Financial Reporting Skills for Real Investor Communication
Most financial reports miss the point. They're technically accurate but fail to tell investors what they actually need to know. Our September 2025 program teaches you to create reports that communicate value, not just numbers.
We work with professionals who already understand accounting but want to bridge the gap between data and decision-making. If you've ever felt your reports don't quite land with stakeholders, this might help.
Discuss Your Situation
Finding Your Starting Point
Different roles need different approaches. We've found that matching content to your actual responsibilities works better than one-size-fits-all courses. Here's how we typically organize things.
New to Investor Relations
You're preparing financial data but haven't written investor reports before. Start with our fundamentals track covering narrative structure and stakeholder expectations.
Experienced Finance Role
You've been creating reports for years but want to refine your approach. Jump into advanced techniques for complex scenarios and crisis communication.
Management Oversight
You review reports rather than write them. Focus on quality assessment frameworks and what actually matters to different investor types.
Quarterly Reporting Focus
Your main challenge is regular quarterly cycles. We'll work through templates, consistency frameworks, and managing stakeholder expectations across reporting periods.
Special Situations
Dealing with M&A, restructuring, or other complex events. Emphasis on explaining unusual circumstances clearly and maintaining credibility during uncertain periods.
What Actually Changed After Training
Real examples from people who took similar programs. These aren't success stories so much as honest accounts of what improved and what stayed difficult.
Initial Problem
Board members kept asking for clarification on quarterly reports. Numbers were right, but the context wasn't clear. Spent too much time in follow-up meetings explaining what should have been in the documents.
Approach Taken
Focused on the narrative structure module and practiced writing executive summaries that actually summarized key points. Also learned to anticipate common questions and address them upfront.
Current State
Follow-up meetings dropped from two hours to thirty minutes. Board chair mentioned reports were "finally readable." Still working on making complex technical issues more accessible.
Initial Problem
During a difficult quarter with declining margins, struggled to communicate operational challenges without sounding defensive. Investor calls became tense, and stock price reflected lack of confidence.
Approach Taken
Worked through crisis communication frameworks and practiced transparent reporting that acknowledged problems while outlining concrete response plans. Learned to balance honesty with forward-looking perspective.
Current State
Next quarterly call went smoother. Analysts appreciated straightforward discussion of challenges and recovery timeline. Building back credibility takes time, but the foundation feels more solid now.
Program Details for September 2025
We're accepting applications for our autumn cohort through June 2025. The program runs twelve weeks starting September 8th, with both live sessions and independent work.
Classes meet Tuesday and Thursday evenings Bangkok time, with recordings available if you're in a different timezone. Most participants spend about eight hours per week including class time.
Applications Close
June 30, 2025
Program Starts
Sept 8, 2025
Duration
12 Weeks