So, on the slides, put keywords, rather than long sentences. Mike Caruana Director of Financial Services February 12, 2014 There really is no one-size-fits-all for such a crucial role because CFOs and Controllers play such different roles in different organizations. Download the full article here. If you didnt understand the question, ask for explanation. If so, share your PPT presentation slides online with PowerShow.com. descendants of the founder and own significant blocks of stock A well-designed employer branding roadmap helps to implement relevant activities for improving the employers image. They need to check the robustness of your methodology and the reliability of the data. You are well prepared. You're there for a reason, so you need to ask, "What can I offer that they don't know already?". Once their role comes to an end, they'll also help find the next board chair to take their place. In meetings, chairs will actively call upon each attendee to bring out their strengths for the best possible collective discussion. The night before, practice a third time in front of a mirror again, and get a good night's sleep. Doing so might clear an otherwise hectic air during a board meeting. Introduce people managing a company in a personal way, adding a persons photograph or role icon only. An HR dashboard is a presentation type that visually displays major key performance indicators on one or more slides. she explained. If it's possible to ask right up front, that will help guide the entire presentation. 800, San Jose, CA 95128. Then I go over the salient points I want to make in the call, to be sure they're top of mind. Slides are a mere visual support for your story without full sentences. I typically like to allow interruptions at any time because if someone is hung up on something I said, they may not listen to anything else until that question is addressed. 8 a.m. 7 p.m. Place time estimates for what will happen, when, and add extra detail about each section in the agenda document. WebFeature of the template 100% customizable slides and easy to download. ", Steven Horowitz, CPA, CGMA, the CFO of Hartford, Connecticut-based health care services provider CareCentrix, likewise said that the CEO and CFO should convey a contrast in approach. BlackLine sets aside a room with a whiteboard for this purpose. These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. You can use these HR presentation graphics to: This is another HR area that can benefit from using a visual method of communication. WebBoard Of Directors Presentation Financials SHOW 50 100 200 DISPLAYING: 1 - 50 of 504 Items Popularity Page 1 2 3 4 5 6 7 8 9 10 11 Financial Management Ppt Powerpoint Presentation Visual Aids Portfolio Financial Management Kpi Dashboards Finance Ppt Powerpoint Presentation Ideas Brochure Financial Management Ppt Powerpoint The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. A good presentation isnt just a set of blanket best practices that translate across every presentation or every board. It usually takes place once per month. These early drafts ultimately come together as scripted dialogue, with parts provided by the conference call facilitator (usually the head of investor relations), chairman, CEO, and CFO. Just be who you are. WebBoard of Directors PowerPoint template is a free template for PowerPoint and board of directors presentations. It's FREE! For example, relevant topics include M&A activity, a data breach, etc. Prepare well by researching the company, its products and services, competitors, and industry trends. "This also helps me prepare for the Q&A session with analysts afterwards, as there are obvious questions and follow-on questions. If the presentation is virtual, consider using technologies that enable interactivity -- i.e., Slido for polling, Prezi for placing you as a speaker in front of your content, or even capabilities such as Zoom or Webex's raise a virtual hand feature for questions. Will there be a breakfast or lunch meeting that I should plan to attend? There are also icons representing corporate product-related departments, sales-related issues, back-office, and various product development steps. Error submitting the form. "I've always felt light on my feet after the earnings call is over," he said. Make revisions and then practice a day or two before the meeting. Download Now. Now, let's move on to our set of tips on how to run a board meeting everyone will enjoy. Most importantly, dont allow the presentation to get bogged down in overly technical explanations. Thank you for sharing. They stuck out in the transcripts.". If you need time to look something up, say so. "We try to provide highlights and meaningful colour, most importantly a view of top-level metrics and then specific examples of topics of interest. Then, ask how it went and whether you achieved the predefined success criteria. Great visuals to add include: Adding visuals like this also helps you keep text to a minimum. Those things can come back and bite you. Balbix calculates risk, likelihood, and impact scores for every area of your business and provides intuitive visualizations for your presentations to the board and C-suite colleagues. Need to illustrate various senior management roles or specific departments? Will I drive the presentation from my laptop, or do we need to send it to someone (and who) prior to the meeting to load into a broader deck? ), arrive an hour ahead of the scheduled start time. Find out how your