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Communication Skills for FP&A Professionals

Online Executive Training Course: Part 1

See the full course description at Innovation Enterprise Academy

Course Overview

From academic studies to Harvard Business Review surveys, communication skills are consistently cited as the most important determinants of business success. Employers, CFOs and boards of directors all say that good communication skills are more important than intelligence, technical skills and capacity for hard work, yet most FP&A and finance professionals spend little time developing their communication skills.

In addition to providing participants core communication skills, this course provides tools for financial professionals to present financial and other numeric information more effectively. In this course you will learn how to communicate the right information the right way. 


Learning Objectives

Upon completion of this course, you will be able to:

1.Identify ways to gain an understanding of your audience and their needs

2.Describe how to determine the optimal level of detail to provide for your audience

3.List some methods of effectively presenting financial and other numeric information


Course Agenda

Understanding Your Audience

The Right Level of Detail

Communicating Financial and Other Numeric Information

About the Course Leader

John Sanchez

Instructor & Managing Director

John Sanchez is the Managing Director of FPA Group, a consulting and training firm. He has over 20 years experience and started his career in public accounting before transitioning to mergers and acquisitions and corporate planning roles for several Fortune 500 companies. He has held key positions at companies including Royal Caribbean Cruise Lines, Arby’s and AutoNation USA. When John left AutoNation, he established his own consulting firm and has been working with companies from small start-ups to Fortune 500 businesses ever since. Over the years, John saw a huge need for training in a number of areas related to corporate finance, especially how to communicate effectively in a finance and accounting environment. John has been a speaker and trainer at finance industry conferences and he continues to develop and deliver training to finance and accounting professionals from all over the world.

About the Sponsors

Innovation Enterprise Academy

The Innovation Enterprise Academy is a leadership and management training provider. We offer a range of workshops, immersive onsite programs, online educational programming and OnDemand presentations - all of which are delivered by leading industry experts. They provide tried and tested insights that can be applied to your organisation, delivering immediate, measurable results and giving you the knowledge and skills to confront real world challenges.

FPA Group

FPA Group is a C-Level consulting firm specialized in helping companies in the following areas of Corporate Performance Management: Strategic Planning, Budgeting, Forecasting, Reporting. They help organizations make better decisions by improving their business performance management processes. The combination of broad and deep experience, along with hands on involvement brought to their clients with integrity, professionalism and leadership makes them unique.

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