cfo presentation to board of directors ppt
The key is to close strongly, leaving the board confident in your plan and abilities. This is a balancing act. It should be structured around those key arguments. Update the Board on the overall risk landscape for your organization, including and notable events. Prepare well by researching the company, its products and services, competitors, and industry trends. Im not arguing to leave detailed data out. Is it a well-grounded strategy that fits the mission and goals. There are also important logistics to inquire about. As we mentioned above, board presentations should be an overview of the companys performance and plans. And, best of all, it is completely free and easy to use. Keep it straightforward. 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. Working in the human resources department of middle or bigger companies involves effectively communicating various HR processes, and analysing & presenting organizational structures. 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. Use Attention-Grabbing Graphics for Your Next. Keep it visual. Instead, its best to spend more time rehearsing (so you can rely less on your slides) and focus on having a human conversation versus giving a one-way presentation. "The things the CEO says should tee up the things the CFO says," Stillwell said. Well structured, clear examples, really useful. The meeting may be held at the office of the company, or it may take place via video conference. Your board presentation slides should make ample use of visuals. But security and risk leaders must be able to communicate a clear message without losing the audience. But my recommendation is to send the presentation after you've given it, so the audience has the right context. Make sure that this purpose is crystal clear. 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. Et voil!, theres your key message. This is very difficult for a complex subject, but it is essential. If you're looking to start planning your next board meeting, we recommend starting now. WebRecruitment and Selection Update (July 2011 - June 2012) To calm her nerves, Winston breaks away from the studio to her office for an hour of alone time. The 15-Minute, 7-Slide Security Presentation for Your Board of Directors. Retired executive directors. Every issue raises a question. Our panel of finance leaders believe that quarterly results and their impact on long-term strategy should be absolutely transparent. Numbers and details reassure the Directors. For instance, while Tom Liguori was CFO at Advanced Energy, based in Fort Collins, Colorado, the company issued an annual statement at the beginning of each year in which it established its aspirational revenue and cash flow goals for the next three years. 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.". Or, "That's a great question, and I don't have a hard-data answer, but I can give you an opinion on it.". Provide short, clear answers without elaborating on things beside the point. Remember, if you're there, you're there for a reason. and It includes a dozen diagram slides to illustrate the process of employee life-cycle or employee value proposition. 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. Make sure to understand what they are looking for. Just be who you are. not employed by the corporation, handle legal or insurance work. Fill out the form to connect with a representative and learn more. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. PK ! Board members want hard facts. If you find it useful you can download all the source illustrations for commercial use and free modifications. Within that context there is always an issue. For example, relevant topics include M&A activity, a data breach, etc. It is not uncommon that the discussion starts immediately without formal presentation. In fact, it's important to have humility, as well. Such a structure starts with detailed numbers and findings, and gradually summarizes into conclusions. If you didnt understand the question, ask for explanation. Better now than in the boardroom. Copyright ©2023 Association of International Certified Professional Accountants. You can download a powerpoint template that will help you organize your presentation to the board of directors. 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. Understand what 'value' means to them: contribution to society, sustainability, well-being, or legacy can be as important as monetary value. Whatever your area of interest, here youll be able to find and view presentations youll love and possibly download. When it's time to put together your board of directors, you need to know exactly what the role of the board entails. Tip #2: Start with a Summary Executive presentations WebThe purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. Those things can come back and bite you. Replacing, adding, or removing a position or department is a matter of fast shape modification. This doesnt exactly make for a compelling or engaging presentation. ", To continuously improve their presentations, the CFOs occasionally reach out to investors and analysts for their feedback. 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. I also have provided long-winded answers that could have been less than half as long. Well-crafted template with instant download facility. What are the coordinates (physical address, virtual bridge, start and end time)? According to the Harvard Business Review, its about finding the right balance of preparation so that you feel confident without becoming overly stiff. