Speaking By The Numbers

Speaking By the Numbers Presenting Financial Information Effectively Steve Lord CMA, CFM, ATM-S, CL

You (Y’all)
Do you have a financial background?
Do you present financial information?
What is one “best practice”?

Learning Objectives
Presentation differences: finan¢ial vs. non-financial
Finan¢ial presentation Prep Rules
Good PowerPoint vs Evil Powerpoint
AND PASS THE QUIZ ! AND PASS THE QUIZ ! AND PASS THE QUIZ ! AND PASS THE QUIZ ! AND PASS THE QUIZ !

What’s Different?

Cicero or Demosthenes?

Visuals ≠ Handouts

Capital Structure and Cost of Capital
There are two sources of capital available to a company:
1) Debt
Debt is provided by banks, bond issuance, commercial paper, floating rate notes…whatever the instrument, it’s all borrowing !
2) Equity
Equity is money provider by shareholders in the company. They put up capital in exchange for shares.
Cost of Capital
This is simply the cost to the company to raise debt and equity. From the perspective of the lender or shareholder, this is the RETURN they expect on their investment
Discussion:
How do debt and equity differ?
Which do you think has the higher return? Why?

Capital Structure and Cost of Capital Borrowed from the Bank Loaned from Shareholders DEBT Interest Rate = ? EQUITY Rate of Return = ?

Tell a Story! Once Upon a Time…

Results First +72% Profit growth… blah blah blah

Illustrate Show a picture that illustrates a concept rather than writing the concept in a sentence.

Use Symbols In Fantastic Shape In Good Shape Bears Watching Needs Improvement In Very Poor Shape

Think Outside the Graph Q1 Q2 Q3 Q4

Use Trends vs. #’s

Read This But… You Probably Can’t

Quiz Time

Oath I, your name , do solemnly affirm that I will always use PowerPoint for GOOD and not for EVIL .

predict future happiness for Americans, especially if they learn to present financial information. - THOMAS JEFFERSON [FOR THE MOST PART] I

Speaking By The Numbers

by stevelord

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