cfo presentation to board of directors ppt

With Balbix, the board presentation that wouldve taken weeks to complete can be completed in minutes. Clearly present the organization management flows, company size, and personnel structure. Before starting work, ask who will be in the meeting and get biographies and photos of each person. Feeny has over 45 years of experience in the automotive industry, previously holding a role as president and CEO of Safelite Group for If success for the board is making a decision based on return on investment, run the ROI and make a recommendation. 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. That helps you prepare for what someone might ask you, and it gives you confidence that you've prepared for the tough interrogation. WebFeature of the template 100% customizable slides and easy to download. What is the exact scope? Here's how to make sure yours does the job. Whatever your area of interest, here youll be able to find and view presentations youll love and possibly download. There are 4 key parts to your board presentation: Summarize the takeaways from the previous Board presentation. used to work for the corporation, partly responsible for past decisions affecting current strategy. All directors have the opportunity to ask questions and voice concerns about the company's progress. "I try to connect the dots instead of reading a laundry list.". I disagree. 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. Even if things dont go as you expected, consider it a priceless learning exercise. If you're looking to start planning your next board meeting, we recommend starting now. Treat your board presentation as a three-act playmeaning it should have a clear beginning, middle, and end. This is a tougher decision than it should be. 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. Then go straight into the heart of the subject and deliver your short presentation. We'll also give you a run through our free board meeting presentation template to help you craft your slides for a board meeting. But I assure you, I'll have it for you after this meeting." For you, weve handpicked some recommendations of PowerPoint slide deck examples that can be a source of graphical inspiration for you. Copyright 2023 Balbix, Inc. All rights reserved. Clients receive 24/7 access to proven management and technology research, expert advice, benchmarks, diagnostics and more. This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. Don't let your feelings get hurt if that person comes back with some harsh criticism -- that's good! 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." Slides are a mere visual support for your story without full sentences. This is their opportunity to learn all they can, and it's our responsibility to give it to them. A good rule of thumb for presentation preparation is as follows: Run through the presentation first with your internal tough critics. Need to Directly Control the Information, Hiring, Training, and Development of the Finance, Functional Confidant OM, Kennedy YUM, Knopf, The Bigger the Ego, the More Time you Need to, Corporate Culture is Important to Understand and. Ask for questions and let the discussion unfold. Easy to change the slide colors quickly. Find out how your Board functions: Is there a formal presentation? Copyright 2007 - 2023, TechTarget 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. used to work for the corporation, partly responsible for past decisions affecting current strategy. PowerShow.com is a leading presentation sharing website. 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. 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. "We discuss what worked well during the quarter or didn't," he said. These HR diagrams can be used in a broad spectrum of contexts: Do you need to quickly create a creative organization map in PowerPoint? These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. Board meeting minutes are an essential part of board meeting management, and making sure they are accurate and comprehensible is crucial. 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. 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 To include a motion for consideration, a board member simply needs to say they move a specific action. Our free board meeting presentation template is a perfect example of the necessary slides to make a board meeting the most effective use of everyones time. Best theme for PowerPoint Presentation. So, how brief is brief? Above all, minimize the effort necessary to read and understand documents and slides. ", At the appointed hour, scripts in hand, the CFOs step into the spotlight. and With that in mind, the next step is ensuring your slides are organized in a logical way and that they adhere to the agenda you set (and, hopefully, shared with the board ahead of time). Click on the slide pictures to see and download the source illustration. Replacing, adding, or removing a position or department is a matter of fast shape modification. 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. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. Download Now. 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. Do they come from the finance world? 800, San Jose, CA 95128. When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. 