Effective Presentation Skills for Finance Professionals

ByEDUREX

Overview
Curriculum
Institution

This course will provide you with the key skills to use advanced data analysis and interpretation techniques as the basis for insightful business dashboards, reports, and presentations to financial and non-financial colleagues, senior managers, and decision-makers. You may have highly developed finance and accounting skills; you might be the master of the Excel spreadsheet – but in today’s highly competitive work environment, those talents will not by themselves be enough to get you out of the accounting office and into the boardroom with the real decision-makers.

What you’ll learn

Ability to exploit developments in BI and BA.
Skills in the rapid development of dashboards in Excel.
How to link financial measures to strategic organizational goals.
Using Excel and PowerPoint to produce professional standard presentations.
How to communicate effectively with non-financial managers.
Designing and writing business reports with impact.
Planning and making confident presentations.
Understanding audiences and dealing with difficult questions.

Requirements

This course is a suitably wide range of professionals but will significantly benefit:

Finance Directors and Chief Financial Officers
Capital Investment and Project Team Members
Mergers and Acquisitions Managers
Planning and Budgeting Managers
Senior Finance Managers
Management Accountants
Strategic Planning Managers
Tax Auditors
Tax Managers
Investment Analysts

Candidates must;

Have access to either a computer or smartphone with internet connectivity.
Be equipped with quality webcam and headphones.

Duration & Fees

Regular – 8 Weeks – ₦150,000
Fast-Track – 6 Weeks – ₦225,000

Program Dates

August – October, 2024

October – December, 2024

February – April, 2025

May – July, 2025

Curriculum
5 Sections
32 Lessons
10
Expand all sectionsCollapse all sections

Module 1: Principles of Financial Analysis and Interpretation
7
1.1
A Practical Approach to Financial Analysis
1.2
Understanding the Strategic Context for Financial Information
1.3
Calculating and Interpreting Financial Ratios
1.4
Principles of Business Intelligence and Business Analytics
1.5
Using Data Analytics Techniques in Excel
1.6
Predictive Analytics – Improving Financial Forecasts
1.7
Why non-financial managers find finance difficult?

Module 2: Integrating Key Performance Measures
6
2.1
Using an Effective Performance Management Framework
2.2
Identifying Organizational Key Performance Indicators (KPI’s)
2.3
Understanding and Using a Balanced Scorecard
2.4
The Principles of Integrated Reporting (IR)
2.5
Exploiting Excel’s Advanced Data Analysis Functions
2.6
Designing, Building and Using Dashboards in Excel

Module 3: Preparing for a Financial Presentation
6
3.1
How to communicate key finance concepts effectively?
3.2
Fundamentals of Financial Interpretation and Business Insight
3.3
Principles and Practice for Effective Data Visualization
3.4
Using Excel to Produce Graphics with Impact
3.5
Designing Excel Reports for Non-financial Readers
3.6
Avoiding Common Mistakes in Presenting Financial Information

Module 4: Planning a Financial Presentation
7
4.1
The Principles of Effective Communication
4.2
Dealing with Common Barriers to Effective Communication
4.3
Understanding Your Audience and their Needs
4.4
Getting the Best Out of PowerPoint
4.5
Incorporating Graphics and Excel Tables in PowerPoint
4.6
Using PowerPoint to Produce Professional Presentations
4.7
Designing a Winning Financial Presentation

Module 5: Delivering a Winning Financial Presentation
6
5.1
How to write an effective financial report?
5.2
Avoiding Common Mistakes in Presentations
5.3
Tips for Delivering a Knock-out Presentation
5.4
Managing Nerves and Presenting like a Professional
5.5
Handling Difficult Questions
5.6
Managing Meetings and Audiences

EDUREX