Presenting Financial Information Visually in PowerPoint – Hands-on Tools and Techniques

You regularly present financial information such as monthly results, weekly performance against goals, or financial analysis. Your slides are full of spreadsheets and complex graphs from Excel.

Your audience, whether they are executives or investors, are overwhelmed with the information you present and they end up asking lots of questions. You usually have to do more analysis before they will make a decision.

You figure there has to be a better way to present financial information so it is easily understood and acted on.

There is.

Use visuals instead of spreadsheets

Instead of those slides full of numbers and complex graphs, you should be using visuals such as proportional object collections, grouped item comparisons, tables of insights, clear graphs, and many more like these:


You don’t have to be a graphic artist to create effective visuals

You’ve probably seen some of these in newspapers or business publications, but it looks like you need to be a professional graphic artist to create them.

You don’t.

You already have the tools you need on your computer. All you need is someone to show you which visuals work for the different financial messages you present and how to create those visuals in PowerPoint.

My name is Dave Paradi and I will show you the visuals you want to use and the step-by-step instructions to create them in PowerPoint. You will leave my session with the knowledge, skills, and hands-on practice necessary to start creating these visuals immediately. I am one of thirteen people in North America currently recognized by Microsoft with the PowerPoint Most Valuable Professional Award for my contributions to the PowerPoint community. My clients and thousands of newsletter subscribers recognize me as an expert in this area.

I am not a graphic designer. I am just like you. I have a Chemical Engineering undergraduate degree, and an MBA from the Tuck School, a top five program in the US. I have figured out how regular corporate presenters like you can create the clear, meaningful visuals that help executives understand your message and make quick decisions. And I will teach these techniques to you in this focused one-day workshop.

Practical, hands-on day of focused information

This will be a practical, hands-on session. I’ll cover the key types of messages used in financial presentations. For each section, I’ll show you some examples from real presentations, then you’ll be hands-on on your laptop following along as I show you exactly how to create the visuals you just saw. You can ask questions as we go to make sure you understand. There will be no fluff or wasted time in this session. Expect to be concentrating and working the whole day. I will not waste your time.

Here are some of the comments from the attendees in Toronto April 10:

“Great tips on how to create a powerful presentation of financial information” – Vijay, Finance Director, Major Bank

“I saw additional charts that I can incorporate into my existing presentations to simplify more complex financial analysis.” – Courtney, Director, Financial Analysis, Mutual Fund Company

“The benefit is twofold: 1) simple tricks that save a lot of time (CTRL+arrow, aligning numbers, etc.), 2) different options to present the data – simple tools for impressive visuals” – Lina, Sr. Financial Analyst, Pharmaceutical company

Here are some of the visuals you will learn to create:

  • Tables of numbers where the numbers line up perfectly in each column using a little known technique that is so simple you will be shocked when you see it
  • Graphs that compare measured values to a standard or average
  • Graphs that compare measured values to each other in ways that make it easy to see the important data (cleaning up the default graphs is a key skill you will learn)
  • Diagrams that show accurate comparisons of values in new and interesting ways
  • Different ways to show proportions of a total amount visually
  • Time-based diagrams to show financial processes or information about when certain financial events occur
  • Two methods for drilling down into complex tables so the audience understands your message even when you are forced to show the whole table on a slide (because your boss says you have to)

Here is a video preview of some of the visuals you will learn to create in this workshop:

Don’t register unless you are ready to get the most out of the day

Because I want every participant to get the most out of this day, I don’t want just anyone to attend. Here’s what I expect of every attendee:

  • You will bring your own laptop with power cord and mouse (if you prefer that over the trackpad). I won’t be providing laptops and you won’t get a lot out of the day if you don’t have a laptop to follow along on.
  • You have PowerPoint 2007 or later loaded on your Windows laptop or you have PowerPoint 2011 or later loaded on your Mac laptop. If you have earlier versions of PowerPoint or you use Keynote or some other presentation software, please don’t sign up because I won’t be able to demonstrate everything two or three different ways. It will waste the time of the other people who have paid to attend.
  • You already have intermediate skills in PowerPoint. You know how to create basic types of slides and are familiar with the menus and features. If you are new to PowerPoint and are looking for a “PowerPoint 101” or “Beginners” course, this is not for you. I won’t waste the time of others explaining the basics of the software to you.
  • You regularly present financial information and/or operational information. If you are in marketing and are looking for prettier pictures or diagrams, you will be very disappointed. I will be dealing with the cold, hard numbers used to manage a business.
  • You are willing to change the way you are currently presenting financial information. If you just want to know how to cram a few more rows and columns from Excel on a slide, don’t attend. You need to be open to new visuals and willing to see how they will work in your own presentations.
  • You are committed to taking action after the course. I want to make a significant difference in your future presentations. If you want to attend just to sit there passively and do nothing afterwards, save both of us the time.

As you have probably already figured out, this is a day where you will be making a step change in your financial presentations. This is information I have been refining for over 14 years and you are getting the best thinking about how to effectively present financial information. I have other professional presentation designers hire me to help when they have to create financial presentations for their clients.

Early registration discount of $150!

You know that working with a true expert costs real money. The fee for the day is $599, which includes morning and afternoon breaks and lunch. The session is in a downtown location in each city, so it is easily accessible via transit and is likely not far from where you would normally go to your office.

As an incentive to register early, you pay only $449 if you register more than five business days before the date of the session. That’s $150 off the regular registration rate! If you want to attend, you’d be crazy not to take advantage of this early registration discount. You’ll see the dates and cities for the workshops I’ve scheduled listed below.

100% ROI in under four months

If you find $599 expensive, think about the return on this investment. If you save only four hours a month by being more efficient with the techniques I show you (which is a very conservative estimate according to others who I’ve taught these techniques to), the time savings alone will pay the fee back in less than four months. Add to that the fact that you will create more effective presentations which will improve your career, and the return far exceeds what you will invest. If you are getting your boss to pay for the day, use the above ROI explanation to justify them covering the fee to attend.

This is not going to be a room of hundreds of people. I am limiting the enrollment to only 20 people. I want everyone to have the opportunity to ask questions and see everything that I am teaching. If you make the decision to attend, you will walk out saying it was one of the most practical sessions you have ever attended (that’s what participants in my corporate workshops say every time).

Cities and Dates

This session is being offered in the following cities and dates (click the button below the city/date to register):

The spring series is over. Stay tuned for fall dates.

Register today because space is limited and you don’t want to miss out.

Other cities are being planned for 2014 (Under consideration: Chicago, New York, DC area). If you want me to consider a major city near you, click here to email me your suggestion.