabulary enables you to express yourself more effectively and accurately . Regularly reading finance articles, books, and reports can help expand your financial terminology and industry-specific language.

Be Concise and Clear

When communicating, strive for clarity and simplicity . Avoid jargon and focus on delivering your message in a straightforward manner. This will make it easier for your audience to understand and retain the information.

Enhance Your Nonverbal Communication

Pay attention to your body language, facial expressions, and eye contact. Make an effort to maintain a professional posture, smile, and make eye contact when speaking with clients and colleagues.

Practice Public Speaking

To improve your presentation skills, consider joining a public speaking group or taking a course. Practice delivering presentations to friends or colleagues and ask for constructive feedback .

Learn from Others

Observe successful communicators in your field and learn from their techniques . Watch presentations, read well-written reports, and listen to podcasts featuring finance experts to gain insights into effective communication strategies.

Seek Feedback

Solicit feedback from colleagues, mentors, or clients to identify areas for improvement. Be open to criticism and use it as an opportunity to grow and enhance your communication skills

In conclusion, mastering various communication skills is critical for finance professionals to excel in their careers. By focusing on verbal and written communication, active listening, nonverbal cues, presentation, negotiation, and networking skills, you can effectively convey information and ideas, build trust with clients and colleagues, and make informed decisions.

To improve your communication skills , practice active listening, expand your vocabulary, be concise and clear, enhance your nonverbal communication, practice public speaking, learn from successful communicators, and seek constructive feedback. By investing time and effort in developing these skills, you will not only increase your professional value but also foster stronger relationships and drive better results in the finance industry.

Remember, effective communication is an ongoing journey, and there's always room for improvement. By continually working on your skills and adapting to new situations, you will become a more versatile and successful finance professional.

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Effective Presentation Skills for Finance Professionals and Executives

Course description

In the finance industry, how you present a piece of information is as good as the information you are giving. Effective presentation skills and highly developed accounting and finance knowledge will take you far in your career.

What are the vital skills for effective financial presentations?

The presentation involves communicating data in ways that are informative and interesting. Today, presentation skills are needed in virtually all industries to help businesses deliver factual and critical information to target audiences. The top presentation skills every presenter needs to possess include honesty and enthusiasm, which involves excitingly delivering messages to the audience. Secondly, strong focus on the audience, effective presenters provide information in ways centered around the audience and not themselves. The third effective presentation skill is keeping messages straightforward. Finally, ensure you are personable in your presentation and have excellent body language.

Upcoming start dates

10 june, 2024.

• Kuala Lumpur
• Virtual Classroom

1 July, 2024

5 august, 2024, 2 september, 2024, 4 september, 2024, 7 october, 2024, 28 october, 2024, 25 november, 2024, 2 december, 2024, suitability - who should attend, who should attend.

The Effective Presentation Skills for Finance Professionals and Executives Training Course by Rcademy is designed for a wide range of professionals engaged in various types of financial presentations. The following personnel should undertake the course:

• Finance directors:tasked with managing a firm’s short-term and long-term financial growth
• Chief financial officers:charged with overseeing the financial activities of a company
• Planning and budgeting managers:responsible for monitoring the entire budgeting process of a company
• Management accountants:tasked with recording and managing a company’s investments and designing financial decisions
• Tax managers:responsible for developing and filing tax documents for entities
• Senior finance managers:responsible for monitoring investment decisions and designing strategic financial goals for a company
• Investment analysts:charged with performing research and evaluating assets
• Tax auditors:tasked with executing tax audits for public and private bodies and designing tax reports
• Asset Managers:responsible for managing the assets of a company and also executing programs that raise the value of a company’s assets
• Financial Reporting Associates:tasked with preparing and reviewing financial information
• Professionalsinterested in learning about practical financial presentation skills

Outcome / Qualification etc.

