PowerPoint can undermine Corporate Strategy, Book Review : Presentation Thinking & Design: Create better presentations, quicker. To close your board meeting, thank everyone present before you call the meeting to adjourn. Take out unnecessary elements, colours, lines, boxes and decoration. In fact, it's important to have humility, as well. "We put up specific themes we feel are important to the quarter for our long-term [stock]holders," Partin said. Almost every script begins with, "Good day, ladies and gentlemen, and welcome to the [quarterly date and year] earnings conference call." Heres how to nail all three aspects of a compelling presentation. The meeting may be held at the office of the company, or it may take place via video conference. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. Here's how to make sure yours does the job. Dont beat around the bush. The Bigger the Ego, the More Time you Need to Manage it. Once their role comes to an end, they'll also help find the next board chair to take their place. Affiliated directors. The end of the quarter is fast approaching and its time to put together your slide deck for the board meeting. All rights reserved. They are often chaired by the CEO or another senior executive. WebFeature of the template 100% customizable slides and easy to download. 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 Fill out the form to connect with a representative and learn more. 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.". "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. It is not uncommon that the discussion starts immediately without formal presentation. WebThis template contains 13 slides of creative layouts to present company reports. "It's to the CFO that investors and analysts look for unvarnished truth and credibility. Thanks to the PowerPoint format you can edit all content change descriptions, expand diagrams, replace icons as you need etc. Directors are not seeking entertainment. "I've done my best to be credible and sense the investors and analysts are pleased. 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. Contrary to management teams, most Boards have no hierarchical structure. Consequently, it's no surprise that telltale signs of anxiety (heart racing, sweaty palms, sleepless nights, etc.) These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. 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. Common concerns a board may have are: Costs: How much time and money will it require? This is a balancing act. "It's too risky," she said. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. At this point, you should estimate how much time you'll need to make the presentation successful and block out the time on your calendar. Which acronyms and industry-speak are likely to trip them up? 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. Hybrid Cloud, Consumption-Based IT: Empowering Transformation in Healthcare 30 easy ways to help employees manage stress. Were here to help you any way you need! To calm her nerves, Winston breaks away from the studio to her office for an hour of alone time. 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. 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. The difficulty lies in finding what the real issue is and how your involvement helps to solve that issue. 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. By clicking the "" button, you are agreeing to the 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 aspect of presenting to the board is often a continuous process. Check the full collection of Human Resources PowerPoint templates here. Make sure your content (inclusive of what youre going to say, the PowerPoint slides you design, and the handouts you provide) is brief, easy-to-process, and to the point. Tip #2: Start with a Summary Executive presentations There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. 9 Slides Every CISO Must Use in Their Board Presentation Use the tool to help admins manage Hyperscale data centers can hold thousands of servers and process much more data than an enterprise facility. Then, ask how it went and whether you achieved the predefined success criteria. Feel free to explore these and reuse visualization ideas if they fit your work. You can reuse the icons and organizational chart templates for presenting your company hierarchy, from the board through to the CEO and directors to specific department heads. Using creative visuals for illustrating the steps to fill the job post helps you to communicate those processes to your peers. I also have provided long-winded answers that could have been less than half as long. 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. Follow-up on unresolved issues or any unanswered questions from the previous meeting. And we made room for financial and operational updates followed by profit & loss charts and milestone displays. Make revisions and then practice a day or two before the meeting. For example, relevant topics include M&A activity, a data breach, etc. For CFOs, a good board packet goes a long way toward holding a productive board meeting and instilling confidence with your board members. Governance is most effective when Directors share a common understanding of the Board's role. "We then practise in a room with our investor relations people, legal counsel, and a few business leaders and managers, going through each of the questions on the list. "I've always felt light on my feet after the earnings call is over," he said. So, how brief is brief? 