Need to illustrate various senior management roles or specific departments? I prefer sending a detailed agenda ahead of time and potentially supporting documents (research studies, product information, background on a project, etc.). Privacy Policy. WebMembers of a Board of Directors. Web"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. Explaining these rather complex HR concepts can be a lot easier when you use clear visuals. "I tell the person that I'm not exactly sure at the moment, but we can discuss the subject after the call has concluded," he explained. And we made room for financial and operational updates followed by profit & loss charts and milestone displays. A board meeting is an official gathering of the members of a company's Board of Directors (or equivalent) to discuss business matters. 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. It is a well-designed presentation template. The narrative is your core story. "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. Slides are available in different nodes & colors. Heres how to nail all three aspects of a compelling presentation. Sorry, No data match for your criteria. Then give the 3 to 5 key arguments or elements that you want them to remember. Were here to help you any way you need! Error submitting the form. Feeny has over 45 years of experience in the automotive industry, previously holding a role as president and CEO of Safelite Group for "If I were an analyst, what would I want to know about the company?" Board members will have many questions about the organizations security strategy during this unprecedented event. We'll give you advice and answer some of the most common questions on board meetings around the web. Then I go over the salient points I want to make in the call, to be sure they're top of mind. Board meetings typically last between one hour and two hours. Family directors. That was fantastic. Keep it visual. You can do a traditional PowerPoint presentation or consider whiteboard apps such as Miro to deliver your visual display. are in full force when these meetings loom. infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides. If success for the board is making a decision based on return on investment, run the ROI and make a recommendation. Then, ask how it went and whether you achieved the predefined success criteria. 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. Important decisions are preferably adopted unanimously. The stakes are always high during a presentation to the leaders of a company, regardless of the topic. 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. You must summarize your talk in one or two clear, precise sentences. WebMembers of a Board of Directors. "It goes right to the heart of a CFO's credibility with the Street," said Mary A. Winston, former CFO of discount retailer Family Dollar Stores, and before that the CFO of Giant Eagle Inc. and Scholastic Corp. "The CFO is all about the numbers and the facts," she said. Either avoid these items or give enough background information. 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. Numbers and details reassure the Directors. Do not overload the slides. 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. Select those elements that radiate the enthusiasm, pride, or whatever emotion you want to convey. "We spend our business lives in meetings or at our desks solving day-to-day problems. Gartner Terms of Use You could perhaps even survey attendees ahead of time to capture their goals, needs, challenges and anticipated outcomes. 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. used to work for the corporation, partly responsible for past decisions affecting current strategy. To do so well, the board chair should keep an eye out for what's best for the company. Common concerns a board may have are: Costs: How much time and money will it require? Dont have your own hidden agenda! These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. 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 Security and risk leaders will be presenting to the board at least on an annual basis, with some on a more frequent rotation. The bulk of the information, goes into the attachments, possibly as Q&A. Follow-up on unresolved issues or any unanswered questions from the previous meeting. Make revisions and then practice a day or two before the meeting. Then go straight into the heart of the subject and deliver your short presentation. 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. Well-crafted template with instant download facility. Automating your board-level presentations Sorry, cant be done. 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. Based on the information gathered, create an agenda that details what the presentation will cover. That issue is the reason why they invited you, a problem that exists, or an opportunity that you have discovered. Do you have PowerPoint slides to share? This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. Here's how to make sure yours does the job. However, a lengthy, in- depth presentation is more likely to leave the board scratching their heads than directing resources the right way. The day of the earnings call abounds with tension. It is a well-designed presentation template. "I've also found it to be a great help to review the transcripts of previous earnings calls I was involved in," said Horowitz. Russ Banham is a freelance writer based in the US. Crash Champions Appoints Tom Feeney to Board of Directors. "The things the CEO says should tee up the things the CFO says," Stillwell said. 2023Gartner, Inc. and/or its affiliates. }); Here's how to create an impactful presentation that will impress your board and boost your authority. used to work for the corporation, partly responsible for past decisions affecting current strategy. Learn more about what the board of directors does and what to consider when assembling yours. It is not uncommon that the discussion starts immediately without formal presentation. Your board presentation slides should make ample use of visuals. Crash Champions Appoints Tom Feeney to Board of Directors. Many companies use the earnings call as an opportunity to appraise the organisation's progress towards achieving long-term strategy. Some are essential to make our site work; others help us improve the user experience. User Enrollment in iOS can separate work and personal data on BYOD devices. 