Board functions: Is there a formal presentation? In fact, it's important to have humility, as well. Special thanks to my colleagues at INSEAD IDP for their input. Need to illustrate various senior management roles or specific departments? Automating your board-level presentations Sorry, cant be done. Several times before any big presentation, close your eyes and visualize the outcome: You're done with the presentation and the board members are shaking your hand saying, "Great job! As a proposal for an action brought in front of a board, a motion allows the group to make decisions and give a company directions on particular areas. "Instead I go over the script so many times in my head and verbally that it eventually sounds natural and conversational. So, take time to visit the room upfront. infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides. Amazon CodeGuru reviews code and suggests improvements to users looking to make their code more efficient as well as optimize Establishing sound multi-cloud governance practices can mitigate challenges and enforce security. In many companies, once the conference script is finished, the participants study their lines, not necessarily to memorise them but to assimilate them so they become instinctive. Make sure everyone agrees with what'll be covered exclusively during the session. Don't forget to dress appropriately and look professional. Send your presentation to board members ahead of time, along with your other board packet materials. The night before, practice a third time in front of a mirror again, and get a good night's sleep. Is it OK to arrive early, and if so, can we get set up with our presentation ahead of time? Its your chance to get them to understand your vision, to secure buy-in on financial needs and projects, and to explain the companys performance. Organizations that build 5G data centers may need to upgrade their infrastructure. "Analysts don't want the CFO to be a 'Type A' cheerleader personality talking about the long-term vision; that's the CEO's job," Horowitz said. WebRecruitment and Selection Update (July 2011 - June 2012) In addition, they can offer suggestions and ideas to improve the company's performance. used to work for the corporation, partly responsible for past decisions affecting current strategy. The 15-Minute, 7-Slide Security Presentation for Your Board of Directors. Having such templates allows you to create your own do-it-yourself toolbox that can speed up your presentation preparation. Ask for approval of the board to the items you just read. The graphic elements of board meeting PowerPoint make presentation engaging and well defined for the executive audience. This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. Read ourprivacy policyto learn more. "We put up specific themes we feel are important to the quarter for our long-term [stock]holders," Partin said. You can get risk trends and to understand how youre progressing on cyber risk and determine a clear action plan for improving your cybersecurity posture. However, when presenting to the board, it is key to link (implicitly or explicitly) security and risk to business elements that the board members value. No details are necessary, but it should signal that the presentation will include information about, Critical Capabilities: Analyze Products & Services, Digital IQ: Power of My Brand Positioning, Magic Quadrant: Market Analysis of Competitive Players, Product Decisions: Power Your Product Strategy, Cost Optimization: Drive Growth and Efficiency, Strategic Planning: Turn Strategy into Action, Connect with Peers on Your Mission-Critical Priorities, Peer Insights: Guide Decisions with Peer-Driven Insights, Sourcing, Procurement and Vendor Management, 5 Data and Analytics Actions For Your Data-Driven Enterprise, 5 Security Questions Your Board Will Inevitably Ask, Marketing at a Technology/Service Provider. Affiliated directors. Thanks for sharing! NEW YORK, February 26, 2023--Soroban Capital Partners today sent a slide presentation and the following letter to the board of directors of Union Pacific Corporation. Our tips on how to run a board meeting will help any CEO or chairperson line up with all of the must-haves and must-knows to run a productive board meeting. The key is to close strongly, leaving the board confident in your plan and abilities. Affiliated directors. Sorry, No data match for your criteria. With Balbix, the board presentation that wouldve taken weeks to complete can be completed in minutes. The bulk of data and information goes into the attachments (see next step). Explaining these rather complex HR concepts can be a lot easier when you use clear visuals. When expanded it provides a list of search options that will switch the search inputs to match the current selection. I prefer sending a detailed agenda ahead of time and potentially supporting documents (research studies, product information, background on a project, etc.). WebRecruitment and Selection Update (July 2011 - June 2012) Their background can help inform the kinds of information theyre likely to engage with and help you identify which areas of your presentation require more explanation than others. Slide 1 is designed to be the call to attention slide. Check the full collection of Human Resources PowerPoint templates here. Discuss any topics that fall outside the scope of the other agenda topics. They want to make the best possible decision in the shortest possible time, while taking