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PowerPoint 5x Speed Training for Finance & Consulting – Wall Street Prep

February 26, 2021 | 1:00 PM - 5:00 PM

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Cvent Transition Guide

Stop Wasting So Much Time in PowerPoint

Job-focused PowerPoint Speed Training

This is not a typical Powerpoint feature walkthrough: This workshop focuses entirely on how to use PowerPoint on the job in order to build killer presentations FAST.

Loads of PPT Strategies, Tips & Tricks

You will learn a systematic, repeatable system to quickly build content using the core building blocks of professional presentations: shapes, lines and text boxes.

Shortcut Everything

Learn how to leverage 4 types of keyboard shortcuts in order to fast track everything you do in PowerPoint.

CFANY.org: $319.20Standard Rate: $399

Boot Camp Details


Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency.

Virtual Training Sign-In and Setup

Instructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ.


This virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.


This seminar is designed for both PowerPoint beginners or experienced users looking to get even faster.

CPE Credit

Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

Boot Camp Details

Led by experienced sell-side professionals, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically, trainees will learn how ER professionals use earnings releases and quarterly model updates, how they formulate investment theses, adjustments made to normalize financial metrics to arrive at adjusted EBITDA, and modeling best practices.

What You’ll Learn

  • Understand various factors that make up investment thesis.
  • Learn how to approach earnings releases and quarterly model updates.
  • Gain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.
  • Learn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.
  • Research considerations
    • Types of reports research professionals develop
    • Typical research workflow around earnings releases and quarterly model updates
  • Research process
    • Formulating of investment thesis
    • Developing research best practices
  • Analysis of earnings reports
    • Moving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA
  • Quarterly model considerations
    • Adjustments to quarterly models
    • “Wrapping” quarterly into annual forecasts and handling reconciliation challenges

This virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.

Comprehensive training materials, reusable modifiable Excel model templates, unlimited e-mail support for content-related questions for 12 months post-seminar.

Who Is This Boot Camp For?

  • Sell-side analysts and associates
  • Buy-side analysts and associates
  • MBA students and business undergraduates
  • Anyone looking to get a better understanding of research