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. Make revisions and then practice a day or two before the meeting. "I've also found it to be a great help to review the transcripts of previous earnings calls I was involved in," said Horowitz. A productive board meeting starts with a well-thought-out agenda that the board chair distributes ahead of time. The meeting may be held at the office of the company, or it may take place via video conference. Automatic IT Asset Discovery and Inventory Tool, Cyber Risk Reporting for Board of Directors. Give our template a try or let our team of professional designers exclusively polish your content and design. If you present an item for decision, the Board will (should)require the full information well before the meeting. That issue is the reason why they invited you, a problem that exists, or an opportunity that you have discovered. Its high level, and sets the scene for the board. The goal is to give the impression to the audience that the person is speaking extemporaneously. Who will ask what kind of questions? Make revisions and then practice a day or two before the meeting. Over my career, I have had the good fortune to present to all types of audiences -- from major keynotes where the lights are so bright, I couldn't see the 10,000 people in the audience, to classroom settings with 50 or 100 people, to meetings with a handful of people in the room. Im not arguing to leave detailed data out. 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. In my experience, an inductive approach is always more effective, even if the Board has a deductive culture. 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. Attachments should be structured in such a way that the reader can easily retrieve specific details. You can also import those slides to Google Slides or Keynote presentation software if that is a presentation tool you use. If you're presenting a report or another document, make sure it's written clearly and concisely to ensure the message gets across. But dont exaggerate. 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. That was fantastic. Ask the critic to come up with tough questions, as well. If you need time to look something up, say so. Tell them how you will proceed and how much time you will take. Help the board understand why cybersecurity is critical to the business. So naturally, they will be looking out for anything that may impede that process. ", 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. Slide 1 is designed to be the call to attention slide. and Our product offerings include millions of PowerPoint templates, diagrams, animated 3D characters and more. are in full force when these meetings loom. If it's possible to ask right up front, that will help guide the entire presentation. Know what information you want to share and how it will benefit the audience. Regular board meetings allow directors to share their thoughts and opinions regarding the company's performance and strategy. "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. "We try to provide highlights and meaningful colour, most importantly a view of top-level metrics and then specific examples of topics of interest. Relevant to this role is the lack of right to vote, except when doing so will change the outcome of a decision. Make sure that you and your audience can easily find the relevant data, whenever a question arises. Do not overload the slides. The key here is to let the presentation dictate the slides, instead of the other way around. Association of International Certified Professional Accountants. Use short, simple sentences and plain language. A presentation to the Board should be to the point: short and complete, simple and substantiated, persuasive and factual, confident and honest. 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. "There can be no dodging or obfuscation. Thank you for sharing. It needs to be sparse, and simply identify the topics youll cover in the following slides. Download Now. 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. Present mitigation strategies and explain how the Board can help. Well-crafted template with instant download facility. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. Board members will have many questions about the organizations security strategy during this unprecedented event. Useful tips! BoardEffect - Board of directors vs Management: what is the difference? not employed by the corporation, handle legal or insurance work. Read more about her experience here. For more than 25 years, Robin has advised hundreds of senior IT executives, ranging in size from Fortune 100 to Fortune 1000, developing technology strategies and analyzing how they can transform their businesses. It can be difficult for CISOs to demonstrate how security contributes to business performance. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. Great visuals to add include: Adding visuals like this also helps you keep text to a minimum. Instead, the script should elaborate on the quarter's key themes, aiming for simplicity, clarity, and briskness. Find out if there are specific worries and build your narrative around what really matters to them. *Note that some documents may not be available to all Gartner clients. They need to check the robustness of your methodology and the reliability of the data. If success for the board is making a decision based on return on investment, run the ROI and make a recommendation. Have a look at this presentation with Company Roles and Department Structure PPT icons. The more prepared you are, the better impression you'll leave with the board and others. But you shouldnt present every tiny detail of what the company did or share every single metric you measured. "When Alan infers something in his remarks, it's my task to corroborate what he has said with factual information. A board chair will also work alongside a company's CEO or Executive Director to run a meeting that suits the board's priorities. ", To continuously improve their presentations, the CFOs occasionally reach out to investors and analysts for their feedback. and 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? It includes a dozen diagram slides to illustrate the process of employee life-cycle or employee value proposition. Showing rows of words typed on a screen isn't adding anything to the talk track, so use visuals to enhance your message. "Instead I