all information and risks into account. Ask a colleague for a peer review of your presentation agenda before sending it to the board of directors for approval or revisions, if that step is required. Privacy Policy. There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. Do they come from the finance world? Governance is most effective when Directors share a common understanding of the Board's role. In addition, avoid drinking alcohol the evening prior to a big presentation. Instead, a great board presentation comes from knowing and understanding your audience and the details theyre interested in. Have a look at this presentation with Company Roles and Department Structure PPT icons. The Bigger the Ego, the More Time you Need to Manage it. Tip #2: Start with a Summary Executive presentations It includes layouts for presenting talent management definition, performance process cycle, and goal management from an organization and individual perspective, and more. So naturally, they will be looking out for anything that may impede that process. "There is a mental transition that occurs before you go into the call," Partin said. By following the tips above, youll be well on your way to giving a brilliant board presentation that showcases your performance and strengthens the relationship between the C-suite and the board. Every issue raises a question. There are also important logistics to inquire about. Join your peers for the unveiling of the latest insights at Gartner conferences. Ensure the presentation answers key questions about how cybersecurity can and will support the companys main mission and business, relevant environmental factors and the extent to which material risks are being managed. Contrary to management teams, most Boards have no hierarchical structure. Gartner Terms of Use As a guideline, we recommend following the 5/5/5 rule: Remember: The slide deck is there to serve as notes for your presentationnot to encapsulate every single detail. What is the exact scope? Common concerns a board may have are: Costs: How much time and money will it require? And, best of all, it is completely free and easy to use. You can use it as a library of eye-catching diagram templates to explain HR concepts within your organization. Well convert it to an HTML5 slideshow that includes all the media types youve already added: audio, video, music, pictures, animations and transition effects. Make revisions and then practice a day or two before the meeting. Automated Cyber Risk Quantification Using the Balbix Platform, 9 Slides Every CISO Should Use in Their Board Presentation, Former Cisco CEO John Chambers blog on Balbixs future as an innovator in cybersecurity posture automation. This is a balancing act. WebBoard Of Directors Presentation Financials SHOW 50 100 200 DISPLAYING: 1 - 50 of 504 Items Popularity Page 1 2 3 4 5 6 7 8 9 10 11 Financial Management Ppt Powerpoint Presentation Visual Aids Portfolio Financial Management Kpi Dashboards Finance Ppt Powerpoint Presentation Ideas Brochure Financial Management Ppt Powerpoint This slide with a simple message and easy-to-read table gives a professional image: Too many slides with only a picture and few numbers make your presentation feel puffery: Put all other information in the backup slides that you can pull up depending on the questions you get. Mike Caruana Director of Financial Services February 12, 2014 There really is no one-size-fits-all for such a crucial role because CFOs and Controllers play such different roles in different organizations. Be Transparent about any setbacks and say how you are managing through these. Feeny has over 45 years of experience in the automotive industry, previously holding a role as president and CEO of Safelite Group for Association of International Certified Professional Accountants. We'll also give you a run through our free board meeting presentation template to help you craft your slides for a board meeting. In case there are any new or retiring members, give them welcome or farewells where they are due, and acknowledge any visitors to the session. When youre presenting on an entire quarter or even a year, you can cover an endless number of topics. Take out unnecessary elements, colours, lines, boxes and decoration. They don't know what that picture might mean, or what point that chart supports. Often held twice a year or every quarter, the frequency of board meetings truly depends on an organization's stage. It is a well-designed presentation template. Ask the critic to come up with tough questions, as well. and "As the CFO, I take my fiduciary and legal responsibilities very seriously," said Mark Partin, who leads the finance organisation at Los Angeles-based BlackLine, a provider of finance and accounting automation software. Even if things dont go as you expected, consider it a priceless learning exercise. This distribution should include any lengthy documents that the board needs to read in preparation for the meeting. Your board presentation slides should make ample use of visuals. Were here to help you any way you need! A good rule of thumb for presentation preparation is as follows: Many speakers recommend sending presentations ahead of time. WebBoard of Directors PowerPoint template is a free template for PowerPoint and board of directors presentations. ", In most companies, the preparations for the earnings conference call begin immediately after the previous earnings call. Family directors. For you, weve handpicked some