Then give the 3 to 5 key arguments or elements that you want them to remember. To The Point At Work provides Coaching and Support to Directors, Executives and Experts. Keep it visual. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. Am I projecting confidence or uncertainty? The data may require primary research, it may rely upon existing dashboards or it may come from third parties. What do your board of directors and C-suite colleagues really want to know? 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BoardEffect - Board of directors vs Management: what is the difference? While boardroom presentations are my favorite, that's not to say they are easy or stress free. If you're presenting a report or another document, make sure it's written clearly and concisely to ensure the message gets across. Should you participate in the discussion? As a tip, sometimes a quick phone call can keep many items from popping in a board meeting. Just be who you are. WebFeature of the template 100% customizable slides and easy to download. Check the full collection of Human Resources PowerPoint templates here. Board meetings typically last between one hour and two hours. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. 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. You should have confidence. The answer to this challenge is a meticulous preparation in 4 steps: The Board has invited you for a purpose. Fill out the form to connect with a representative and learn more. If you didnt understand the question, ask for explanation. Privacy Policy. See you in October! Also, touch base with the Executive Director for any items before you work with the secretary on a final and closing record. 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. Gartner Terms of Use They stuck out in the transcripts.". The length of the pre-read depends on the importance and complexity of the subject and will typically consist of 3 parts: The executive summary contains your conclusion and the 3-5 key arguments or take-aways. PowerPoint can undermine Corporate Strategy, Book Review : Presentation Thinking & Design: Create better presentations, quicker. User Enrollment in iOS can separate work and personal data on BYOD devices. 8 a.m. 7 p.m. 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. Who will ask what kind of questions? And every Board is different. All rights reserved. A presentation to the Board should be to the point: short and complete, simple and substantiated, persuasive and factual, confident and honest. ET Gartner Terms of Use Visually guide the attention to make it clear what to look at first, second and third. Are there any preferences or requirements for technology (i.e., slide size, adapters, etc.)? Bring clients, products or employees to life with pictures. 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. Well convert it to an HTML5 slideshow that includes all the media types youve already added: audio, video, music, pictures, animations and transition effects. Board presentations are one of the most important ways you communicate with your companys board. It's acceptable to ask in the logistics meeting what the dress code is so that you align yourself with the "feel" of the room. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. "We want investors and analysts to assess the current quarter against these goals," Liguori said. In fact, it's always wise to block an appropriate amount of time (a few hours, a few days -- whatever you think may be needed) after the logistics call so that time is not scheduled over if you need it. Is it an item for information or decision? The night before, practice a third time in front of a mirror again, and get a good night's sleep. Read more about her experience here. I learned a lot. The risk is [when] you don't really have the answer but wing it anyway. Do they come from the finance world? Crash Champions Appoints Tom Feeney to Board of Directors. The answer to this challenge is NOT to make a TED-like presentation. Keep it simple. Those things can come back and bite you. After all, I think, who remembers Warren Buffett's CFO?". For example, I would introduce what these directions mean in terms of investments in the business, the returns expected from these investments, and the growth expectations in revenue and earnings.". Automating your board-level presentations Sorry, cant be done. Know what information you want to share and how it will benefit the audience. Update the Board on the overall risk landscape for your organization, including and notable events. 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. 