Delivering Effective Financial Presentations with Executive Presence & Influence

5.0

(11 ratings)

·

2 Days

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Cohort-based Course

Delivering effective financial presentations is notoriously difficult. Learn how to master the art of communication in finance.

Partial list of current & former clients

Broadridge
Choice Hotels
Capitol Broadcasting Company
Whole Foods Market
Santander

Course overview

Elevate your confidence, executive presence, and strategy in finance.

Financial professionals are responsible for getting the numbers right. They're tasked with understanding what they mean and the implications on the business. Many people working in finance and accounting are masters of the analysis, but they fail at the delivery.


It's a wasted opportunity. And some of the most qualified technical specialists get passed over for projects and promotions.


Effective communication is consistently rated the #1 most desirable skill, not just in finance but in all business.


Many finance and accounting professionals aren't effective communicators. They overwhelm their audiences with complex content, leaving them confused. The ability to connect with an audience is vital to the success of both the practitioner and the organization.


There are three (3) core elements for delivering effective financial presentations.


1) Technical competence

2) Mastering the medium

3) Managing the message


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


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Seidman Financial 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.


Seidman Financial is a division of Seidman Global LLC.

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Country cost--of-living adjustments and PPP (purchasing power parity) options available.

Who is this course for

01

Consultants who advise businesses on financial strategy and need to communicate complex solutions in an easily digestible format.

02

Finance Professionals responsible for budgeting, forecasting, and analysis who aim to communicate and simplify complex financial topics.

03

Financial Analysts and FP&A Managers who need to present data-driven insights to cross-functional teams and want to enhance storytelling.

04

Accountants and Auditors who need to explain compliance and financial standing to client/internal teams and wish to do so more confidently.

05

Investment Bankers who regularly pitch to clients and investors, and are looking to refine their presentation skills to close more deals.

What you’ll get out of this course

Mastering the Art of Financial Storytelling
  • Learn how to weave data into compelling narratives that resonate with both financial and non-financial audiences.
  • Acquire techniques for using visuals like charts and graphs to enhance your story.
  • Understand the psychology behind effective storytelling to better engage audiences.
Effective Data Visualization Techniques
  • Gain insights into the best practices for presenting financial data visually.
  • Discover how to select the right chart types and design elements to make data more impactful.
  • Learn the do's and don'ts of color schemes and typography for better readability.
Navigating Difficult Conversations in Finance
  • Equip yourself with strategies to handle sensitive topics like budget cuts, layoffs, or missed forecasts.
  • Learn how to maintain composure and effectively communicate during high-stakes discussions.
  • Gain skills in conflict resolution to navigate challenging financial dialogues.
Translating Financial Jargon for Non-Financial Teams
  • Understand how to simplify complex financial terms and concepts for broader understanding.
  • Develop a toolkit of analogies and metaphors to make financial data more relatable.
  • Learn how to gauge your audience's financial literacy level and adjust your language accordingly.
Enhancing Presentation Skills for Client Pitches
  • Learn how to tailor your financial presentations to meet the specific needs and concerns of clients or investors.
  • Master the art of persuasive speaking to gain buy-in more effectively.
  • Understand how to structure your presentation for maximum impact.
  • Gain tips for handling Q&A
Building Credibility through Financial Communication
  • Discover how to establish yourself as a trusted financial advisor within your organization.
  • Learn techniques for effectively validating data and recommendations.
  • Master the art of delivering bad news.
Leveraging Emotional Intelligence (EI) in Finance
  • Understand the role of EI in effective financial communication.
  • Gain practical tips for reading your audience and adapting your communication style accordingly.
  • Learn how to manage your own emotions to remain composed and focused.
  • Master techniques for building rapport.

Course syllabus

11 modules • 37 lessons • 1 project
Expand all modules

5.0

(11 ratings)

What students are saying

Meet your instructor

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Carl serves as a fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization. 

 

He's one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:


ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, Hostess Brands, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, Verizon, and Walmart. 


Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 6 of the top global financial training companies.


Carl is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.


Carl is the finance leader that finance leaders turn to. He's been where you want to be and does the work you want to do.

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Free resource

The Art of Business Communication and Storytelling for FP&As

They know what content they want to share. They have the numbers to back up their key points. But once they get in front of an audience, they fail to connect.

It’s not due to a lack of public speaking skills. It’s not that they don’t know how to work in PowerPoint.


It’s because they view presentations as little more than a transfer of information. But that's not what it should be.


Discover the key to what makes great financial presentations.

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Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

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