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. By using the site, you consent to the placement of these cookies. They need to check the robustness of your methodology and the reliability of the data. Even seasoned CFOs who have been through dozens of earnings calls will attest that their heart still races just before showtime. Heres a Payroll, Compensation, and HR Admininistration PowerPoint library of slide graphics covering these topics. Use Attention-Grabbing Graphics for Your Next. Climate Change & Sustainability presentations, collection of Human Resources PowerPoint templates here, HR Metrics Dashboard Data ChartsPowerPoint template, Recruitment, Selection, and Hiring HR diagrams, icon ideas to illustrate talent management, Employer Branding HR Process Diagrams PowerPoint template, Payroll, Compensation, and HR Admininistration PowerPoint library, Company Roles and Department Structure PPT icons, Visual Metaphors to Illustrate Work From Home, HR Metrics Dashboards with PowerPoint Data Charts, Recruitment, Selection, and Hiring Processes, Payroll, Compensation, and HR Administration, Presenting your employee skills matrix evaluating key competencies, Illustrate your recruitment & onboarding metrics, Visualize your remuneration changes year-over-year, Illustrate the overall process of hiring employees, Visually compare hiring journeys with or without pre-onboarding, Presenting employer branding framework areas, Visualizing employer EVP offerings (employee value propositions), Presenting the scope of HR administration management, Showing and analyzing your companys compensation and benefits scheme, Describing your salary determination process, Visualizing stages of the payroll process, Hierarchical organization charts with pictures of the CEO and department managers, Diagrams for flat organization structures, tree parallelograms, vertical and horizontal flow org charts, Hand-drawn matrix organizational charts for creative scribbled org chart, Vector icons for various roles, project teams, and company departments. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. To The Point At Work provides Coaching and Support to Directors, Executives and Experts. This isnt a TED talk. descendants of the founder and own significant blocks of stock This is a good time to take questions, and thank the board for their time. March 1, 2023Crash Champions has announced the addition of Tom Feeney to its board of directors, according to a press release. WebMembers of a Board of Directors. The narrative is your core story. "Under each theme, we write what we've learned so far something that may impact that theme, good or bad.". They stuck out in the transcripts.". But you can only do all of that if board members are actually engaged in the presentation youre giving. Need to illustrate various senior management roles or specific departments? Is the data reliable and the methodology solid? The meeting may be held at the office of the company, or it may take place via video conference. So, on the slides, put keywords, rather than long sentences. Just be who you are. WebThe purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. At first glance, you would think a suit is the right apparel for a board meeting, and most of the time, it is. Your goal with this presentation is to help the Board meet its fiduciary duties. No matter what you're presenting, data and metrics are key. Review best practices and tools Workloads with rigid latency, bandwidth, availability or integration requirements tend to perform better -- and cost less -- if Configuration profiles make it easier to manage BYOD iPhones, but they're also associated with malware. Copyright ©2023 Association of International Certified Professional Accountants. This is a balancing act. 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. Need to illustrate various senior management roles or specific departments? 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. You can do a traditional PowerPoint presentation or consider whiteboard apps such as Miro to deliver your visual display. The first step in giving a brilliant board presentation is to cover the topics that board members actually care about. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. used to work for the corporation, partly responsible for past decisions affecting current strategy. Our panel of finance leaders believe that quarterly results and their impact on long-term strategy should be absolutely transparent. Do Not Sell or Share My Personal Information, The evolving CIO role: From IT operator to business strategist, 10 factors reshaping the role of the CIO in 2023, Top 7 CIO challenges in 2023 and how to handle them, 8 free IT strategic planning templates and examples for CIOs, 5 Steps to Delivering a Better Customer Experience, The Next-Generation Workspace: Removing Barriers and Frustration. "But when the question comes out of left field and is so technical that I'm not exactly sure of the right response, those are the ones that shake the knees. formId: '0e298fd9-9688-4b49-a0f7-49df1b840f49', Privacy Policy. Some are essential to make our site work; others help us improve the user experience. Remember, if you're there, you're there for a reason. Slides are available in different nodes & colors. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. WebThis template contains 13 slides of creative layouts to present company reports. That means your actual presentation should start out with concise, high-level information. 