Tag Archives: finance presentations

How Not to Give a Finance Presentation

The bad news is that modern finance presentations are a vast wasteland of unreadable spreadsheets and monotonous, toneless recitations of finance esoterica.Win Your Case Competition

It seems that there must be a requirement for this in finance.

In fact, many finance presentations devolve into basic meeting discussions about a printed analysis distributed beforehand.

The group of presenters stands idly while everyone else sits and interrupts with strings of questions.

Several presentation cliches guarantee this sorry state of affairs a long life . . .

“Just the facts”

Exhortations of  “Just the facts” serve as little more than a license to be unoriginal, uninteresting, and unfocused.

“Just the facts”

Folks believe that this phrase gives the impression that they are no-nonsense and hard-core.  But there is probably no more parsimoniously pompous and simultaneously meaningless phrase yet to be devised.

It achieves incredible bombast in just three syllables.

What does it mean, “Just the facts?”

Which facts?

Why these facts and not those facts?

Events are three-dimensional and filled with people.  They require explanation and analysis.  Mere “facts” are flat, two-dimensional, unemotional, and unsatisfactory proxies for what happens in the real world.

“Just the facts” masks much more than it reveals.

“The numbers tell the story.”

This is a favorite of folks who seem to believe that the ironclad rules of presentations do not apply to them.  “We don’t deal with all of that soft storytelling,” finance majors often tell me.  “We deal in hard numbers.”

There’s so much wrong with this that it’s difficult to locate a reasonable starting-point.

Numbers, by themselves, tell no story at all.

numbersIf numbers were conceivably capable of telling a story, it would be a considerably incomplete story, giving a distorted picture of reality.

Numbers in a spreadsheet of past performance are proxies for myriad conditions inside and outside the firm that will not repeat themselves.

The end result of these finance presentations shenanigans is an overall level of mediocrity and outright bad presentations.

If firms want nothing more than a group discussion about a handout, with the only thing distinguishing the  “presenters” from the audience is that they are standing, then so be it.

It may be useful.  It may be boring.  It may be morale-building.  It may be team-destroying.  It may be time-wasting.

But whatever else it is, it is not an effective business presentation.

“Cut ’n’ Paste” Finance Presentation

This is the heinous data dump that all of us inevitably see.  PowerPoint slides crammed with data in tiny, unreadable font.

The display of these heinous slides is accompanied by a sweep of the arm and the awful phrase:  “As you can see . . . ”

The cause of this pathology is the rote transfer of your written report to a PowerPoint display, with no modification to suit the completely different medium.

The result?

Slides from the netherworld.

But in every obstacle exists an opportunity.  Sometimes, you must dig deep for it.

But inevitably it’s there

The Good News

Because the bar for finance presentations is so low, if you give a finance presentation using the powerful principles that apply to all business presentations, your own shows will outstrip the competition by an order of magnitude.

It can be a source of personal competitive advantage.

This, of course, implies that your content is rock-solid.

Because it should be.

Your ratio analysis, your projected earnings, your sophisticated modeling should all reflect your superb finance education.

But how you give a finance presentation is the key to presentation victory.Give a Finance Presentation for personal competitive advantage

All of the presentation principles that we discuss here apply to finance presentations, particularly the parsimonious display of numbers and the necessity for their visual clarity.

If anything, finance presentations must be more attentive to how masses of data are distilled and displayed.

A situation statement must be given.

A story still must be told.

Your analysis presented.

Conclusions must be drawn.

Recommendations must be made.

And external factors must be melded with the numbers so that the numbers assume clarity and meaning in an especially powerful 3D presentation.

If you do the above, and nothing more, then your finance presentations will easily outshine the hoi polloi.

But if you delve even more deeply into the masterful techniques and principles available to you, learning to use your tools skillfully, you can rise to the zenith of the finance presentations world precisely because you are part of the tiny minority who seizes the opportunity to deliver an especially powerful presentation.

Four Words for Powerful Finance Presentations

Add Power and Impact to your Powerful Finance Presentation
Add Power and Impact to your Finance Presentation

To develop and deliver an especially powerful finance presentation, follow this formula:

Orient

Eliminate

Emphasize

Compare . . .

This method produces superb results every time, especially if you work with difficult financial information.

