Prepare a PowerPoint presentation on
your article, which is about a current topic in the accounting profession. You will need to
provide more information than is in the article, provide at least two sources (assigned article
and another source) cited for your presentation. Consider relevant issues such as the history of
the subject, the impact on the career of a new accounting professional, and any other matters
That may be important.
For the slides
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Journal of Accountancy
Go ahead, take the stage
These presentation pointers can help even the most reluctant public speaker thrive in front of the room.
By J. Carlton Collins, CPA
March 1, 2015
Photo by razihusin/iStock
The ability to speak fluently in front of a group is indispensable, particularly for higherranking CPAs.
Once all of the studies, reports, and statements have been prepared, it is frequently left up to the CPA to
present the data. In addition, many CPAs are called upon to deliver public presentations—at CPA
chapter meetings, CPE conferences, board meetings, and other events.
My first public speaking appearance occurred when a speaker failed to show for a national conference
in 1988, and I was asked to fill in at the last minute. Several thousand speeches later, I’ve learned that
when duty calls you to the front of the room, you want to make your best impression. With that in mind,
this article presents a handful of tips to help you hone your next presentation.
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1. Start strong. Because audiences tend to formulate their opinion of you during the first few minutes, it
is important to start strong. If those initial minutes are wasted, the audience may tune you out early and
write off your talk as just another lackluster lecture. Don’t let it happen. A short introduction followed by
your best material will help make a good initial impression. Teach the audience something solid and
interesting right away to show you are worthy of attention. An engaging story is often a good way to kick
things off for inspirational or informational talks, but when education is the goal, you should offer up a
useful or clever learning point as your opening appetizer.
To keep your presentation from sinking before you dive in, avoid the need to make administrative
announcements by displaying them on screen before the presentation begins. In addition, make sure
your introduction is limited to just a few sentences. (I was once introduced for 12 minutes, which
transformed the attendees into zombies before I was able to begin.)
2. Embrace dead air. An important key to coming across as a polished presenter is to avoid using
fillers such as “um,” “like,” “you know,” and “go ahead.” The reason we tend to use fillers is we perceive
that pauses in speech come across as if we are illprepared, ignorant, or don’t know what to say, so our
brain impulsively inserts fillers to plug the silent gaps. But the opposite is true: The use of fillers will
result in a lessprofessional performance.
You’ve likely heard the speaking advice “Don’t say ‘um’ ” many times before, but it is more helpful to
instead tell you to “embrace dead air.” This means you should intentionally allow a few seconds of well
timed silence to engulf the room periodically as you speak. These intentional pauses will help you come
across as if you are carefully gathering your thoughts before speaking, and because the silent moments
are intended, your brain is better able to resist the urge to add unwanted fillers.
3. Use a variety of teaching methods. Just as some of us are righthanded rather than lefthanded, we
tend to favor a specific quadrant of our brain. William Edward “Ned” Herrmann is credited with
pioneering research into “brain dominance,” and by completing his survey, available at
tinyurl.com/prk9k7m (http://www.tinyurl.com/prk9k7m) (fee involved), you can determine which
quadrant of the brain you favor. Herrmann characterized people as either type A (analyzers), type B
(organizers), type C (personalizers), or type D (strategizers). Any audience you encounter will most
likely consist of a mix of these types of thinking styles. Working off Herrmann’s findings, researchers
determined that these groups prefer different teaching techniques, as summarized in Exhibit 1.
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Having a type A thinking style (like most CPAs), I began my public speaking career primarily using the
teaching techniques type A thinkers prefer. However, once I adapted my lectures to include teaching
techniques preferred by all types, my overall ratings improved from an average of approximately 4.5, to
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4.8 (on a 5.0point scale). Even though your presentations may not involve participant evaluations and
tabulated ratings, you still want the audience to think highly of you and your performance. Therefore, to
improve your performance, incorporate a few teaching techniques from each box, systematically
rotating them throughout a presentation. This will help you to engage your audience (see “15 Tips for
Engaging an Audience”).
4. Number your points. Make sure your presentation has a point, preferably many points. This advice
should be obvious, but evidently it’s not. I’ve sat through many lectures with pencil in hand eager to jot
down useful tips or ideas, only to come up blank. To ensure your audience doesn’t come up blank, list
your key points and organize them logically. Committing the points to writing will help you later verbalize
them for the audience. As a finishing touch, number your points, because most people tend to find
numbered lists more satisfying than bulleted lists; also the numbers make it easier for the audience to
follow. Tell the audience upfront how many points you intend to share, and then count them as you go.
5. Use visuals. Rather than walking your audience through a series of textbased slides, employ
images, charts, video clips, and physical props relevant to the points you are making. For instance,
when discussing steps for making a financial report more readable, you might pass around sample
“before and after” reports demonstrating your suggested improvements.
6. Deliver a solid finish. Wrap up with a quick recap and appropriate conclusion, and then thank the
audience for their time and attention. You will never improve the audience’s perception of your
presentation by running over the allotted time, so end promptly even if you have more to say. (I like to
end my presentations a few minutes early, and then reconvene a few minutes later for questions and
answers. This approach accommodates both those participants who want to ask further questions as
well as those who prefer to leave on time.)