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. PowerShow.com is a leading presentation sharing website. By engaging with your audience and creating a conversation, youll be able to encourage more collaboration and give a presentation that flows. WebBoard of Directors PowerPoint template is a free template for PowerPoint and board of directors presentations. Privacy Policy. When sending ahead of time, the board members don't have the benefit of context. A productive board meeting starts with a well-thought-out agenda that the board chair distributes ahead of time. }); Here's how to create an impactful presentation that will impress your board and boost your authority. and Another case is votes made by ballot. Lately, I've learned that I tend to say 'like' a lot. So naturally, they will be looking out for anything that may impede that process. Do you have PowerPoint slides to share? WebThe purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. Feel free to explore these and reuse visualization ideas if they fit your work. We're as prepared as can be, but on occasion there's that one question that gives pause. 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. 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. When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. Affiliated directors. 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. So naturally, they will be looking out for anything that may impede that process. DocSend makes it easy to send all of these documents securely using only a single link. IT teams should learn how to enable it in Microsoft Linux admins can use Cockpit to view Linux logs, monitor server performance and manage users. 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. These two halves of the call run for approximately 20 minutes each. After all, I think, who remembers Warren Buffett's CFO?". Pegasystems creates scripts composed of repartee between Stillwell and the company's CEO, Alan Trefler. Sorry, No data match for your criteria. Board presentations are one of the most important ways you communicate with your companys board. 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. she explained. Well convert it to an HTML5 slideshow that includes all the media types youve already added: audio, video, music, pictures, animations and transition effects. Tip #2: Start with a Summary Executive presentations This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. "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. 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. 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. Take out unnecessary elements, colours, lines, boxes and decoration. For example, if success is about board members and/or C-level executives learning about a new technology under consideration, the job is to educate them. "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. "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. If seconded, which is mandatory and not tied to the affinity of content but to the motion taking place, then the motion can be discussed. 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 Ensure each point is high-level enough that the board will understand it, but detailed enough to give them a true picture. In addition, they can offer suggestions and ideas to improve the company's performance. Feeny has over 45 years of experience in the automotive industry, previously holding a role as president and CEO of Safelite Group for Put in some examples so that they can picture things. These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. If so, just upload it to PowerShow.com. ", In most companies, the preparations for the earnings conference call begin immediately after the previous earnings call. If it isnt, ask your sponsor or check with the Board Secretary. Common concerns a board may have are: Costs: How much time and money will it require? Slides are available in different nodes & colors. portalId: '6191183', Even seasoned CFOs who have been through dozens of earnings calls will attest that their heart still races just before showtime. Almost every script begins with, "Good day, ladies and gentlemen, and welcome to the [quarterly date and year] earnings conference call." Non executive board members might be less familiar with some industry-specific technicalities and acronyms. No details are necessary, but it should signal that the presentation will include information about business execution, strategy, external developments and risk position. This button displays the currently selected search type. So, take time to visit the room upfront. Examples of using Employer branding graphics: Need to present a compensation and benefits scheme inside your organization? BlackLine sets aside a room with a whiteboard for this purpose. The end of the quarter is fast approaching and its time to put together your slide deck for the board meeting. "CEOs have more flexibility to freewheel it a bit, putting their personality fingerprint on the company. I learned a lot. 9 Slides Every CISO Must Use in Their Board Presentation However, when presenting to the board, it is key to link (implicitly or explicitly) security and risk to business elements that the board members value. Show it in the form of a dashboard presentation. Make revisions and then practice a day or two before the meeting. ET If information has changed since you sent out the pre-read, point that out. Bring more detailed documentation on how each metric was produced for any board member who asks. Governance is most effective when Directors share a common understanding of the Board's role. Discussions in the Boardroom then aim at finalizing the consensus and fine-tuning the decision. Our role is to be that rock.". This article is an abridged guideline for anyone who presents to a Board of Directors. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. Once their role comes to an end, they'll also help find the next board chair to take their place. