State of Financial Presentations 2014 survey results

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Slide Notes

Full report by Dave Paradi here:
http://www.thinkoutsidetheslide.com/the-state-of-financial-presentations-su...

State of Financial Presentations 2014 survey results

Published on Nov 06, 2015

A research-based summary of common mistakes made by financial presenters, and tips for effective financial presentations from Dave Paradi.

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PRESENTATION OUTLINE

THE STATE OF FINANCIAL PRESENTATIONS

2014 Survey Results

Dave Paradi

Full report by Dave Paradi here:
http://www.thinkoutsidetheslide.com/the-state-of-financial-presentations-su...

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top annoyances

REPORTED BY 120 PROFESSIONALS AND EXECUTIVES

67%

Too many numbers on slides

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51%

Font too small

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45%

Too much information for the time given

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43%

Too many tables; not enough visuals

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bad habits

OF FINANCIAL PRESENTERS

confusing the audience

with detail and financial language

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Focusing on the details of the numbers instead of
what the numbers mean or
why they are important.

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10.

Using terms or acronyms
the audience
doesn’t understand.

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11.

Reading text and numbers
from slides.

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12.

words most commonly associated

WITH FINANCIAL PRESENTATIONS

13.

boring

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14.

confusing

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15.

Untitled Slide

Word cloud created by Dave Paradi based on most frequently occurring words in survey responses.

16.

tips

FOR STANDOUT FINANCIAL PRESENTATIONS

17.

The numbers are not the story. They only support a message that needs to be communicated.

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18.

Plan your message first. Include only numbers that support that message.

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19.

Focus on the insights of your analysis, not the details of your analysis.

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20.

Use visuals instead of large tables of numbers.

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21.

financial presentations

don't have to be boring and confusing.

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22.

Slide Notes