Communication and Strategy for Financial Management

Learning financial communication and strategy skills to increase impact

For an organisation to succeed, managers, programme staff, fundraisers, administrators and finance staff need a thorough working knowledge of financial management skills. But by itself it is not enough. Everyone who uses finance needs to be able to communicate effectively, and also to act strategically in the financial management of their organisation. This Communication and Strategy for Financial Management training course combines these two essentials, communication and strategy. We use a range of approaches to assist the learning: short inputs, discussions, participatory work, games and individual activities.

You will gain confidence to communicate about finance and work strategically with colleagues, accountants, donors, partners and other stakeholders. This learning is grounded in innovative research and we share practical experience of communicating finance across cultures nationally and internationally. The training provides practical resources to use in your own organisation, including Communicating Financial Management: a manual for international development workers, written by the trainer.

Factsheet ImageFactsheet Image

Why choose this course

If you communicate about financial information and/or to work strategically with finance, this course is designed especially for you. Whether you work for the UN, government, NGO or private sector this training course helps you to use finance confidently and competently and make better decisions. The course gives you a strong working knowledge of communicating about finance and acting strategically using financial management. This gives immediate benefits, which you can take back to your own organisation as well as partner organisations.

What you will learn

In the practical participatory sessions you learn how to:

  • review a strategic overview model of financial management
  • use strategic financial management techniques
  • identify cultural differences between ‘finance’ and ‘non-finance’ people and other stakeholders – across the world and across the office.
  • communicate clearly about financial management with stakeholders
  • design strategies to allow financial communication to improve the impact of your organisation and its management.

Daily Course Objectives

Subject to change to reflect participants' needs.

  • Day 1
    Strategic finance management

    • recognise the big picture of financial management

    • strategic finance management – sustainability, overheads, and reserves

    • assess and reduce financial and organisational risk and uncertainty



  • Day 2
    Building organisational financial capacity

    • strategies to avoid fraud and misappropriation

    • strategy and assessing an organisation’s financial capacity

    • financial planning, the funding mix, and using budgets strategically
  • Day 3
    Improving communication between 'finance' and 'non-finance' people

    • identifying and overcoming the challenges of communicating about finance

    • practical solutions grounded in innovative research, for when working with both 'finance' and 'non-finance' cultures, and across international cultures

    • reviewing the information you use to improve communication

    • finding the most appropriate role for finance managers and their teams
  • Day 4
    Improving communication with stakeholders and internationally

    • relationships with donors and partner organisations

    • anthropology meets financial management

    • designing strategies to improve your impact

  • Day 5
    Consolidating communication and strategy into organisations

    • one-to-one sessions to find ways to implement the techniques learned into individual’s own organisations and their partners

    • further advice about using the practical tools learned

Meet the Trainer

"It’s really rewarding to see how people become confident in using strategic tools and finance communication skills to enable their own and partner organisations to increase their impact and flourish." John Cammack

Quick Facts

  • Duration:
  • 5 days
  • Venue
  • Date
  • Application Deadline
  • Fee
  • London
  • 09-13 Oct 17
  • 10 Sep 17
  • £2300
  • Bangkok
  • 06-10 Nov 17
  • 06 Oct 17
  • £2300
  • Tailor-made:
  • We also do in-house training. To find out how we could help within your organisation call us on +44(0)1273 833030 or complete the training enquiry form.
Back to Training

Upcoming Courses:

Apply Here

Sign up for our Monthly Update