Present Financial Information Training

Transforming finance training

Present financial information Training


Why do I need to Present Financial Information better?

A key part of any Finance professional’s role is to convey financial information to those who may not be accountants.  This means that we have to bring “the numbers to life” or to “tell the story behind the numbers”.
Many organisations have evolved from simple tables to more image based tools, using excel (now also with Power BI) and data visualisation tools.
Presenting data better is great – but often that is still just “pretty data”.  Does this “pretty data” actually influence the business and explain what has happened?  For us to provide valuable business insight, we need to go further. We need to look at the data and transform it into something that can drive forward better decisions to provide real insight and add value. 
This isn’t an IT course and we will not be using excel. It is about understanding how best to convey messages when you have complex data.  We will explore: understanding stakeholders, psychology and some examples of the most powerful storytellers and messages of recent times.  
We will make an action plan on how this can be applied in a practical way back to your real world reports (we recommend that you bring examples with you).
  • All levels
  • Technical and non technical roles
  • Practice and Industry

No prior knowledge is assumed

One day face to face

Learning outcomes

  • Understand the difference between data and genuine business insight
  • Stakeholder understanding and engagement
  • Introduction to psychology
  • Examples of powerful story tellers
  • How should you really be structuring your reports?
  • Why you need to do this in the new world of data and automation
digits, counting, mathematics

Note: We encourage delegates to bring real life reports (sensitive data removed) with them and during the day they can work on how to improve them based on what they have learnt throughout the day.




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