PowerPoint Mastery for Financial Professionals From Basic to Brilliant

MentorHealth
Date: Monday November 10, 2025
Time:

10:00 AM PST | 01:00 PM EST

Duration: 60 Minutes
Instructor: Ray Evans 
Webinar Id: 804854
33 Days Left To Register

 Live 

$139.
One Attendee
$299.
Unlimited Attendees

Recorded

$179.
One Attendee
$379.
Unlimited Attendees ?

Combo

Live + Recorded
$269 $318  
One Attendee
Live + Recorded
$599 $678  
Unlimited Attendees ?

Overview:

Transform dull financial data into captivating visual stories!

In this dynamic session, Ray will reveal professional PowerPoint techniques tailored for accounting, banking, and finance professionals. Whether you're presenting quarterly reports, investment analyses, or audit findings, you'll learn to create slides that inform, engage, and impress.

What You'll Master:

  • Backstage Secrets - Navigate PowerPoint's control center like a pro
  • Strategic Planning - Build financial presentations with clear storytelling
  • Design Magic - Apply templates and design ideas for instant polish
  • Slide Architecture - Master layouts and placeholders for clean designs
  • Visual Storytelling - Convert bullet points into compelling SmartArt and graphics
  • Data That Speaks - Insert and format financial charts with supporting data
  • Org Chart Essentials - Visualize financial hierarchies clearly
  • Professional Motion - Apply tasteful animations and transitions
  • Delivery Options - Set up looping presentations and convert to video

Move beyond basic slides to create financial presentations that command attention and communicate complex data with clarity.

"Your data tells a story - let's make sure it's one your audience remembers." - Ray

Why should you Attend:
Live Demonstration - Watch Ray build a financial presentation from scratch

Design Tricks - Learn what makes financial slides truly professional

Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

  • Harness the full potential of your software investment
  • Time-Efficient Power Learning with Focused Topics
  • Practical Hands-On Skill Enhancement with High Retention
  • Supporting Resources, Learning Guide and Practice Files
  • Improved Productivity, Quality and Error Minimisation
  • Up-to-Date Current Knowledge Transfer
  • Professional Development Recognised for Career Advancement
  • Interactive Experience Through Chat and Live Interaction
  • Rapid Return on Investment

Areas Covered in the Session:
  • Backstage View and Options
  • Planning, Templates and Design Ideas
  • Plan a PowerPoint Slide Show
  • Understand Layouts, Placeholders and Inserting a Variety of Features
  • Insert and Manage Bullet Points
  • Clipart and Graphics
  • SmartArt in PowerPoint
  • Insert and Manage a Chart and Supporting Data
  • PowerPoint Organization Chart essentials
  • PowerPoint Animations for Bullets and Graphics
  • Transitions between PowerPoint slides
  • Setup a Slide Show to Loop Continuously
  • Convert a PowerPoint Slide Show to a Movie

Who Will Benefit:
  • Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc

Speaker Profile
Ray Evans professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.

With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.

Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.

Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.


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