An Intensive 5-day Training Course
Mastering Visual Financial Storytelling with Excel and PowerPoint
Transforming Financial Data into Persuasive, Executive Level Visual Presentations
CLASSROOM DATES
INTRODUCTION
The Visual Financial Storytelling Course by EuroMaTech empowers finance professionals to elevate their analytical insights into compelling visual narratives that drive executive decisions. In today’s data-saturated business world, the ability to communicate complex financial information clearly and persuasively is a critical leadership skill. This course bridges the gap between data analysis and strategic storytelling, enabling participants to translate financial reports into visuals that influence action and align stakeholders around key business goals.
Through the Visual Financial Storytelling with Excel and PowerPoint Course, participants will master advanced techniques for building dashboards, visualizing key performance indicators, and crafting executive-ready presentations that simplify complex data. The course blends technical proficiency with strategic communication, ensuring that every chart, graph, and slide conveys purpose, precision, and professionalism.
Participants will gain hands-on experience working on real-time projects, developing dashboards in Excel, and designing concise PowerPoint visuals tailored for leadership audiences. By the end of the course, they will have the confidence to not only design but also narrate the financial story behind the numbers — creating clarity, insight, and impact.
Key highlights of Visual Financial Storytelling Course:
- Designing high-impact dashboards and visuals for executive audiences
- Transforming raw financial data into compelling strategic insights
- Mastering the art of visual storytelling using Excel and PowerPoint
- Communicating complex information with clarity and purpose
- Enhancing leadership communication through narrative-driven data presentations
TRAINING OBJECTIVES
The Mastering Visual Financial Storytelling with Excel and PowerPoint Course aims to enable participants to:
- Design and interpret executive-level dashboards that drive strategic decision-making
- Integrate Excel and PowerPoint effectively for cohesive reporting frameworks
- Build concise, persuasive financial narratives supported by data visuals
- Present forecasts and performance results with clarity and confidence
- Communicate insights that support executive understanding and business strategy
WHO SHOULD ATTEND?
This EuroMaTech Visual Financial Storytelling Course is ideal for professionals seeking to enhance their ability to communicate financial data with precision, clarity, and impact, including:
- Finance Managers and Financial Controllers
- Budgeting and Planning Professionals
- Business and Financial Analysts
- Project and Operations Managers
- Senior Executives and Decision-Makers involved in Financial Oversight
This course is particularly valuable for individuals responsible for translating financial reports into strategic insights and presenting them to senior management or board-level audiences.
TRAINING METHODOLOGY
The EuroMaTech Visual Financial Storytelling with Excel and PowerPoint Course combines expert instruction with interactive, hands-on learning. Participants engage in live demonstrations, guided exercises, and real-world project development using Excel and PowerPoint.
Collaborative group work and presentation labs encourage peer feedback and experiential learning, while continuous instructor guidance ensures each participant achieves practical mastery of both visualization and storytelling techniques.
TRAINING SUMMARY
The Visual Financial Storytelling Course equips participants with the knowledge and skills to communicate financial data with authority and impact. By mastering the integration of Excel dashboards and PowerPoint presentations, delegates will develop the ability to transform financial reports into powerful strategic tools.
Through practical sessions and structured exercises, participants will learn how to present complex financial insights in a clear, concise, and visually engaging format — supporting stronger executive decision-making and organizational alignment. By the end of this EuroMaTech course, participants will be able to confidently build data-driven stories that inspire clarity, action, and trust at every level of leadership.
TRAINING OUTLINE
Day 1: Concept Foundations: Storytelling with Financial Data
- Understanding Executive Audience Expectations
- The Psychology of Financial Storytelling
- Structuring a Narrative for Clarity and Persuasion
- Demonstration: Translating Raw Data into Storylines
Day 2: Building Executive Dashboards in Excel
- Designing Dashboards that Highlight Key Metrics
- Using Formulas, Charts, and Dynamic Visuals
- Hands-On: Create an Interactive Financial Dashboard
- Peer Discussion: Interpreting Dashboard Insights
Day 3: Integrating Dashboards with PowerPoint
- Embedding Live Excel Visuals in PowerPoint
- Slide Design and Annotation for Impact
- Workshop: Build Your Executive Report
- Feedback and Refinement
Day 4: Presenting and Explaining Financial Insights
- Presentation Delivery Techniques for Senior Audiences
- Handling Executive-Level Questions
- Explaining Visuals and Narratives Clearly
- Real-Time Practice and Coaching
Day 5: Capstone Workshop and Executive Review
- Final Project: Create and Present a Full Budget Presentation
- Peer and Instructor Review
- Action Planning for Real-World Implementation
- Wrap-Up: From Data to Decision Influence
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
EuroMaTech provides a range of ISO certification and compliance training courses, including:
- ISO 9001 – Quality Management Systems Training
- ISO 45001 – Occupational Health & Safety Management Training
- ISO 14001 – Environmental Management Systems Training
These courses help organizations adopt internationally recognized standards and improve their overall performance.
To register for a training course, you can:
- Visit the EuroMaTech website, browse the available courses, and follow the online registration process.
- Contact EuroMaTech’s support team for assistance with course selection or inquiries about corporate training solutions.
EuroMaTech stands out as a leader in training and professional development due to:
- 30+ years of experience delivering high-impact training courses across industries.
- Accreditations from leading institutions, ensuring top-tier course quality and recognition.
- A portfolio of thousands of training courses, serving professionals at every level.
- A focus on innovation and future-ready learning models, including blended and digital training.
- Long-term partnerships with organizations globally, ensuring sustained success through talent development.
EuroMaTech has successfully delivered thousands of training courses, with thousands of professionals from over 50 countries attending annually.
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
