
Your ideas are only as powerful as your ability to communicate them. Bridge the gap between financial expertise and executive presence and transform technical analysts into compelling and confident communicators.
Stakeholder Communication
Storytelling with Data
Handling Hostile Q&A
Non-Verbal Communication and Executive Presence
Crisis Communication
Persuasion and Influence
Managing Presentation Anxiety
Visual Aid Design


In the simulation, participants will:
Deliver a series of timed, impromptu and prepared speeches on financial topics.
Pitch an investment opportunity to a skeptical panel of "investors."
Simulate an earnings call, presenting results and facing rigorous Q&A.
Role-play a crisis scenario, such as explaining a significant trading loss or a credit downgrade.
Analyze and provide constructive feedback on peers' communication styles.
Receive individualized, expert coaching on both content and delivery.
Revise and re-deliver presentations based on feedback, demonstrating tangible improvement.
Structure a financial presentation with a clear, persuasive narrative arc.
Confidently articulate complex financial concepts to non-expert audiences.
Effectively handle challenging and unexpected questions without losing poise.
Utilize vocal variety and body language to enhance message impact and project leadership.
Design and use visual aids that support, rather than hinder, the presentation.
Manage physiological symptoms of public speaking anxiety.
Critically evaluate their own and others' communication performances to foster continuous improvement.
1. Briefing and Concept Introduction Participants are introduced to the core communication concepts and receive their first scenario brief.
2. Preparation A short, timed preparation period forces participants to focus on key messages rather than memorizing a script.
3. The Presentation Participants deliver their presentation to the group and a facilitator, who acts as both audience and evaluator.
4. Intensive Q&A The presentation is immediately followed by a rigorous Q&A session, where the facilitator and other participants challenge the speaker's assumptions, data, and conclusions.
5. Peer and Expert Feedback The group provides structured feedback on both strengths and areas for development.
6. Video Review and Coaching Participants review video recordings of their performance with a facilitator to identify specific, actionable improvements.
7. Iterative Rounds The cycle repeats with new, increasingly complex scenarios, allowing participants to apply feedback and refine their skills in real-time.
I'm good with numbers but get nervous presenting. Is this for me? Exactly. This simulation is specifically designed for professionals who are technical experts but want to enhance their communication and executive presence. We provide a supportive environment to practice and build confidence.
What kind of finance presentation skills will I learn? You will learn critical skills for financial communications, including investor pitch delivery, earnings call simulation, crisis management messaging, and how to explain financial models and data effectively.
How is this different from a generic public speaking course? Our simulation is contextualized entirely within finance. The scenarios, terminology, and pressure you face are directly drawn from real-world financial situations, making the training immediately applicable to your job.
Do I need to prepare anything before the simulation? No advanced preparation is required. All case materials, scenario briefs, and financial data will be provided at the start of the session.
How is leadership communication developed in the simulation? By requiring you to command a room, defend your position, and persuade senior stakeholders, the simulation directly builds the communication aspect of leadership, a crucial skill for ascending to roles like CFO or Portfolio Manager.
Is this corporate training available for our team? Yes, we offer customized in-house simulations tailored to your organization's specific needs, such as preparing for investor days, mastering internal reporting, or standardizing presentation skills across analyst teams.
Pre- and Post-Simulation Self-Assessment
Clarity and Structure
Content and Analysis
Delivery and Presence
Q&A Handling
Peer Feedback
Final Integrated Presentation
Assessment may incorporate peer and self-review components, facilitator scoring, and debrief discussion. Results may feed into grades, executive feedback, certification or development plans.
Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the simulation.
or
Book a 15-minute Zoom demo with one of our experts to explore how the simulation can benefit you.