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Presentation Skills Workshop

2 Part Course  |  Taking you through a learning process of presentation skills, beginning with the basics and moving eventually towards the “black belt” techniques and create presentations that appeal with confidence.

Presentation Skills Workshop for Finance Training Course

A one-day course presented in two half-day live webinars

  • We make the training fun, first and foremost.
  • We are well aware that for many people presentations are a daunting prospect so the workshop is designed to allow delegates to grow in confidence throughout the session and thus improve their presentation skills without any fear or embarrassment.
  • Each delegate will get a chance to practice three presentations in total. Two are fun and non-threatening, the third and final is business-specific. Nobody will be forced to do an individual presentation and can work in a pair if preferred.
  • Our trainers are particularly sensitive to the fear of failure that can surround presentations and take great care to ensure that all feedback is communicated both sensitively and positively.
  • We are an established soft skills trainer and have over 20 years of experience in the business. Feedback has always been positive and so you can trust us with your training needs.
  • We have delivered training on presentations to many varied and different sized organisations over many years. As a result, we are well aware of the nuances and requirements of different types of financial institutions. Whatever your background, we can help you.
  • Your programme director is a hands-on practitioner who rose to main board director level during a long and distinguished career. We don’t use academics for real-world business training.
  • We are always judged by our results which speak for themselves and the feedback received from previous delegates has always been excellent.

We start from the premise that everyone can present – because it’s true – and we spend the day convincing delegates successfully, that they can be black belt presenters with practice. This workshop is suitable for professionals working in both finance and other industries where presentation skills are essential.

  • Convince delegates that we can all present; it is nerves and self-doubt that prevent us.
  • Learn some “tricks of the trade” which we have found makes it much easier to improve.
  • Understand the qualities needed to become a competent presenter.
  • Recognise that in the modern business world “presentations” can take many forms and are delivered from podiums, desktops, standing in front of a group, sitting at a desk or from somewhere in the room. We cover all these eventualities.
  • To instil the importance of preparation, practice and experience as the key components of improving presentation skills.
  • Take delegates through a learning process, beginning with the basics and moving eventually towards the “black belt” techniques.
  • Appreciate the need to understand and know the audience without letting it terrify you.
  • Create presentations that appeal.
  • Explore both the basics as well as more advanced delivery methods.
  • Identify any areas of personal development.
  • Learn how to physically and mentally prepare.
  • Learn how to manage and deal with questions professionally.
  • Finally, learn to believe in yourself.

Part One

The Essentials - The Presenter – You

  • What is it that makes formal presentations so scary?
  • The qualities of a successful presenter
  • A few tricks of the trade
  • The 2, 20, 2, 20 Rule
  • Be aware of “distractors”
  • Preparing by carrying out the ‘essential checks’
  • What are you going to say, why and to whom?
  • Presenting the ‘right’ image
  • Acknowledging and overcoming nerves
  • Using relaxation techniques
  • Using mannerisms and gestures to enhance the impact
  • Ice Breaker: Either singly or in pairs, each delegate will be asked to select an item in the room and then stand in front of the group to tell us in only a minute, why we need it or would want to buy it.

The Essentials – The Material – What Are You Going to Say?

  • The concept of decency - three things!
  • Strong opening, strong content, strong close
  • Writing the basic outline
  • The “business card” technique
  • Editing to keep it simple, punchy and “on message”
  • Establishing a clear purpose and ensuring the presentation reflects this
  • Getting the audience’s attention
  • Identifying the key points but without going into too much detail
  • Creating strong openings and closings
  • Knowing the pros and cons of different visual aids
  • Moving towards making it big, bold and brilliant but with the expectations of the audience as an anchor/driver
  • Exercise: Working in pairs if preferred. A high profile and well-known subject will be allocated to each member of the group (can be changed if you don’t like your topic). Each member will prepare a 5-minute flip chart presentation to tell us about the topic. These will continue one or two at a time between each session. The group will be asked to give positive feedback to each presenter

The Essentials – The Audience – Who Will You be Saying it to?

