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Advance your career

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 PowerPoint & Pitchbooks

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Table of Contents

01. 02. 03. 04.

Introduction Layout Design Principles Setup & Functions
Overview

05. 06. 07.

Formatting Tips Live Presentations Wrap Up

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CFI Instructors

We stand out from the competition because our teachers are professional educators.

Tim Vipond Justin Sanders Scott Powell

CEO & Instructor Instructor Director & Instructor
Vancouver London Vancouver

Lisa Dorian Ryan Spendelow

Director & Instructor Instructor
New York Hong Kong

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Corporate Finance Institute – PowerPoint & Pitchbook

Why Presentations Matter?

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Corporate Finance Institute – PowerPoint & Pitchbook

Why Presentations Matter?

Brains are influenced by Different audiences Logic and structure

aesthetics and design require different are critical
presentations

Source: Gartner, eMarketer, Statista

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Corporate Finance Institute – PowerPoint & Pitchbook

Key points:
1. Follow best practices
2. Dramatically speed up creating a PowerPoint
3. Make your presentation more precise and coherent
4. Create world-class presentations and pitchbooks

About this course:

1. Designed for financial analysts in investment banking, equity
research, FP&A, corporate development, IR
2. Teaches PowerPoint 2016, 2013 and 2010
3. Review of the basics
4. Advanced techniques so even experts will learn a lot

Source: Gartner, eMarketer, Statista

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Corporate Finance Institute – PowerPoint & Pitchbook

2 Case Studies:
1. Investment banking pitchbook
2. Investor relations presentation

• Follow along while we reformat a

PowerPoint presentation
• Learn skills and techniques in a natural
order as they occur

Source: Gartner, eMarketer, Statista

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Layout Overview

Key points:
1. Overview of PowerPoint layout
2. Ribbon and useful functions
3. View and size

Source: Gartner, eMarketer, Statista

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Slide

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Navigation Pane

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Slide Pane

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Notes Section

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Placeholders

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Ribbon

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Changing views

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Design Principles

Key points:

Sections of a
Style Structure
pitchbook

Organization Timeline

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Sections of a pitchbook

Title page

Table of
Contents

Company Industry Transaction

Valuation
Overview Overview Opportunities

Team Overview Appendices

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Style

White space Colors Fonts

Trademarks Visual cues Copyrights

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Structure

Organized Easy to Follow

Stay engaged Make the Point

clear

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Timeline

Know Arrive at
Follow the
what’s logical
argument
coming conclusion

Brings
Stay
organizatio
engaged
n

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Setup and Functions

Key points:

Theme colors Slide Master Slide layout

Formatting Alignment

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Formatting Tips

Key points:

Formatting tips & Using textboxes Inserting tables

tricks and graphs

Presentation Finding
timeline incoherence

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Live Presentations

Key points:

Design best Picture Cropping pictures

practices backgrounds

Icons and shapes Transitions and

animations

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Bonus: MS Word

Key points:

Table of contents Line break, page Headers and

break, section break footers

Columns, margins, Track changes Reference and

page orientation and markups footnotes/endnotes

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Conclusion

01. Follow best

practices 03. Make your analysis and
recommendations more impactful

02. Dramatically speed up

creating a PowerPoint 04. Create world-class
presentations and pitchbooks

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Advance your career

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