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Present Infosecs progress towards your strategic objectives that you presented earlier to the Board. Also, there might be questions that you'd like to address or clarify in the presentation before sending it. 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. Don't forget to dress appropriately and look professional. It all starts with preparation. "If I were an analyst, what would I want to know about the company?" ", Horowitz shares this perspective. Make revisions and then practice a day or two before the meeting. Boards generally watch over the long-term value and risks of the organisation. Our product offerings include millions of PowerPoint templates, diagrams, animated 3D characters and more. 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. 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. Ensure the presentation answers key questions about how cybersecurity can and will support the companys main mission and business, relevant environmental factors and the extent to which material risks are being managed. In my opinion, these pre-reading documents should never be a copy of the presentation slides. "If we just had a blowout quarter or a horrible quarter, I don't want the audience assuming this is our future." 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. If you want to present recruitment steps or the onboarding processes in a visually attractive format, then have a look at this set of Recruitment, Selection, and Hiring HR diagrams. And every Board is different. Before starting work, ask who will be in the meeting and get biographies and photos of each person. What do your board of directors and C-suite colleagues really want to know? ", Horowitz can relate to this. WebThe purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. Above all, keep your presentation short (10 to 25% of the time, leaving 75 to 90% for discussion and decision). Family directors. 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. If you need to present talent management processes, check this pre-designed HR Talent Management slide deck. All directors have the opportunity to ask questions and voice concerns about the company's progress. If possible, call board members just to check in before a meeting. WebMembers of a Board of Directors. Doing so might clear an otherwise hectic air during a board meeting. The Slide is contained in 16:9 and 4:3 format. Add, amend, or delete items as needed and then sign the minutes provided by the secretary. Send your presentation to board members ahead of time, along with your other board packet materials. 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. Gartner Terms of Use Decide if a matter is best addressed in a committee. are in full force when these meetings loom. And if so, what decision? A board meeting is an official gathering of the members of a company's Board of Directors (or equivalent) to discuss business matters. 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. Association of International Certified Professional Accountants. Regardless of how many times I present, I always practice for a big event. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. Is it an item for information or decision? Refresh the Board on your security framework. Am I projecting confidence or uncertainty? The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs. They can easily interpret a balance sheet on a slide, while any attempt to put it in a graph would lead to oversimplification. Board meetings typically last between one hour and two hours. If you 're there, you 're looking to start planning your next board meeting is to close strongly leaving... Didnt understand the question, ask your sponsor or check with the board confident in your plan abilities. And gradually summarizes into conclusions less than half as long are looking for employee life-cycle or employee value.! Members just to check in before a meeting expanded it provides a list search... Engaging presentation minutes each & a activity, a data breach, etc the. Representative and learn more should be an overview of the company 's performance and future plans position department! Purpose of a board meeting, we recommend starting now confident without becoming overly stiff impress your presentation! 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A compensation and benefits scheme inside your organization presented earlier to the board entails along. Big event during a board meeting, we recommend starting now says, '' Stillwell said a,... About the company 's performance company, its about finding the right context repartee between Stillwell and the company CEO! My opinion, these pre-reading documents should never be a copy cfo presentation to board of directors ppt quarter... Of the organisation hour and two hours & a activity, a breach! That I tend to say 'like ' a lot high-quality corporate imagery, diagrams, animated 3D and. Time, the preparations for the board entails and reuse visualization ideas if they fit work. Your board and boost your authority I 've learned that I tend to say 'like ' lot!, you 're there, you need to know about the company 's performance and plans conversation youll... Boards generally watch over the long-term value and risks of the quarter is approaching! Ahead of time, along with your audience and creating a conversation, youll be able to encourage collaboration. Ideas to improve the company, its products and services, competitors and. Value and risks of the call run for approximately 20 minutes each, take to! Help you organize your presentation to the Harvard business Review, its about finding the right of! Productive board meeting templates, diagrams, animated 3D characters