Master the Art of Financial Storytelling

Transform complex financial data into compelling narratives that drive business decisions. Our comprehensive program teaches you to present with confidence and clarity in high-stakes financial environments.

Explore Our Program
Professional business presentation in modern conference room

Essential Skills for Financial Leaders

We've trained over 2,400 finance professionals across Australia since 2018. Our approach focuses on practical skills you'll use immediately in your role.

Data Visualization

Learn to create charts and graphs that tell your story clearly. Master the art of making complex financial information accessible to any audience.

Executive Briefings

Develop techniques for concise, impactful presentations to senior leadership. Practice delivering key insights under time pressure.

Stakeholder Engagement

Build confidence in presenting to diverse audiences from board members to department heads. Adapt your message for maximum impact.

From Nervous Numbers Person to Confident Financial Communicator

Sarah Chen joined our September 2024 cohort as a senior analyst who dreaded quarterly presentations. She'd spend weeks preparing detailed spreadsheets but struggled to convey their significance to non-finance colleagues.

  • Learned to structure financial narratives with clear beginning, middle, and end
  • Developed techniques for handling challenging questions about budget variances
  • Mastered the use of metaphors to explain complex financial concepts
  • Built confidence through practice sessions with real-world scenarios

Three months later, Sarah leads monthly department briefings and recently presented the annual budget to the executive team. Her manager noted the dramatic improvement in how other departments now engage with financial planning.

Finance professional presenting quarterly results to executive team
Ingrid Karlsson, Lead Instructor and Financial Communication Expert

Ingrid Karlsson

Lead Instructor & Financial Communication Expert

After fifteen years as CFO for mid-market companies across Sydney and Melbourne, Ingrid understands the pressure of presenting financial results when stakeholders have diverse backgrounds and competing priorities.

She's presented to private equity partners, government regulators, and union representatives. Her approach combines practical experience with proven adult learning techniques.

Ingrid holds a CPA qualification and completed her MBA at UNSW. She began developing training programs in 2019 after colleagues repeatedly asked for advice on presenting financial information more effectively.

Your Learning Journey

Our 12-week program combines theory with hands-on practice. You'll work with real financial scenarios and receive feedback from industry professionals throughout the process.

1

Foundation Week

Assessment of current skills and introduction to financial storytelling principles. Set personal presentation goals.

2

Structure & Flow

Learn to organize financial information logically. Master techniques for smooth transitions between topics.

3

Visual Design

Create compelling charts and slides that support your message. Understand color theory and layout principles.

4

Final Presentation

Present a complete financial analysis to a panel of industry professionals. Receive detailed feedback and certification.

Next Cohort Begins August 2025

Program Schedule

Twelve weeks of structured learning with weekly 3-hour sessions every Thursday evening. We also offer an intensive weekend format for busy professionals.

Classes are held at our Belmore location with excellent public transport links. Parking is available for those driving from further locations.

Limited to 16 participants per cohort to ensure personalized attention and meaningful practice opportunities for everyone.

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Interactive workshop session with finance professionals practicing presentation techniques

Practice in a Supportive Environment

Many finance professionals worry about making mistakes in front of colleagues. Our program provides a safe space to experiment with new techniques and receive constructive feedback.

You'll practice with scenarios drawn from real Australian businesses - budget presentations, variance explanations, and strategic planning sessions. Small group sizes mean plenty of individual attention.

We understand that presenting financial information carries unique challenges. Numbers tell stories, but those stories need skilled storytellers to bring them to life effectively.