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 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. That means knowing each board members background. Make sure that you and your audience can easily find the relevant data, whenever a question arises. Explore more blog posts to find the right infographics and visuals for presenting your ideas: To try out how these PPT diagrams work, get a free sample of PowerPoint diagrams and icons that you can use to play with this kind of presentation graphic. That was fantastic. You could perhaps even survey attendees ahead of time to capture their goals, needs, challenges and anticipated outcomes. "It's to the CFO that investors and analysts look for unvarnished truth and credibility. "I close the door and have some hot water and lemon so my voice is clear and resonates well. Dont make your narrative deductive: dont take them through the complete analysis. But present your methodology and data as a supporting argument for the conclusions, not as a long introduction to the conclusion. Explaining these rather complex HR concepts can be a lot easier when you use clear visuals. "We try to provide highlights and meaningful colour, most importantly a view of top-level metrics and then specific examples of topics of interest. They want to make the best possible decision in the shortest possible time, while taking all information and risks into account. A board presentation is the CEOs or CFOs opportunity to speak directly to the board of directors. That dialogue makes it easier to solicit input on key challenges, win buy-in on new projects, and secure any financial needs. Ask the critic to come up with tough questions, as well. But I assure you, I'll have it for you after this meeting." It contains the answers to the key questions and a few selected details and numbers. "We spend our business lives in meetings or at our desks solving day-to-day problems. "The CEO is expected to speak more about higher-level strategy and operations what is happening in the industry and the marketplace and what the company is doing in its plans for the future," she explained. As you'd expect, the CFO at Ford Motors would not logically be expected to perform the same functions as the CFO of Wells Fargo. For example, I would introduce what these directions mean in terms of investments in the business, the returns expected from these investments, and the growth expectations in revenue and earnings." Lucidity, these CFOs emphasised, is a hallmark of a successful earnings call. Here's how to make sure yours are top-notch. "The CFO follows up with a deeper layer of details based on the CEO's forward-looking statements the numerical outcome of these strategic directions. Then you can be prepared for more in-depth questions that may arise. 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 FM interviewed five CFOs to determine their best practices. Very practical, Ed. You can also import those slides to Google Slides or Keynote presentation software if that is a presentation tool you use. You can download a powerpoint template that will help you organize your presentation to the board of directors. 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. Succession makes PowerPoint PPT presentation Number of Views: 4787 Avg rating:3.0/5.0 Slides: 35 Provided by: econ5 ", In most companies, the preparations for the earnings conference call begin immediately after the previous earnings call. Visualise this story on 1-7 slides.. People cant read and listen at the same time. As you'd expect, the CFO at Ford Motors would not logically be expected to perform the same functions as the CFO of Wells Fargo. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. Crash Champions Appoints Tom Feeney to Board of Directors. In the spotlight being judged by investors and analysts, no CFO wants to deliver a lacklustre performance. Error submitting the form. Click on the slide pictures to see and download the source illustration. 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. It includes a dozen diagram slides to illustrate the process of employee life-cycle or employee value proposition. Well-crafted template with instant download facility. I disagree. Prepare for a CIO interview with these 20 questions, Top 7 CIO challenges in 2022 and how to handle them, The CIO role, from IT operator to business strategist. FMis published by theAssociation of International Certified Professional Accountants, the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. Calling a board meeting to order is a matter of giving a quick statement with the precise start time and date of the meeting to literally let people know the session started. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. When should I hold my next board meeting? Whatever version of these slides makes sense for your enterprise will enable you to highlight metrics and how the security team is contributing to the positive outcome. Family directors. Don't forget to dress appropriately and look professional. Visually show the information. Affiliated directors. You can download a powerpoint template that will help you organize your presentation to the board of directors. Make sure everyone agrees with what'll be covered exclusively during the session. Heres how to nail all three aspects of a compelling presentation. "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. Above all, keep your presentation short (10 to 25% of the time, leaving 75 to 90% for discussion and decision). WebRecruitment and Selection Update (July 2011 - June 2012) Affiliated directors. But avoid highly surprising new information. Read more: 5 Security Questions Your Board Will Inevitably Ask, Boards are becoming increasingly interested in security and risk management; however, theres often a misalignment between what the board needs to know and what security and risk management leaders are able to convey, says Rob McMillan, Managing VP, Gartner. While private company finance leaders do not typically have public earnings calls, many of these skills can also be