Financial Storytelling Program
4.6 (5)
1 Day
·Cohort-based Course
Influence company decisions by improving your financial storytelling skills Group of October is closed. Contact me at soufyan@soufbp.com
Financial Storytelling Program
4.6 (5)
1 Day
·Cohort-based Course
Influence company decisions by improving your financial storytelling skills Group of October is closed. Contact me at soufyan@soufbp.com
Course overview
Use presentations to influence your company's decisions and your finance career
When it's time for the Finance presentation, people start to look at their phone, respond to their e-mails and go to the bathroom.
Because despite the strategic importance of the insights developed by Finance, their presentations lack engagement and interest
- No clear message communicated
- No business empathy
- Use of jargon
- Unappealing visuals
- Unexisting storytelling
The consequence is simple: nothing is done with the information provided and you're seen as a mere reporting provider who will struggle to have career opportuntities.
Because make no mistake: to climb the finance hierarchy towards Manager, Director or CFO, you have to become a remarkable presenter and storyteller!
Simply because
- your facilitation skills show leadership
- your visibility makes you the finance go-to resource
- your all-round communication translates a strong business acumen
- your influence on data driven decisions increases your credibility
And all these elements are key to get promoted.
At the end of this course, you will be able to prepare and deliver a convincing and appealing presentation, securing Finance a seat at the decisions making table
This course is for Finance Professionals
01
who want to influence decisions by delivering convincing presentations
02
who are blocked at the manager level and want to grow in more senior positions
03
who have a hard time crafting a memorable message that generates engagement and follow up actions
What you’ll get out of this course
Develop your analytical skills
You'll be able to separate the signal from the noise and understand what information matters thanks your helicopter view
BONUS:
- PVM (Price Volume Mix) template
- Finance Message Selection Framework
Craft your story
From the data analysed, you'll create a message that people care about and can act upon.
Thanks to that, you'll deliver value as a department usually tagged as cost center
BONUS:
- "Know Your Audience" framwork
- 5 Steps Story Template
- 3 versions pyramid template
Build your visuals
To help you deliver a convincing presentations, slides and visuals are an important asset.
You'll learn to build appealing slides with PowerPoint and to use appropriate graphs in Excel
BONUS:
- Slides/Management Reporting templates
- Graph Excel Templates
Deliver your presentation
You'll learn how to best use your voice and body during the presentation and lower your nerves and public speaking stress
BONUS:
- Running Master
- Feedback Checklist
A 60-min coaching session with me
You can choose to have it during the program to review your presentation or after to discuss a real use case in your company
Access to my video training by the end of 2023
I am building a self-paced video training about financial storytelling and presentations.
In addition to the practical and exclusive cohort-based course, you'll get access to it when it's ready (estimated end of 2023)
Financial Storytelling Program
What people are saying
Olivia Zhang
Delia Pop
Carlos Rodriguez
Dudy Weizman
Meet your instructor
Soufyan Hamid
In my 16 years of career in audit (PwC), consulting (Deloitte) and FP&A (Saint-Gobain, Starwood, Proximus and many other Belgian companies), I followed all the usual steps to become an efficient finance professional
- mastering reporting, dashboarding and automation
- striking with business drivers integration
- killing it with financial modelisation
I thought this would bring me to the highest positions and that I would already be CFO after 10 years.
But after some frustrating promotion trials, I discovered that all of this was not enough to make an impact: if you want to have an influence on decision making process YOU MUST CONVINCE
I unlocked these skills by
- following an intense training on how experts must communicate their findings to non-experts;
- performing an internal TEDx talk;
- joining my local Toastmasters.
I continued climbing the ladder until working in direct relation with C-Suite members.
This is why I adapted all this experience to our field of expertise and decided to help Finance Professionals to convince their audience thanks to kickass presentations
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Financial Storytelling Program
Course syllabus
01
What you're going to say
Introduction
Preparation of the message
· Types of presentations
· Data analysis and business acumen
· Getting the signal from the noise
· Crafting the message
· The 3 What Structure (Running Master)
· Challenge the message
02
How you're going to say it
Preparation of the presentation
· Know your audience
· Challenge the message
· Turn your message into a story
· Alternatives
Preparation of the visuals
· Structure and Design rules
· Slides main features (PowerPoint)
· Visualizations (Excel)
03
How you're going to behave
Preparation of yourself
· Rehearsal
· Public Speaking
· Body Language
· Digital Setup
Handling Difficult Questions
· You don't know the answer
· Argument or Disagreement
· Boomerang Technique
04
The final presentation
Time for Action
· Presentation of the case prepared during the first 3 modules and rehearsed upfront.
· The exercise will be assessed by the instructor and by the peers thanks to a feedback framework
Wrap-up and evaluation
The Ultra Guide Storytelling and Presentations For Finance
I developed this Ultra Guide with all the tips and tricks I share about Finance Storytelling and Presentations.
The 200 pages are split into 3 main sections
- Presentation Techniques
- Visuals and Tools
- Handling Difficult Questions
Enjoy
Get your guide at No Cost
Your investment is risk-free
If until 14 days after the course completion, you don’t find the course valuable, I'll happily refund your full payment
Course schedule
4 hours per week
4 sessions of 2 hours
2.30pm CEST 8.30am New York 4.30pm Dubai
- Kick-off - Thursday Sept 21, 2023
- Step 1: Prepare your message and audience - Thursday Oct 05, 2023
- Step 2: Prepare your story and visuals - Thursday Oct 12, 2023
- Step 3: Prepare yourself- Thursday Oct 19, 2023
- Step 4: Deliver your presentation - Thursday Oct 26, 2023
Optional PowerPoint Lab
During the program, optional sessions will be planned to dive into a specific topic.
This time, there will be a PowerPoint Lab to work on advanced features to gain efficiency.
Monday Oct 23, 2023
1 Final presentation
During the last session, the use case prepared during the three first modules will be presented.
Everything should be ready but as we will see, rehearsal and fine tuning are key for a great presentation.
You want your whole team to follow this course?
Contact me on soufyan@soufbp.com
Learning is better with cohorts
Practice, practice, practice
This course builds on live workshops and hands-on exercises.
I prepare a dataset with usual financial and operational drivers with scenarios that will help during the whole course.
This is no ex-cathedra class only
Small groups for big interactions
I'll be available for questions the whole time and you’ll be interacting with other finance learners through breakout rooms and project teams
Grow your network of Finance Professionals
Join a community of like-minded people who want to learn and grow alongside you
Frequently Asked Questions
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