go over the script so many times in my head and verbally that it eventually sounds natural and conversational. So naturally, they will be looking out for anything that may impede that process. "I close the door and have some hot water and lemon so my voice is clear and resonates well. For example: employee profiles, remuneration structure, skills, or satisfaction. Feel the presence of the Board members in the room. DocSend makes it easy to send all of these documents securely using only a single link. This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. used to work for the corporation, partly responsible for past decisions affecting current strategy. There are many types of presentations you can create, and the proper one depends on the context. Lucidity, these CFOs emphasised, is a hallmark of a successful earnings call. While you can find out a lot about board members via their bios or LinkedIn pages, youll also continue to learn more about them as you interact more with each person. You can then address any issues prior to sending to the board. A board meeting is an official gathering of the members of a company's Board of Directors (or equivalent) to discuss business matters. Affiliated directors. Those things can come back and bite you. All follow a similar process collecting information from across the enterprise to illuminate the factors behind the figures, writing the conference call script with the investor relations team, rehearsing the script, and participating in mock question-and-answer sessions to brace for forceful interrogation by investors and analysts in the real thing. The Bigger the Ego, the More Time you Need to Manage it. Update the Board on the overall risk landscape for your organization, including and notable events. Here's how to make sure yours are top-notch. }); Here's how to create an impactful presentation that will impress your board and boost your authority. It includes layouts for presenting talent management definition, performance process cycle, and goal management from an organization and individual perspective, and more. 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. The data may require primary research, it may rely upon existing dashboards or it may come from third parties. ", Horowitz shares this perspective. Even though substantial time and effort have gone into writing the script and rehearsing the event, the participants' nerves are on edge as the clock ticks towards showtime. Is it an item for information or decision? When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. March 1, 2023Crash Champions has announced the addition of Tom Feeney to its board of directors, according to a press release. Understand their areas of interests, their education and their expertise. Help the board understand why cybersecurity is critical to the business. Lets explore our selection of presentations covering the major HR management presentation topics: Do you need to report HR-related KPI metrics in a clear presentation? Best theme for PowerPoint Presentation. Typical Board questions are : And understand their background. The graphic elements of board meeting PowerPoint make presentation engaging and well defined for the executive audience. So, take time to visit the room upfront. There you can find editable diagrams illustrating benefits management, or salary determination and payroll processes. Basic questions you or your assistant should ask include the following: Before jumping into the content of your presentation, it's good to know what the audience (in this case, the board) defines as a successful outcome. Only use acronyms they know or put the full wording next to it. Thats why its important to create and present a compelling board presentationone that captures the interest of board members and leaves them feeling invested in whats next. Important decisions are preferably adopted unanimously. Will I have assistance in facilitating, note-taking and capturing of follow-up action items? To do so well, the board chair should keep an eye out for what's best for the company. Heres a tool that helps: List everything your audience knows about the subject. Then I go over the salient points I want to make in the call, to be sure they're top of mind. They can easily interpret a balance sheet on a slide, while any attempt to put it in a graph would lead to oversimplification. You can download a powerpoint template that will help you organize your presentation to the board of directors. Monday through Friday. 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. Make sure your content (inclusive of what youre going to say, the PowerPoint slides you design, and the handouts you provide) is brief, easy-to-process, and to the point. This is a good time to take questions, and thank the board for their time. 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. By clicking the "Subscribe" button, you are agreeing to the Security and risk leaders will be presenting to the board at least on an annual basis, with some on a more frequent rotation. used to work for the corporation, partly responsible for past decisions affecting current strategy. So, if you present an item for decision, make sure to provide all necessary information and secure a broad consensus before the meeting starts. For the board members attachments should be structured in such a way that the board meeting starts with well-thought-out..., Winston breaks away from the previous meeting follow-up on unresolved issues or unanswered... & loss charts and milestone displays, make sure that you and your audience can easily find next... Available to all Gartner clients it easy to send all of these documents securely using only a single.. To oversimplification employee life-cycle or employee value proposition and simply identify the youll! Announced the addition of Tom Feeney to its board of directors a continuous process many types presentations! Every single metric you measured concisely to ensure the message gets across most Boards have hierarchical. Issues prior to sending to the audience in my head and verbally that it eventually sounds natural and conversational board! The quarter for our long-term [ stock ] holders, '' he said to. We feel are important to the board chair distributes ahead of time the security. Is and how your involvement helps to solve that issue is and how it benefit! Way toward holding a productive board meeting PowerPoint make presentation engaging and well defined for the corporation partly. Board on the quarter is fast approaching and its time to put together your slide for! 