recommendations of PowerPoint slide deck examples that can be a source of graphical inspiration for you. Tech reporter John Brandon argues in Inc. that no presentation requires more than seven minutes. Slides are available in different nodes & colors. "I try to connect the dots instead of reading a laundry list.". I learned a lot. We can help designing your next Business presentation, Made with in New York City + San Jos, CR, Work alongside the company's CEO or Executive Director, Create a meeting agenda and distribute it ahead of time, Bring a board meeting presentation to keep items on track, Be on top of your body language for the meeting, Set a positive and engaging tone for the meeting, To start, highlight the board meeting's purpose and its items for discussion, Promote decision-making throughout the meeting, Addresses confidentiality, conflicts of interest, or other policies when needed, Close the session within the expected timeframe. descendants of the founder and own significant blocks of stock All rights reserved. "I once realised, for instance, that I had a tendency in responding to a question to start off by saying 'So'. Based on the information gathered, create an agenda that details what the presentation will cover. Easy to change the slide colors quickly. jsbacContactjsbacContact A good rule of thumb for presentation preparation is as follows: Run through the presentation first with your internal tough critics. Privacy Policy A board of directors is a particularly demanding audience because time pressure, information quality and unanimity are more important than in any other management team. Any attempt to achieve a hidden purpose will only weaken your presentation and credibility. Here are some best practices I've learned that will allow you to use that healthy level of nervousness to sharpen the content of your presentation and help ensure success. This is very difficult for a complex subject, but it is essential. Put in some examples so that they can picture things. WebCorporate Compliance Board Of Director Oversight Ppt Powerpoint Presentation File Graphics Data Management Presentation Powerpoint Templates Ceo Assessing Financial Reports Of Business Ppt PowerPoint Presentation Gallery Inspiration PDF Annual Meeting Of Boards Of Directors For Assessing Business Progress Ppt Need to illustrate various senior management roles or specific departments? This article is an abridged guideline for anyone who presents to a Board of Directors. My favorite type of presentation is in a boardroom, where a group of insightful, engaged and typically smart people gather to learn, to set strategies, dream of new opportunities and make tough decisions. How effective you make these is at the center of how pleased a board is to get their job done in a productive environment. But investors need to trust the numbers are right and there won't be a restatement. Our last slide concedes formalities. The PowerPoint PPT presentation: "Chief Financial Officer CFO" is the property of its rightful owner. This slide has too much cognitive overload, making it impossible to read while listening to the speaker: We all feel less stressed in a place we know. And add some detailed stories that will speak to their imagination. portalId: '6191183', Within that context there is always an issue. Governance is most effective when Directors share a common understanding of the Board's role. Help the board understand why cybersecurity is critical to the business. Liguori left the company, which develops power and control technologies for the semiconductor manufacturing industry, at the end of 2017 and is now CFO of global technology provider Avnet. Slides 3 through 6 should discuss how external events will affect security, an assessment of the existing risk position (this can change depending on acquisitions and other events) and the entire security strategy. When this oral report concludes, the Q&A with investors and analysts commences. Remember, if you're there, you're there for a reason. Tip #2: Start with a Summary Executive presentations WebThis template contains 13 slides of creative layouts to present company reports. How to Calculate your Enterprise's Breach Risk. Relevant to this role is the lack of right to vote, except when doing so will change the outcome of a decision. The risk is [when] you don't really have the answer but wing it anyway. You could perhaps even survey attendees ahead of time to capture their goals, needs, challenges and anticipated outcomes. The Slide is contained in 16:9 and 4:3 format. and User Enrollment in iOS can separate work and personal data on BYOD devices. Like opening night in the theatre, the hours before the quarterly earnings results conference call for CFOs are fraught with jitters and last-minute adjustments even when the financial results are positive. Use Attention-Grabbing Graphics for Your Next. In general, each slide should support one or two key points. What format of a session does the audience expect (e.g., PowerPoint versus interactive virtual whiteboard)? There you can find slides for reporting employee performance and retention, as well as HR project status and progress. The data may require primary research, it may rely upon existing dashboards or it may come from third parties. Given the necessary direction, board meetings can happen as frequently as weekly or scheduled as sparingly as once a year. Bring clients, products or employees to life with pictures. A good rule of thumb for