Course description
Overview
In this day and age, information is abundant. But it is not always useful. Much time (and money!) is spent pulling together information and creating reports but it is debateable how helpful these really are. Key conclusions and recommendations can be lost in high volumes of technical and complex data.
Financial information is typically numerical and the challenge for finance professionals is to translate it into something meaningful that drives decision making. Information is not power unless the messages are clear and convincing. This can be particularly challenging when those on the receiving end are from the non-finance world.Who is this for?
This course is aimed at those who seek to engage and influence through information. Whilst a typical delegate might be from the finance profession, the content may indeed be useful to other professionals whose job involves reporting information on a regular basis.
What will you learn?
Introduction and context setting
- Common problems with financial information
PART 1 – Communicating financial information in writing
Understanding your recipient
- Key questions to ask before you start putting together any communication
- Stakeholder analysis
Writing with impact
- 4 elements of readability
- Content – organising and explaining findings and recommendations, inductive vs. deductive logic
- Style – tips for writing more clearly, prose vs. bullets, using tables
- Design – layout, typography
- Content – report structures, executive summary
Presenting numbers
- Helpful formatting to add clarity and making reading easier and quicker
- Getting your message across when using numbers
Using graphs effectively
- Appropriate use of graphs
- Tips for adding clarity
PART 2 – Communicating financial information verbally
Verbally communicating financial information
- Key challenges and how we might manage them
- The communication cycle and interference
Influencing and persuasion
- Influencing styles
- Merrill and Reid Social Styles model
- Advocacy and enquiry
- Cialdini’s 6 laws of persuasion
Other related courses
Adding Value Beyond the Numbers: Management Accounting Update
Better Forecasting & Budgeting
Enhance Your Finance Business Partner Skills
The Strategically Focused Accountant
Do you work at this organisation and want to update this page?
Is there out-of-date information about your organisation or courses published here? Fill out this form to get in touch with us.
Upcoming start dates
Training Course Content
Course delivery details
- Location Name: Online Live
- Learning Mode: Blended