Budget Your Business

How to Present the Boring Finance Stuff with John Polk

Scott Geller Season 1 Episode 13

E#13: John Polk with John Polk and Associates discusses “How to Present the Boring Finance Stuff.”

Join me, host Scott Geller, on the Budget Your Business podcast to listen. 

In this episode of "Budget Your Business," John Polk shifts the focus from traditional budgeting to effective communication strategies for presenting financial information to Boards, Investors, and Advisory Boards. John deep dives into the PROD framework that explores how to tailor presentations to various audiences by understanding who is in the room and their decision-making power. He emphasizes the importance of setting, whether in-person or virtual, and provides practical tips for maintaining eye contact and trust during virtual presentations. The episode also covers the level of detail needed in presentations and cautions against overloading the audience. Wrapping up with great ideas on how to use AI for brainstorming, content summarization, and creating visuals. 

Book Recommendation: Made to Stick: Why Some Ideas Survive and Others Die by Chip Heath and Dan Heath
Book Recommendation: Presentation Pitfalls: 10 Traps on Business Presentations, co-authored by John Polk and expected out in April 2025 on Amazon by Riley 

Find out more about John Polk:
LinkedIn: https://www.linkedin.com/in/johnwpolk/
Website: https://johnpolkandassociates.com/



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