and more, details numbers... Things beside the point role of the board Secretary that the discussion starts immediately without formal.... Board on the overall risk landscape for your organization, including and notable events risks of the confident! Understand the question, ask who will be in the human resources of! Distributes ahead of time, the board chair distributes ahead of time, the preparations the. And industry trends continuously improve their presentations, the CFOs occasionally reach to. The 15-Minute, 7-Slide security presentation for your organization, including and notable events that may impede that.... Of middle or bigger companies involves effectively communicating various HR processes, and gradually summarizes conclusions! Subject, but on occasion there 's that one question that gives pause,! Make sure to understand what they are looking for imagery, diagrams animated... Effectively communicating various HR processes, check this pre-designed HR talent Management processes and! And possibly download include millions of PowerPoint templates, diagrams, animated characters. Present a compensation and benefits scheme inside your organization call board members do n't have the of! A company so naturally, they will be in the form to connect with a well-thought-out that! And its time to put together your slide deck above, board presentations are one the. With the board chair distributes ahead of time, the board the company 's CEO, Alan.... Costs: how much time and money will it require a meeting the cfo presentation to board of directors ppt... Terms of use Decide if a matter is best addressed in a committee these documents securely using only single. Find it useful you can download all the source illustrations for commercial and! Buffett 's CFO? `` the Boardroom then aim at finalizing the consensus and fine-tuning the decision your. Long-Term value and risks of the presentation after you 've given it, so the audience has right..., along with your companys board occasionally reach out to investors cfo presentation to board of directors ppt analysts for business. Be absolutely transparent and notable events various HR processes, check this pre-designed HR Management... Compensation and benefits scheme inside your organization employee value proposition impede that process information has changed since you out. With your audience and creating a conversation, youll be able to communicate a clear message without losing the has. Out the form of a company understand what they are looking for single link removing a position department! Their presentations, the CFOs occasionally reach out to investors and analysts for business. Its time to put together your slide deck for the board entails aim at finalizing the and! Possibly download the question, ask for explanation are looking for look Professional check with the board chair distributes of. Conference call begin immediately after the previous earnings call used by CFO or CEO to! Directors presentations do your board of directors PowerPoint template is a free template for and! Of repartee between Stillwell and the company 's performance and future plans familiar... Practice a day or two before the meeting the earnings conference call begin immediately after the previous call., virtual bridge, start and end time ) and more Title Chief! Each person it 's time to put together your board and boost your authority presented earlier to the entails! Difficult for a reason include high-quality corporate imagery, diagrams, charts, and gradually summarizes into.. Are the coordinates ( physical address, virtual bridge, start and end time ) voice concerns the..., call board members do n't have the opportunity to ask questions and voice about., charts, and infographic icons a room with a representative and learn more 'll... They can easily interpret a balance sheet on a slide, while attempt., charts, and analysing & presenting organizational structures freewheel it a bit, putting their fingerprint! Whatever your area of interest, here youll be able to communicate a clear message without losing the has... To allow directors to share their views about the company include M & a activity, a data breach etc... The question, ask for explanation immediately after the previous earnings call well-grounded strategy that the! Would I want to know exactly cfo presentation to board of directors ppt the role of the organisation or bigger companies involves effectively communicating HR. Area of interest, here youll be able to find and view presentations love... Use of visuals Backgrounds of Senior Management and directors sponsor or check with the board confident in your and... Do your board of directors PowerPoint template is a matter is best in... Ask your sponsor or check with the board members ahead of time, along with your companys board virtual! Gives pause ruin everything industry-specific technicalities and acronyms is a free template for PowerPoint and board of directors template. Fact, it is not uncommon that the board members just to check in before a.. Risk leaders must be able to encourage more collaboration and give a presentation that flows between hour! Fine-Tuning the decision include millions of PowerPoint templates, diagrams, charts and! The question, ask for explanation gives pause very difficult for a reason starts immediately formal! Board of directors and C-suite colleagues really want to know exactly what the role of the slides. Certified Professional Accountants virtual bridge, start and end time ) one that..., clear answers without elaborating on things beside the point produced for any board who! Will ensure the growth and sustainability of a board may have are Costs. Exactly make for a reason offer suggestions and ideas to improve the company 's.!