Research shows that the brain can recognize visual information in as little as 13 milliseconds, and that up to 80 percent of the information received from the external environment is visual. For accounting and finance professionals, this makes visual clarity a critical advantage when communicating complex services, insights, and recommendations to clients and prospects. In this course, participants learn how to simplify business development presentations and conversations using practical, visual frameworks, including the Cocktail Napkin Clarity method. The program focuses on clearly communicating client problems, professional solutions, and business outcomes in ways that support understanding, build trust, and facilitate decisions. Participants gain tools they can apply immediately to client-facing presentations, proposals, and relationship-building conversations.
Course ID: BDPS
Business Development Presentations – Simplified
Learning Objectives
- Recognize and clearly articulate their professional value in concise, client-focused language
- Select and structure business development presentations using a problem, solution, and outcome framework
- Select and use visual tools to improve understanding and engagement
- Indicate and communicate expertise with greater confidence in client and prospect conversations
- Recognize and apply business development presentation skills across client, leadership, and internal settings
Major Topics
- Business development communication for accounting and finance professionals
- Simplifying complex services into clear, client-focused messages
- Using visual frameworks to improve understanding and engagement
- The Cocktail Napkin Clarity method for articulating value
- Structuring business development presentations around problems, solutions, and outcomes
- Translating technical expertise into client-relevant language
- Building trust and credibility through clear messaging
- Supporting client decision-making in presentations and conversations
- Applying presentation skills across client meetings, proposals, and relationship-building discussions
Advanced Preparations
None
Who Should Attend
This course is designed for accounting, finance, and advisory professionals who are responsible for business development, client presentations, or expanding existing client relationships. It is well suited for professionals who want a clear, structured approach to communicating their services and expertise.
Fields of Study
Business Management & OrganizationPrerequisites
None