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Effective Presentation Skills for Finance Professionals

An Interactive 5-Day Training Course

Effective Presentation Skills for Finance Professionals

Transforming Financial Data into Insightful, and Influential Presentations for Strategic Decision-Making

NASBA
Classroom Schedule
Date Venue Fees
23 - 27 Mar 2026 London $ 5,950
30 Mar - 03 Apr 2026 Istanbul $ 5,950
08 - 12 Jun 2026 Dubai $ 5,950
17 - 21 Aug 2026 Istanbul $ 5,950
05 - 09 Oct 2026 Dubai $ 5,950
23 - 27 Nov 2026 London $ 5,950
11 - 15 Jan 2027 Cairo $ 5,950
22 - 26 Mar 2027 London $ 5,950
29 Mar - 02 Apr 2027 Istanbul $ 5,950

Course Summary

This Effective Presentation Skills for Finance Professionals training course provides finance professionals with the core competencies needed to interpret, analyse, and present financial information with real business impact. Participants will learn how to transform complex financial data into insight‑driven dashboards, reports, and presentations that enhance decision‑making across both financial and non‑financial audiences. Featuring techniques to harness business intelligence, advanced Excel functions, and impactful visualisation, the course enables finance professionals to elevate their communication and influence within organisations.

The training course emphasises actionable methods for converting analytical output into compelling presentations that resonate with strategic leadership, senior managers, and key stakeholders. Participants will explore how to identify audience needs, integrate financial and non‑financial performance measures, and avoid common pitfalls in delivering financial presentations. By the end of the training course, delegates will be equipped to deliver financial presentations with clarity, confidence, and measurable organisational value.

Skills & Competencies

From this Effective Presentation Skills for Finance Professionals training course, participants will develop the following key skills and competencies:

  • Financial data interpretation and insight extraction
  • Advanced Excel analytics and dashboard creation
  • Effective use of PowerPoint for presentations
  • Audience analysis and tailored communication
  • Integration of financial and non‑financial measures
  • Confidence in presenting to diverse stakeholders

Key Learning Outcomes

At the end of Effective Presentation Skills for Finance Professionals training course, you will learn to:

  • Exploit the potential of Business Intelligence (BI) and Analytics in presentations.
  • Harness Excel’s advanced functions to build insightful dashboards.
  • Produce clear and impactful reports integrating key performance measures.
  • Design and deliver professional financial presentations.
  • Handle difficult questions and challenging audiences with confidence.

How You Will Learn

Learning is structured through a mix of practical, hands‑on techniques and scenario‑based application. Participants will use case examples, Excel and PowerPoint demonstrations, group discussions, and real presentation practice to reinforce understanding and enhance presentation proficiency in financial contexts.

Who should Attend?

This training course is designed for finance and accounting professionals who need to interpret and present financial information clearly and persuasively to internal and external audiences.

This Effective Presentation Skills for Finance Professionals training course is suitable to a wide range of professionals but will greatly benefit:

  • Tax auditors and tax managers
  • Investment and analysis professionals
  • Senior finance managers
  • Management accountants
  • Planning and budgeting managers
  • Finance directors and CFOs
Course Outline
Day 1

Principles of Financial Analysis and Interpretation

This day introduces participants to strategic interpretation of financial data and applications of analytics in Excel. Participants explore data context, predictive analytics, and the strategic use of financial ratios. The topics covered will include:  

  • A Practical Approach to Financial Analysis
  • Understanding the Strategic Context for Financial Information
  • Calculating and Interpreting Financial Ratios
  • Principles of Business Intelligence and Business Analytics
  • Using Data Analytics Techniques in Excel
  • Predictive Analytics - Improving Financial Forecasts
  • Why non-financial managers find finance difficult?
Day 2

Integrating Key Performance Measures

This day focuses on performance frameworks and dashboard design. Participants learn to integrate KPIs and balanced scorecard concepts into Excel dashboards to support performance communication. The topics covered will include:  

  • Using an Effective Performance Management Framework
  • Identifying Organisational Key Performance Indicators (KPI’s)
  • Understanding and Using a Balanced Scorecard
  • The Principles of Integrated Reporting <,IR>,
  • Exploiting Excel’s Advanced Data Analysis Functions
  • Designing, Building and Using Dashboards in Excel
Day 3

Preparing for a Financial Presentation

This day covers communication of finance concepts and data visualisation principles. Participants explore effective reporting visuals and Excel reporting techniques for non‑financial audiences. The topics covered will include:

  • How to communicate key finance concepts effectively?
  • Fundamentals of Financial Interpretation and Business Insight
  • Principles and Practice for Effective Data Visualisation
  • Using Excel to Produce Graphics with Impact
  • Designing Excel Reports for Non-financial Readers
  • Avoiding Common Mistakes in Presenting Financial Information
Day 4

Planning a Financial Presentation

This day emphasises audience analysis and structuring presentations for maximum impact. Participants explore PowerPoint techniques and principled communication practices. The topics covered will include:  

  • The Principles of Effective Communication
  • Dealing with Common Barriers to Effective Communication
  • Understanding Your Audience and their Needs
  • Getting the Best Out of Powerpoint
  • Incorporating Graphics and Excel Tables in Powerpoint
  • Using Powerpoint to Produce Professional Presentations
  • Designing a Winning Financial Presentation
Day 5

Delivering a Winning Financial Presentation

This day focuses on delivery skills, handling questions, and presenting like a professional. Participants develop strategies for confidence and managing audience interaction. The topics covered will include:  

  • How to write an effective financial report?
  • Avoiding Common Mistakes in Presentations
  • Tips for Delivering a Knock-out Presentation
  • Managing Nerves and Presenting like a Professional
  • Handling Difficult Questions
  • Managing Meetings and Audiences
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

Options & Brochure
Related Categories
Finance & Budgeting
Related Certificates
NASBA

Customisation & In-House Delivery

Delivering this training course in‑house allows organisations to customise learning to their reporting structures, performance indicators, and stakeholder expectations. Customisation enhances the relevance of the presentation frameworks and analytics tools used, ensuring participants apply the techniques directly to organisational reporting and communication needs.

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

Additional Benefits of this course for Organisations and Professionals in Saudi Arabia

Organisations & Professionals in KSA will have the following additional benefits from this Effective Presentation Skills for Finance Professionals training course:

  • Enhanced ability to communicate financial insights strategically
  • Improved integration of analytics into decision‑making
  • Higher confidence in presenting to executives and stakeholders
  • Greater clarity in linking finance and non‑financial performance
  • Increased professionalism in financial reporting and dashboards
  • Stronger organisational credibility in financial communication
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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

View All Training Locations

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email info@glomacs.sa . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at info@glomacs.sa

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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