Tips for Presenting Financial Information

When presenting financial information, your topics and their depth depend on your audience. Are you presenting to a group of financial novices or experienced professionals? Is your audience familiar with the company and its industry or unfamiliar? Does your audience see financial information frequently or annually? In this session, we'll provide tips and ideas to help you give effective financial statement presentations tailored to your audience.

Learning Objectives

Upon completion of this program, participants will be able to:

• Discuss different financial statements that can be covered in a financial presentation and the importance of each
• Identify tips for presenting financial items to a board of directors monthly
• Define tips for presenting financial items to a board of directors annually
• Recall tips for presenting financial items to owners annually