Taking the Fear out of Finance - Training for Finance Trainers



Taking the Fear out of Finance - Training for Finance Trainers

December 04, 2017 - 9:00am to December 07, 2017 - 5:00pm

Washington , DC , United States


Terry Lewis

Language: English

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This course is designed to build the confidence and course design and facilitation skills of finance staff to deliver relevant and effective financial management training to NGO personnel.


This course is specially designed for finance staff who provide financial management training and support to work colleagues and partner NGOs.

Participants do not need previous training experience to attend this course but they must have experience of NGO financial management or accounting. Strong written and verbal English communication skills are also required as all participants are required to complete a practical presentation.

We recommend that you read this course outline carefully to make sure the content is relevant and meets your learning requirements. If you have any questions please do contact us.


The final balance of course content will be decided by those attending the course, according to their interests and training needs.  The core components of this course include:

  • the challenges of finance training
  • how adults learn and what that means for trainers
  • course design basics: learning objectives, lesson plans, selection of approach
  • participatory training techniques and when to use them
  • how to make financial concepts and jargon interesting and clear
  • creating effective resource materials to support the learning
  • how to deal with things that go wrong in the training room.

Day 1

Course Planning and Design
  • Introductions and Overview
  • The Challenges of Finance Training
  • Getting Organized: the Training Process
  • A Training Needs Model: Skills vs Confidence Matrix
  • Course Design Frameworks: 5 Key Questions & CPR
  • Practical: Mind Mapping a Course Design

Day 2

Making Your Training Effective
  • Writing Observable Learning Objectives
  • What We Can Learn from How Adults Learn
  • Participatory Training in Action
  • Session Planning: Identifying Course Content, Activities, and Timing
  • Practical: Selection and Design of Participatory Techniques

Day 3

Communicating and Supporting Your
  • Making the Most of Flip Charts, Visual Aids, and Handouts
  • Responding to the Challenge of Jargon: How to Communicate Technical Terms and Concepts
  • Giving Clear Instructions—or, How to Avoid Unexpected Results
  • Don’t Panic! How to Manage When Things Go Wrong
  • Practical: Preparing Resource Materials

Day 4

Practice Makes Perfect!
  • Presentations by Course Participants
  • Summary and Action Planning
  • Certificates & Close

1120 20th St NW 
Suite 520S (Building 1)
Washington DC 20036
The nearest Metro stop to the workshop is Farragut West on the Blue/Orange/Silver lines or Dupont Circle or Farragut North on the Red line. Find a map of the DC metro system here.

Participants are responsible for making and paying for their own hotel/lodging arrangements. We have found that www.hotels.com usually offers comparable or even lower rates than we are able to negotiate. We recommend attendees look for hotels in the Dupont Circle neighborhood. Check out some suggestions for convenient hotels.