Skills and Coaching

To be an effective modern finance professional takes more than technical skills.  It means developing excellent interpersonal and soft skills, building self-awareness and self-management and understanding your impact on others.
17 Good Audit Manager

Skills programmes

Our clients require their people to be effective communicators, presenters, leaders, managers and team-players. 

Successful firms need to develop their people so that they become confident business advisers, not just number crunchers. This means you can give the best level of service, support and advice to your clients and customers as well as growing your business.

All our programmes are tailored specifically to the client’s needs and combine the topics most relevant to their people.

We have over 50 years of combined experience as directors, senior managers and business owners. Together with our background in professional and financial services we have a unique insight into the business skills required by our clients.

Coaching sessions

The purpose of a coaching relationship is for the coach to support you in achieving your goals, in enhancing your performance or improving your work or personal situation.  These goals may include:

  • Raising your self-awarenesss
  • Developing a plan to strengthen your capabilities and to identify and address development needs
  • Building confidence in taking the next steps in your career
  • Helping you forge effective working relationships
  • Building your ability and confidence in using people skills, alongside technical skills
  • Developing an effective and authentic leadership style

Our coaches will work with you, support you and challenge you in pursuit of your goals.

Core Topics
  • Developing personal effectiveness
  • Time management
  • Managing and developing others
  • Delegation and feedback
  • Coaching skills
  • Influence and persuasion
  • Developing your leadership style
  • Dealing with conflict and challenge
  • Team dynamics
  • Emotional intelligence
  • Managing difficult conversations
  • Effective communication skills
  • Communicating financial information
  • Business report writing
  • Motivation
  • Networking and business development skills
  • Essential business etiquette
  • Building rapport
  • Effective presentation skills
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We’re All Different … And That’s A Good Thing!

We are thrilled to have teamed up with Insight Training, who have done an outstanding job over the years, designing different training programmes for us. The most recent training programme required spending a lot of time with Nicky, who has become a valued and respected member of our firm and has got to know every person in our office. The feedback from each workshop is overwhelmingly positive, with particular emphasis on how the workshops make effective use of the time with a variety of exercises and how excellent Nicky’s level of expertise and capacity to adjust has been.

Michelle DiMascio, Assistant Manager
UHY Hacker Young

UHY logo
Case Study:

UHY Hacker Young Manchester - Personal Development Programme

UHY Hacker Young is growing fast in the North West.  To deliver the best service to their clients they have a strong focus on attracting, developing and retaining the best people.  Insight Training has delivered technical training to UHY in Manchester over many years and we were delighted to be asked to partner with them to develop a firm wide development programme.

We kicked off with a whole firm team building session including psychometric profiles and a training needs analysis to identify priorities.  Three one day modules were then developed and delivered covering Personal Effectiveness, Working Relationships and Leadership Potential. 

The programme is ongoing and workshops are attended by staff from all levels, providing an opportunity for teams to come together to share ideas and support development and growth.

team hands

“Nicky, the course was brilliant, a lot of very interesting information.”

Team Building workshop

Business Skills Training
Case Study:

Team Building workshop

We were delighted to run a team building workshop for the finance function at one of our clients, using the Everything DiSC psychometric profiling tool. 

Everything DiSC is a personal development learning experience that measures an individual’s preferences and tendencies.  Delegates completed a short questionnaire and received a personal profile which gave them information about their preferred ways of working, strengths and motivations. 

The workshop was highly interactive and gave the team an opportunity to learn more about their own styles, how to identify with other styles and think about how the team could work better with each other.