Delivering Effective Financial Presentations with Executive Presence & Influence
Carl Seidman
FP&A Advisor | Microsoft MVP in Excel
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.
What you’ll learn
🗣️ Delivering effective financial presentations is notoriously difficult. Learn how to master the art of communication in finance.
Master storytelling frameworks that turn complex numbers into clear strategic insights.
Connect data points to business implications for influence and decision momentum.
Structure content logically so every message has purpose and impact.
Select the right charts, colors, and visual cues that elevate understanding.
Avoid clutter and readability issues that dilute your message.
Use design elements strategically to guide audience focus and interpretation.
Simplify technical jargon into accessible language without losing meaning.
Gauge audience literacy and tailor your message accordingly.
Use analogies and metaphors to make complex ideas relatable.
Equip yourself with strategies to deliver tough messages with composure.
Navigate pushback, interruptions, or task-driven resistance without losing control.
Maintain trust when communicating sensitive outcomes like cuts or missed targets.
Demonstrate presence that earns attention, credibility, and leadership trust.
Adapt voice, posture, and pacing to project confidence in live and virtual formats.
Leverage emotional intelligence to read and respond to audience cues.
Build persuasive sequencing that leads audiences to clear, data-supported conclusions.
Handle Q&A with strategic poise and confidence.
Tailor delivery to stakeholder needs — from frontline teams to executives and boards.
Learn directly from Carl
Carl Seidman
The person Fortune 500s use for their financial leadership development programs
Who this course is for
Consultants who advise businesses on financial strategy and need to communicate complex solutions in an easily digestible format.
Finance Professionals responsible for budgeting, forecasting, and analysis who aim to communicate and simplify complex financial topics.
Financial Analysts and FP&A Managers who need to present data-driven insights to cross-functional teams and want to enhance storytelling.
What's included
Live sessions
Learn directly from Carl Seidman in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
Week 1
✨ Financial Presentations and Executive Presence (Tues, Mar 3 | 1pm) ✨
Delivering Effective Financial Presentations with Executive Presence & Influence
✨ Financial Presentations and Executive Presence (Fri Mar 6 | 1pm) ✨
Financial Presentations and Communication Approaches
✨ Financial Presentations and Executive Presence (Tues, Mar 10 | 1pm) ✨
Connecting with Financial and Non-Financial Audiences
✨ Financial Presentations and Executive Presence (Fri, Mar 13 | 1pm) ✨
Structuring Data-Driven Presentations
✨ Financial Presentations and Executive Presence (Tues, Mar 17 | 1pm) ✨
Establishing Trust and Maintaining Credibility
✨ Financial Presentations and Executive Presence (Fri, Mar 20 | 1pm) ✨
Engaging Financial Audiences
✨ Financial Presentations and Executive Presence (Tues, Mar 31 | 1pm) ✨
Dynamics for Live In-Person and Virtual Presentations
✨ Financial Presentations and Executive Presence (Fri, Apr 03 | 1pm) ✨
Financial Storytelling as a Presentation Technique
Displaying Visuals During Presentations
Going Off-Script, Managing Interruptions, and Disruptive Behavior
Involving Decks and Reports in Financial Presentations
Week 2
Schedule
Live sessions
2 hrs / week
Projects
1 hr / week
Async content
1 hr / week
Frequently asked questions
$1,350
USD