Creating Powerful and Effective Presentations with PowerPoint

Overview

This course provides financial professionals with practical guidance on creating clear, persuasive, and visually strong business presentations using Microsoft PowerPoint. Participants examine how structured storytelling, purposeful slide design, and message alignment improve communication in both internal and client-facing scenarios. The session highlights the realities of today’s business communication landscape, where data-heavy content, hybrid audiences, and expectations for visual clarity demand more thoughtful presentation development.

Attendees also review updated Microsoft 365 capabilities that streamline presentation creation, including AI-supported design tools and new productivity features that help professionals research, refine, and organize content more efficiently. By combining foundational PowerPoint functions with current best practices in narrative development, the course equips learners to produce presentations that enhance understanding, support decision-making, and elevate organizational communication.

Highlights

Story-driven frameworks for clear organizational presentations, Core PowerPoint tools for structured business communication, Microsoft 365 and AI features improving presentation efficiency

Prerequisites

None

Designed For

This course serves CPAs and financial professionals seeking stronger PowerPoint communication skills.

Objectives

Discuss the characteristics of effective business presentations using clear narrative structure., List and demonstrate current PowerPoint features supporting organized, visually strong communication., Explain how updated master slide tools improve consistency across business presentations., Compare and contrast presentation needs across internal, client, and hybrid delivery settings., Review and analyze how message flow and slide sequencing support audience comprehension.

Preparation

None