The Effective Presentation Skills for Finance Professionals and Executives Training Course by Rcademy will provide attendees with the in-depth knowledge and skills required to interpret and effectively communicate financial reports to relevant stakeholders. At the close of the course, participants would have learned the following objectives:

• Design clear financial reports and business insight through Excel and PowerPoint
• Utilise proven rules of effective communication to deliver financial messages to relevant stakeholders within and outside the financial industry
• Recognize the principles of effective communication and why it is vital in the financial industry
• Learn valuable skills used in handling difficult questions and challenging people
• Recognize the needs of the audience while making a financial presentation
• Understand how to interpret financial instruments and critical business performance metrics
• Learn how to make presentations with real impacts on stakeholders
• Understand the relevant presentation skills utilized in financial presentation and how to develop them

Training Course Content

Module 1: Introduction to Financial Analysis and Presentation

• Introduction and definition of terms
• Principles of financial presentation and Interpretation
• Calculating and interpreting financial ratios
• Principles of business intelligence and Analytics
• A practical approach to financial analysis
• Using data analytics in Excel

Module 2: Delivering with Impact

• Introducing a financial presentation
• Pitch, pace, and pausing
• The value of metaphors
• Gestures and body language
• Logical flow and the benefits of signpost slide
• Positional anchors
• Sensory based language
• Lines of sight and visual aids

Module 3: Integrating Key Performance Measures

• Understanding and using the balanced scorecard
• Designing and using dashboards in Excel
• The principles of integrated reporting
• Identifying key performance indicators (KPIs) in an organization
• Exploiting Excel’s advanced data analysis functions
• Utilizing the effective performance management framework

Module 4: Handling Hostile Questions

• Recognizing hostile questions
• Types/examples of hostile questions
• The 3-step technique
• Replying with a question
• Car parking
• Inviting audience participation

Module 5: Building Presenter Confidence

• Importance of confidence in the presentation process
• Having expert beliefs
• The conditioning process
• Understanding the material
• Resource anchoring
• Developing positive emotions
• Recalling the past positive experience
• Using triggers

Module 6: Preparing for a Financial Presentation

• Mastering how to communicate vital finance concepts effectively
• Designing Excel reports for non-financial audiences
• The principles of effective communication
• Avoiding common presentation mistakes
• Using Excel to create graphics with impacts
• The principles and practice of effective data visualization

Module 7: Voice Development Exercises

• Speaking naturally with pride
• Breathing projection
• Correct posture and relaxation
• Monitoring your speech cadence
• Diaphragmatic breathing

Module 8: Analysing Financial Statements

• Importance of financial statements
• Types of financial statements – Income statements – Cashflow statements – Balance sheets – Statements of shareholders’ equity
• Financial ratio analysis
• Horizontal and vertical analysis
• Ratio analysis
• Forecasting financial statements

Module 9: Feedback and Reviews

• Types of Feedback and Reviews
• Analyzing feedback and reviews
• Importance of feedbacks
• Replying to a review
• Handling feedback
• Difference between feedback and criticisms

Module 10: Presenting a Winning Financial Presentation

• Writing an effective financial report
• Managing meetings and audiences
• Reporting to stakeholders
• Tips for delivering knock-out presentations
• Managing stage fright

Request info

Contact course provider.

Rcademy is a global training and consultation organisation set out to bridge the gap between you now and what you can be in the near future. We are facilitators of knowledge impartation. Our team of established and experienced training enthusiasts...

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Selected Topics

Presentation skills for finance professionals and executives that make an impact, blair cook, cpa (us), course details, learning objectives.

• To recognize how to develop and organize content in a presentation for optimal absorption by the audience.
• To identify methods of conveying key messages to persuade audiences.
• To identify how to deliver insightful and inspiring presentations to establish credibility and leadership.
• To determine the elements of effective communication that are most important for triggering our audience to take action.
• To identify the ideal length of time for a presentation of an idea.
• To describe your best opening statement for your presentation.
• To identify what should be avoided when using a presentation tool such as PowerPoint.

