Effective Presentation Skills for Finance Professional Masterclass
5 Day Training
Dates: Available on Request
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online
Price: Available on Request
Course Introduction
Prospen Africa’s Effective Presentation Skills for Finance Professional Masterclass training course will equip finance professionals with key skills to use advanced data analysis and interpretation techniques for creating insightful business dashboards, reports, and presentations. It focuses on effectively communicating financial information to both financial and non-financial colleagues, senior managers, and decision-makers.
Possessing highly developed finance and accounting skills is valuable, but in today’s competitive work environment, these talents alone are not enough. The most persuasive CFOs and Finance Directors master the skills needed to interpret and communicate financial information in a way that provides meaningful business insights, guiding the organization’s key strategic decision-makers.
Course Objectives
The Effective Presentation Skills for Finance Professional Masterclass course will explain and demonstrate how to prepare, plan, and deliver financial presentations with real impact to internal and external audiences.
By the end of this Effective Presentation Skills for Finance Professional Masterclass training course, participants will learn to:
Exploit the potential of Business Intelligence (BI) and Analytics (BA)
Harness Excel’s powerful analysis functions to develop dashboards
Produce clear reports and business insights using Excel and PowerPoint
Successfully integrate financial and non-financial performance measures
Identify the needs of the audience when making financial presentations
Use proven rules of effective communication to convey messages
Make impactful presentations to internal and external audiences
Handle difficult questions and challenging people during presentations
Who should attend?
Effective communication of key financial insights is crucial for performance management. This Effective Presentation Skills for Finance Professional Masterclass course is suitable for professionals involved in any aspect of business finance and accounting. It will significantly benefit:
Tax Auditors
Tax Managers
Investment Analysts
Senior Finance Managers
Management Accountants
Strategic Planning Managers
Planning and Budgeting Managers
Mergers and Acquisitions Managers
Capital Investment and Project Team Members
Finance Directors and Chief Financial Officers
Training Methodology
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Training Outline
DAY 1: Principles of Financial Analysis and Interpretation
A Practical Approach to Financial Analysis
Understanding the Strategic Context for Financial Information
Calculating and Interpreting Financial Ratios
Principles of Business Intelligence and Business Analytics
Using Data Analytics Techniques in Excel
Predictive Analytics – Improving Financial Forecasts
Why Non-financial Managers Find Finance Difficult
DAY 2: Integrating Key Performance Measures
Using an Effective Performance Management Framework
Identifying Organisational Key Performance Indicators (KPIs)
Understanding and Using a Balanced Scorecard
The Principles of Integrated Reporting (IR)
Exploiting Excel’s Advanced Data Analysis Functions
Designing, Building, and Using Dashboards in Excel
DAY 3: Preparing for a Financial Presentation
Communicating Key Finance Concepts Effectively
Fundamentals of Financial Interpretation and Business Insight
Principles and Practice for Effective Data Visualization
Using Excel to Produce Graphics with Impact
Designing Excel Reports for Non-financial Readers
Avoiding Common Mistakes in Presenting Financial Information
DAY 4: Planning a Financial Presentation
Principles of Effective Communication
Dealing with Common Barriers to Effective Communication
Understanding Your Audience and Their Needs
Getting the Best Out of PowerPoint
Incorporating Graphics and Excel Tables in PowerPoint
Using PowerPoint to Produce Professional Presentations
Designing a Winning Financial Presentation
DAY 5: Delivering a Winning Financial Presentation
Writing an Effective Financial Report
Avoiding Common Mistakes in Presentations
Tips for Delivering a Knock-out Presentation
Managing Nerves and Presenting Like a Professional
Handling Difficult Questions
Managing Meetings and Audiences
Related Courses
Accounts Payables, Reconciliations and Income Tax Training
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