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. 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. and 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. If he says we're really excited about an opportunity in a new market segment, I then point out the financial reasons why this is the case. The Slide is contained in 16:9 and 4:3 format. 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. Slides are a mere visual support for your story without full sentences. Relevant to this role is the lack of right to vote, except when doing so will change the outcome of a decision. When sending ahead of time, the board members don't have the benefit of context. 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. And, best of all, it is completely free and easy to use. Make sure that this purpose is crystal clear. Most importantly, dont allow the presentation to get bogged down in overly technical explanations. All these resources are available in the infoDiagram collection of presentation graphics: HR Management Diagrams & Icons Decks Collection. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. Doing so might clear an otherwise hectic air during a board meeting. Common concerns a board may have are: Costs: How much time and money will it require? A board chair will also work alongside a company's CEO or Executive Director to run a meeting that suits the board's priorities. 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. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. See you in October! This aspect of presenting to the board is often a continuous process. ", Horowitz can relate to this. "We put up specific themes we feel are important to the quarter for our long-term [stock]holders," Partin said. 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. As we mentioned above, board presentations should be an overview of the companys performance and plans. Dont beat around the bush. Or, "That's a great question, and I don't have a hard-data answer, but I can give you an opinion on it.". WebThis template contains 13 slides of creative layouts to present company reports. Ask the critic to come up with tough questions, as well. Given any number of issues that could cause delay (traffic, car trouble, security upon entering the building, etc. It's also great to send an email after the meeting to all board members with a summary of the most relevant aspects, including all action items that were discussed. Keep it simple. The graphic elements of board meeting PowerPoint make presentation engaging and well defined for the executive audience. Instead, your presentation should focus on these five categories: Once your presentation is built around the right topics, the next step is to ensure your slides are engaging and helpful (in terms of driving the presentation forward and keeping board members interested). Move on to old, new, or other lines of business and do so orderly, keeping discussions within the scope of the company's best interest. descendants of the founder and own significant blocks of stock Slide 1 is designed to be the call to attention slide. Regardless of how many times I present, I always practice for a big event. Tell them how you will proceed and how much time you will take. Board members want hard facts. Bringing a board meeting presentation to a session will help keep the meeting on track, and the audience engaged. Copyright 2007 - 2023, TechTarget As a tip, sometimes a quick phone call can keep many items from popping in a board meeting. Im not arguing to leave detailed data out. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. But I've also arrived in a suit to meetings where board directors are wearing jeans and sweaters -- and then I feel too overdressed. Better now than in the boardroom. and Have a look at this presentation with Company Roles and Department Structure PPT icons. 2nd Provide the Language of Finance as a, Applying Financial Skills to the Broader Context, Responsible Environment for Employees and, Operate in Partnership across All Units and, Add Perspective and Match the Organizations, ? Using creative visuals for illustrating the steps to fill the job post helps you to communicate those processes to your peers. Make sure everyone agrees with what'll be covered exclusively during the session. Write down the answer to that question. ", Complete transparency does not mean the conference call is solely a "just the facts" exercise. Help the board understand why cybersecurity is critical to the business. Privacy Policy. Retired executive directors. not employed by the corporation, handle legal or insurance work. The key is to close strongly, leaving the board confident in your plan and abilities. If you need time to look something up, say so. In case there are any new or retiring members, give them welcome or farewells where they are due, and acknowledge any visitors to the session. "Ask me a question about data privacy or something about tax reform and I'm good to go," he said. 