Effective Presentation Skills for Financial Professionals — On Demand About the author
Professional development for Certified General Accountants and the business community

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Webcast
Effective Presentation Skills for Financial Professionals — On Demand 
Level: CGA or Student Price: $129.00
Verifiable: Yes Non-CGA Price: $169.00
CPD Hours: Other Price: $139.00
Start Date: 01/01/2099  End Date: 01/01/2099 
Duration: 1 hour 35 minutes    

All prices in Canadian Dollars

Description

ON DEMAND WEBCAST

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Webcast description

Quantitative information is the core of what businesses need to know to operate effectively. As financial professionals we are often called upon to summarize key performance indicators, business metrics, balanced scorecard, and other financial information for various user groups.

Often times the audience members are not numbers people, making this a difficult task. The information is valuable and your audience wants to know — but there is something about all those numbers that can make the most enthusiastic participant start to nod off.

Finding ways to engage your audience is worth the effort. This presentation will provide tools to start you on your journey of crafting better financial presentations.  



Presenter:

Michelle
Causton

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This webcast will assist you to

  • determine the message behind the numbers
  • summarize key financial data in meaningful ways
  • use comparisons to clarify concepts
  • encourage participation in a financial presentations


Presentation outline

  • Tables and graphs — The basics
  • Using Excel to organize data
  • General design for communication (organize and highlight)
  • Show and tell (inquire and recommend)
  • Graphs — The good, bad, and ugly
  • Simple solutions to aid complex visuals
  • Reports versus presentations

How to access your On Demand Webcast

  1. Purchase this webcast using the blue  button near the top right of the page.
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  2. After you complete your purchase, go to "MyPDNet," which you can access from the top menu.
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  3. Inside MyPDNet, you'll see all the products you've purchased. Click on the title of this webcast to begin watching it.
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  5. Your webcast will now begin. You can pause, rewind, and rewatch your webcast as much as you like until the webcast expires.

    This webcast will be available to you for at least 90 days from the date of purchase.

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System requirements

Internet Explorer 6 or later is required to view and hear the webcast. In order to access this webcast presentation, please test your system on the computer you will be using for the webcast. Be sure to click on "OK - Play Test" under Status in order to see and hear the video playing.
 
                   A screen shot of the "test your system" tool

If you require further information, go to our Help page or send an e-mail to PD Net Comments.  

About the Author and/or Presenter

Michelle Causton, MBA, FCGA

Michelle Causton, MBA, FCGA, is a full-time professor of accounting in the business department of Canadore College in North Bay, Ontario.

She is the author of "Governance An Overview" and "Management  The Undisciplined Discipline." These three-part articles are published on PD Net, the Certified General Accountants' professional development network website. She has authored a booklet, Grassroots Governance: Governance and the Non-Profit Sector, which was published by the Certified General Accountants of Ontario.

Michelle is a speaker, presentation skills consultant, Excel advisor, educator, and trainer. She sees communication as the basic ingredient in ethics, governance, management, and personal success. Visit mcauston.ca and bzmind.wordpress.com for more information.

 

 

 
Author Type: CGA-Canada 
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