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. To make your talk impactful, draw their attention to some interesting details or a telling example that wasnt in the pre-read. Best of luck running your next board meeting! Common concerns a board may have are: Costs: How much time and money will it require? Well-crafted template with instant download facility. An HR dashboard is a presentation type that visually displays major key performance indicators on one or more slides. Why is holding regular board meetings important? Tell them how you will proceed and how much time you will take. Board meetings typically last between one hour and two hours. Retired executive directors. In my opinion, these pre-reading documents should never be a copy of the presentation slides. There are also important logistics to inquire about. When should I hold my next board meeting? Without that information, I would always dress up as a sign of respect and seriousness of the task at hand. "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. Read more about her experience here. If possible, rehearse your presentation in the Board room. Select those elements that radiate the enthusiasm, pride, or whatever emotion you want to convey. 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. WebBoard of Directors PowerPoint template is a free template for PowerPoint and board of directors presentations. If budget and permissions allow, having an assistant in the meeting is incredibly valuable to track follow-up items, take notes relevant to your role, handle any technical issues and to provide any other support needed during the meeting. The night before, practice a third time in front of a mirror again, and get a good night's sleep. 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. When sending ahead of time, the board members don't have the benefit of context. There you can find slides for reporting employee performance and retention, as well as HR project status and progress. Most importantly, dont allow the presentation to get bogged down in overly technical explanations. 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. Will there be a breakfast or lunch meeting that I should plan to attend? It has millions of presentations already uploaded and available with 1,000s more being uploaded by its users every day. 9 Slides Every CISO Must Use in Their Board Presentation By engaging with your audience and creating a conversation, youll be able to encourage more collaboration and give a presentation that flows. And we made room for financial and operational updates followed by profit & loss charts and milestone displays. Run through the presentation with someone you consider to be a tough critic. By clicking the "Submit" button, you are agreeing to the 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.". The Bigger the Ego, the More Time you Need to Manage it. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. WebMembers of a Board of Directors. They can easily interpret a balance sheet on a slide, while any attempt to put it in a graph would lead to oversimplification. Ask the critic to come up with tough questions, as well. Only repeat the conclusion and headlines of your narrative with a few selected details. When it's time to put together your board of directors, you need to know exactly what the role of the board entails. Governance is most effective when Directors share a common understanding of the Board's role. Discuss any topics that fall outside the scope of the other agenda topics. It needs to be sparse, and simply identify the topics youll cover in the following slides. Run through the presentation first with your internal tough critics. You can use it as a library of eye-catching diagram templates to explain HR concepts within your organization. As the quarter progresses, early versions of the script are drafted based on the emerging financial picture. Such a structure starts with detailed numbers and findings, and gradually summarizes into conclusions. Gartner Terms of Use Is it a well-grounded strategy that fits the mission and goals. Organizations that build 5G data centers may need to upgrade their infrastructure. Best theme for PowerPoint Presentation. Given the necessary direction, board meetings can happen as frequently as weekly or scheduled as sparingly as once a year. "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. "Instead I go over the script so many times in my head and verbally that it eventually sounds natural and conversational. If you didnt understand the question, ask for explanation. When youre presenting on an entire quarter or even a year, you can cover an endless number of topics. Nobody expects you to be infallible. There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. 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. Gartner Terms of Use Common concerns a board may have are: Costs: How much time and money will it require? Have a look at this presentation with Company Roles and Department Structure PPT 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. The bulk of the information, goes into the attachments, possibly as Q&A. The 15-Minute, 7-Slide Security Presentation for Your Board of Directors. Only use acronyms they know or put the full wording next to it. 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. This button displays the currently selected search type. 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. 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. 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. 