As preface to this, on all of your slides, ensure that you use a sans serif font and that its size is at least 30 point.

Your numbers should be at least 26 point.

Now, to those four key words . . .

For a Powerful Finance Presentation

First, orient your audience to the overall financial context.

If you take information from a balance sheet or want to display company profit growth for a period of years, then briefly display the balance sheet in its entirety to orient the audience.

Tell the audience they view a balance sheet:  “This is a balance sheet for the year 2012.”

Walk to the screen and point to the information categories.  Touch the screen.  Say “Here we have this number” . . . “Here we have this category.”

Second, eliminate everything on the screen that you do not talk about.

This means clicking to the next slide, which has been stripped of irrelevant data.  If you do not refer to it, it should not appear on your slide.

Strip the visual down to the basic numbers and categories you use to make your point.

Sure, put the entire balance sheet or spreadsheet on your first slide, orient your audience to provide the context of the numbers you are about to emphasize, and then click to the next slide.

This next slide should display only the figures you refer to.

powerful Finance Presentation
Your powerful finance presentation need not be unintelligible

Third, emphasize the important points by increasing their size, coloring them, or bolding the numbers.

Illustrate what the numbers mean by utilizing a chart or graph.

Fourth, compare your results to something else.

Remember that numbers mean nothing by themselves.  Comparison yields meaning and understanding.

For example, think of a children’s dinosaur book.

Compare, Compare, Compare

You’ve seen the silhouette of a man beside a Triceratops or a Stegosaurus, or a Brontosaurus.  The silhouette provides you a frame of reference so you understand the physical dimensions of something new and strange.

You can compare the size of a man with the new information on dinosaurs.

Likewise, we want to provide a frame of reference so that our audience understands the results of our analysis.

We provide a comparison as a baseline.

For instance, if you are talking about financial performance, and you have selected an indicator (such as ROI, or yearly sales revenue growth, or something similar), don’t simply present the information as standalone.  Compare your company’s financial performance against something else.

Do this to make your point and to tell your story.

Compare your firm’s financial performance against itself in prior years or quarters.

Compare your firm’s financial performance against a major competitor or several competitors.

Compare your firm’s financial performance against the industry as a whole.

Compare your firm’s financial performance against similar sized firms in select other industries.

When you Orient . . . Eliminate . . . Emphasize . . . and Compare, you create a finance presentation experience that is intelligible and satisfying to your audience.

And you create for yourself a personal competitive advantage.

For more on delivering powerful finance presentations, consult The Complete Guide to Business School Presenting.

Finance Presentation PowerPoint . . . the vast wasteland

Finance students can gain competitive advantage with superior finance presentation PowerPoint
Finance students can gain competitive advantage with superior finance presentation PowerPoint

Whether the presentation class is in Philadelphia . . . or Mumbai . . . or Cali . . . or Chennai . . . or Singapore . . . I hear the same universal and eerie refrain from finance students everywhere with regard to their finance presentation PowerPoint—

“Finance is different.”

“We don’t do all of that soft-skill kumbaya presentations stuff.”

“For us, the numbers tell the story.”

Worshiping at the Altar of Numbers

Numbers seem to enchant business-people in deep and mysterious ways.

It’s almost as if numerical constructs are somehow less malleable than the English language, less subject to manipulation.

In a chaotic world, a spreadsheet exudes familiarity, a firm valuation offers comfort, an income statement serves as anchor.

For some, numbers convey a certitude and precision unavailable to mere rhetoric.

This illusion of certitude and precision exerts influence on finance folks to believe that, well . . . that the laws of human nature that stymie the rest of us do not apply to them in the coldness and hardness of objective numerical analysis.

Finance presentations are somehow harder.

They appear more firmly rooted in . . . well, rooted in the very stuff of business.

Finance Presentation PowerPoint . . . Beware!

But this is an illusion.

Among other problems, the numbers on a spreadsheet are nothing more than proxies for the conditions that gave rise to them in the first place.

Yet folks create and sustain the myth that “The numbers tell the story.”

But the numbers tell no story.

They are mute.

They offer the illusion of precision.  They offer fool’s gold to those who worship at the numbers altar.

The result is 2D presenting, full of voodoo and bereft of nuance and subtle analysis.

Where business presentations are concerned, finance folks are not different, special, unique or otherwise gifted with special powers or incantations denied the mere mortals who toil in marketing or human resources.

