An Interactive 5-Day Training Course
Effective Presentation Skills for Finance Professionals
Vital Skills for Career Development
Course Overview
This GLOMACS Effective Presentation Skills for Finance Professionals training 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. The most persuasive CFO's and Finance Directors earn their place "at the top table" by mastering the skills and techniques needed to interpret and communicate financial information in a way that provides and effectively communicates meaningful business insights that guide the organisation's key strategic decision-makers.
This GLOMACS training course will highlight:
- Techniques to exploit the power of Business Intelligence and Analytics
- How to convert financial data into meaningful business insights
- Integrating financial and other key performance measures
- How to harness Excel and Powerpoint for making winning presentations
- Understanding and meeting the needs of your audience
- Invaluable tips for making financial presentations with real impact
- How to avoid the most common presentation mistakes and pitfalls
Training Outline
DAY 1: Principles of Financial Analysis and Interpretation
- A Practical Approach to Financial Analysis
- Understanding the Strategic Context for Financial Information
- Calculating and Interpreting Financial Ratios
- Principles of Business Intelligence and Business Analytics
- Using Data Analytics Techniques in Excel
- Predictive Analytics - Improving Financial Forecasts
- Why non-financial managers find finance difficult?
DAY 2: Integrating Key Performance Measures
- Using an Effective Performance Management Framework
- Identifying Organisational Key Performance Indicators (KPI’s)
- Understanding and Using a Balanced Scorecard
- The Principles of Integrated Reporting <IR>
- Exploiting Excel’s Advanced Data Analysis Functions
- Designing, Building and Using Dashboards in Excel
DAY 3: Preparing for a Financial Presentation
- How to communicate key finance concepts effectively?
- Fundamentals of Financial Interpretation and Business Insight
- Principles and Practice for Effective Data Visualisation
- Using Excel to Produce Graphics with Impact
- Designing Excel Reports for Non-financial Readers
- Avoiding Common Mistakes in Presenting Financial Information
DAY 4: Planning a Financial Presentation
- The Principles of Effective Communication
- Dealing with Common Barriers to Effective Communication
- Understanding Your Audience and their Needs
- Getting the Best Out of Powerpoint
- Incorporating Graphics and Excel Tables in Powerpoint
- Using Powerpoint to Produce Professional Presentations
- Designing a Winning Financial Presentation
DAY 5: Delivering a Winning Financial Presentation
- How to write an effective financial report?
- Avoiding Common Mistakes in Presentations
- Tips for Delivering a Knock-out Presentation
- Managing Nerves and Presenting like a Professional
- Handling Difficult Questions
- Managing Meetings and Audiences
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA 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.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
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