PowerPoint Mastery for Financial Professionals From Basic to Brilliant
Instructor:
Monday, November 10, 2025
10:00 AM PST | 01:00 PM EST
60 Minutes
Webinar ID: 503446
Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Overview:
Move beyond basic slides to create financial presentations that command attention and communicate complex data with clarity.
"Your data tells a story - let's make sure it's one your audience remembers." - Ray
Why should you Attend: Live Demonstration - Watch Ray build a financial presentation from scratch
Design Tricks - Learn what makes financial slides truly professional
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
Areas Covered in the Session:
Who Will Benefit:
Transform dull financial data into captivating visual stories!
In this dynamic session, Ray will reveal professional PowerPoint techniques tailored for accounting, banking, and finance professionals. Whether you're presenting quarterly reports, investment analyses, or audit findings, you'll learn to create slides that inform, engage, and impress.
What You'll Master:
- Backstage Secrets - Navigate PowerPoint's control center like a pro
- Strategic Planning - Build financial presentations with clear storytelling
- Design Magic - Apply templates and design ideas for instant polish
- Slide Architecture - Master layouts and placeholders for clean designs
- Visual Storytelling - Convert bullet points into compelling SmartArt and graphics
- Data That Speaks - Insert and format financial charts with supporting data
- Org Chart Essentials - Visualize financial hierarchies clearly
- Professional Motion - Apply tasteful animations and transitions
- Delivery Options - Set up looping presentations and convert to video
Move beyond basic slides to create financial presentations that command attention and communicate complex data with clarity.
"Your data tells a story - let's make sure it's one your audience remembers." - Ray
Why should you Attend: Live Demonstration - Watch Ray build a financial presentation from scratch
Design Tricks - Learn what makes financial slides truly professional
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Areas Covered in the Session:
- Backstage View and Options
- Planning, Templates and Design Ideas
- Plan a PowerPoint Slide Show
- Understand Layouts, Placeholders and Inserting a Variety of Features
- Insert and Manage Bullet Points
- Clipart and Graphics
- SmartArt in PowerPoint
- Insert and Manage a Chart and Supporting Data
- PowerPoint Organization Chart essentials
- PowerPoint Animations for Bullets and Graphics
- Transitions between PowerPoint slides
- Setup a Slide Show to Loop Continuously
- Convert a PowerPoint Slide Show to a Movie
Who Will Benefit:
- Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Speaker Profile
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques