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Leadership Skills

Become a more effective leader

Presentation Skills Workshop for Finance Training Course

A one-day course

  • We have been delivering this training for many years and we have been fortunate enough to train different sized organisations from different sectors of the business community. As such we are certain we understand the underlying principles fully for firms of all types.
  • Given our experience delivering this topic, we are well aware that the approach to leadership skills has matured over the years and we have adapted the course content to align with changing expectations and requirements.
  • We do not use academics to deliver this workshop. We prefer hands-on, highly experienced practitioners who reached top management levels during their careers and have real experience in managing financial promotions risks.
  • The training is aimed at the practitioner and uses a commercial approach, where applicable.
  • We use real-life examples and interesting case studies that illustrate the key points.
  • Feedback received from previous delegates has always been excellent.

  • Become a more effective leader
  • Design a personal action plan to improve leadership skills
  • Improve your personal influence

Session 1: Introduction

  • What do we mean by leadership
  • What is the key role
  • Empathy or sympathy
  • Establishing the brief
  • Confirming the remit
  • Senior management expectations
  • Colleagues and subordinate expectations
  • Your expectations
  • Preparing for the first stages
  • Checking with your line manager

Case Study/Exercise/Examples

Session 2:  Building Effective Relationships

  • Your role
  • Management styles
  • Behavioural styles
  • Organisational cultural style
  • Your personal style
  • Meetings
  • One to one encounters
  • Overcoming resistance
  • Dealing with your junior and senior staff and/or colleagues

Case Study/Exercise/Examples

Session 3:  Influencing Skills

  • Acting as an effective conduit between top and junior management
  • Leadership
  • Organisational Ability
  • Motivation
  • Problem Solving & Decision Making
  • Managing conflict
  • Managing Change & Innovation
  • Managing time

Case Study/Exercise/Examples

Session 4:  Personal impact/confidence building

  • Different styles – which one suits you best
  • Corporate/Management style
  • Oral, written, electronic
  • Encouraging two way communication
  • Encouraging esprit de corps
  • Using “Top down” directives
  • Dealing with resistance

Case Study/Exercise/Examples

Session 5:  Working on Cross Functional Teams

  • The mid manager role in decision making
  • Reduce more complicated decisions down to simpler steps.
  • Planning Decisions to meet deadlines
  • Getting staff buy in
  • Earning the respect and trust of top management
  • Knowing the terms of reference
  • Listing all possible solutions/options.
  • Setting a time scale and deciding who is responsible for the decision.
  • Information gathering.
  • Weighing up the risks involved.
  • Deciding on values, or in other words what is important.
  • Weighing up the pros and cons of each course of action
  • Making the decision.
  • Ensuring the decision is implemented/actioned

Case Study/Exercise/Examples

Session 6: Change Management

  • The leadership role in change management
  • Personal Resilience
  • Trust Building
  • Networking
  • Coaching
  • Forcing clarity
  • Managing other’s uncertainty
  • Organisation
  • Follow through

Case Study/Exercise/Examples

Session 7: People Management styles

  • Textbook definitions
  • Your preferred style
  • Your bank’s style
  • Your boss’s Style
  • What works best for your department
  • What works best for the team

Case Study/Exercise/Example

Session 8:  Delegation

  • The art of delegation
  • When to delegate
  • Supervising
  • Avoiding overkill
  • Monitoring
  • Staying in control

Case Study/Exercise/Examples

Session 9: Conflict & Resolution

  • Main causes
  • Resolution methods
  • Involving management
  • Dealing with challenges to your authority
  • Formal procedures

Case Study/Exercise/Examples

Session 10: Managing Problems

  • Typical mid management issues
  • Dealing informally, semi formally and formally
  • Methods of problem solving
  • Enlisting help and guidance
  • Resolution
  • Referral

Case Study/Exercise/Examples

A highly successful, long and varied “fast track” career in Lloyds Bank, led him to very senior management at an early age. He was then “head hunted” to join a merchant bank at main board director level. He now has over 40 years’ experience in the UK banking and financial services sector.

The Trainer has been a freelance soft skills training consultant since retiring and is currently an external Master Trainer at both HSBC and Bank of China where he has delivered soft skills training on a wide range of topics. At HSBC he helped screen and assess both prospective and existing trainers for soft skills capabilities and has delivered train the trainer programmes. At Bank of China he has designed and delivered successfully a comprehensive presentation skills programme. Mark has created and delivered soft skills training to a vast range of clients, from global giants to small firms and partnerships.

He is an accomplished global trainer and has delivered extensive programmes in the UK, USA, South America, Europe, Africa, Asia and the Middle East. He always receives excellent feedback from delegates. He is comfortable training at any level of seniority and experience, from “black belts” to novices.  In addition to his soft skills specialism, his expertise includes but is not limited to Risk Management, Trade Finance, Regulatory Compliance, FCC & AML and all aspects of Corporate, Private & Retail Banking.

Leadership is all about people and managing them, whether they are internal or external relationships and has always been a key skill. This course is designed to provide leaders and managers with an insight to the challenges awaiting them. Delegates will cover the essential preparatory steps,  will consider action plans, communication skills, feedback, problems etc, By the end of the course every delegate will feel much better prepared for their people management role.

Have this course presented In-House

  • On a date, time and in a location of your choice
  • Topics expanded or deleted to your bespoke requirements

Have this course pre-recorded

  • Full course recording edited exclusively for your company
  • Files converted to enable housing on your LMS

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