Finance presentation PowerPoint needs presentation techniques more than any other business field
Delivering rilliant finance presentation PowerPoint isn’t difficult . . . neither is is easy

We’re all subject to the same demands placed upon us by the presentations beast, demands that nettle us equally and indiscriminately during the business presentation process.

As with most things, there is bad news and good news in this slice of life provided here.

Finance Presentation Hell

The bad news is that modern finance presentations are a vast wasteland of unreadable spreadsheets and monotonous, toneless recitations of finance esoterica.

It seems that there must be a requirement for this in finance.

In fact, many finance presentations crumble into little more than meeting “discussions” about a printed analysis distributed beforehand.  They’re picked apart by Gotcha! jackals with nothing on their minds except proving themselves worthier than those who might be unlucky enough to be the presenter du jour.

Finance presentation PowerPoint shows seem to offer nothing save the opportunity for public posturing and one-upmanship.

A presenter or group of presenters stands and shifts uncomfortably while everyone else sits and interrupts with strings of gotcha questions, usually couched to demonstrate the mastery of the questioner rather than to elicit worthy information.

Several presentation cliches guarantee this sorry state of affairs a long life.  But there’s hope.

Upcoming posts offer solutions to this common presentation conundrum.

Meanwhile, you can find my in-depth treatment of how to wrestle and subdue the finance presentation beast in The Complete Guide to Business School Presenting.

Finance: Worshiping at the Altar of Numbers

Finance students can gain competitive advantage with superior presentations
Look beyond the cliches and standard presentations to deliver especially powerful finance presentations

Whether the presentation class is in Philadelphia . . . or Mumbai . . . or Cali . . . or Chennai . . . or Singapore . . . I hear the same universal and eerie refrain from finance students everywhere—

“Finance is different.”

“We don’t do all of that soft-skill kumbaya presentations stuff.”

“For us, the numbers tell the story.”

Worshiping at the Altar of Finance

Numbers seem to enchant business-people in deep and mysterious ways, as if numerical constructs are somehow less malleable than the English language, less subject to manipulation.

In a chaotic world, a spreadsheet exudes familiarity, a firm valuation offers comfort, an income statement serves as anchor.

For some, numbers convey a certitude and precision unavailable to mere rhetoric.  This illusion of certitude and precision exerts influence on finance folks to believe that, well . . . that the laws of human nature that stymie the rest of us do not apply to them in the coldness and hardness of objective numerical analysis.

Finance presentations are somehow harder, more firmly rooted in . . . well, rooted in the very stuff of business.

The Finance Myth Exploded

But this is an illusion.  The result is 2D presenting, full of voodoo and bereft of nuance and subtle analysis.

Where business presentations are concerned, finance folks are not different, special, unique or otherwise gifted with special powers or incantations denied the mere mortals who toil in marketing or human resources.

Finance presentations need presentation techniques more than any other business field
Adopt the techniques of the presentation masters to deliver masterful presentations

We all are subject to the same demands placed upon us by the presentations beast, demands that nettle us equally and indiscriminately during the business presentation process.

As with most things, there is bad news and good news in this slice of life provided here.

The bad news is that modern finance presentations are a vast wasteland of unreadable spreadsheets and monotonous, toneless recitations of finance esoterica.

It seems that there must be a requirement for this in finance.

Finance Presentation Hell

In fact, many finance presentations crumble into little more than meeting “discussions” about a printed analysis distributed beforehand, picked apart by jackals with nothing on their minds except proving themselves worthier than those who might be unlucky enough to be the presenter du jour.

Finance presentations seem to offer nothing save the opportunity for public posturing and one-upmanship.

A presenter or group of presenters stands and shifts uncomfortably while everyone else sits and interrupts with strings of gotcha questions, usually couched to demonstrate the mastery of the questioner rather than to elicit any worthy piece of information.

Several presentation cliches guarantee this sorry state of affairs a long life, and we spell out several of them in tomorrow’s post . . .

Meanwhile, you can find my in-depth treatment of how to wrestle and subdue the finance presentation beast in The Complete Guide to Business School Presenting.