  • Who are the audience?
  • What are their expectations?
  • Being engaging and if applicable entertaining… but not too much
  • Knowing your audience well enough to develop presentations that appeal
  • Building rapport right from the outset
  • Getting and keeping the audience on your side
  • Working with questions
  • Handling difficult people
  • Understanding group dynamics
  • Dealing with very senior or important audiences/members
  • Exercise: Presentations as above

Part Two

Next Step – Delivery Methods

  • The three-stage technique
  • The basics
  • The essentials – eye contact, movement, audience engagement and involvement
  • Rhetorical questions
  • Varying tone, pitch and delivery style
  • Having a prompt that looks professional and does its job dealing with nerves and fluffing your lines
  • Watching the audience to gauge engagement/impact
  • Listening and Hearing: They aren't the same thing
  • Asking questions if you need to generate engagement
  • Communicating with confidence, fluency and conviction
    Example: Each delegate working in pairs if preferred, will be asked to prepare a presentation based on their own product or service (the delegate to choose) and will be asked to present it to the group. The group will give positive feedback after each presentation. These will be completed either one or two at a time.

Next Step – Communication Skills

  • How we can keep the audience engaged using communication skills
  • Knowing your stuff and memorising key parts of the presentation
  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd
  • Non-Verbal Communication Skills – “reading the audience”
  • Body language – yours and theirs
  • The signals you send to others
  • It's not WHAT you say, It's HOW you say it
  • Presenting your case with impact
  • Exercise: Presentations as above    

Perfecting your skills

  • Only when you feel able to
  • Make them laugh a little
  • Ask them a question encouraging discussion
  • Dealing with questions
  • Creating Fantastic Flip Charts
  • Creating Compelling PowerPoint Presentations
  • WOW your Audience
  • Vibrant Videos and Amazing Audio
  • Exercise: Presentations as above

Course Conclusion – Summary & Wind Up

Your course director has spent more than 40 years in the banking and financial sector, much of it in a senior managerial/Director role. This trainer specialises in Corporate Finance, Retail Banking and Compliance.

He is a former Institute of Banking Lecturer, having gained distinctions in the exams. He is a subject matter expert on all aspects of retail, corporate and global banking, including risk management and regulatory compliance. He has lectured extensively to both leading global financial institutions and to smaller bespoke specialists. He has delivered extensive programs in all parts of the world including the USA, Europe, MENA, Africa and Hong Kong. He is currently an accredited Master Trainer at the world’s biggest global trade finance bank.

This trainer also teaches Negotiation Skills Course for Finance & Other Professionals and Business Development & Marketing Skills Course for Financial Service Professionals.

This is always an interesting and thoroughly enjoyable workshop to run watching every delegate grow in confidence and develop their skills as the session progresses.

Presentation is sometimes described as the “killer skill” but this is a bit misleading because it implies that this is a realm inhabited only by so-called “masters”. Presentation skills are possessed by everyone, no matter how challenging it seems. Everyone can present and present well, the secret is hard work, preparation, practice and more hard work. The so-called “masters” make it look easy because they work very hard behind the scenes to plan the process and have practised over and over again.

This course starts with the basics with some fun opening exercises to build confidence. It moves forward by revealing some of the tricks of the trade and finishes with a final presentation. At the final presentation stage, every delegate so far has managed to deliver a polished and professional effort and can see for themselves the significant improvements made during the day. All delegates will have a chance to complete a minimum of three presentations with feedback from both the facilitator and other attendees.

  • Everyone gave their opinions and input throughout. The instructor was very thorough and was very personable, made me feel very welcome.
Number of places:
Part 1
Number of places:
Part 2


Per participant per part

Discounts available:

Book multiple places on both parts in one order for the below discounts:

  • 2+ places at 40% less = £714.00
    per person
  • 4+ places at 50% less = £595.00
    per person
  • 6+ places at 60% less = £476.00
    per person
  • 9+ places at 70% less = £357.00
    per person

    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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