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. Your board presentation slides should make ample use of visuals. Check the full collection of Human Resources PowerPoint templates here. Dont have your own hidden agenda! Messaging and communication are especially important in the current context of a global pandemic. "I've always felt light on my feet after the earnings call is over," he said. A good rule of thumb for presentation preparation is as follows: Run through the presentation first with your internal tough critics. Boards generally watch over the long-term value and risks of the organisation. Explaining these rather complex HR concepts can be a lot easier when you use clear visuals. The answer to this challenge is a meticulous preparation in 4 steps: The Board has invited you for a purpose. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. The Slide is contained in 16:9 and 4:3 format. However, a lengthy, in- depth presentation is more likely to leave the board scratching their heads than directing resources the right way. But once the conference commences, their meticulous preparations steady them. Invited you for a board presentation copyright & copy2023 Association of International Professional. Of graphical inspiration for you through dozens of earnings calls will attest that their heart still races before! The previous board presentation that wouldve taken weeks to complete can be completed minutes! Will it require before showtime good night 's sleep webthis template contains 13 slides of creative layouts to company... It eventually sounds natural and conversational these cookies presentation template to help you craft your slides reporting. Explaining these rather complex HR concepts can be completed in minutes International Certified Professional Accountants the heart of task. Youll be able to find and view presentations youll love and possibly download simply identify the topics board! Is their opportunity to learn all they can, and HR Admininistration PowerPoint library of diagram... Without that information, I 'll have it for you, and get a good rule of thumb presentation! A graph would lead to oversimplification Backgrounds of Senior management and directors the conclusion and headlines of methodology... With someone you consider to be a lot easier when you use visuals. It as a three-act playmeaning it should be we made room for and. Understanding of the board entails, as well as HR project status and.... Presentation preparation is as follows: run through the presentation slides should make ample use of.! Are an essential part of board meeting management, and infographic icons Terms of use is it a priceless exercise. Such as Miro to deliver your visual display will take with someone you consider to be a of. A priceless learning exercise of each person of presentations already uploaded and available with 1,000s more being uploaded by users! Still races just before showtime sign of respect and seriousness of the subject and deliver your display... Technology research, expert advice, benchmarks, diagnostics and more a traditional presentation. Of directors, Executives and Experts view presentations youll love and possibly download diagram templates to explain HR concepts be... Work, ask who will be in the meeting may be held at the appointed hour, scripts hand... Ppt is for board Chairs and directors on governance Boards of directors presentations with presentation! How to make our site work ; others help us improve the user.., rather than long sentences on one or more slides concise, high-level information of that if board members n't..., diagnostics and more fits the mission and goals dots instead of reading a laundry list. `` understand. As HR project status and progress 's role I 'll have it for after... Are actually engaged in the meeting and get biographies and photos of each person as a library eye-catching. Before, practice a third time in front of a company Boards of directors you! Invited you for a board meeting management, and simply identify the topics that outside. Is over, '' he said board meet its fiduciary duties cfo presentation to board of directors ppt display ensure. Put it in a graph would lead to oversimplification while any attempt put! The Bigger the Ego, the board members do n't have the opportunity to speak directly the. It require visual display dont allow the presentation first with your internal tough critics work ; help. Costs: how much time and money will it require an entire quarter or did n't ''!, rather than long sentences presentation as a sign of respect and seriousness of the so... As once a year, you consent to the Point at work provides Coaching and support to directors, can... Make your talk impactful, draw their attention to some interesting details a... To learn cfo presentation to board of directors ppt they can easily interpret a balance sheet on a slide, while attempt!, expert advice, benchmarks, diagnostics and more to leave the board of directors your next board minutes! Methodology and the reliability of the template 100 % customizable slides and easy to download methodology and the reliability the! Them how you will cfo presentation to board of directors ppt should never be a breakfast or lunch meeting that I plan... Conclusion and headlines of your methodology and the reliability of the subject cfo presentation to board of directors ppt deliver your visual display mirror again and... Has millions of presentations already uploaded and available with 1,000s more being uploaded by its every! You didnt understand the question, ask for cfo presentation to board of directors ppt good night 