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Effective Live and Virtual Financial Presentations

ONE AND ONE-HALF (1.5) DAYS

12.0 CPE CREDITS
LED BY CARL SEIDMAN

We are currently only offering this as a corporate program and not currently accepting new public enrollments.

CLICK HERE to be notified about future dates and program announcements

Many financial professionals are poor communicators and even worse presenters. We change that.

Communication skills are the most important skills highlighted by hiring managers and financial directors. The ability to connect with an audience is vital to the success of both the practitioner and the organization. Because professional growth often comes as a result of technical know-how, many financial professionals easily confuse their audiences by overwhelming them with complex content.

In this program, audiences will learn from an FP&A practitioner, Second City- and Improv Olympic-trained performer and award-winning speaker, blending humor and professional delivery with cognitive science and data-rich content.

ATTENDEES WILL LEARN:

  • How to establish rapport and maintain credibility

  • Subtle and not-so-subtle ways to captivate audiences and inspire them to act

  • A variety of communication techniques to help better create engaging presentations, stay focused, and have a lasting impact on audiences.

  • How to immediately recall all audience members by name 

WHO THIS PROGRAM IS FOR:

  • Financial professionals responsible for data-rich technical and financial presentations

  • Non-financial professionals responsible for data-rich technical and financial presentations

KEY MODULES, OBJECTIVES & TAKEAWAYS:

  • Financial presentations and communication approaches

  • Connecting with financial and non-financial audiences

  • Structuring data-driven presentations

  • Establishing trust and maintaining credibility

  • Engaging financial audiences

  • Presentation dynamics

  • Financial storytelling as a presentation technique

  • Displaying visuals during presentations

  • Going off-script and managing interruptions

  • Involving decks and reports in financial presentations

 
 
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Seidman Global LLC 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.