valuable in meetings with their bankers, investors, or other critical stakeholders. For CFOs, a good board packet goes a long way toward holding a productive board meeting and instilling confidence with your board members. There are 16 pre-designed org charts editable in PowerPoint, for example: Creating your own organizational chart in PowerPoint allows you to get a unique-looking org chart and make flexible changes to reflect organizational fluctuations. This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. "I've always felt light on my feet after the earnings call is over," he said. WebThis template contains 13 slides of creative layouts to present company reports. By using the site, you consent to the placement of these cookies. Check this HR Metrics Dashboard Data ChartsPowerPoint template with places for displaying the KPI measures. Before you begin creating bulleted slides for all the projects your team is working on, take a moment to zoom out. An HR dashboard is a presentation type that visually displays major key performance indicators on one or more slides. Help the board understand why cybersecurity is critical to the business. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. You're there for a reason, so you need to ask, "What can I offer that they don't know already?". They are often chaired by the CEO or another senior executive. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. Highlight risks that require immediate action. Common concerns a board may have are: Costs: How much time and money will it require? The PowerPoint PPT presentation: "Chief Financial Officer CFO" is the property of its rightful owner. There are many types of presentations you can create, and the proper one depends on the context. Messaging and communication are especially important in the current context of a, Boards are becoming increasingly interested in security and risk management; however, theres often a misalignment between what the board needs to know and what security and risk management leaders are able to convey,, , Managing VP, Gartner. Then, revise if needed and get started on the content. 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. Also, there might be questions that you'd like to address or clarify in the presentation before sending it. When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. Only use acronyms they know or put the full wording next to it. The Slide is contained in 16:9 and 4:3 format. It usually takes place once per month. Bringing a board meeting presentation to a session will help keep the meeting on track, and the audience engaged. Once their role comes to an end, they'll also help find the next board chair to take their place. Instead, the script should elaborate on the quarter's key themes, aiming for simplicity, clarity, and briskness. Slides are available in different nodes & colors. BlackLine sets aside a room with a whiteboard for this purpose. You don't want to wait until the end of the fiscal year or even the beginning of the new fiscal year to set dates for your next board meeting. WebThis template contains 13 slides of creative layouts to present company reports. Tech reporter John Brandon argues in Inc. that no presentation requires more than seven minutes. 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. So, take time to visit the room upfront. "The things the CEO says should tee up the things the CFO says," Stillwell said. Consequently, it's no surprise that telltale signs of anxiety (heart racing, sweaty palms, sleepless nights, etc.) Dont have your own hidden agenda! Winston today is the CEO of financial and board advisory consultancy WinsCo Enterprises Inc. Partin shares this view: "The earnings call is for the benefit of investors and analysts. In good quarters or bad ones, they're ready to relay the results and elucidate the reasons and ramifications. 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 "I try to connect the dots instead of reading a laundry list.". "I once realised, for instance, that I had a tendency in responding to a question to start off by saying 'So'. The night before, practice a third time in front of a mirror again, and get a good night's sleep. Finally, wrap up the presentation with a closing slide to reiterate the main points and any action items. 5-stage remote onboarding checklist for new hire Get started with Amazon CodeGuru with this tutorial, Ease multi-cloud governance challenges with 5 best practices, Top cloud performance issues that bog down enterprise apps, How to ensure iPhone configuration profiles are safe, How to remove a management profile from an iPhone, How to enable User Enrollment for iOS in Microsoft Intune, Use Cockpit for Linux remote server administration, Get familiar with who builds 5G infrastructure, Do Not Sell or Share My Personal Information. When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. Replacing, adding, or removing a position or department is a matter of fast shape modification. Thank you for sharing. There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. If possible, rehearse your presentation in the Board room. Take out unnecessary elements, colours, lines, boxes and decoration. The practice sessions should inject confidence in your ability to deliver a stellar presentation. Select those elements that radiate the enthusiasm, pride, or whatever emotion you want to convey. Feel free to explore these and reuse visualization ideas if they fit your work. 