Introduction
Business storytelling in finance
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Important competencies for business professionals
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1. Delivering Effective Financial Presentations with Executive Presence and Influence
Effective communication in finance
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What finance professionals get wrong about communication
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Effective vs. ineffective business communication
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Why financial presentations fall flat
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Challenge: Ways to deliver effective financial presentations
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Solution: Ways to deliver effective financial presentations
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2. Financial Presentations and Communication Approaches
Managing the flow of finance and business communication
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Objectives and audience needs in finance communication
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Presentation gap analysis and bridging the gap
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Why financial presentations begin before the presentation
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Challenge: Evaluating audience communication styles
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Solution: Evaluating audience communication styles
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3. Connecting with Financial and Non-Financial Audiences
Building rapport with financial and non-financial audiences
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Leveraging delivery methods to establish credibility
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Information flow and intentional engagement
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Simplifying financial presentations for clarity and purpose
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Challenge Part 1: Strategy for the presentation
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Solution Part 1: Strategy for the presentation
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4. Maintaining Credibility and Connection
Connecting with financial and non-financial audiences
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Six elements of trust and rapport
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Going off script and dealing with interruptions
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Characteristics of a strong PPT presentation
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Balancing visual and verbal deliveries
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Multitasking and audience distraction
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Challenge Part 2: Strategy for the presentation
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Solution Part 2: Strategy for the presentation
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5. Dynamics for Live In-Person and Virtual Presentations
Difference between in-person and virtual presentations
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Effective room management for in-person and virtual settings
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6. Financial Storytelling as a Presentation Technique
Data, statistics, and financial storytelling
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Providing financial insights and intelligence
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How much information to provide in financial communications
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Involving decks and reports in financial presentations
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Challenge: Clean up the presentation
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Solution: Clean up the presentation
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Conclusion
Learning more about finance and communication
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Ex_Files_Business_Storytelling_for_Finance.zip
(677 KB)
Glossary_Presenting_Financial_Information.zip
(64 KB)