A banner image of an African woman holding a tablet and an Asian woman standing beside her, both smiling at the camera.
A banner image of an African woman holding a tablet and an Asian woman standing beside her, both smiling at the camera.

Here are a few questions you should ask before you begin to prepare your presentation:

Who will be your audience?

Having this knowledge is critical to preparing your financial presentation. In China, for example, accounting reports tend to be written solely to satisfy government requirements rather than to appease investors or other constituents. The principle applies to many other countries as well. Remember, what you did back home may have served you well there, but the legal and stakeholder requirements in Canada can differ. That’s why it’s always good to ask questions about Canadian standards and the rationale behind the process. Doing so helps you to better understand the business culture and ease into your role.

Does your employer have an existing template they use or a preferred style of presenting? 

If so, it can be extremely useful to have a standard to follow. Don’t be afraid to ask for one; it shows you're interested in succeeding in your position.

Is there a presenter or delivery style you admire, or which has garnered praise from your colleagues?  What did you notice?  Was it how they presented their figures? The explanations they offered? The appearance of their charts? Or, how confidently did they answer questions? 

Make note of these points. You may wish to consider incorporating a few of their practices into your own.  

How detailed do your explanations need to be? 

Typically, in Canadian culture, we may give an overview first and then wait for questions, rather than provide long-drawn-out talks to “prove” what we are saying. It implies that the listener trusts your analysis and will ask for further clarification if needed.

You are conducting a presentation to a volunteer board of directors of a non-profit. You understand that many of the directors do not have a financial background, and they may need help interpreting the organization's financial health based on the statements you provided. You may want to start by outlining what each statement represents and offering simple observations regarding revenue, losses, depreciation, and other general details. This way, you avoid overwhelming people who are nervous about numbers. You can let your audience know that you would be pleased to answer any questions they may have.


Conversely, a presentation to seasoned financial officers or investors will require a more sophisticated analysis. Anticipate questions and prepare some answers so you won’t be caught off guard. This will help you to stay calmer when providing a response. Remember that questions show interest and should not be taken as someone questioning your work. Your clients are entitled to answers to their questions.

I’ll never forget an Annual General Meeting I attended years ago, when a financial statement was presented, and there was a discussion about funding sources. A question from the audience was posed to the Executive Director. New to his role, he interpreted the audience's question as a judgment of his leadership. Clearly, he analyzed this interaction through the cultural lens of his country of origin. And he was wrong. Red-faced and defensive, he snapped at the person who asked the question, and then there was dead silence in the room and utter discomfort.


B. Enhancing Your Speaking Skills

In advance of any spoken presentation, practice the pronunciation of any words you struggle with. Ask for honest feedback from a friend or colleague and insist they correct you. If you are unsure of how a word is pronounced, you can look it up online. Here are a few examples: Audio English and the Cambridge Dictionary. Following these steps will make your presentation sound crisper and more professional, while boosting your confidence.

Sometimes, slowing down your speech can make a huge difference in how you are understood. Remember, there is nothing wrong with having an accent – we all have them. The main goal is to be understood; we are not striving for perfection.

Similarly, if you don’t understand what someone is saying, ask them to repeat it. You may try to summarize what you think you heard. Communication is a two-way street, and asking for clarification shows interest and engagement.

Challenge yourself to learn more descriptive adjectives for your presentations. Go beyond the standard words like “increase” or “decrease” that seem too basic.

If you haven’t already, consider adding words like the ones below to your accounting vocabulary repertoire.

These help characterize results, trends, and outcomes.

  • strong / solid / robust — indicates healthy performance
  • weak / soft / sluggish — signals underperformance
  • favourable / positive — results better than expected
  • unfavourable / negative — results worse than expected
  • stable / consistent — steady performance over time
  • volatile / unpredictable — fluctuating results
  • accelerating / decelerating — growth speeding up or slowing down
  • improving / deteriorating — directional change in performance

These help frame expectations.

  • conservative — cautious estimates
  • aggressive — optimistic or ambitious estimates
  • realistic — grounded in evidence