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Strategy & leadership
As accountants and finance professionals advance in their careers, strong leadership, communication and management skills become increasingly important.
If you have reached this point in your career, my courses will give you the insights you need to thrive. Whether you’re managing a team, presenting business cases, setting KPIs or stepping into a leadership role, these courses are full of practical exercises that you can translate easily to your job.
Creating value through others
Finance managers often succeed through technical expertise, but their long-term impact depends on leading, influencing, and working effectively through others. This course builds the communication and leadership skills needed to manage teams, engage stakeholders, and drive performance across the organisation.
- Develop practical techniques to motivate teams, delegate effectively, and influence with confidence.
- Strengthen relationships with colleagues and senior leaders to increase your impact and visibility.
Presenting compelling business cases
Turning a good idea into tangible action requires more than statistics and data – it also takes persuasive communication and astute judgement. This workshop helps finance professionals craft clear, credible business cases that influence stakeholders positively and support confident decision-making.
- Learn to structure persuasive proposals that address stakeholder needs and manage risk effectively.
- Strengthen your written and verbal communication skills to present conclusions with clarity and impact.
Measuring what matters: setting effective KPIs
Key Performance Indicators are only valuable when they reflect what truly drives performance. This practical workshop shows finance professionals how to design KPIs that align with strategy and deliver real value. Through expert guidance and hands-on exercises, delegates will create tailored KPIs that improve accountability, efficiency, and results.
- Translate strategic goals into clear, measurable KPIs using SMART goals and the Balanced Scorecard.
- Apply lean principles to identify meaningful benchmarks and eliminate inefficiencies within processes.
From technical expert to trusted leader
Progressing into senior roles requires more than technical expertise—accountants must also lead, influence, and think strategically. This course equips finance professionals with the leadership capabilities needed to navigate change, build credibility, and drive impact at a higher level.
- Strengthen strategic thinking, communication, and influencing skills to lead with confidence.
- Develop the mindset and behaviours needed to transition from technical expert to trusted organisational leader.
Essential management skills for accountants & finance professionals
Taking on management responsibilities requires managing people as well as processes. This course is designed for professionals who have been promoted into positions of managerial responsibility. It equips delegates with the day-to-day skills needed to delegate, motivate and manage performance effectively.
- Learn practical techniques for managing teams, setting priorities, and driving results.
- Build confidence in leading difficult conversations, giving feedback, and developing others.
What people are saying
"Easy to follow and kept the group engaged on a topic that could be daunting."
"It was all very interesting and useful to see how I can apply this to my day-to-day work. Came across as passionate and made it very easy to listen and also very interactive."
"David was excellent. He was bright, funny, full of energy, had lots of personal anecdotes and had command of his subject."
Get in touch
I am based in Bristol, UK, but travel nationally and internationally to deliver my courses.
