Reporting, Presenting and Communicating Financial Information

About

KEY LEARNING OBJECTIVES

  • Analyse, prepare and present key financial information for business decision making
  • Communicate financial information that is relevant and reliable to different users
  • Making big-picture financial information understandable to business decision makers
  • Understand the relevance of company statements and information to each user group
  • Sharpen your presence and interactive communication skills
     

ABOUT THE COURSE

"I just switch off when I see numbers."

"The decision was made based on the numbers, nothing else mattered."

Non financial managers/decision makers often make these comments when it comes to receiving and interpreting financial information. It is crucial that key financial information is optimised and utilised to achieve desired results.

While every businessperson knows how vital financial information is in evaluating an organisation's performance and profitability. However, not every business decision maker will have a background in finance. Thus the challenge for finance managers is to incorporate financial terms and figures in their presentation in an easily understandable manner whilst focussing on meeting the information needs of their target audience.

Reporting, Presenting and Communicating Financial Information will focus on providing financial experts with both the presentation delivery and content refinement skills to improve your ability to communicate financial information.

But more importantly, you will learn to persuade and influence your audience to respond and make necessary changes to ensure continual growth and high performance for the organisation.

Highly interactive and participative, this course is designed to deliver practical advice, tips and tools on how to convey financial information, especially to non financial managers/decision makers.

Outline

Day One


Understanding the Audience Requirements
• Understanding your own communication style and the ability to assess others' styles
• How to present in the wider context of operational performance
• Integrating financial information with performance information
• User groups:
  - Management
  - Shareholders
  - Suppliers
  - Customers
  - Lenders
  - Government
• Which company's statements and information to consider as most relevant to each group

Presenting Financial Information
• Deciding on your message
  - Informing or persuading?
  - what you want to say and who you need to say it to
  - tailoring financial information to the decisions to be made
• Choosing your graph/chart and visual style
• Preparing intelligible displays
• Questions to be anticipated

Communicating with Presence
• What is presence?
• Increasing awareness of your intellect, body, voice, imagination and emotion
• How to prepare and relax the body, mind and voice for expressive, confident speaking
• Understanding and reaching out to your audience through empathy
• Delivering a compelling message
• Improving your interactive communication skills e.g. awareness, listening, and the ability to feel and express appropriate emotion

Day Two


Balanced Score card
• Using balanced scorecard as a performance measurement model
• Understanding strategic objectives, vision and values of the organisation
• Identifying critical performance measure
• Linking between performance and strategy

Using Financial Information to Identify Wider Performance Issues
• Identifying areas where financial risks can be improved
• Monitoring trends and mitigating risks
• Identifying key financial drivers of the business
• Providing a framework for exercising accountability

Common Ratio Calculations to Report on Performance
• Profitability ratios
• Liquidity ratios
• Gearing ratios
• Investors ratios
• Comparing with other ratios and trends

Writing Effective Reports
• Factors to consider in preparing a report
  - Clarifying purpose of report
  - Target audience/reader
  - Recommendations
  - Deadline
• Using graphs and visuals for analysis and understanding

Facilitator

Bill Butler

Bill Butler is director and principal consultant of Academy of Training, a company which specialises in training workshops, consultancy services and conference addresses.

Bill has a wealth of training experience gained in a variety of organisations and cultures following his entry into the personnel development field. Prior to this he was General Manager of the New Zealand Institute of Chartered Accountants, a major professional body with over 30,000 members.

Bill adopts a consultative and interactive approach to all his training, drawing on the work environment, examples and experience of all participants. He has a strong background in management and with his qualifications in Accounting, Business Management and Psychology, he is able to present to a diverse range of programmes to Senior Management and support staff alike.

In-house Training

Do you have a number of staff who would benefit from this course? Find out more about running Reporting, Presenting and Communicating Financial Information, in-house at your organisation or ask us about our team training discounts:

Contact the Training Team on 09 912 3616 or email training@brightstar.co.nz or fill in the form below.
Visit www.brightstar.co.nz/inhouse to learn more about our in-house training options & training packages.

Do you have a number of staff who would benefit from this course? Find out more about running Reporting, Presenting and Communicating Financial Information, in-house at your organisation or ask us about our team training discounts:

Contact the Training Team on 09 912 3616 or email training@brightstar.co.nz or fill in the form below.
Visit www.brightstar.co.nz/inhouse to learn more about our in-house training options & training packages.