Back to All Events

Delivering Effective Financial Presentations - Private

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