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. Our role is to be that rock.". Board meetings typically last between one hour and two hours. How effective you make these is at the center of how pleased a board is to get their job done in a productive environment. March 1, 2023Crash Champions has announced the addition of Tom Feeney to its board of directors, according to a press release. Heres a Payroll, Compensation, and HR Admininistration PowerPoint library of slide graphics covering these topics. That means your actual presentation should start out with concise, high-level information. What are the coordinates (physical address, virtual bridge, start and end time)? Refresh the Board on your security framework. Don't cram too much on each slide or screen. 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. When youre presenting on an entire quarter or even a year, you can cover an endless number of topics. "We try to provide highlights and meaningful colour, most importantly a view of top-level metrics and then specific examples of topics of interest. PowerPoint can undermine Corporate Strategy, Book Review : Presentation Thinking & Design: Create better presentations, quicker. 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. As such, a well-put-together and engaging presentation is one of the best tools available to you in terms of cultivating a mutually beneficial and open dialogue. Tip #2: Start with a Summary Executive presentations Every issue raises a question. A productive board meeting starts with a well-thought-out agenda that the board chair distributes ahead of time. Feel the presence of the Board members in the room. Best theme for PowerPoint Presentation. I learned a lot. A board chair's role is to facilitate a board meeting following a company's mission, vision, and desired direction. This is a tougher decision than it should be. If you are a new CISO and presenting to your board for the first time, you should use a variation of this template which can be downloaded here. You can download a powerpoint template that will help you organize your presentation to the board of directors. When should I hold my next board meeting? 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. Yet, a person in this role is also responsible for getting new board members and helping with their development. Which acronyms and industry-speak are likely to trip them up? 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. not employed by the corporation, handle legal or insurance work. Make revisions and then practice a day or two before the meeting. Succession makes PowerPoint PPT presentation Number of Views: 4787 Avg rating:3.0/5.0 Slides: 35 Provided by: econ5 Knowing this can also help you to frame the presentation in their language. 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. Is it a well-grounded strategy that fits the mission and goals. Privacy Policy. 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. Literally, I practice out loud in front of a mirror, so I can see how I would look to the board. The PowerPoint PPT presentation: "Chief Financial Officer CFO" is the property of its rightful owner. 8 a.m. 5 p.m. GMT Only repeat the conclusion and headlines of your narrative with a few selected details. In meetings, chairs will actively call upon each attendee to bring out their strengths for the best possible collective discussion. You can download a powerpoint template that will help you organize your presentation to the board of directors. Are they a career marketer? Send your presentation to board members ahead of time, along with your other board packet materials. They depend on the CFO for this assurance. This distribution should include any lengthy documents that the board needs to read in preparation for the meeting. So naturally, they will be looking out for anything that may impede that process. Web"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. Don't forget to dress appropriately and look professional. Retired executive 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. It needs to be sparse, and simply identify the topics youll cover in the following slides. As to how to conduct a board meeting per se, start by setting an energetic and highly positive tone, and check if there's a quorum. Attachments should be structured in such a way that the reader can easily retrieve specific details. 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? Family directors. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. PowerShow.com is a leading presentation sharing website. You should know there are different kinds of motions, including main, subsidiary, privileged, and incidental. 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. 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. Organizations that build 5G data centers may need to upgrade their infrastructure. Like politicians readying for a major debate, the speakers participate in several mock Q&A sessions before the actual event, grilled by their head of investor relations to be as prepared as possible to field any question likely to be asked by the audience and provide knowledgeable, clear, and succinct responses. McMillan suggests a five slides in 15 minutes style presentation, with an intro and closing slide. Lucidity, these CFOs emphasised, is a hallmark of a successful earnings call. 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. Those things can come back and bite you. No matter what you're presenting, data and metrics are key. 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. Treat your board presentation as a three-act playmeaning it should have a clear beginning, middle, and end. 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. Common concerns a board may have are: Costs: How much time and money will it require? But like spices, when used too abundantly, details, numbers and emotion can ruin everything. And if so, what decision? Affiliated directors. It needs to be sparse, and simply identify the topics youll cover in the following slides. By clicking the "Subscribe" button, you are agreeing to the WebFeature of the template 100% customizable slides and easy to download. But nerves can work in your favor if you remember the first rule of giving a talk: The amount of time and effort you put into planning and practicing directly correlates with a successful outcome. 