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The Finance Stage

Make your FP&A team part of the decision-making process thanks to Financial Storytelling

Despite the strategic importance of the insights developed by FP&A, our presentations lack engagement and interest and the main feedback received is

Misunderstanding of communciation in storytelling

No clear message

Audience of a finance presentation must be targeted
Not adapted to the audience
No narrative used
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Complex and filled visuals
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No engaging delivery

This is why we developed the Finance Stage, course that trains FP&A professionals to improve their financial storytelling and presentation skills.

The Finance Stage brings all the tools to your FP&A team to face these challenges
with a
four-step methodology

Step 1
Prepare your message

We work on the concepts:

Getting the signal from the noise
Challenge
the findings
Crafting the
message

Practice is done via:

Realistic use case aligned with your industry
Role Plays to challenge the conclusion
Message building framework

Step 2
Prepare your story

We work on the concepts:

Know Your Audience
Structure your story
Prepare alternatives

Practice is done via:

Group exercise to analyse the audience targeted
Storytelling framework
for Executives and others
Preparation of alternatives to face unexpected events

Step 3
Prepare your visuals

We work on the concepts:

Slides design principles
Data visualizations
Advanced PowerPoint

Practice is done via:

Creation of slides from Step 1 and 2
Use of the
Waterfall Charts template
Brainstorming on
headlines best practices

Step 4
Prepare yourself

We work on the concepts:

Body Language
Public Speaking
Digital
Presentations

Practice is done via:

Final presentation and feedback
Live diagnosis on public speaking
Use of
modern tools to practice 

Targeted Audience

FP&A/Controlling teams of more than 5 persons who want to

  • deliver digestible presentations that are visually appealing

  • influence business decisions

  • craft a memorable message that generates engagement and follow-up action

3 flavours

The Finance Stage exists in 3 different flavours

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Full scope

  • In-person or digital

  • 8 hours

  • Full scope of the process

  • 1 use case (tailored)

  • Immersive role plays

  • Ideation and brainstorming

  • Body language exercises

  • Final live presentation

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Awareness Workshop

  • In-person or digital

  • 1,5 hours

  • 5 issues detected

    • 5 tips​

    • 5 ideation and brainstorming

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Self-paced course

  • Digital

  • 54 videos (3 hrs)

  • 2 hours of exercises

  • Final Exam and feedback

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A training made by a Finance Professional for Finance Professionals

I am Soufyan Hamid and with my 17 years of experience in Finance, FP&A, Audit and Consulting, I've seen the same things as you

  • Prepared the same reporting

  • Delivered the same presentations

  • Worked on the same budgets and forecast

But one thing changed my career: Financial Storytelling

I looked for ways to improve my presentations and followed training about (data) storytelling, delivered a TEDx talk and joined the Toastmasters.


But something wasn't right about these: they never considered the specific aspects of finance presentations as they were all provided by people who didn't know our reality.

So I decided to take the best of these, mixed them with my experience, tested it in my presentations (yes, I took the strikes so you don't have to) and created my methodology for Financial Storytelling.

 

And after getting promotions internally, I decided to share it with all my fellow finance professionals, after having validated it with 30+ CFOs in the world

They trusted us

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What do they say about this course?

Download the prospectus

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