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Events and Programs
Events and Programs

Presentation Checklist

You owe your audience and yourself a good presentation, but creating an effective presentation takes planning and practice. Here are some pointers:

Start preparing early; don't wait until the last few days to prepare

  • prepare it early, let it rest a little bit and come back to it
  • practice your entire presentation-including your slides
  • if you can practice it before a group of colleagues or friends
  • Timing is everything!
    • Practice your presentation OUT LOUD and time each section
    • Notate in your materials:
      • Length of introduction
      • Mid-point
      • Conclusion
      • Time for Q&A
    • Avoid rushing the end of your presentation because you spent too much time lingering in the middle

Think about Your Audience:

  • who are they and why are they here;
  • what are their interests;
  • what do they know; what do they want to know; what is a worthwhile investment in their time

Be clear about your purpose:

  • are you informing or persuading;
  • tell them what you are going to do, tell them, tell them what you told them;
  • what do you want the audience to know, feel, or believe afterwards

Use an Effective Introduction:

  • orient the audience; explain why it is important; set the tone,
  • establish a relationship between the speaker and the audience; establish credibility;
  • avoid weak introductions such as apologies, jokes, rhetorical questions

Organize your presentation clearly and simply:

  • prioritize topics and allocate time accordingly
  • stick to only 3-5 main points;
  • have a well thought pattern (examples are problem/solution, chronological, cause and effect, topical);
  • use transitions to move smoothly from one point to the next

Use supporting materials to flesh out main points

  • use examples, statistics, expert opinions, anecdotes

Compose for the Ear, not for the Eye:

  • use simple words, simple sentences, markers, repetition, images, personal language ("You" and "I")

Create an Effective Conclusion:

  • summarize, set final image, provide closure; don't trail off, don't use trite phrases
  • don't just present data or summarized results and leave the audience to draw its own conclusions
  • you have had much more time to work with your information than your audience; share your insight and understanding and tell them what you've concluded from your work

Sound spontaneous, conversational, enthusiastic-

  • use key phrases in your notes so you don't have to read, use the overhead instead of notes;
  • vary volume, don't be afraid of silence, don't use fillers like "um"...
  • Practice, Practice, Practice

Use Body Language Effectively:

  • relaxed gestures
  • make eye contact
  • don't play with a pen or pointer,
  • don't block visual aids

Use Visual Aids to Enhance the Message:

  • PowerPoint presentations and transparencies must be designed and used properly in order to be effective
  • use visuals to reinforce and clarify, not overwhelm;
  • keep visual aids uncluttered; use titles to guide the audience
  • if you use tapes or disks, make sure the equipment is compatible

Reference: Dunn, K. 2000. Train the trainer: Effective presentation skills for Facilitators. San Diego: Gateway Computers, Inc.


Upcoming Events

2015 Managerial Analysis and Decision Support
November 19-20, 2015 | San Diego, CA

2015 Women's Leadership Institute
December 6-9, | Amelia Island, FL

Regional and Partner Events

CACUBO Annual Meeting
October 4-6
San Antonio, TX

2015 Integrating Student Services
October 11-13, 2015

EACUBO Annual Meeting
October 11-14 Philadelphia, PA
Philadelphia, PA

SACUBO Fall Workshop
November 8-10
Myrtle Beach, SC

CAUBO Advanced Resource Managment Workshop
November 16-17
Toronto, Ontario, Canada

Past Programs

2015 Women's Leadership Institute
December 6-9, 2015 |Amelia Island, FL

2015 Managerial Analysis and Decision Support
November 19-20, 2015 |San Diego

2015 Global Operations Forum
October 27-28, 2015 | Chicago

2015 Tax Forum
October 25-27, 2015 | Chicago

2015 Intermediate Accounting and Reporting - Fall
October 19-20, 2015 | Seattle

2015 Planning and Budgeting Forum
September 28-29, 2015 | Austin

2015 CAO and CBO Collaboration
August 3-4, 2015

More past programs >>


CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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