Financial Risk and Reward: PowerPoint Visuals that Make a Point

The story of how an agent for TD Waterhouse created a focused but impactful presentation to support his 20-minute "Building Trust in Financial Services" keynote speech for a local business group.
Sept. 19, 2011 - PRLog -- To help communicate the risks and rewards of investing in today's uncertain financial market, Trevor Franklin of TD Waterhouse turned to The Presentation Team to create a focused but impactful presentation to support his 20-minute "Building Trust in Financial Services" keynote speech for a local business group.

The presentation consulting firm's mission: enhance his short PowerPoint with a limited budget and short time-frame.  The company's "Speedy Presentation Package", was a quick and easy approach to transform a basic PowerPoint into a get-noticed masterpiece.

Mr. Franklin was speaking to over 30 executives and potential clients at a local business seminar. The visual design needed to be bold, graphical, and easy-to-be-read from the back of the convention room.  The presentation design strategy focused on creating a look-and-feel that reflected Trevor's professionalism and TD's brand and identity, while involving graphical elements of finance, and customer service. The 2 hour project involved...

1.Integration of a stock template (title and body masters), that reflects Trevor's professionalism and TD Waterhouse's company brand, while integrating his existing content.

2.Re-working the overall look-and-feel of the presentation (colors, fonts, layout) for a more polished look.

3.Clean and professional imagery/graphics

4.Clutter-reducing techniques and presentation strategies to create a "cleaner" look with greater effectiveness.

5.Clean and conservative slide transition effects (fades and wipe effect).

6.Professional fonts/typography to ensure consistent playback on different computer systems.

Rather than taking 2 minutes each for each of the Risk and Reward bullet points (as Trevor did in his original presentation), The Presentation Team created a separate slide for each of the give points.  Now, the presentation graphics moved at a faster pace, and the audience had graphics to remember each of the key messages more effectively.

A quick fix and perfect presentation!  After just two days and three rounds of edits, the presentation was success! Trevor presented to his business audience to applause and praise, and has generated several new business part thanks to a smooth delivery and great graphics from The Presentation Team.

Samples and visuals of this presentation are available at

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The Presentation Team ( specializes in presentation / PowerPoint design, training, and products. The company offers:

PowerPoint DESIGN
Presentation TRAINING
Presentation PRODUCTS
Presentation TIPS & HELP
Source:Kevin Lerner
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Tags:Financial Presentation, Powerpoint, Ppt, Pptx, Finance, Example, Slides, Makeover, Improvement, Seminar, Class, Training
Industry:Business, Consumer, Mortgage
Location:Delray Beach - Florida - United States
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