Developing Your Future of Finance Skills

Adding value to the finance department of the future requires skills that were not taught in your accounting degree. Success is no longer about what you know, but rather what you can do with what you know!

To be a trusted business partner you first need to be able to connect and communicate with all types of people. See how understanding personality styles turns communication breakdowns into communication breakthroughs!

Secondly, public speaking is an absolute necessity. Those who can speak in front of crowds by capturing their audience’s attention have a greater impact on the organization and tend to move up the corporate ladder more swiftly.

Third, while you are already amazing at analyzing data, most people outside of the finance department have a difficult time understanding financial statements and ratio analysis. Businesses need more than results—they need advice. Learn how to share your advice in a way that other stakeholders will understand.

Finally, in order to accomplish goals across the organization, a successful manager needs to lead both their subordinates and their superiors. Leading up is a method for providing insight and direction to improve the overall effectiveness of the organization. Leading up means thinking strategically and communicating persuasively.

Learning Objectives
  • Identify the different types of personality styles in the workplace
  • Recognize how to communicate with the different types of personality styles effectively
  • Identify ways to connect with your audience and capture their imagination
  • Identify techniques for presenting to various audience demographics
  • Identify various methods to complete a well-rounded financial statement analysis
  • Identify the most effective methods for presenting a financial analysis based on your audience
  • Determine the areas where you can have the greatest impact on your superiors
  • Communicate effectively to ensure that your ideas are heard

Major Topics
  1. Personality styles
    1. Likes, dislikes, strengths, weaknesses
    2. How to make connections
  2. Presentation skills
    1. Ways presentations go wrong
    2. 6 keys to powerful presentations
  3. Insightful financial analysis
    1. What makes information insightful
    2. 6 step financial analysis process
  4. Leading up
    1. Benefits of leading up
    2. 5 steps to effectively lead others

Advanced Preparations


Who Should Attend

All audiences

Fields of Study
Communications and Marketing



Business Learning Institute

CPE Credits


This course is available for your group as:


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