Professional skills & leadership

As AI takes on more routine work, the true value of accountants increasingly lies in their judgement, communication and leadership.  

On my courses, you’ll develop the business partnering and leadership skills to influence decisions, collaborate with others and maximise your impact on clients and colleagues.

Maximising your impact as an accountant

1 day

Clear, confident communication is essential for finance professionals who want to influence decisions and build stronger relationships across their organisation. This one-day course develops the written, verbal, and interpersonal skills needed to present financial insights with clarity, credibility, and impact.

  • Adapt communication styles to make financial information accessible and persuasive for non-finance audiences.
  • Strengthen your personal presence and build confidence to communicate with influence.

Finance business partnering: adding value beyond the numbers

1 day

With routine reporting becoming increasingly automated, this course helps finance professionals become trusted business partners. Through practical exercises and real-world examples, delegates will learn how to nurture meaningful relationships with non-finance colleagues that create lasting value for their organisation.

  • Strengthen collaboration with non-finance colleagues to support better business decisions.
  • Shift from reporting the numbers to shaping outcomes through insight and influence.

Creating value through others

1 day

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

1 day

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

1 day

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

1-2 days

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

1-2 days

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

Get in touch

I am based in Bristol, UK,  but travel nationally and internationally to deliver my courses. 

We will protect your data in line with our Privacy & Cookie Policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.