The Finance Copilot
A two-day program designed to equip finance professionals with the skills to communicate insights clearly and influence business decisions with impact.
Master Financial Storytelling
Step Into Business Partnering
Why Finance Needs a Copilot?
Even skilled finance teams often face gaps that limit their impact. Data may be questioned, analysis can feel undervalued, and influence in decisions doesn’t always follow. The Finance Copilot addresses these challenges head-on, turning common struggles into opportunities for stronger insight and lasting strategic value.
Lack of trust in data
Low strategic influence
40%+ CFOs doubt their data integrity, almost no one trusts cash flow visibility
Only 51% of FP&A leads are real influencers in decision-making
Copilot builds more accurate, trustworthy insights and teaches how to communicate them clearly.
Copilot empowers finance professionals to become true strategic partners.
Training Built for Finance Professionals
Finance teams don’t just need analysis. They need clarity, confidence, and the power to influence. The Finance Copilot gives them all three.
From Finance Stage
To Finance Copilot
Simplifying data
Efficient reporting stack
Storytelling clarity
Clear, proactive communication
Confident delivery
Partnering
Engaging leaders
Business acumen & consulting
Step Into the Full Copilot Circle
In two days, the Finance Copilot equips you with both sides of finance leadership, partnering with the business on Day 1 and mastering storytelling on Day 2. Together, these steps turn technical skills into real strategic influence.
Day1- Finance Business Partnering
The FBP Framework
Finance
The first step is to solidify the basis and save time on recurring tasks thanks to best practices and automation
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- Rationalize and Automate Reporting
- Forecast like a Pro
A FBP must understand the industry and business in which he/she evolves and the stakeholders he/she will work with
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- Understand Business Needs
- Translate Needs into
- Financials
Business
Partner
The ultimate step is the human touch of the program since the FBP will work with other people and can't handle them without care
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- Build Relationship and manage them
- Use Influence and manage demands
Day 2 - Financial Storytelling
The Finance Stage (details)
Prepare your message
From the analysis of a tailored use case, we'll build the message to deliver
Step 1
Step 2
Prepare your story
After having segmented our audience, we'll structure our narrative using our framework
Step 3
Prepare your visuals
With simple slides and visuals design tips, build your deck for the final presentation
Step 4
Prepare yourself
With small exercises, we'll show the best practices in public speaking, body language, and facilitation
Step 5
Final Presentation
In groups or individually, the teams will present the result of their work and receive feedback
1 Format
The Finance Copilot is delivered in a single, in-person format. This ensures participants gain direct access to Soufyan’s expertise, hands-on learning, and the chance to apply concepts immediately through guided practice.
In-person
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2 days
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Full Program
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Activities/Exercises
Group works
Use Case
Final Presentation
Brainstorming and ideation
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Q&A
Led by Soufyan, Built for Leaders
Soufyan Hamid brings over 17 years of experience guiding finance teams, simplifying complex concepts, and helping professionals step into true business partnering roles.
His teaching builds the confidence to make clear decisions, influence strategy, and connect finance to real business impact. The Finance Copilot is designed by him for professionals who want to:
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Influence business decisions
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Craft memorable messages that generate engagemen
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Drive clear follow-up actions
Everything You Need, In One Prospectus
The prospectus gives you a clear view of the program structure, the skills your team will build, and the long-term value it delivers. Download it to see exactly how the course turns finance into a driver of influence, clarity, and impact inside your organization.
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