Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course develops the presentation skills of finance professionals, with a specific focus on communicating with non-accountant audiences. Participants will learn how to structure financial presentations for maximum clarity and impact, use data storytelling and visual aids effectively, adapt communication style to different stakeholder groups, and engage audiences through interactive techniques. The session is grounded in practical application, giving participants tools they can use immediately in their roles.
Topics Include:
- Structuring financial presentations: introduction, data presentation, and conclusion.
- Using visual aids: choosing chart types, simplifying complexity, highlighting key insights.
- Engaging the audience: questioning, pausing, and on-camera presence for remote delivery.
- Communicating to non-accountants: plain language, analogies, and audience awareness.
- Data storytelling: connecting numbers to business impact using the ‘What? So what? Now what?’ approach.
- Handling questions and objections: staying calm, using facts, and building trust.
Key Takeaways
By the end of this session, participants will be able to:
- Structure a financial presentation using a clear introduction, data presentation, and conclusion framework that prioritises audience clarity over technical completeness.
- Select and design appropriate visual aids and apply data storytelling techniques, including the “What? So what? Now what?” framework, to connect financial information to business decisions.
- Adapt financial language and level of technical detail to different stakeholder groups, including executives, clients, and non-finance audiences.
- Respond to financial questions and audience scepticism using factual, empathetic, and transparent communication that sustains professional credibility.
Who Will Benefit
This course is ideal for finance professionals who want to understand the best strategies to effectively communicate with non-accountants and engage diverse audiences through clear, structured presentations.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Philip Meagher is the founder and CEO of Learnsignal, and an ACCA-qualified accountant and accounting educator with over 20 years of experience. He founded Learnsignal in 2013 to modernise how accountants train and has built it into an ACCA Gold Approved Learning Partner used by more than 100,000 learners across 130+ countries, with CPD recognised across 20+ professional accounting bodies. Prior to Learnsignal, he worked with startups and venture and private equity firms, including a period as a company analyst sourcing private equity opportunities in the third-level education sector. In addition to leading the business, Philip teaches and writes on accounting and exam technique, including detailed ACCA Strategic Business Leader pre-seen analyses, and on the growing role of AI and automation in finance.