Course Description

The inner game of presenting!

The phrase ‘inner game’ is a term borrowed from sports psychology. It is a reference to the fact that what is going on inside a person’s head (their state of mind) is crucial to good performance.

In this online continuing education course, we are going to learn how to deliver an inspiring presentation.  Finance executives are being called on more and more to deliver presentations inside and outside the organization.  How you deliver these presentations is ultimately a reflection of your executive presence.  

In this CPE course, you will learn how to plan and organize your presentation; how to tell your message in a way that your audience will remember it and act upon it; and how to deliver your presentation with poise and confidence.  

Leadership is a key attribute of the modern finance executive and being a successful leader in part hinges on your ability to communicate your ideas in a way that people will follow.  This online CPE course has been tailor-made for you as a financial professional working in today’s business world.

This  CPE webinar on Personal Development will answer the following questions:

• What are the principles of powerful presentations?
• How to plan perfect presentations?
• How to Deliver a killer opening?
• How to make your presentation more visual?
• How to Wrap up your presentation to instigate action?

Who Should Attend

Qualifies for, live webinar qualifies for.

• 1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
• 1 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Communication for CPA in Canada
• 1 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
• 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-JF437)
• 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 613825)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 PDU Credit of Power Skills for Project Management Professional (PMP)
• 1 CPE Credit of Communication for Payroll Compliance Practitioner (PCP)
• 1 CPE Credit of Communication for Payroll Leadership Professional (PLP)
• 1 CE Credit of Communication for Certified FP&A Professional (FP&A)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
• 1 CPD Credit for CPA - Ireland
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 CAE Credit of Communications and Marketing for Certified Association Executive (CAE)
• 1 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
• 1 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

Self-Study Webinar Qualifies For

• 1.5 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
• 1.5 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
• 1.5 CPD Credit of Communication for CPA in Canada
• 1.5 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
• 1.5 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-JTU7F)
• 1.5 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649963)
• 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1.5 CPD Credit for Chartered Accountant - ICAEW
• 1.5 PDU Credit of Power Skills for Project Management Professional (PMP)
• 1.5 CPE Credit of Communication for Payroll Compliance Practitioner (PCP)
• 1.5 CE Credit of Communication for Certified FP&A Professional (FP&A)
• 1.5 CPE Credit of Communication for Payroll Leadership Professional (PLP)
• 1.5 CPD Credit for Chartered Accountants - Scotland
• 1.5 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
• 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1.5 CPD Credit for CPA - Ireland
• 1.5 CAE Credit of Communications and Marketing for Certified Association Executive (CAE)
• 1.5 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
• 1.5 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

Presenter Details

About instructor.

Partner, Executive Finance Partner Inc.

 Blair   is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of  The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.  

Other Details

Additional information.

Course Level

Instructional Method

Group Internet Based

Qas self study.

Pre-requisites

Advance Preparation

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Live Webinar FAQ’s

1. How can I earn Continuing Education credits for live webinars?

A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.

2. When will I receive my Continuing Education Credit Certificate?

A: You'll receive your certificate within 24 hours after each webinar.

3. What's the basis for credit issuance?

A: Credits are issued on a 50-minute credit hour basis.

4. What if I can't use the polling feature on a web browser?

A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.

5. Are these live events or recordings?

A: Some events may be recorded, but instructors will be available for questions during/after the webinar.

6. Do myCPE courses meet professional standards?

A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.

7. Where can I manage my certificates and credits?

A: You can manage them through your certificate dashboard when logged into your account.

8. Is myCPE accredited for Continuing Professional Education in the United States?

A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.

9. Who can take myCPE courses?

A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.

10. What's the refund and complaint resolution policy?

A: To learn about the refund and complaint resolution policy, click here for details.

Self-Study Webinar FAQ’s

• To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
• Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
• You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
• Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
• This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
• If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
• Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
• You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
• As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
• myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
• For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

• Most Relevant

Becky Wilhelm, CPA (US)

This speaker is one of the BEST on myCPE. I always love his courses and highly recommend them to anyone looking for a great CPE class!