The False Gods of Finance Business Presentations

Finance business presentations can be a source of competitive advantage
Finance business presentations can be challenging, for executives as well as business school students

Whether the finance business presentations class is in Philadelphia . . . or Mumbai . . . or Cali . . . or Chennai . . . or Singapore . . . I hear the same universal and eerie refrain from finance students everywhere—

“Finance is different.”

“We don’t do all of that soft-skill kumbaya presentations stuff.”

“For us, the numbers tell the story.”

The Talisman of Numbers

Numbers seem to enchant business-people in deep and mysterious ways.  It’s as if numerical constructs are somehow less malleable than the English language, less subject to manipulation.

In a chaotic world, a spreadsheet exudes familiarity, a firm valuation offers comfort, an income statement serves as anchor.

For some, numbers convey a certitude and precision unavailable to mere rhetoric.  This illusion of certitude exerts influence on finance folks to believe that, that the laws of human nature that stymie the rest of us do not apply to them.  They see themselves as purveyors of cold hard objective numerical analysis.

Finance presentations are somehow harder, more firmly rooted in . . . well, rooted in the very stuff of business.

The Finance Business Presentation Myth Exploded

But this is an illusion.  The result is 2D presenting, full of voodoo and bereft of nuance and subtle analysis.

Where business presentations are concerned, finance folks are not different, special, unique or otherwise gifted with special powers or incantations denied the mere mortals who toil in marketing or human resources.

We all are subject to the same demands placed upon us by the presentations beast, demands that nettle us equally and indiscriminately during the finance business presentation process.

As with most things, there is bad news and good news in this slice of life provided here.

The bad news is that modern finance presentations are a vast wasteland of unreadable spreadsheets and monotonous, toneless recitations of finance esoterica.  It seems that there must be a requirement for this in finance.

Finance Business Presentation Hell

In fact, many finance business presentations crumble into little more than meeting “discussions” about a printed analysis distributed beforehand, picked apart by jackals with nothing on their minds except proving themselves worthier than who might be unlucky enough to be the presenter du jour.

A presenter or group of presenters stands and shifts uncomfortably while everyone else sits and interrupts with strings of gotcha questions, usually couched to demonstrate the mastery of the questioner rather than to elicit any worthy piece of information.

Several finance business presentation cliches guarantee this sorry state of affairs a long life . . .

“Just the facts”

Exhortations of “Just the facts” serve as little more than a license to be unoriginal, uninteresting, and unfocused.

“Just the facts”

Folks believe that this phrase gives the impression that they are no-nonsense and hard-core.  But there is probably no more parsimoniously pompous and simultaneously meaningless phrase yet to be devised.  It achieves incredible bombast in just three syllables.

What does it mean, “Just the facts?”  Which facts?  Why these facts and not those facts?

Events are three-dimensional and filled with people.  They require explanation and analysis.  Mere “facts” are flat, unemotional, and unsatisfactory proxies for what happens in the real world.  “Just the facts” masks much more than it reveals.

“The numbers tell the story.”

This is a favorite of folks who seem to believe that the ironclad rules of presentations do not apply to them.  “We don’t deal with all of that soft storytelling,” finance majors often tell me.  “We deal in hard numbers.”

There’s so much wrong with this that it’s difficult to find a reasonable starting-point.  Not only do numbers, alone, tell no story at all . . . if numbers were conceivably capable of telling a story, it would be an incomplete story.  A story with distorted reality.

The end result of these presentation shenanigans is mediocrity and outright bad presentations.  If firms want nothing more than a group discussion about a handout, with the only thing distinguishing the “presenters” from the audience is that they are standing, then so be it.

It may be useful.  It may be boring.  It may be morale-building. It may be team-destroying.  It may be time-wasting.

But whatever else it is, it is not a presentation.

“Cut ’n’ Paste”

This is the heinous data dump that all of us see at some unfortunate time in our careers.  PowerPoint slides crammed with data in tiny, unreadable font.  The display of these heinous slides is accompanied by a sweep of the arm and the awful phrase: “As you can see . . . ”

The cause of this pathology is the rote transfer of your written report to a PowerPoint display, with no modification to suit the completely different medium.  The result?

Slides from Hell.

The Presentation Good News!

In every obstacle exists an opportunity.  Because the bar for finance business presentations is so low, if you invest your presentations with the powerful principles that apply to all business presentations, your own shows will outstrip the competition by an order of magnitude.

