5.0
(11 ratings)
2 Days
·Cohort-based Course
🗣️ Delivering effective financial presentations is notoriously difficult. Learn how to master the art of communication in finance.
5.0
(11 ratings)
2 Days
·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
Course overview
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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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.
Mastering the Art of Financial Storytelling
Effective Data Visualization Techniques
Navigating Difficult Conversations in Finance
Translating Financial Jargon for Non-Financial Teams
Enhancing Presentation Skills for Client Pitches
Building Credibility through Financial Communication
Leveraging Emotional Intelligence (EI) in Finance
Interactive live sessions
Lifetime access to course materials
In-depth lessons
Direct access to instructor
Projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Delivering Effective Financial Presentations with Executive Presence & Influence
5.0
(11 ratings)
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 is a Microsoft MVP and 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, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), UBT, Verizon, Walmart, and Workday.
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 7 of the top global financial training companies.
Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He 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.
He's been where you want to be and does the work you want to do.
Contact: info@seidmanfinancial.com
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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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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
What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
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What is the difference between this Delivering Live and Virtual Financial Presentations program and all the other programs you offer?
How will the classes work?
What should I be expected to know coming into this course? How should I prepare in advance?
Does this course qualify for CPE (continuing professional education)?
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