FP&A Stories - 🧰 3 Ways I Use AI to Boost Storytelling
Hello Reader 👋It’s been a busy week again 😉 I just got back from Bilbao after delivering a full-day training to the finance team at CMA CGM. And during the session, one question kept coming back: It’s a fair question, especially now that tools are evolving faster than most processes. That’s why this week, I want to share 3 ways I use AI to boost my storytelling. They won't replace you but they will enhance your work and allow you to be present where it matters. So take a coffee, sit down, and read FP&A Stories just like 22k other readers. This edition is brought to you by the AI Finance Club ![]() How to Become an AI CFO – Free Webinar In just 60 minutes, you’ll learn:
Date: Friday, June 27th | 5:00 PM CET / 11:00 AM ET Speaker: Nicolas Boucher, Founder of the AI Finance Club This week in FP&A Stories 🤖 Enhance your Storytelling with AI
📺 20 Years of Finance in 60 seconds
🤖 Enhance your Storytelling with AIWe’ve talked a lot about presence, structure, and delivery. But what about preparation? That’s where most presentations are won (or lost). And it’s exactly where AI can help you go faster, sharper, and more confident (and bonus: without sounding like a robot). In Bilbao last week, I delivered a session at CMA CGM. We covered storytelling, delivery, and presenting financials to decision-makers. One of the questions I got was: My answer? Use AI where it helps you bring more human to the room. Today, I’m showing you 3 real use cases I personally use when I prepare executive-level presentations. All that with a focus on speed, structure, and self-confidence. 1️⃣ Get a Summary and Direct Answers (Even When Your Team’s Offline)There’s a moment in every preparation cycle where you receive the slides... ....but you're not the one who made them. You skim through it, but something feels off. That’s when I use Copilot or ChatGPT to help me: 👉 Summarise the full deck in 5 bullet points This helps me ask sharper questions to the person who prepared it. It won’t invent new content, but it will make sure you’ve mapped what’s in there and spotted what’s not. 📌 When to try it: 2️⃣ Draft Your Deck SmarterYou’ve got the storyline in your head. And you’re staring at the screen thinking: Copilot in PowerPoint is a great first step. You drop in the outline from Word and then prompt: Boom! You’ve got a first draft. It won’t be final, and you’ll want to adjust the tone, add the graphs and sometimes even delete some slides. But it saves hours of formatting and mental fatigue. 📌 When to try it: 3️⃣ Rehearse with an AI CoachI’ve always advised people to rehearse their presentation. But here’s the truth: When I discovered PowerPoint’s AI Coach, I was skeptical. But it’s now one of the tools I use most — especially before high-stakes presentations. You click “Rehearse with Coach,” speak through your deck, and it gives feedback on: ✔️ Your speed And the best part? It forces you to say your content out loud, which is already 80% of the preparation. 📌 When to try it: Final Thought We all say Finance should move beyond reporting. But here’s the truth: it won’t happen just by asking your team to “be more strategic.” If your dashboards take 4 hours to update… if your team builds every slide from scratch… if you can’t run a simulation without opening 6 Excel files... ...then you're stuck playing defense instead of driving action. AI can help — but only if you know how to use it where it counts. That’s why I recommend joining the upcoming webinar by the AI Finance Club: How to Become an AI CFO – Free Webinar
Date: Friday, June 27th | 5:00 PM CET / 11:00 AM ET Hosted by: Nicolas Boucher – Founder of the AI Finance Club 📺 20 Years of Finance in 60 secondsI'm almost at 20 years in the field and of course, you learn some stuff. Sometimes because of experience. Sometimes because you needed to take some slaps. Well, if you start or are at a crossroads, this video might be useful for you 👇 That's a wrap for this week See you next week! |