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Effective Presentation Skills for Finance Professional Masterclass

Effective Presentation Skills for Finance Professional Masterclass

Prospen Africa’s masterclass equips finance professionals with essential presentation skills, enhancing data analysis, communication, and impactful financial insights.

Price: Available on Request

Events Schedule
Date Venue Duration
26 - 27 March 2025 Live Training 2 Days Register Now
12 - 13 May 2025 Live Training 2 Days Register Now
11 - 13 June 2025 Sandton 3 Days Register Now
29 - 31 July 2025 Sandton 3 Days Register Now

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

Finance Courses

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

Module 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

Module 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

Module 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

Module 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

Module 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

Our Categories

Success Stories

Discover how our courses enhance professionals’ effectiveness in their workplaces.

Tokologo Local Municipality
Payroll Management, Accounts Payable and Receivable Conference
"The training was informative and I have learned a lot, I hope there will be other trainings in the future, relevant to my job title"
ESWADE
Payroll Management, Accounts Payable and Receivable Conference
"Very interesting stuff we learned and applicable on my day to day work."
Services Seta
Account Payables Management: Reconciliation & Income Tax
"Thoroughly enjoyed the training, it was so informative and the facilitator communicated so well and allowed us to express ourselves. We were highly motivated"

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