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. Is it OK to arrive early, and if so, can we get set up with our presentation ahead of time? Security and risk leaders will be presenting to the board at least on an annual basis, with some on a more frequent rotation. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. There are 4 key parts to your board presentation: Summarize the takeaways from the previous Board presentation. Association of International Certified Professional Accountants. Use short, simple sentences and plain language. If you present an item for decision, the Board will (should)require the full information well before the meeting. "CEOs have more flexibility to freewheel it a bit, putting their personality fingerprint on the company. Our product offerings include millions of PowerPoint templates, diagrams, animated 3D characters and more. 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. Visit the room upfront 5 key arguments or elements that radiate the enthusiasm pride... That investors and analysts to assess the current quarter against these goals, needs, challenges and anticipated.. May have are: Costs: how much time and money will require... Slides to Google slides or Keynote presentation software if that is a meticulous preparation in 4 steps the. Says should tee up the presentation with a representative and learn more this HR Metrics data! In iOS can separate work and personal data on BYOD devices holding a productive board meeting instilling... Dashboard is a hallmark of a company use clear visuals perhaps even survey attendees ahead of time capture... Corporate Governance Orientation presentation PPT is for board Chairs and directors I 'll have for... Dont make your narrative deductive: dont take them through the complete analysis dress appropriately and look professional numbers. ) Affiliated directors, while taking all information and risks into account 's to the key questions and a selected..., take a moment to zoom out a question arises in 16:9 and format. Abundantly, details, numbers and emotion can ruin everything transcripts. `` CFO says, '' Stillwell.! This Corporate Governance Orientation presentation PPT is for board Chairs and directors on Governance Boards directors... Be a lot easier when you use clear visuals to say they often... Data on BYOD devices your companys board sure everyone agrees with what 'll be covered exclusively the... Emotion can ruin everything 16:9 and 4:3 format can Create, and the engaged... Update ( July 2011 - June 2012 ) Affiliated directors the conclusions, not as a tip sometimes! Dress appropriately and look professional: `` Chief Financial Officer CFO '' is the property its... Through the complete analysis the question, ask for explanation the Executive for. Those slides to illustrate the process of employee life-cycle or employee value proposition clarity and! Information well before the meeting on track, and secure any Financial needs are top-notch items before you with! Important ways you communicate with your companys board compelling presentation templates here rely..., the board at least on an annual basis, with some on a more frequent rotation lives meetings! And briskness `` I close the door and have some hot water and lemon so my voice is clear resonates!, adapters, etc. ), Book Review: presentation Thinking &:. The most important ways you communicate with your companys board next to it presentation the! To arrive early, and get a good board packet goes a long way toward holding productive. Check this HR Metrics Dashboard data ChartsPowerPoint template with places for displaying KPI... And notable events proper one depends on the slide is contained in 16:9 and 4:3 format one depends on quarter. Moment to zoom out may require primary research, it may rely upon existing or. Flexibility to freewheel cfo presentation to board of directors ppt a bit, putting their personality fingerprint on the.! Risk is [ when ] you do n't forget to dress appropriately and look professional and!, or removing a position or department is a presentation type that Visually displays major key indicators! Once their role comes to an end, they 're ready to relay results! Can undermine Corporate Strategy, Book Review: presentation Thinking & Design: better! Should tee up the things the CEO or another Senior Executive on, a. Used by CFO or CEO presentations to make the best possible decision in the transcripts. ``, adding or! You 'd like to address or clarify in the spotlight being judged by investors and to... Practice sessions should inject confidence in your ability to deliver a stellar presentation to freewheel a! 4 steps: the board room put the full collection of Human Resources PowerPoint templates, diagrams animated... Action items dress appropriately and look professional and have some hot water and lemon so my voice is and! Cfo '' is the CEOs or CFOs opportunity to speak directly to the placement of these cookies 3... The key questions and a few selected details and numbers that dialogue makes it easier solicit. Products or employees to life with pictures the same time appropriately and look professional check the full well! Board chair to take their place boardroom presentations are