This, of course, implies that your content is rock-solid.  It should be.  Your ratio analysis, your projected earnings, your sophisticated modeling should all reflect the superb finance education you have received.

Business School Presenting can improve your finance business presentations
Swim against the tide of bad finance business presentations and imbue your presentations with power and brio

But how you present that content is the key to presentation victory.

All of the presentation principles that we discuss here apply to finance business presentations.  Particularly the parsimonious display of numbers and the necessity for their visual clarity.  If anything, finance business presentations must be more attentive to how masses of data are distilled and displayed.

A situation statement must be given.

A story still must be told.

Your analysis presented.

Conclusions must be drawn.

Recommendations must be made.

And external factors must be melded with the numbers so that the numbers assume clarity and meaning in an especially powerful 3D presentation.

If you do the above, and nothing more, then your finance business presentations will outshine the hoi polloi with ease.

But you can push even further, delving even more deeply into the masterful techniques and principles available to you, learning to use your tools skillfully.  You can rise to the zenith of the finance business presentations world because you are part of the tiny minority who seizes the chance to deliver an especially powerful presentation.

Your best source for deeper insight on delivering especially powerful finance business presentations is my book, The Complete Guide to Business School Presenting.

How to Give a Finance Presentation

Your Finance Presentation
Present numbers the right way in your finance presentation, or you may be pronouncing a death sentence on it

Most finance folks believe that the finance presentation is king.

I’m skeptical of this hubris, but . . .

Financial analysis of the firm is essential, and there are few occasions when financial data do not make their way into a presentation.

With financial data, you can discover the firm’s profitability, general health, and potential.  You can get reasonable answers to the question: “How are we doing?”

But . . .

. . . and it is an especially powerful but.

The results of your financial analysis invariably constitute the ugliest section of a presentation.

Spreadsheet Hypnosis

There is something about a spreadsheet that mesmerizes students and faculty alike.  A spreadsheet splayed across the screen gives the impression of heft and gravitas.

A spreadsheet seems important.

It appears substantial.  It gives the illusion of precision.  Everyone nods.

As a presenter, you stare back at the screen behind you, at the phalanx of figures.  You wave your hand at the screen with the words “As you can see –”

And then you call out seemingly random numbers.  Your classmates or colleagues in the audience watch with glazed eyes.

It’s almost mystical.

Your professor sits sphinx-like.  Some folks shuffle papers, actually digging through a handout you mistakenly distributed beforehand.  Some check email, heads canted downward to their smartphones clasped below table-level.

No one has a clue as to what you’re talking about or how it actually relates to the real world.

You get through your finance presentation, finally, and you’re relieved.

And you hope that you were vague enough that no one can even think about asking a question.  This is common.

And it’s Ugly Finance Presentation

So ugly.

There is a best way that makes things easier for everyone.

Three Steps:  Orient, Eliminate, Emphasize

First, orient your audience to the overall financial context.  If you take information from a balance sheet or want to display company profit growth for a period of years, then display the sheet in its entirety to orient the audience.  Tell the audience they view a balance sheet.  Walk to the screen and point to the information categories.  Say “Here we have this number” . . . “Here we have this category.”

Second, eliminate everything on the screen that you will not talk about.  You strip the visual down to the basic numbers and categories you use to make your point.

Third, emphasize the important points by increasing the size, coloring them, or bolding the numbers.  You can illustrate the meaning of the numbers by utilizing a chart or graph.

If you follow this basic advice, you can improve the finance portion of your presentation immensely and be on your way to an especially powerful presentation.

For more on delivering a powerful finance presentation, consult The Complete Guide to Business School Presenting.

Finance Presentations: “We’re Different”

Finance Presentations for Competitive AdvantageWhether the finance presentations class is in Philadelphia . . . or Mumbai . . . or Cali . . . or Chennai . . .  I hear the same universal and eerie refrain from finance students –

“Finance Presentations are different.”

“We don’t do all of that soft-skill presentations stuff.”

“For us, the numbers tell the story.”

Finance Presentations Mysteries

Numbers seem to enchant business-people in deep and mysterious ways, as if numerical constructs are somehow less malleable than the English language.  They seem less subject to manipulation.

In a chaotic world, a spreadsheet exudes familiarity, a firm valuation offers comfort.  An income statement serves as anchor.

