Presentation Skills for Finance Professionals: Be Confident and Compelling in 2024

Financial presentations are not easy. You have a lot of information to convey and you have a short time. And your audience is not always interested.

Why should anyone listen to you when you are presenting financial information? And how do you look confident and compelling?

It’s the question we help answer in our presentation coaching programmes.

Look Impressive: Presentation Skills for Finance Professionals

Of course, the main reason for wanting better presentation skills as a financial professional is to impress those you are speaking to and get them to make the right decision. And this is very important if you are presenting to the board. But the big question is, what do you do to achieve this?

We have been coaching financial professionals to present financial information successfully for nearly 15 years. Over the years we have discovered a series of common themes that underpin the most successful financial presentations. Here are a few gems we’ve learned over the years.

1. Make the right first impression in your financial presentation

People buy people. We all make instant decisions – and only later use facts to justify those decisions. This is as true for decisions whether buying software or deciding if the financial numbers are good. The good news is that you can improve the first impression you make.

For example, what happens in your first 30 seconds when you present financial information?

  • Do you have good eye contact?
  • Do you show interest in them?
  • Do you ask the right questions?
  • Have you done enough research?

Can you be sure that you have made the right impression?

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2. Know how you want others to see you

Unless you are clear how you want to be seen by others, it’s a real challenge to get the results you want. But, the simple question: “What impression do you want to make?” is hard to answer.

To be good at presenting financial information in business you should be clear how you want others to see you, and your goals. Once we help you clarify how you want to be seen, we can then polish what you say and how you say it.

3. Don’t get stuck with PowerPoint presentations

People rarely want to be taken through a presentation. The best presenters do not use PowerPoint in a boring way. While PowerPoint may not be going away, you can use it differently. For example, did you know that PowerPoint is a terrible planning tool? There are many more effective ways of structuring and story-boarding your next financial presentation.

So, with your presentation, you can avoid “turning the pages” in a meeting. You can learn how better to plan, make more impact and, most importantly, make a real positive impression with your audiences. This means clear confident financial presentations, engaged listeners and much more successful communications.

4. Make your financial presentation more successful and more interesting

Financial presentation should never be dull. Good financial presentations are all about how well you tell your story. Don’t tell me what the numbers are – tell me what they mean. Tell it properly and you connect with your audience – whether it is the board, or your investors or financial commentators.

There are tried and tested techniques you can use to tell powerful financial stories. Our experts help businesses, CFOs and financial professionals with their financial presentations, investor days and fundraising presentations.  Email us to learn how we can help.

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Examples of better financial presentations

From our tailored training you will find it easier to create engaging financial presentations. You will take away financial presentation tips that you can apply immediately.

One firm told us that the financial presentation training programme we developed completely transformed the quality of presentations internally. A quick return on your investment is one of the many benefits of working with us.

Improve How You Pitch, Present and Persuade

If you want to build your presentation skills, please get in touch. Call us now to discuss how to get the results you want.

Speak to Louise Angus, our client services director to discuss how we can best help you.

Contact us for a free consultation on your coaching needs


About Benjamin Ball Associates

Benjamin Ball Associates  Presentation skills coaching team

At Benjamin Ball Associates, we help our clients to communicate better. You get presentation coaching for executives.

Over 15+ years the award-winning BBA team has coached thousands of senior executives globally to present powerfully. You get access to a transformational toolbox of presentation skills & techniques to help you become a clear, confident communicator.

We’ll help you create a powerful first impression that hooks and engages your audience immediately, and we’ll transform you to deliver clearly, confidently and with impact.

Speak to Louise on +44 20 7018 0922 or email louise@benjaminball.com to find out more and discuss transforming your speeches, pitches and presentations.

Contact us for a free consultation on your coaching needs

Contact us for a chat about how we can help you with your presenting.

Let's talk about your presentation training needs

Contact us for a chat about how we can help you with your presenting.

+44 20 7018 0922

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