The Eight-Step Formula For Making Finance Presentations Interesting

Are you interested in giving your finance presentations a professional touch?

Then how about we update you with some tips and techniques to uplift the visual appeal of your finance presentations so they can become more interesting?

We know these kinds of PPTs are boring, and there is a high chance of people losing interest in them.

That’s why, to make them engaging, we have shared some valuable advice for you in this blog that will help you take your presentations to the next level.

So, shall we begin? Excited!

Let’s start then…

Some Important Tips To Create An Engaging Finance Presentation

Number 1: Know-How Of Your Audience

Just remember the rule when designing a presentation: knowledge of the audience is essential. Suppose you are a CFO. You have to keep in view the targets and desires of every member while designing your presentation. For instance, your CEO will be looking forward to seeing how financial performance is relatively contributing to business progress, and on the other hand, the COO would want to know how to utilize the particular information in the plans or company goals.

Therefore, when planning your presentation, base it on your audience. For this, ask yourself three important questions;

• Who is my audience?
• What are their goals?
• Does the information presented to them match their goals or not?

Further, if you are worried about your stake, then you could also get assistance from online presentation designers types to help you with your presentation.

Number 2: Embed Relevant Financial Data

While designing a finance PPT, most of the presenters embed all of the data. What they think is that by doing so, they are giving a holistic picture of the financial condition of the company. However, it is the mistake they are committing. Instead, what they are supposed to do is sort the data first and incorporate only relevant stats as per the needs of the audience.

This helps in giving their presentation a more professional approach and indicates that they are well-prepared and well-thought.

Number 3: Build A Story With Figures

Ideally, who wants to read large figures? Nobody, for sure! Thus, build a narrative around the stats and what the audience is actually looking forward to. The funny part is, being a presenter, you are not supposed to act like a bank manager and share how much budget you have.

The purpose of the presentation is to build a story and give the audience an idea of how certain figures can contribute to shaping a certain strategy or help achieve a particular milestone.

Number 4: Heavy Usage of Visuals

As everyone is aware, finance-based presentations are boring. Hence, to make them interesting, the tip here is to use visuals as much as you can. These presentations are unlike other PPTs, where it is important to strike a balance between text and visuals.

However, the liberty in these kinds of presentations is due to the presence of facts and figures. Also, visuals help make the stats understandable easily because our brain processes numeric data with difficulty in comparison to images.

Also, to enhance your PPTs, you could get the help of expert presentation designers to assist you with your finance presentations.

Number 5: State Clear Objective

Already, financial PPTs are complex, and presenters make it more difficult to digest when they fail to state their objectives clearly. It is considered good practice for every PPT to explain your objective straightaway. This will help your audience understand the purpose and information presented in the PPT. Also, in this way, they will be more interested in listening to you.

Therefore, it is of great importance to explicitly tell your objective and structure your presentation clearly to make it worthy for the audience sitting in front of you.

Number 6: Make It Interpersonal

Try to deliver your finance presentation by involving others. Just imagine you are presenting stats for an hour, and people are listening to you with pin-drop silence. Even the scenario is looking quite challenging to picture, isn’t it?

So, it is advisable to always give a finance presentation by making it interpersonal. It should be a two-way communication. Give people an opportunity to talk and reflect their ideas. Allow them to ask questions in between and develop your presentation pace accordingly.

Number 7: Show Depth Of Data

This is the toughest part of finance-based PPT, showing the depth of data. This only implies that you have to put only necessary yet meaningful data. For in-depth stats, you have to select chunks that can be utilized and accommodate multiple scenarios.

For example, it can be related to marketing, human resources, etc. Also, it is viable to dig deep when there is demand for it otherwise, do not. Sometimes, what happens when going into detail, the audience loses their interest and deviates.

Further, if you still feel doubtful about designing an up-to-the-mark PPT, then you might also take the help of Presentation Designers UK to develop one for you.

Number 8: Avoid Abrupt End

Always make sure to avoid abrupt and incomplete endings of presentations. This is the most essential part of any presentation. You can end your PPT with a summary of your presentation, or either you can share your suggestions on how to apply the information presented. Also, you can include future implications or give examples of successful strategies that other countries or firms are incorporating.

Thus, the technique here is to never leave your presentation uncapped as it will blow all the gases!

FAQs

How do you make an engaging finance presentation?

You can develop an engaging finance presentation by making sure it contains enough visuals. Additionally, when delivering a PPT, try to make it a two-way conversation instead of having you be the focus of attention. 

What are the three basic questions when designing a finance presentation?

When designing a finance presentation, the three basic questions you have to answer are who you will present your PPT to and how it will align with their goals. Also, you have to respond if the information you are giving matches with needs or not.

What visuals should be utilized in PPT to represent numeric data?

You can incorporate visuals like line charts, area charts, column charts, etc. These are best applicable when you want to display progression over a period.

What should be the focal point of finance-related presentations?

The focal point of finance-related presentations should be that it explicitly states the previous and current scenario of performance measures. Also, to present the scenario efficiently, it contains the breakdown of numbers in a structured way.

Wrap Up!

Well, summing it up! Presentations are a wonderful opportunity to express oneself. They will sound boring if you don’t prepare it will. Otherwise, they are engaging and gain audience attraction instantly. When it comes to finance-based PPTs, the technique is to play with numbers by demonstrating how big their role is in certain scenarios and how any target is achievable by utilizing them wisely. Therefore, it’s totally up to your mind how you want to persuade the audience with numbers.