7. Be prepared when following a speaker. When asked to speak at a conference or event with
multiple speakers, you can’t always trust the preceding presenter to end on time. In this case, your
performance is on the line. If the prior presentation runs significantly over, you won’t have time to
properly set up and prepare your presentation, the audience won’t have time to take a break, and you
won’t be able to start on time. I’ve learned the hard way that to prevent the preceding speaker from
inadvertently affecting the success of your presentation, it is a good idea to arrange for an event
organizer to stand near the light switch and flash the lights on and off a few times if the preceding
speaker exceeds his or her allotted time by more than a few minutes.
8. The show must go on. For larger, more formal presentations, the costs of securing the facilities,
providing food, and communicating the event, coupled with the significant efforts involved by planners
and participants, are significant; hence, these types of events are rarely canceled. As a result, one of
the pitfalls of accepting a highprofile public speaking engagement is that at times, you may have to
cope with illness, travel trauma, harsh weather, lost baggage, or other hurdles to ensure that the event
is as successful as possible. As an example, while lecturing on the Boardwalk in Atlantic City, N.J., my
presentation was disrupted by a joint aerial demonstration of the U.S. Navy’s Blue Angels and the U.S.
Air Force’s Thunderbirds. For hours I competed with thunderous sonic booms about every two minutes
that were so forceful the room’s chandeliers rattled violently with each overhead pass.
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I’ve faced dozens of similar difficulties, such as having to charter a private jet at midnight due to a
canceled airline flight, fire alarms that emptied the building, and a broken heater that had me lecturing in
a Philadelphia venue so cold that I could see my breath. Even the best planned events are subject to
unknown variables, and often it is up to the presenter to take matters into his or her own hands to
mitigate these unforeseen problems. Be forewarned that when you accept the role of presentation
leader, you may be called upon to overcome similar hurdles. (See “40 Tips for Taking Control of the
Meeting Room (/issues/2015/mar/presentationsetuptips.html)” for a checklist of things a speaker
should be aware of.)
Conclusion
For many CPAs, the occasional public presentation is a fact of life. While some dread the prospect of
speaking in front of a group, the ability to deliver a polished presentation is a powerful asset that can
help your company or firm shine, and even advance your career. It is my hope that these insights will
help you escalate your next presentation from “mildly eventful” to “wildly successful.”
J. Carlton Collins (carlton@asaresearch.com (mailto:carlton@asaresearch.com)) is a technology
consultant, CPE instructor, and a JofA contributing editor.
To comment on this article or to suggest an idea for another article, contact Jeff Drew, senior editor, at
jdrew@aicpa.org (mailto:jdrew@aicpa.org) or 9194024056.
15 tips for engaging an audience
Many novice presenters seem to deliver presentations with little regard for whether the audience is
actually paying attention; this dry approach typically leads to boredom. In contrast, seasoned presenters
strive to engage the audience members, garner their attention, and hold their interest from start to finish.
The ability to captivate and enthrall an audience comes naturally for some, but not all. If owning the
stage is not your forte, these 15 tips could help, assuming you are comfortable implementing them.
1. Talk with your audience, not at them. You’ll likely relate to the audience better by having a
conversation with them. Look for nods of approval, ask them if they understand, and solicit
feedback as you go.
2. Sweep the room with your eyes, making solid eye contact with those paying attention. Eye
contact is crucial to connecting with your audience.
3. Remove physical barriers between you and the audience, such as a lectern or table.
Periodically walk to the audience, or walk among the audience.
4. Talk oneonone briefly with a specific audience member, but do so loudly enough so others
can hear.
5. When someone asks a question, ask his or her name, and then use his or her name again later
during the presentation.
6. When asked a question, ask a followup question to collect additional information before
answering. Repeat the question for the audience, and consider rewording the question slightly to
better fit your answer.
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7. Be sure to tell at least one relevant story or joke.
8. Change your voice inflection to avoid monotony. Shout if warranted; lean in and whisper
occasionally; add expression to your message.
9. Get the audience involved by asking for a show of hands, and report the percentage of
respondents. Ask for a volunteer to assist you briefly.
10. Use a laser pointer, props, whiteboards, or flip charts, or pass out onepage handouts
periodically.
11. Use a projector to show short video clips, charts, or images.
12. Quote an expert to bolster your presentation and to borrow some of his or her credibility.
13. Set up what you are about to say as important, e.g., “The next tip is my most important tip …,”
“The following figures are the highlight …,” or “Next is my favorite tip for …”
14. Incorporate solid numbers, percentages, and facts into the presentation; cite sources.
15. Play music or entertaining videos during breaks.
AICPA RESOURCES
JofA article
“Checklist: Bringing in More Clients (/issues/2014/may/20149688.html),” May 2014, page 18
Publications
Communications: Methods and Applications for Financial Managers (#PCG1301P, paperback;
#PCG1301E, ebook)
The Traits of Today’s CFO: A Handbook for Excelling in an Evolving Role (#PCG1303P,
paperback; #PCG1203E, ebook)
CPE selfstudy
Communicating Effectively in the Workforce (#732957, text)
CPA’s Guide to Effective Communication Skills (#732817, text)
Ethical Leadership and Influence for Finance Professionals Course Bundle (#159971, oneyear
online access)
Keys to Effective Communication: How to Be an Effective Talker, Listener, Writer, and Presenter
(#732816, text)
Conference
Practitioners Symposium and TECH+ Conference, June 7–10, Orlando, Fla. ( Editor’s note: J. Carlton
Collins will be speaking at this event.)
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For more information or to make a purchase or register, go to cpa2biz.com (http://www.cpa2biz.com) or
call the Institute at 8887777077.
© 2015 American Institute of CPAs All Rights Reserved
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