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Executive Education
Clariden Leadership Institute
Delivering Powerful, Concise and Persuasive Financial Presentations to Stakeholders and Shareholders (USA)
Deborah Torres Patel
Multi-award winning speaker and leading authority on public speaking and presentation advisor with over 26 years of global experience

This program has been independently accredited and certified by CPD
Deborah Torres Patel, Multi-award winning speaker and leading authority on public speaking and presentation advisor with over 26 years of global experience
  • Multi-award winning speaker and leading authority on public speaking and presentation advisor with more than 26 years of experience and taught hundreds of thousands of people in 74 countries
  • Having been on international radio, TV, Broadway and world-class concert stages with celebrities like Whitney Houston and spoken on global event platforms with leaders like Former British Prime Minister Tony Blair
  • Renowned coach to many of the world’s best-selling authors, professional speakers, and senior leaders of Fortune 500 Companies and featured in international media including CNBC, Time, Channel News Asia, CNN and Forbes

 

Deborah Torres Patel is a multi-award winning speaker and leading authority on public speaking and presentation advisor. For the past 26 years, she has taught hundreds of thousands of people in 74 countries to communicate with clarity, confi dence and credibility.


Having been on international radio, TV, Broadway and world-class concert stages with celebrities like Whitney Houston and spoken on global event platforms with leaders like Former British Prime Minister Tony Blair, Deborah is also coach to many of the world’s best-selling authors, professional speakers, and senior leaders of Fortune 500 Companies. She’s been featured in international media including CNBC, Time, Channel News Asia, CNN and Forbes with clients including Time Warner, Disney, HP, Shell, BMW, Morgan Stanley and Standard Chartered Bank. She is co-contributing author to the best selling book ‘88 Essential Secrets for Achieving Greater Success at Work’ published by Marshall Cavendish Business.


Deborah has lectured in leading universities including UCLA (Los Angeles), NUS, SMU, NTU in Singapore and Hong Kong Baptist University. She is also a founding member of Asia Professional Speakers Association.

This course has been independently certified as conforming to universally accepted CPD guidelines. On average, this executive program contributes 16 hours towards your CPD

Program Summary

 

Over the years, there has been an increasing need for fi nancial leaders who are normally more comfortable with numbers than speaking in public to take center stage. Today’s CFO needs to communicate strategically with the media, analyst community, investors, shareholders and board members. As a public figure for their company, financial leaders need to know how to establish positive relationships and trust with key stakeholders; get buy-in from board members and convey complex financial results and business performance to an international audience.

 

This highly interactive 2-day program will provide CFOs and emerging finance leaders with time-tested presentation techniques and step-by-step communication systems to ensure clarity, confidence and impact when delivering your message. You will discover how to communicate complex financial information and deliver it in a way your audience can easily understand it. You will learn strategies to communicate effectively and prepare you to handle tough questions especially when faced with skeptical audience or when delivering bad news. By the end of the program, you will be able to deliver a presentation that positively conveys your organization’s financial performance and achieves an optimal response from your shareholders.



Programs, dates and locations are subject to change. In accordance with Clariden Global policy, we do not discriminate against any person on the basis of race, color, sex, religion, age, national or disability in admission to our programs.

Introduction

 

As CFOs and Finance Executives, it is essential to provide financial advice and communicate results to your shareholders in a clear and concise manner, to enable them to make sound business decisions. However, it can be challenging to convey complex financial data to your board members in a way that is easy to understand.

 

Specially designed for senior financial executives to ensure effective financial communication with your shareholders, this highly interactive 2-day program will provide CFOs and emerging finance leaders with time-tested techniques to ensure clarity, confidence and impact when delivering your message. You will learn how to communicate complex financial information that is important to your audience and deliver it in the most effective manner that communicates with your stakeholders.

What You Can Expect

 

  • Learn the essential elements of a powerful opening and making a great first impression
  • Use simple language to explain complex and abstract financial reports and ideas
  • Communicate verbally and non-verbally with influence and impact
  • Learn critical do’s and don’ts for visual aids and financial reports
  • Build confidence and trust with stakeholders and shareholders
  • Get buy-in and understanding when reporting performance
  • Speak persuasively and confidently to your colleagues when discussing change
  • Learn a simple structure for spontaneous speaking and how to logically articulate your thoughts to stay calm under pressure.
  • Learn how to diplomatically handle tough questions and challenging situations

Who Will Benefit Most

 

This course is designed for Finance Chief, Financial Manager, Financial Control Manager, Financial Planning and Reporting Director/Manager, Corporate Budgeting and Analysis Manager, Financial Planning and Reporting, Accounting Department Manager, Corporate Financing, Revenue Accounting and Controls Section Chief, Research Director.

Program Outline

 

DAY ONE - Morning


Look, Sound and Be Confi dent Speaking in Front of Groups

  • 3 Pillars of Executive Presence
  • Essential elements of an excellent first impression
  • How to gain credibility in the opening moments of your presentation
  • Demonstrating leadership through your non-verbal communication
  • How to look and sound confi dent, even when you are not feeling it
  • How to engage and connect quickly with your audience
  • Create a commanding and authoritative public speaking presence
  • Introduce yourself in front of a group and receive empowering feedback


DAY ONE - Afternoon


Plan and Prepare a Concise Financial Presentation that Ensures Trust

  • Reverse engineer your presentation to achieve your ideal outcome
  • Identify what matt ers most to your audience and what it means to them
  • Use clear language that compels people to listen
  • Eff ective use of stories to get your point across
  • Prepare for both everyday and unexpected presentations
  • 6 steps to structure your fi nancial presentations to achieve best results
  • Practice turning your complex data into clear, impressive communication and receive expert feedback

 

DAY TWO - Morning


Make the Best Impression with Shareholders and External Stakeholders

  • Design your presentation materials and fi nancial documents for maximum impact
  • Using numbers in the most eff ective way
  • Making complex information easier to understand
  • Using charts, diagrams, pictures for clearer communication
  • Tips for Bett er use of PowerPoint
  • Visual aids vs Handouts vs Speakers Notes – What works, what doesn’t
  • 9 step formula for creating eff ective handouts
  • Work in tandem with the corporate communications team
  • Get to know journalists, analysts and stakeholders and their agendas
  • Prepare a presentation and receive expert feedback

 

DAY TWO - Afternoon


Persuade the Board, Stakeholders and Shareholders

  • The three key elements of a persuasive argument
  • Structuring a persuasive conversation to best get your way
  • How to respond when shareholders ask blunt or insulting questions
  • How to pacify stakeholders and not place blame on others
  • Storyline for presenting bad news
  • Prepare to deal with a skeptical audience
  • Handling tough questions and staying calm under pressure
  • Final set of exercises to practice the new techniques and demonstrate the power of clear communication
  • Summary of the two day program with next steps

CFOs Leadership :
Experience Clariden
Discover how our leadership program has shaped the perspectives of CFOs across Asia
 
Venue: The Marker San Francisco
Date: 20 - 21 April 2017
Faculty: Deborah Torres Patel
Early Bird 1: US$ 1,995 by 7 February 2017
Early Bird 2: US$ 2,195 by 7 March 2017
Regular Fee: US$ 2,295
Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat
(1 discount scheme applies)
Contact: pravind@claridenglobal.org
 
 
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