About the authorRobin Gareiss is CEO and principal analyst at Metrigy, where she oversees research product development, conducts primary research and advises leading enterprises, vendors and carriers. We'll give you advice and answer some of the most common questions on board meetings around the web. Then you can be prepared for more in-depth questions that may arise. The number one way to keep your board presentation on track is to keep it concise. 6v 2 [Content_Types].xml ( r0;0\;F#!iOLPAvh@Ro_!C\`4%i%YraMTd9_7_&'a4-gpTx~Z2\['BTzJ"!7w*6H%#tkD6KBapyv5n_N-&6+*eTx{e#2-36T:h0PhH2q[*. This is a balancing act. WebRecruitment and Selection Update (July 2011 - June 2012) The PowerPoint PPT presentation: "Chief Financial Officer CFO" is the property of its rightful owner. BlackLine sets aside a room with a whiteboard for this purpose. Those things can come back and bite you. And every Board is different. That means your actual presentation should start out with concise, high-level information. 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. 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 When sending ahead of time, the board members don't have the benefit of context. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. Make sure to understand what they are looking for. Present mitigation strategies and explain how the Board can help. The Bigger the Ego, the More Time you Need to Manage 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. The difficulty lies in finding what the real issue is and how your involvement helps to solve that issue. So, stick with us so you can run board meetings like a pro in no time! Thanks to the PowerPoint format you can edit all content change descriptions, expand diagrams, replace icons as you need etc. Ask for approval of the board to the items you just read. After a cover slide that follows a clear agenda, we give you room for: Yet, we also accommodate team updates in a slide, including KPI updates, a specific section for you to outline the roadmap, a slide for core acquisition channel updates, and business development. The Bigger the Ego, the More Time you Need to Manage it. This isnt a TED talk. Bringing a board meeting presentation to a session will help keep the meeting on track, and the audience engaged. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. 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. You can then address any issues prior to sending to the board. Board members will have many questions about the organizations security strategy during this unprecedented event. Am I projecting confidence or uncertainty? Then, revise if needed and get started on the content. 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. In my opinion, these pre-reading documents should never be a copy of the presentation slides. Board presentations are one of the most important ways you communicate with your companys board. Above all, minimize the effort necessary to read and understand documents and slides. Gartner Terms of Use When it comes to a board presentation, this is the most logical way to organize: Now that youve squared away the assets for your board presentation, lets talk about how you actually present. 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. They can easily interpret a balance sheet on a slide, while any attempt to put it in a graph would lead to oversimplification. Automating your board-level presentations Sorry, cant be done. 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 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. In fact, it's important to have humility, as well. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. But I assure you, I'll have it for you after this meeting." Only use acronyms they know or put the full wording next to it. Showing rows of words typed on a screen isn't adding anything to the talk track, so use visuals to enhance your message. 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. 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! 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. ", 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. Doing so might clear an otherwise hectic air during a board meeting. Then go straight into the heart of the subject and deliver your short presentation. "If we just had a blowout quarter or a horrible quarter, I don't want the audience assuming this is our future." If it isnt, ask your sponsor or check with the Board Secretary. However, a lengthy, in- depth presentation is more likely to leave the board scratching their heads than directing resources the right way. 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. Organizations that build 5G data centers may need to upgrade their infrastructure. Please refine your filters to display data. "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. In order to do this, you will need to inspire the boards trust and confidence in you and provide assurance that your function is effectively managing information risk. Are there any preferences or requirements for technology (i.e., slide size, adapters, etc.)? not employed by the corporation, handle legal or insurance work. Sorry, No data match for your criteria. The meeting may be held at the office of the company, or it may take place via video conference. Then, ask how it went and whether you achieved the predefined success criteria. Heres a Payroll, Compensation, and HR Admininistration PowerPoint library of slide graphics covering these topics. Make sure that this purpose is crystal clear. Select those elements that radiate the enthusiasm, pride, or whatever emotion you want to convey. Give room for reports from either the Executive Director or any committee, including the audited financial one. jsbacContactjsbacContact Affiliated directors. The key here is to let the presentation dictate the slides, instead of the other way around. not employed by the corporation, handle legal or insurance work. Click on the slide pictures to see and download the source illustration. Easy to change the slide colors quickly. It can be difficult for CISOs to demonstrate how security contributes to business performance. By clicking the "" button, you are agreeing to the When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. Keep it simple. BoardEffect - Board of directors vs Management: what is the difference? ", Horowitz shares this perspective. You can also import those slides to Google Slides or Keynote presentation software if that is a presentation tool you use. Or, "That's a great question, and I don't have a hard-data answer, but I can give you an opinion on it.". We'll also give you a run through our free board meeting presentation template to help you craft your slides for a board meeting. 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. Tip #2: Start with a Summary Executive presentations 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. 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. But present your methodology and data as a supporting argument for the conclusions, not as a long introduction to the conclusion. Check this HR Metrics Dashboard Data ChartsPowerPoint template with places for displaying the KPI measures. ", Does she ever go off-script to make her remarks more relaxed and informal? Discuss any topics that fall outside the scope of the other agenda topics. They don't know what that picture might mean, or what point that chart supports. Using creative visuals for illustrating the steps to fill the job post helps you to communicate those processes to your peers. 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