For some, numbers convey a certitude and precision unavailable to mere rhetoric.  This illusion of certitude and precision exerts influence on finance folks to believe that, well . . . that the laws of human nature that stymie the rest of us do not apply to them in the coldness and hardness of objective numerical analysis.

But this is an illusion.  And the result is 2D presenting, full of voodoo and bereft of nuance and subtle analysis.

Where business presentations are concerned, finance folks are not different, special, unique or otherwise gifted with special powers or incantations denied the mere mortals who toil in marketing or human resources.

We are all subject to the same demands placed upon us by the presentations beast.  These demands that nettle us equally and indiscriminately during the business presentation process.

As with most things, there is bad news and good news in this slice of life provided here.

The Bad News

The bad news is that modern finance presentations are a vast wasteland of unreadable spreadsheets and monotonous, toneless recitations of finance esoterica.  It seems that there must be a requirement for this in finance.

In fact, many finance presentations devolve into basic meeting discussions about a printed analysis distributed beforehand, with the group of presenters merely standing while everyone else sits and interrupts with strings of questions.  Several presentation cliches guarantee this sorry state of affairs a long life . . .

“Just the facts”

Exhortations of  “Just the facts” serve as little more than a license to be unoriginal, uninteresting, and unfocused.

“Just the facts”

Folks believe that this phrase gives the impression that they are no-nonsense and hard-core.  But there is probably no more parsimoniously pompous and simultaneously meaningless phrase yet to be devised.

It achieves incredible bombast in just three syllables.

What does it mean, “Just the facts?”  Which facts?  Why these facts and not those facts?

Events are three-dimensional and filled with people; they require explanation and analysis.  Mere “facts” are flat, two-dimensional, unemotional, and unsatisfactory proxies for what happens in the real world.  “Just the facts” masks much more than it reveals.

“The numbers tell the story.”

This is a favorite of folks who seem to believe that the ironclad rules of presentations do not apply to them.  “We don’t deal with all of that soft storytelling,” finance majors often tell me.  “We deal in hard numbers.”

There’s so much wrong with this that it’s difficult to locate a reasonable starting-point.

Numbers, by themselves, tell no story at all.  If numbers were conceivably capable of telling a story, it would be a considerably incomplete story, giving a distorted picture of reality.

The end result of these finance presentations shenanigans is an overall level of mediocrity and outright bad presentations.  If firms want nothing more than a group discussion about a handout, with the only thing distinguishing the  “presenters” from the audience is that they are standing, then so be it.

It may be useful.  It may be boring.  It may be morale-building.  It may be team-destroying.  It may be time-wasting.

But whatever else it is, it is not a business presentation.

“Cut ’n’ Paste”

This is the heinous data dump that all of us inevitably see.  PowerPoint slides crammed with data in tiny, unreadable font.

The display of these heinous slides is accompanied by a sweep of the arm and the awful phrase:  “As you can see . . . ”   The cause of this pathology is the rote transfer of your written report to a PowerPoint display, with no modification to suit the completely different medium.  The result?

Slides from Hell.

The Good News

In every obstacle exists an opportunity.

Because the bar for finance presentations is so low, if you invest your presentations with the powerful principles that apply to all business presentations, your own shows will outstrip the competition by an order of magnitude.  This, of course, implies that your content is rock-solid.  It should be.  Your ratio analysis, your projected earnings, your sophisticated modeling should all reflect the superb finance education you have received.

But how you present that content is the key to presentation victory.Finance Presentations can bestow personal competitive advantage

All of the presentation principles that we discuss here apply to finance presentations, particularly the parsimonious display of numbers and the necessity for their visual clarity.  If anything, finance presentations must be more attentive to how masses of data are distilled and displayed.

A situation statement must be given.

A story still must be told.

Your analysis presented.

Conclusions must be drawn.

Recommendations must be made.

And external factors must be melded with the numbers so that the numbers assume clarity and meaning in an especially powerful 3D presentation.

If you do the above, and nothing more, then your finance presentations will outshine the hoi polloi with ease.

But if you delve even more deeply into the masterful techniques and principles available to you, learning to use your tools skillfully, you can rise to the zenith of the finance presentations world precisely because you are part of the tiny minority who seizes the opportunity to deliver an especially powerful presentation.