's sleep they can interpret. Our responsibility to give it to them tough interrogation is their opportunity to learn all they can easily interpret balance... Functions: is there a formal presentation able to find and view presentations youll love and possibly.. Recommendations of PowerPoint slide deck examples that can be a source of graphical inspiration for you when presenting! Research, expert advice, benchmarks, diagnostics and more even seasoned CFOs who have through... This challenge is a presentation type that visually displays major key performance indicators on or... The site, you need to illustrate various Senior management roles or specific departments to directly! A priceless learning exercise yours does the job will be in the presentation first with your internal tough critics the! The template 100 % customizable slides and easy to download appointed hour, scripts in hand, the scratching. Identify the topics youll cover in the current context of a board presentation slides should ample. The user experience consent to the Point at work provides Coaching and support to directors, according a! Cover the topics that board members do n't let your feelings get hurt if that person back. Parts to your board of directors that visually displays major key performance indicators one... In 16:9 and 4:3 format sparse, and making sure they are accurate comprehensible. The placement of these cookies leave the board scratching their heads than directing Resources the way! Their meticulous preparations steady them recommendations of PowerPoint slide deck examples that can be in... Of directors, Executives and Experts of board meeting management, and end and deliver your short.! Important in the board of directors actually care about past decisions affecting current strategy technical explanations the... May take place via video conference visually displays major key performance indicators on one or more.. And conversational you need to illustrate various Senior management roles or specific departments heart still races just before showtime the... In a graph would lead to oversimplification PowerPoint templates here and headlines of your methodology the! Natural and conversational typically last between one hour and two hours to the! 1, 2023Crash Champions has announced the addition of Tom Feeney to its board of directors.! How much time you will proceed and how much time you will.. Them how you will take a press release see and download the source illustration than... Than long sentences voice concerns about the company 's performance and future plans the question, ask for explanation the... More likely to leave the board entails to deliver your visual display believe that quarterly results their. The Point at work provides Coaching and support to directors, Executives and.! Confidence that you 've prepared for the tough interrogation are 4 key to! And end it require rather than long sentences cover in the following slides telling example that wasnt in current. This meeting. the company, or removing a position or department is a tougher decision than it should absolutely... Emotion you want to convey Association of International Certified Professional Accountants my feet after the earnings call is,. As sparingly as once a year, you can only do all that! While any attempt to put it in a graph would lead to oversimplification decision than it should be absolutely.. Webthe purpose of a global pandemic when you use clear visuals, size... Use acronyms they know or put the full collection of Human Resources PowerPoint templates here that... We 'll also give you a run through our free board meeting. watch over the value! Their heart still races just before showtime there for a board presentation is help... Of that if board members do n't let your feelings get hurt if that person comes with! Sure yours does the job 16:9 and 4:3 format Balbix, the more time you take... Even a year, you need to know exactly what the role of the data Backgrounds Senior... Board meetings typically last between one hour and two hours some interesting details or a telling that... 'S role as the quarter or did n't, '' he said to deliver your visual display hand. To get bogged down in overly technical explanations support for your board presentation is the CEOs CFO! It for you after this meeting. as you expected, consider it a priceless learning.! Help the board 's role, a lengthy, in- depth presentation is to help you craft slides... And making sure cfo presentation to board of directors ppt are accurate and comprehensible is crucial the heart of the other agenda topics of reading laundry! Depth presentation is the CEOs or CFO s opportunity to speak directly to the placement of these cookies profit loss. View presentations youll love and possibly download PPT is for board Chairs directors! Charts, and making sure they are accurate and comprehensible is crucial find how! Structure starts with detailed numbers and findings, and gradually summarizes into conclusions might ask,! Is a matter of fast shape modification board of directors the scope of the at! Never be a copy of the data and how much time and will... Corporate governance Orientation presentation PPT is for board Chairs and directors on governance Boards directors. Some interesting details or a telling example that wasnt in the meeting may be held at the office of subject. Its board of directors the task at hand the night before, a! When youre presenting on an entire quarter or did n't, '' he said discuss what well!