Brent Burrows, CPA (US)

A lot of good information in the hour, presenter had a great pace.

Ferdinand Bautista, CPA in Canada

The video showing the instructor actually speaking is great.

Moises Levy, CPA (US)

Clear and precise presentation. Message well delivered.

Debbie Warrior, CPA (US)

I thought this was a great class and well presented.

Subject Area

Communications and Marketing

Unlimited Access Plan

Access to 13000+ Hours of Continuing Education Approved Content Know More

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Honest pricing, clear value.

• Honest pricing without fake sales or discounts.
• Prices set at $199 from 2021, maintaining stability despite inflation.
• We help you save 70% or more money compared to competitors.
• Our objective is to make continuing education affordable and accessible.
• Delivering over 3 million credits annually.
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Effective Presentation Skills for Finance Professionals

Course overview.

This course will provide you with the key skills to use advanced data analysis and interpretation techniques as the basis for insightful business dashboards, reports, and presentations to financial and non-financial colleagues, senior managers, and decision-makers. You may have highly developed finance and accounting skills; you might be the master of the Excel spreadsheet – but in today’s highly competitive work environment, those talents will not by themselves be enough to get you out of the accounting office and into the boardroom with the real decision-makers.

What you’ll learn

• Ability to exploit developments in BI and BA.
• Skills in the rapid development of dashboards in Excel.
• How to link financial measures to strategic organizational goals.
• Using Excel and PowerPoint to produce professional standard presentations.
• How to communicate effectively with non-financial managers.
• Designing and writing business reports with impact.
• Planning and making confident presentations.
• Understanding audiences and dealing with difficult questions.

Requirements

This course is a suitably wide range of professionals but will significantly benefit:

• Finance Directors and Chief Financial Officers
• Capital Investment and Project Team Members
• Mergers and Acquisitions Managers
• Planning and Budgeting Managers
• Senior Finance Managers
• Management Accountants
• Strategic Planning Managers
• Tax Auditors
• Tax Managers
• Investment Analysts

Candidates must;

• Have access to either a computer or smartphone with internet connectivity.
• Be equipped with quality webcam and headphones.

Duration & Fees

• Regular – 8 Weeks – ₦150,000
• Fast-Track – 6 Weeks – ₦225,000

Program Dates

• December, 2023 – February, 2024
• March – May, 2024
• June – August, 2024
• September – November, 2024

EDUREX Academy

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Beyond Numbers: Building a High-Performance Finance Team in the Digital Era

Key Takeaways

• Organizations must prioritize the development of digital skills in finance teams.
• Ongoing education and professional development opportunities will help teams adapt to technological advancements.
• Outsourcing specialized expertise can help organizations focus on building digital expertise in areas of core competencies.

The modern finance team encounters numerous challenges, from rapidly evolving technology to changing client expectations and a constantly shifting regulatory environment. In an increasingly complex finance and accounting landscape, teams must be responsive and adaptable to go beyond the numbers and embrace the future of the accounting function.

Understanding hiring trends and prioritizing digital skills training is crucial to fostering sustainable optimizations that will set finance teams up for long-lasting success.

Navigating the Talent Crunch

While the accounting industry has numerous obstacles to overcome, the number of professionals entering and staying in the accounting field is declining.

The American Institute of Certified Public Accountants (AICPA) reports a significant decrease in CPA candidates with a looming wave of retirements, as 75% of CPAs are expected to leave the workforce within the next 15 years.

Given these challenges, organizations increasingly require additional resources to sustain growth and remain competitive. This calls for a strategic approach to talent acquisition and management that emphasizes innovation and prioritizes the development of digital skills.

What are some specific strategies for navigating the talent crunch and addressing the decline in accounting professionals entering and staying in the field?

