Use AI to create a focused prep checklist and talking points for your upcoming financial presentation.
Before a big financial presentation or meeting, it’s easy to feel overwhelmed by all the data and messages you want to share. Using AI to organize your key points and prepare a clear checklist helps you stay focused and confident. This prompt guides the AI to build a tailored prep plan with talking points, ensuring you cover all important topics clearly and in the right order. It’s a simple way to walk in well-prepared and ready to handle questions smoothly.
Try this prompt today
“Act as a financial analyst preparing for a presentation to executives. Based on the following financial data and key results, create a detailed checklist and clear talking points to cover in the presentation. Include a logical flow that starts with a summary of the results, highlights the main drivers behind changes, explains any risks or opportunities, and ends with recommendations. Make the talking points concise and easy to follow for non-finance executives. Here is the data: Revenue increased 8% year-over-year, driven by a 12% rise in product sales; operating expenses grew 5%, mainly due to higher marketing costs; net profit margin improved from 10% to 12%; risks include potential supply chain delays; opportunities include expanding into new markets. Generate the checklist and talking points now.”
March 9, 2026
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