Painting with Numbers: A Different Perspective on the Craft and the Art of Presenting Numbers

This interactive and entertaining course offers a different perspective on and practical suggestions for presenting effectively all those numbers so critical to an FP&A professional’s job.

AGENDA TOPICS

  • The nuts and bolts of presenting numbers
  • Graphs: The cartoons of numbers
  • A case study from American politics and M&A
  • The one report every organization needs

COURSE LENGTH

Three 2-Hour Virtual Sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • Present numbers to any audience
  • Appropriate use of tables, graphs, metrics and tools

 

Communicating Effectively in the Age of Disruption

Communicating effectively is an important skill that can help finance professionals enhance their career as well as help guide an organization to more impactful decisions. In this course we cover communication goal setting, understanding your audience, listening skills, and how to present numbers effectively. 

AGENDA TOPICS

  • Communication Skills Goal Setting
  • Listening Skills
  • Presenting numbers effectively
  • The decentralized workplace
  • Resiliency

COURSE LENGTH

Two 2-Hour Virtual Sessions or One Half Day In-Person

LEARNING OBJECTIVES

  • Improve the effectiveness of your communications
  • Techniques to improve active listening
  • Best practices for presenting numbers
  • Understand challenges of the decentralized work environment

 

Negotiation Skills for Treasury and Finance Professionals

This course trains participants to negotiate more effectively, following an interest-based negotiation model. Designed to be practically applicable for professionals who have limited time and resources to devote to negotiation preparation.

AGENDA TOPICS

  • Context of negotiation with business partners
  • Expand the constraints of negotiation
  • Treasury and finance negotiation simulation

COURSE LENGTH

Two 2-hour sessions or One Half Day In-Person

LEARNING OBJECTIVES

  • Negotiate more effectively
  • Better understand the needs and interests of stakeholders and external parties

 

Project Management for Treasury and Finance Professionals

Due to increasingly constrained resources, treasury and finance professionals are asked to step out of their firms’ traditional roles to serve as project managers. In this interactive session, attendees learn how to manage a project from beginning to end: establish project goals, obtain buy-in from internal and external business partners (stakeholders), establish a project roadmap, ensure project progress, anticipate project turbulence and bring the project to successful completion

AGENDA TOPICS

  • Defining the project
  • Constructing the project action plan
  • Project organization and leadership

COURSE LENGTH

Three 2-hour sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • Learn five phases of project management
  • Define participant roles in a project
  • Achieving a successful outcome