So, they say the
CFO is not good
Top tips to impress with financial presentations
Pitch, present & persuade
Ten common mistakes in financial presentations
There is a basic conflict between accountancy training and the needs of clear financial
communications. These are the usual mistakes other CFOs make:
Mist a k e s
1. Not explaining the basics
Start at the beginning. For example, how you make money.
2. Over-reliance on “presentations”
YOU are the presentation. First, learn how to present without visual
aids. Then, create visual aids that impress.
3. Not focusing on the important stuff
It’s what you leave out that makes a presentation great. Focus on
what really matters and will get the result you want.
4. Not getting behind the numbers
Bring the story to life – explain why as well as what.
5. Evasive or rambling answers
Short, sharp answers with a strong message is what you need.
6. Too many caveats
Clarity of message is the secret of a good presentation. Learn how
to be definite without compromising accuracy.
7 Poor teamwork
Show how the CEO: CFO relationship works. Make the
8. Weak presentation structure
Learn how to tell an interesting story and carry the audience
9. Unenthusiastic performance
Get trained to sound exciting and confident – it’s not hard.
10. Lack of practice
Like an athlete, do all the hard work before the big day.
Use outsiders to coach and perfect your performance.
Financial presentations – step by step
Our simple rigorous method for preparing, perfected over the years, means that our
accountant clients deliver confident and compelling performances. Highlights include:
Be st Pra ctice
1. Are you clear on your message?
One simple clear message is worth ten confused ones. Use outsiders
to test your story.
2. Do you really know your audience?
What is important to them? What do they expect to hear from you?
What are their concerns?
3. What is your story?
If you can summarise your talk in 30 seconds then you are more
likely to have a powerful presentation.
4. How will you explain the numbers?
Use real-life examples to tell your story. Make it come alive.
Edit, edit, edit until your story is tight and interesting.
5. What visual aids will best support you?
Learn how to create and use visual aids that add rather than take
away from your performance.
6. What questions could they ask you?
Identify all the tough questions. And practice your answers.
Learn techniques for handing the unexpected.
7 Am I allowed to say that?
Learn tricks to be helpful when you can’t say anything.
8. Have you rehearsed properly?
Only with practice can you know you have got it right. Practice with
experts and use video feedback. Be the best.
0845 676 9766 • firstname.lastname@example.org
How to improve your financial presentations
Talk to us.
We help CFOs and finance professionals look and sound better when
presenting to analysts and investors.
If you want experts to help you to engage with audiences, refine your
presentation, improve your materials and coach your performance so
that you look confident and impressive, then we can help.
Our expertise has been demonstrated by our work with leaders from
quoted companies and private equity, and their financial PR agencies,
throughout Europe. See our client list at www.benjaminball.com/clients
We can help you prepare, refine your presentation, practise the tough
questions and create interesting visual aids. We rehearse you thoroughly.
Call us beFore your
nexT FinanCial presenTaTion
Contact Louise Angus or Benjamin Ball
0845 676 9766 or +44 20 7193 0130
www.benjaminball.com • email@example.com