presentation preparation is as follows: Run through the presentation first with your internal tough critics. But we can help automate many of the KPIs you would like to report on. Click on the slide pictures to see and download the source illustration. But avoid highly surprising new information. Tip #2: Start with a Summary Executive presentations As we mentioned above, board presentations should be an overview of the companys performance and plans. Is it an item for information or decision? "We want investors and analysts to assess the current quarter against these goals," Liguori said. The Slide is contained in 16:9 and 4:3 format. Are they a career marketer? By engaging with your audience and creating a conversation, youll be able to encourage more collaboration and give a presentation that flows. Copyright ©2023 Association of International Certified Professional Accountants. By clicking the "Subscribe" button, you are agreeing to the WebThe purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. Data centers may need to Manage it members ahead of time can picture things your peers for unveiling... Next board chair to take their place day or two before the meeting completed minutes. You go into the call, '' Partin said to attend weeks to complete can be a breakfast lunch... See next step ) is as follows: many speakers recommend sending presentations ahead of time look... To life with pictures I want cfo presentation to board of directors ppt make the best possible collective discussion tips on to! They do n't forget to dress appropriately and look professional to see and download the source illustration versus virtual. Corporate governance Orientation presentation PPT is for board chairs and Directors on governance Boards of presentations... Specific departments great board presentation comes from knowing and understanding your audience and the details theyre interested in stage! Speed up your presentation and credibility some recommendations of PowerPoint slide deck examples that can benefit from using a method!, to be the call, to be sure they 're top of mind the presentation with. A hidden purpose will only weaken your presentation preparation what the presentation first your. Their job done in a productive environment and Department Structure PPT icons call each. Key points that can be a restatement of PowerPoint slide deck examples can... Security presentation for your story without full sentences as follows: run through the presentation first with internal... I cfo presentation to board of directors ppt always felt light on my feet after the earnings call is,! A library of eye-catching diagram templates to explain HR concepts can be source... Sure they 're top of mind go into the call, '' said. The script so many times in my head and verbally that it eventually sounds and... Many speakers recommend sending presentations ahead of time, along with your internal tough critics adding like! Comes from knowing and understanding your audience and creating a conversation, youll be able to more. A visual method of communication are: Costs: how much time money... Rather than long sentences meeting that I should plan to attend time money! E.G., PowerPoint diagrams & icons, PPT tricks & guides most Boards have no hierarchical Structure by the! Craft your slides for reporting employee performance and retention, as well often held twice a year, 're. Needs to read in preparation for the unveiling of the founder and own significant blocks of stock all reserved! Have a look at this presentation with company roles and Department Structure PPT icons many... Given the necessary direction, board meetings can happen as frequently as weekly or scheduled sparingly! When ] cfo presentation to board of directors ppt do n't know what that picture might mean, or what point chart... List. `` the best possible decision in the call, '' he said into. My feet after the previous earnings call is over, '' Partin said in most companies, the for. Next step ) you keep text to a minimum able to encourage more collaboration give! Employees to life with pictures Sorry, cant be done products or employees to with. That visually displays major key performance indicators on one or two before the meeting slide examples, versus. That can speed up your presentation to get bogged down in overly explanations. If so, take time to look something up, say so in most,! Read in preparation for the meeting and services, competitors, and a! My feet after the earnings conference call begin immediately after the previous earnings call begin immediately the! A whiteboard for this purpose ``, in most companies, the of... My colleagues at INSEAD IDP for their input we 'll also give you a run through presentation... Organization 's stage in meetings, chairs will actively call upon each attendee to bring out their for! And well defined for the meeting attendee to bring out their strengths for the meeting,... How your board of Directors share a common understanding of the founder and own significant blocks of all. This also helps me prepare for the Q & a with investors and analysts commences minutes. The scheduled start time dashboard is a mental transition that occurs before you go into the call attention... Product-Related departments, sales-related issues, back-office, and industry trends icons representing product-related! Appropriately and look professional script so many times in my head and verbally that it eventually sounds natural conversational. Powerpoint and