Presentation skills for finance professionals

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Presentation Skills for Finance Professionals Aubrey Joachim FCMA CGMA Principal Consultant


Anyone can present! • Taking the mystery and misery out of presenting • The art of presenting is a series of skills that can be mastered


OPEN UP


OPEN UP Own the room!


OPEN UP Own the room! An actor complete into a character


OPEN UP Own the room! Walk the stage with confidence


OPEN UP Own the room! Open, communicative style


A good presenter is …….

O • • • • • •

rganised

Take charge Poised and polished Prepared Not overwhelming – inform, persuade, influence Entertain and enlighten Well structured message


A good presenter is …….

P

assionate

• Exude enthusiasm and confidence • Speak from the heart • Energy – persuasive and contagious • Gestures


A good presenter is …….

E

ngaging

• Engage each audience member

• Build rapport • Involve the audience early


A good presenter is …….

N

atural

• Exhibits a natural style • Conversational delivery style • Comfortable with the audience • Appears confident


A good presenter must …….

U

nderstand the audience

• Learn about your audience


A good presenter must …….

P

ractice

• Practice to improve • Desire to become better – Present a proposal – Deliver a keynote presentation – Sell an idea to your boss – Interview for a job – Present the monthly financials


Structuring your story • A good structure allows you to: – Frame your objectives – Cover all relevant material – Transition smoothly from topic to topic – Finish strong

• A longstanding and favoured structure is: – Tell them what you are going to tell them – opening – Tell them - body – Tell them what you just told them - closing


The power of delivery • Factors influencing the perception of the spoken message – 7% of audience perception is associated with words – 38% of audience perception is associated with voice – 55% of audience perception is associated with non-verbals

• The power of non-verbal communication – Posture – Gestures – Visual aids


The dynamics of voice • “If you don’t sound interested, why would the audience be?” • Pointers to improving the dynamics of voice – Volume – Inflection – Pacing / tempo – speak, pause, breathe, speak – Eliminate verbal graffiti


Engaging your audience • Speak to the interests of your audience

• Use stories, examples and anecdotes • Eye contact – an essential engagement tool • Don’t waste time talking to inanimate objects • Smile • Use names early and often • Get your feet working • Use current events that supplement your topics • Dish out humour • Read your audience • Get your audience involved


Being natural • A natural speaker is a lively speaker • Formal scripted presentations do not flow naturally • Conversational is best • Practice makes perfect


Conducting Q&A sessions • The credibility of a presenter can rise or fall during the Q&A • Q&A Tips and Techniques – Composure – Read the audience

– Rehearse

• Successful Q&A’s depend on the framing of the presentation • Buying time to gather your thoughts


Finally ……..

Take every opportunity to speak or present Enjoy the experience! This presentation brings together ideas from “The Exceptional Presenter” by Koegel and as practiced by Aubrey Joachim


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