my favorite, that 's not to it. An end, they 're ready to relay the results and elucidate the reasons ramifications... Board on the overall risk landscape for your organization, including and notable events Visually. Board meeting and instilling confidence with your companys board if so, take time to their... Liguori said invited you for a purpose Chief Financial Officer CFO Description Personalities... Take out unnecessary elements, colours, lines, boxes and decoration there any preferences requirements! Blackline sets aside a room with a whiteboard for this purpose document, make sure yours are top-notch action! Know or put the full wording next to it for decision, the board why! Champions Appoints Tom Feeney to board of directors them to remember a successful earnings.... Can keep many items from popping in a board may have are: Costs: much... It clear what to look at first, second and third can,. It will benefit the audience engaged meeting presentation to a session will help you organize presentation! '' he said Financial needs board packet goes a long introduction to the placement of these cookies,! Cfo? `` you after this meeting. for displaying the KPI measures not as a long introduction the! Presentation is the CEOs or CFOs opportunity to speak directly to the board of directors: board!, aiming for simplicity, clarity, and if so, take time to the! `` the things the CEO says should tee up the presentation with a closing slide to reiterate the points... Ios can separate work and personal data on BYOD devices these CFOs emphasised, is presentation. Needed and get a good night 's sleep look at first, second and third document, make sure 's! Get started on the overall risk landscape for your organization, including and notable events story on slides. Ppt is for board Chairs and directors on Governance Boards of directors feel free to explore these and reuse ideas. Their business or Corporate needs to capture their goals, needs, challenges and anticipated outcomes: `` Chief Officer! Preferences or requirements for technology ( i.e., slide size, adapters, etc. ) current quarter against goals... Adapters, etc. ) Boards of directors survey attendees ahead of time to visit the room upfront a.... Cfo '' is the CEOs or CFOs opportunity to speak directly to the board of directors ways you communicate your... Moment to zoom out radiate the enthusiasm, pride, or whatever emotion you them. Desks solving day-to-day problems data, whenever a question arises Summarize the takeaways from the previous board presentation is CEOs... Needs, challenges and anticipated outcomes are 4 key parts to your board presentation: `` Chief Financial CFO! Creating bulleted slides for all the projects your team is working on, take time to visit room! User Enrollment in iOS can separate work and personal data on BYOD.! Meeting on track, and get started on the overall risk landscape for your organization, including notable. To explore these and reuse visualization ideas if they fit your work the site you! This presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and directors PowerPoint presentation... Powerpoint templates, diagrams, animated 3D characters and more the form to connect a... Customizable slides and easy to download Costs: how much time and money will it require feet after the call. A mirror again, and briskness engaging PowerPoint presentations for their business or Corporate needs but spices... Meeting. ( July 2011 - June 2012 ) Affiliated directors emphasised, is a presentation type that Visually major! Listen at the same time the results and elucidate the reasons and ramifications read listen! Board on the quarter 's key themes, aiming for simplicity, clarity and... And briskness CFO or CEO presentations to make engaging PowerPoint presentations for business... Invited you for a purpose time and money will it require get a board! Employees to life with pictures presentation PPT is for board Chairs and directors on Governance of. Not as a tip, sometimes a quick phone call can keep many items from popping in a board:! Or put the full wording next to it to take their place, challenges and anticipated outcomes items... Governance Boards of directors. ) for this purpose presenting a report or another document, make sure are. Key questions and a few selected details and numbers 's key themes, aiming for simplicity, clarity and! Stuck out in the shortest possible time, while taking all information risks... Can separate work and personal data on BYOD devices to assess the current quarter against these goals, '' said... They 'll also help find the next board chair to take their place some hot water and lemon my!, putting their personality fingerprint on the context quarters or bad ones they... Themes, aiming for simplicity, clarity, and the proper one depends on the slide pictures to see download..., these CFOs emphasised, is a hallmark of a company while taking all information and risks into.... Any preferences or requirements for technology ( i.e., slide size, adapters, etc. ) HR Dashboard... Water and lemon so my voice is clear and resonates well narrative deductive: dont take them through complete... And Backgrounds of Senior Management and directors role comes to an end, they also... Anxiety ( heart racing, sweaty palms, sleepless nights, etc. ) that Visually displays major performance!