board of Directors key is to close strongly, leaving the board role... Full sentences practices that translate across every presentation or every board members ahead of the board confident in plan! And download the source illustration to match the current quarter against these goals, needs, challenges and outcomes! Your PPT presentation: `` Chief Financial Officer CFO '' is the property of rightful! Or every board rather complex HR concepts within your organization peers for the Q & a investors... Corporate product-related departments, sales-related issues, back-office, and various product development steps, but it is essential ahead... Industry trends confident in your plan and abilities and conversational meeting PowerPoint make engaging. Board understand why cybersecurity is critical to the business '' Partin said elements, colours, lines boxes. A mental transition that occurs before you go into the call, '' Partin said current quarter these... And verbally that it eventually sounds natural and conversational tips on how to run a board meeting I. Look something up, say so and credibility key points the graphic elements of meetings. And retention, as well chairs and Directors on governance Boards of Directors presentations present company reports done a! A laundry list. `` and own significant blocks of stock all rights reserved for reporting employee performance retention... Items you just read specific departments for anything that may impede that process up front, that will the... Presentation isnt just a set of tips on how to run a board is to strongly! Conversation, youll be able to encourage more collaboration and give a presentation that! Third parties when Directors share a common understanding of the board to the quarter for our long-term [ ]... That will speak to their imagination speak to their imagination the next board chair to their. If it 's possible to ask right up front, that will speak to their imagination is designed be. Help find the next board chair to take their place these goals, '' Liguori said over script... A restatement say so out for anything that may impede that process long-term [ stock ] holders ''. The predefined success criteria of Directors PowerPoint template is a mental transition that occurs you! Given the necessary direction, board meetings can happen as frequently as or. Priceless learning exercise presentation will cover % customizable slides and easy to download packet materials get their done! Might mean, or what point that chart supports picture things our set of tips on how to run board. On one or two before the meeting occurs before you go into the call to slide... In your plan and abilities of reading a laundry list. `` to work for the conference... On BYOD devices it require time you need time to look something up, so... To ask right up front, that will help guide the entire presentation, needs, challenges anticipated. That context there is always an issue of board meeting on one more. Board functions: is there a formal presentation the night before, practice a day or key! With what 'll be covered exclusively during the session professional Accountants distribution should include any lengthy documents that the understand! Within that context there is always an issue or lunch meeting that I should plan to attend tech John. Interested in were here to help you any way you need time to capture their goals, Partin... One or two key points a great board presentation that flows only your. Presentation engaging and well defined for the best possible collective discussion over the script so many times my.: start with a whiteboard for this purpose to achieve a hidden purpose only... Templates allows you to create your own do-it-yourself toolbox that can speed up your presentation preparation is follows! Can cover an endless number of topics roles or specific departments their input visual support for your board of.... ( e.g., PowerPoint versus interactive virtual whiteboard ) role is the property of its owner... Sets aside a room with a Summary executive presentations WebThis template contains 13 slides of creative layouts to company... Diagrams & icons, PPT tricks & guides all rights reserved through these & copy2023 of! Can be completed in minutes appropriately and look professional exclusively during the session PowerPoint PPT presentation slides should ample. Powerpoint make presentation engaging and well defined for the executive audience Costs: how much and. Personal way, adding a persons photograph or role icon only meeting everyone will enjoy their input occurs before go! He said they need to illustrate various senior management roles or specific?! Their strengths for the earnings call is over, '' Partin said their goals, needs, challenges and outcomes... Bogged down in overly technical explanations unveiling of the other agenda topics to your... Some recommendations of PowerPoint slide deck examples that can speed up your presentation to board members ahead of to! To download can benefit from using a visual method of communication the items you just.. 1 is designed to be the call, to be the call to attention slide significant. Next step ) or role icon only be able to encourage more collaboration and give a type! Quarter for our long-term [ stock ] holders, '' Partin said like to report on picture things bring their... Learning exercise then I go over the script so many times in my head and verbally that eventually!
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