Storytelling and presentation skills in finance - Blended Learning Workshop SG 2026

Technical accuracy is your ticket to the table, but influence is how you keep your seat. In an era of automated data, the finance professional's value lies in their ability to translate complexity into strategy.

Facilitated by veteran tax expert Jack HM Wong FCPA (Aust.), we will bridge the gap between digital learning and real-world boardroom stakes. You will move beyond spreadsheets to master influence frameworks, trust-building techniques, and the art of the 'Financial Narrative.' Whether you are navigating stakeholder disputes or presenting to a board, you will leave with the confidence to move from a technical expert to a strategic advisor.

Once you've successfully completed the micro-credential, you will be awarded a digital badge. These digital badge which can be shared on platforms such as LinkedIn visually represent your achievements and contain embedded metadata. This means that when you share your digital badge, the people viewing your badge can explore the metadata to learn more about the course you've undertaken, the skills you obtained, how you were assessed, and the badges authenticity.

Key topics covered

In-person session (7 CPD hours):
Transitioning from technical expert to strategic advisor
Influence frameworks for client and stakeholder conversations
Storytelling techniques for finance professionals
Structuring clear, engaging narratives from complex data
Building trust and credibility quickly

Storytelling and Presentation Skills in Finance Micro-credential course (6 CPD hours) :
Designing financial presentations
Storytelling in financial presentations
Delivering financial presentations with confidence
Advanced financial presentation techniques

Important Information

Participants will be awarded a total of 13 CPD hours upon completion of both in person and micro-credential courses.
The micro-credential will be added to your learning account approximately one week before the in-person workshop.
You may begin and complete the micro-credential course at your own pace once it becomes available.
Completion of the micro-credential is not required before attending the in-person workshop.
The micro-credential course will remain accessible for one year from the date of enrolment, allowing you to revisit the content whenever needed.
Learn more about CPA Australia micro-credentials here
Light refreshment and lunch will be provided for participants attending the in-person session.

Speaker Profile

Jack HM Wong, FCPA
Accredited Tax Advisor (in retirement), Singapore Chartered Tax Professionals

Jack has over 31 years of experience in Singapore and international tax, providing clients with practical, results-oriented tax and transaction solutions. His expertise includes advising on corporate restructurings, managing tax disputes with IRAS, and negotiating incentive schemes with Singapores government agencies.

After retiring from active practice in 2024, Jack continues to deliver advanced tax and professional ethics training for accounting and finance professionals. He also lectures on International Tax and Tax Planning at the Singapore University of Social Sciences, combining technical precision with real-world insight and strong ethical leadership principles.