Effective Presentation Skills for Finance Professional Masterclass

The programme

Programme overview

Ratomac 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 organisation’s key strategic decision-makers.

Who should attend

Who is this programme for?

Effective communication of key financial insights is crucial for performance management. This 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

Learning outcomes

What you will learn

• Exploit the potential of Business Intelligence (BI) and Analytics (BA)
• Harness Excel's powerful analysis functions, including Microsoft Copilot, 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

Explore the programme

Detailed programme outline

2-Day Essentials — Training Outline

• A practical approach to financial analysis, and the strategic context for financial information
• Calculating and interpreting financial ratios
• Principles of Business Intelligence and Business Analytics, and using data analytics techniques in Excel
• Using an effective performance management framework, and identifying organisational KPIs
• Understanding and using a Balanced Scorecard
• Designing, building, and using dashboards in Excel, including Microsoft Copilot to accelerate dashboard-building
• Communicating key finance concepts effectively, and principles of effective data visualisation
• Understanding your audience and their needs
• Getting the best out of PowerPoint, and incorporating graphics and Excel tables
• Tips for delivering a knock-out presentation
• Managing nerves and presenting like a professional
• Handling difficult questions and managing meetings and audiences

5-Day Comprehensive — Training Outline

• A practical approach to financial analysis
• Understanding the strategic context for financial information
• 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
• Using an effective performance management framework
• Identifying organisational Key Performance Indicators (KPIs)
• The principles of Integrated Reporting (IR)
• Exploiting Excel's advanced data analysis functions
• Designing, building, and using dashboards in Excel, including Microsoft Copilot to accelerate dashboard-building and natural-language data queries
• Communicating key finance concepts effectively
• Fundamentals of financial interpretation and business insight
• Principles and practice for effective data visualisation
• Using Excel to produce graphics with impact
• Designing Excel reports for non-financial readers
• Avoiding common mistakes in presenting financial information
• Principles of effective communication
• Dealing with common barriers to effective communication
• Getting the best out of PowerPoint
• Incorporating graphics and Excel tables in PowerPoint
• Using PowerPoint to produce professional presentations
• Designing a winning financial presentation
• Writing an effective financial report
• Avoiding common mistakes in presentations
• Handling difficult questions
• Managing meetings and audiences

Learning approach

How you will learn

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.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.