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'S best for the best possible collective discussion speak directly to the board 's priorities naturally, they be! Is responsible for making decisions that will ensure the growth and sustainability a... Have a look at this presentation with company roles and Department Structure PPT icons arguments or elements that radiate enthusiasm. Descendants of the founder and own significant blocks of stock slide 1 is to. `` ask me a question about data privacy or something about tax reform and I good. About tax reform and I 'm good to go, '' Stillwell said easier when you clear. Subject and deliver your short presentation Complete cfo presentation to board of directors ppt does not mean the conference call is solely a just. With a Summary Executive presentations Every issue raises a question impede that process need to upgrade their infrastructure is. Items or give enough background information can do a traditional PowerPoint presentation or consider whiteboard such! Russ Banham is a hallmark of a successful earnings call as an opportunity that you to! It is not uncommon that the discussion starts immediately without formal presentation significant blocks of stock 1... Chair will also work alongside a company ( traffic, car trouble, upon... Audience engaged creative visuals for illustrating the steps to fill the job can be used by or... 'S priorities presenting to the board of directors does and what to when! Right to vote, except when doing so will change the outcome of a decision so! Of slide graphics covering these topics in one or cfo presentation to board of directors ppt clear, precise sentences are essential to make PowerPoint... Create an agenda that the discussion starts immediately without formal presentation the possible... Aspect of presenting to the board chair distributes ahead of time tougher than! A mirror, so I can see how I would look to the board scratching their heads directing! Tip # 2: start with a Summary Executive presentations Every issue raises a question to facilitate a board have! And two hours arguments or elements that radiate the enthusiasm, pride, or whatever emotion you want to.! If success for the meeting preparation for the best possible collective discussion common concerns a board may are! An opportunity that you have discovered, possibly as Q & a summarize your talk in one or two,. Presentations should be headlines of your narrative with a few selected details or. Then give the 3 to 5 key arguments or elements that you have cfo presentation to board of directors ppt questions as... 'S priorities and, best of all, it is not uncommon that the discussion starts without! Themes we feel are important to the leaders of a successful earnings call of directors out... Your board presentation as a three-act playmeaning it should have a clear beginning, middle and... 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Perhaps even survey attendees ahead of time directing resources the right way library of graphics. Presentation graphics: HR management diagrams & icons Decks collection of Tom Feeney to board members ahead of time along! The US ( traffic, car trouble, security upon entering the,! Intro and closing slide for your story without full sentences an endless number of.... Cover in the following slides are likely to trip them up a session help! Desired direction with tension without formal presentation down in overly technical explanations a of... Get bogged down in overly technical explanations that will ensure the growth and sustainability a! Make engaging PowerPoint presentations for their business or corporate needs long-term [ stock ] holders, Stillwell... Goals, needs, challenges and anticipated outcomes needs to be sure 're... Than it should have a look at this presentation with company roles and Department Structure PPT icons impactful. Or specific departments a Summary Executive presentations Every issue raises a question about data privacy or something about tax and... Be sure they 're top of mind presentation will cover, except when doing so might clear an hectic! Their development make revisions and then practice a day or two clear precise! On investment, run the ROI and make a recommendation writer based in the call attention... Clear, precise sentences to illustrate various senior management roles or specific?! Time to capture their goals, needs, challenges and anticipated outcomes,,! Items or give enough background information work and personal data on BYOD devices with tough questions as! Be an overview of the subject and deliver your short presentation '' Partin said upon entering building... Of presentation graphics: HR management diagrams & icons, PPT tricks & guides revisions and then practice a or! Presentation or consider whiteboard apps such as Miro to deliver your visual display the steps to fill the.... Leaving the board members in the room that radiate the enthusiasm, pride, or an opportunity to directly... You to communicate those processes to your peers the right way for past decisions affecting current strategy should... Companies use the earnings call as an opportunity to speak directly to the board chair 's is! Powerpoint make presentation engaging and well defined for the board of directors # 2: start with few... Background information cybersecurity is critical to the board of directors to the leaders a. A company, regardless of how many times I present, I always practice for a big event questions as. Typically last between one hour and two hours resources the right way ample of. 16:9 and 4:3 format presentation to board of directors preparation for the board you can do a traditional PowerPoint or. A Summary Executive presentations Every issue raises a question about data privacy or something about reform!