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Speaking By The Numbers


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From a workshop on how to present numbers in PowerPoint, this file illustrates its own concepts. Consequently it is somewhat obscure unless you were there to hear the presentation or have a copy of the handout which has loads of detail. HINT: your slides should NEVER be your handout. You will have too much detail on your slides or too little detail on your handout.

Published in: Economy & Finance, Technology
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Speaking By The Numbers

  1. 1. Speaking By the Numbers Presenting Financial Information Effectively Steve Lord CMA, CFM, ATM-S, CL
  2. 2. You (Y’all) <ul><li>Do you have a financial background? </li></ul><ul><li>Do you present financial information? </li></ul><ul><li>What is one “best practice”? </li></ul>
  3. 3. Learning Objectives <ul><li>Presentation differences: finan¢ial vs. non-financial </li></ul><ul><li>Finan¢ial presentation Prep Rules </li></ul><ul><li>Good PowerPoint vs Evil Powerpoint </li></ul>AND PASS THE QUIZ ! AND PASS THE QUIZ ! AND PASS THE QUIZ ! AND PASS THE QUIZ ! AND PASS THE QUIZ !
  4. 4. What’s Different?
  5. 5. Cicero or Demosthenes?
  6. 6. Visuals ≠ Handouts
  7. 7. Capital Structure and Cost of Capital <ul><li>There are two sources of capital available to a company: </li></ul><ul><li>1) Debt </li></ul><ul><ul><li>Debt is provided by banks, bond issuance, commercial paper, floating rate notes…whatever the instrument, it’s all borrowing ! </li></ul></ul><ul><li>2) Equity </li></ul><ul><ul><li>Equity is money provider by shareholders in the company. They put up capital in exchange for shares. </li></ul></ul><ul><li>Cost of Capital </li></ul><ul><ul><li>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 </li></ul></ul><ul><li>Discussion: </li></ul><ul><ul><li>How do debt and equity differ? </li></ul></ul><ul><ul><li>Which do you think has the higher return? Why? </li></ul></ul>
  8. 8. Capital Structure and Cost of Capital Borrowed from the Bank Loaned from Shareholders DEBT Interest Rate = ? EQUITY Rate of Return = ?
  9. 9. Tell a Story! Once Upon a Time…
  10. 10. Results First +72% Profit growth… blah blah blah
  11. 11. Illustrate Show a picture that illustrates a concept rather than writing the concept in a sentence.
  12. 12. Use Symbols In Fantastic Shape In Good Shape Bears Watching Needs Improvement In Very Poor Shape
  13. 13. Think Outside the Graph Q1 Q2 Q3 Q4
  14. 14. Use Trends vs. #’s
  15. 16. Read This But… You Probably Can’t
  16. 17. Quiz Time
  17. 18. Oath I, your name , do solemnly affirm that I will always use PowerPoint for GOOD and not for EVIL .
  18. 19. predict future happiness for Americans, especially if they learn to present financial information. - THOMAS JEFFERSON [FOR THE MOST PART] I