HBSA CASE

WORKSHOP #2
Building Decks and Financial Models

Presenter:
Rocky Yip

Agenda
1. Banking vs. Consulting Decks

2. The Big Picture: Telling a Story

3. Basic & Visual Tools

4. PowerPoint Practice

5. Financial Modeling Overview

6. Financial Modeling Practice

2

Consulting Decks Banking Consulting 1 week 4 hours-1 week Structured Creativity Lots of information Format varies Numbers heavy Less text Technical (accounting. Strategy-focused valuation. excel) Haas External 3 .Banking vs.

Consulting Decks DEMO 4 .Banking vs.

concise. your case must be coherent.Storyboarding Create your story before building any slides  Creating a deck is telling a story. and compelling  Storyboarding allows you to organize your thoughts and arguments into slides 5 .

Storyboarding DEMO 6 .

header bar Subtitle Body Text Firm color Client color 12pt 18pt  Master slide: background View  Slide Master  Title bar and key takeaway: Audience focus and clarity  Tracker: presentation organization Overview Product Strategy Future Appendix 7 . font sizes.Basic Tools Establishing the fundamentals to maintain consistency  Theme: color scheme.

Visual: Icons. Align & Distribute. Recolor www.thenounproject. Quick Access Toolbar.com DEMO 8 . Group.

Visual: Graphs & Charts Format according to your theme Seattle Rainfall in Seattle Rainfall in December December 5 12 10 4 8 Rainfall (inches) 6 3 4 2 2 0 1 0 Week 1 Week 2 Week 3 Week 4 9 .

Different Slide Styles Executive Summary. Company Overview. Implementation Timeline DEMO 10 .

PowerPoint Formatting Practice Master Slide. Header Bar. Tracker 11 . Charts. Icons.

PowerPoint Formatting Practice 12 .

Decide on a title format scheme and stick to it 5. Avoid heavy shadows and gradients 8. Align & Distribute and Group for efficiency 11. Avoid drastic animations 7. Use Takeaway Bars to review main point of slide 6. Use graphs and visual aids 10. Use Agendas and Slide Trackers 4. Avoid cluttered slides unless under slide constraint 9. Draw out slide on pen and paper 13 . Storyboard 2.PowerPoint Best Practices Summary Organization is key to case presentations 1. Keep slides consistent by using Slide Master 3.

com/future-postal-service/mckinsey-usps-future-bus- model2.kalei.slideshare.quora.pdf Past Case Competitions: http://www.com/What-are-some-great-examples-of-a-consulting- slide-deck https://www.slideshare.slidecamp.usps.net/CBSCaseCompetition/presentation-by-national- university-of-singapore-winners-of-cbs-case-competition-2011 14 .Consulting Slide Resources Practice! General: https://www.me/wp-content/uploads/2016/02/C3-PowerPoint.io/ McKinsey Professional: http://about.pdf http://www.net/JonathanOng5/deloitte-undergraduate-case- competition-2015-final-presentation http://www.

Break TAKE 5 15 .

 Comparable Companies: public market valuation of similar companies 16 . FCF = EBIT * (1 – tax) + D&A – ∆NWC – CapEx.Financial Modeling Overview  Income Statement (P&L): financial performance of a company over a period of time  Discounted Cash Flow: present value of future cash flows.

com/hbsais 17 .Financial Modeling Overview http://tinyurl.

Income Statement Modeling Practice DEMO 18 .

Income Statement Modeling Answer DEMO 19 .

DCF Modeling Practice http://tinyurl.com/hbsadcf Unlevered FCF = EBIT * (1 – tax) + D&A – Change in Net Working Capital – Capital Expenditures 20 .

DCF Modeling Practice DEMO 21 .

DCF Modeling Answer DEMO 22 .

quora.investopedia.com/ Investopedia (concepts): http://www.com/biws/pdf_files/IBD- Questions-Answers.asimplemodel.com/biws/homepage/ Interview questions: https://breakingintowallstreet.com/What-is-the-best-way-to-learn-to-do-financial- modelling http://www.pdf 23 .com/valuation/dcf/overview Paid Breaking Into Wall Street (investment banking interview prep & modelling): https://breakingintowallstreet.Financial Modeling Resources Free https://www.com/university/all/fundamental-analysis/ Macabacus (step-by-step models): http://macabacus.

Q&A ? 24 .

Thank You! .