Presenting Financial Information

Course details

Many financial professionals fail to present and communicate effectively. They overwhelm their audiences with complex content, leaving them confused. The ability to connect with an audience and communicate clearly is vital to the success of both the practitioner and the organization.

In this course, discover how to present and communicate finance presentations effectively. Instructor Carl Seidman teaches you how to avoid overwhelming your audiences with complex content, jargon, and an abundance of information while also connecting with diverse audiences on concepts central to financial communications.

Learning objectives
Develop the ability to deliver financial presentations that not only convey technical accuracy but also demonstrate executive presence, thereby enhancing audience engagement and influence.
Explain the importance of aligning presentation content with audience needs and the impact this alignment has on the success of financial communication.
Design a comprehensive presentation development strategy that incorporates techniques for credibility, audience engagement, and clear communication.
Apply presentation delivery strategies that minimizes audience multitasking and maximizes information retention, incorporating methods for maintaining credibility and connection.
Identify the elements that make a financial presentation memorable, such as provocative numbers, emotional connections, and relevance.

Concepts

0. Introduction

01 - Business storytelling in finance
02 - Important competencies for business professionals

1. Delivering Effective Financial Presentations with Executive Presence and Influence

03 - Effective communication in finance
04 - What finance professionals get wrong about communication
05 - Effective vs. ineffective business communication
06 - Why financial presentations fall flat
07 - Challenge - Ways to deliver effective financial presentations
08 - Solution - Ways to deliver effective financial presentations

2. Financial Presentations and Communication Approaches

09 - Managing the flow of finance and business communication
10 - Objectives and audience needs in finance communication
11 - Presentation gap analysis and bridging the gap
12 - Why financial presentations begin before the presentation
13 - Challenge - Evaluating audience communication styles
14 - Solution - Evaluating audience communication styles

3. Connecting with Financial and Non-Financial Audiences

15 - Building rapport with financial and non-financial audiences
16 - Leveraging delivery methods to establish credibility
17 - Information flow and intentional engagement
18 - Simplifying financial presentations for clarity and purpose
19 - Challenge Part 1 - Strategy for the presentation
20 - Solution Part 1 - Strategy for the presentation

4. Maintaining Credibility and Connection

21 - Connecting with financial and non-financial audiences
22 - Six elements of trust and rapport
23 - Going off script and dealing with interruptions
24 - Characteristics of a strong PPT presentation
25 - Balancing visual and verbal deliveries
26 - Multitasking and audience distraction
27 - Challenge Part 2 - Strategy for the presentation
28 - Solution Part 2 - Strategy for the presentation

5. Dynamics for Live In-Person and Virtual Presentations

29 - Difference between in-person and virtual presentations
30 - Effective room management for in-person and virtual settings

6. Financial Storytelling as a Presentation Technique

31 - Data, statistics, and financial storytelling
32 - Providing financial insights and intelligence
33 - How much information to provide in financial communications
34 - Involving decks and reports in financial presentations
35 - Challenge - Clean up the presentation
36 - Solution - Clean up the presentation

Conclusion

37 - Learning more about finance and communication