Business Storytelling for Finance

سرفصل های دوره

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.

01 - Introduction

01 - Business storytelling in finance

02 - Important competencies for business professionals

02 - 1. Delivering Effective Financial Presentations with Executive Presence and Influence

01 - Effective communication in finance

02 - What finance professionals get wrong about communication

03 - Effective vs. ineffective business communication

04 - Why financial presentations fall flat

05 - Challenge Ways to deliver effective financial presentations

06 - Solution Ways to deliver effective financial presentations

03 - 2. Financial Presentations and Communication Approaches

01 - Managing the flow of finance and business communication

02 - Objectives and audience needs in finance communication

03 - Presentation gap analysis and bridging the gap

04 - Why financial presentations begin before the presentation

05 - Challenge Evaluating audience communication styles

06 - Solution Evaluating audience communication styles

04 - 3. Connecting with Financial and Non-Financial Audiences

01 - Building rapport with financial and non-financial audiences

02 - Leveraging delivery methods to establish credibility

03 - Information flow and intentional engagement

04 - Simplifying financial presentations for clarity and purpose

05 - Challenge Part 1 Strategy for the presentation

06 - Solution Part 1 Strategy for the presentation

05 - 4. Maintaining Credibility and Connection

01 - Connecting with financial and non-financial audiences

02 - Six elements of trust and rapport

03 - Going off script and dealing with interruptions

04 - Characteristics of a strong PPT presentation

05 - Balancing visual and verbal deliveries

06 - Multitasking and audience distraction

07 - Challenge Part 2 Strategy for the presentation

08 - Solution Part 2 Strategy for the presentation

06 - 5. Dynamics for Live In-Person and Virtual Presentations

01 - Difference between in-person and virtual presentations

02 - Effective room management for in-person and virtual settings

07 - 6. Financial Storytelling as a Presentation Technique

01 - Data, statistics, and financial storytelling

02 - Providing financial insights and intelligence

03 - How much information to provide in financial communications

04 - Involving decks and reports in financial presentations

05 - Challenge Clean up the presentation

06 - Solution Clean up the presentation

08 - Conclusion

01 - Learning more about finance and communication

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تولید کننده: LinkedIn Learning (Lynda)