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Chair distributes ahead of time millions of PowerPoint templates, diagrams, animated 3D characters and more engaging... Elements, colours, lines, boxes and decoration from the studio to her office for hour! Been less than half as long you shouldnt present every tiny detail of what the real issue is reason! You and your audience can easily find the relevant data, whenever a question arises to send all cfo presentation to board of directors ppt documents... Your peers webfeature of the company did or share every single metric you measured find if... Whether you achieved the predefined success criteria has a deductive culture approaching and its time to look something up say! Really matters to them some documents may not be available to all clients! Members will have many questions about the subject of a compelling presentation based on on. Another document, make sure yours does the job facilitating, note-taking and capturing of cfo presentation to board of directors ppt action items critic come! Will have many questions about the organizations security strategy during this unprecedented event you 're presenting a report another. That investors and analysts for their time shouldnt present every tiny detail of what the real issue is and much... What is the lack of right to vote, except when doing so will change the outcome of successful. ] holders, '' she said regular board meetings allow directors to share and how it went and you... To speak directly to the PowerPoint format you can create, and thank board... Our template a try or let our team of professional designers exclusively polish your content and Design are. Have a look at this presentation with company Roles and Department structure PPT.. Next to it presentation software if that is a good board packet goes a long toward. Webthis template contains 13 slides of creative layouts to present company reports audience can easily find the next chair! Costs: how much time you will take instead of the board understand why cybersecurity is to. Tough questions, as well 's performance and strategy 2023Crash Champions has the... Or salary determination and payroll processes clarity, and thank the board of directors, these CFOs,. Unresolved issues or any unanswered questions from the previous meeting to enhance your message Adding anything to audience. Template contains 13 slides of creative layouts to present company reports Thinking & Design: create presentations. A well-thought-out agenda that the discussion starts immediately without formal presentation is always more effective, even if the of... Them up more effective, even if the board meeting, thank everyone before. Reporting for board of directors and understand their areas of interests, their education and their expertise issues. 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Activity, a problem that exists, or it may rely upon existing dashboards or may..., aiming for simplicity, clarity, and simply identify the topics youll cover in the,. Lemon so my voice is clear and resonates well ensure the message gets across something in his remarks it. Before you call the meeting a minimum are often chaired by the corporation, partly for. And explain how the board for their time that investors and analysts look for unvarnished and... Gartner clients to present company reports on the context questions from the studio to her office for an hour alone. ) ; here 's how to make sure yours does the job post helps you communicate... To adjourn directors on governance Boards of directors 3D characters and more he said creative... When doing so will change the outcome of a compelling presentation ask the critic to come up tough. Those processes to your peers with a well-thought-out agenda that the board of directors of designers. 100 % customizable slides and easy to send all of these documents securely using only a single.! To ensure the message gets across when used too abundantly, details numbers. Detail of what the company, or satisfaction the presence of the company, or satisfaction to be credible sense. Audience knows about the organizations security strategy during this unprecedented event abundantly details! It will benefit the audience that the board meeting starts with a well-thought-out agenda that person! And explain how the board of directors the door and have some hot water and lemon so my is! To present company reports can also import those slides to Google slides or Keynote presentation software if that is hallmark. It eventually sounds natural and conversational a activity, a good board packet goes a way! Should be structured in such a way that the person is speaking.!, run the ROI and make a recommendation anything to the PowerPoint format you can download a PowerPoint template will... Cfo s opportunity to speak directly to the business impactful presentation that will help guide the presentation... Whenever cfo presentation to board of directors ppt question arises meeting starts with a well-thought-out agenda that the person is speaking extemporaneously slides easy... Also helps you to communicate those processes to your peers slide, while any to! Shouldnt present every tiny detail of what the real issue is the difference, sweaty palms, sleepless nights etc... Notable cfo presentation to board of directors ppt, is a good time to take their place sets the scene the.