Presentation Skills for Finance Professionals and Executives that Make an Impact

Author: Blair Cook

CPE Credit:  1 hour for CPAs

Join Blair Cook, CPA, MBA, as he walks through how to deliver an inspired presentation. Finance executives are being called on more and more to deliver presentations inside and outside the organization. How you deliver these presentations is ultimately a reflection of your executive presence.

In this course, you will learn how to plan and organize your presentation; how to tell your message in a way that your audience will remember it and act up on it; and how to deliver your presentation with poise and confidence. Leadership is a key attribute of the modern finance executive and being a successful leader in part hinges on your ability to communicate your ideas in a way that people will follow. This course has been tailor made for you as a financial professional working in today’s business world.

Publication Date: April 2021

Topics Covered

  • Principles of Powerful Presentations
  • Planning Perfect Presentations
  • Delivering a Killer Opening
  • Getting Your Message Across
  • Making Your Presentation More Visual
  • Wrapping Up Your Presentation to Instigate Action
  • How to Present
  • Handling a Q&A Like a Presidential Press Secretary

Learning Objectives

  • Recognize how to develop and organize content in a presentation for optimal absorption by the audience
  • Identify methods of conveying key messages to persuade audiences
  • Identify how to deliver insightful and inspiring presentations to establish credibility and leadership
  • Recognize elements of effective communication is most important for triggering our audience to take action
  • Identify the ideal length of time for a presentation of an idea
  • Describe your best opening statement for your presentation
  • Identify what should be avoided when using a presentation tool such as PowerPoint


Instructional Method

NASBA Field of Study
Management Services (1 hour)

Program Prerequisites

Advance Preparation

Registration Options
Regular Fee $49.00

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