As a qualified trainer, I take pride in developing training sessions that have defined learning outcomes. They double up as a structured description of the session, and can be used by the audience when recording their CPD/CPE.
This article first appeared in Karbon Magazine.
In this solo episode, I share my proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement.
In this episode, I discussed. . .
- Choosing a clear, focused topic tied to your strengths.
- Event prep checklist (theme, audience, timing, learning outcomes).
- Leveraging AI tools like Gamma.ai & ChatGPT for brainstorming and refinement.
- Presentation design tips with Canva & accessibility considerations.
- Audience engagement strategies (polls, paired discussions, live reflections).
- Practising delivery, managing timing, and adjusting to conference themes.
Apps & Tools Mentioned: Canva, Gamma.ai, ChatGPT, Otter.ai, Mentimeter, Slido.
Don’t be shy about being a storyteller. Sharing stories makes your message stick. In an industry that’s always evolving, knowing how to explain things well can be the difference between being overlooked and becoming someone people listen to.
Episode Transcript
Highlights:
03:05 – The Accountant as Storyteller
Why storytelling matters in accounting presentations.
05:12 – Picking Your Presentation Topic
Identifying core strengths and aligning with audience needs.
08:20 – Event Prep Checklist
My go-to template for conference and session details.
12:18 – Knowing Your Audience & Agenda Positioning
Adapting delivery based on audience energy levels and schedule timing.
16:05 – Drafting Content & Reusing Resources
Repurposing past slides, articles, and podcasts to save time.
19:40 – Designing for Clarity with Canva
Practical slide design tips and exploring Gamma.ai for inspiration.
24:10 – Essential Presentation Structure
Key slide elements from the title page to the call-to-action.
27:55 – Engaging Your Audience
Using polls, paired discussions, and live reflections to boost interaction.
32:05 – Slide Strategies & Accessibility
My approach to slide density, colour choices, and design resources.
35:40 – Leveraging AI for Content Review
Using ChatGPT to refine flow, style, and relevance.
39:05 – Practice, Backup Plans & Conference Day Routine
Preparation techniques, tech checks, and handling unexpected issues.
41:25 – Lifelong Learning for Accountants
Keep developing skills for impactful communication.