To navigate the talent crunch and the decline in accounting professionals, consider these strategies:

• Highlight the diverse and strategic roles in accounting to attract new entrants
• Partner with educational institutions and provide ongoing training to equip professionals with the necessary digital skills
• Implement flexible working arrangements to retain and attract talent
• Use technology to make work more engaging and reduce mundane tasks with automation
• Ensure your compensation packages are attractive and include valued benefits
• Build a culture that values diversity, innovation, and continuous improvement
• Provide training in critical thinking, communication, leadership, and technology solutions
• Work with industry bodies to make the profession more accessible and appealing

A recent study from McKinsey found a sharp increase over the past five years in finance job requirements related to driving business impact and leadership skills. This can largely be attributed to the growing use of automation and AI in the finance function. With efficiency-boosting technology, finance professionals need skills that can translate financial performance into better business performance and communicate that effectively across the organization.

Embracing Digital Skills Training: Investing in the Future

The importance of digital skills training cannot be overstated. To remain competitive, today's finance professionals must be proficient in various technology areas. While outsourcing can provide immediate support and expertise, you must also focus on building internal capabilities for long-term success.

This means investing in digital skills training to equip your finance team with the tools and knowledge needed to thrive in an increasingly digital world.

Gartner reports that by 2026, a lack of digital skills in senior finance leaders will drive half of unwanted staff turnover.

By providing ongoing education and professional development opportunities, you can empower your teams to adapt to technological advancements and drive innovation within the organization.

What specific digital skills are essential for finance professionals to thrive in today's landscape?

To thrive in today's landscape, your finance professionals need to master various digital skills. These skills not only help them adapt to the evolving nature of the finance sector but also enable them to leverage technology to streamline processes, enhance accuracy, and deliver insightful analysis.

A survey from the Institute of Financial Operations and Leadership shows 50% of respondents feel their finance team is not adapting quickly enough to the changing technological landscape.

Here are some specific digital skills that are essential:

• Data analytics and management
• Financial modeling
• Blockchain knowledge
• Artificial Intelligence (AI) and machine learning
• Cybersecurity
• Cloud computing
• Enterprise Resource Planning (ERP) systems proficiency
• Digital communication tools
• Regulatory and compliance software

By developing these digital skills, your finance professionals can significantly enhance their ability to contribute to the organization, making them invaluable assets in the digital era.

Navigating the Evolving Finance Landscape

As the finance industry evolves, organizations must adapt proactively to meet changing demands. Optimizing your finance team through strategic hiring practices and digital skills training is crucial for sustainable growth and success.

Embracing outsourcing to access specialized expertise and investing in internal capabilities through digital skills training can help you position your organization for sustainable growth and long-term success in a competitive marketplace.

How can organizations effectively balance outsourcing with internal digital skills training for sustainable growth?

To balance outsourcing with internal digital skills training for sustainable growth, organizations should focus on their core competencies and invest in developing these areas internally. This means identifying key functions that are critical to their unique value proposition and enhancing the digital skills related to these functions through continuous learning and professional development programs.

Creating a culture of continuous learning is crucial. This can be achieved by offering access to online learning platforms, encouraging certifications in relevant digital fields, and organizing workshops with external experts. Such initiatives help keep the team up to date with the latest digital tools and best practices.

For specialized tasks or when expertise is lacking in-house, outsourcing can be a strategic move. It allows access to specialized skills without the long-term commitment, enabling your organization to stay flexible and responsive to technological advancements. Additionally, fostering a collaborative environment where external professionals work alongside your internal team can facilitate knowledge transfer and hands-on learning, further enhancing internal capabilities.

Empower Your Team, Elevate Your Success

By collaborating with an experienced firm, you can confidently navigate the complexities of growth and innovation. At Eide Bailly, we recognize the significance of providing digital skills training to empower your finance team to succeed.

We leverage our expertise and resources to assist you in developing internal talent and provide additional support as needed, ensuring your organization survives and thrives in an ever-changing environment.

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