AI for Presentations – A Source-to-Deck Workflow for Finance

AI for Presentations – A Source-to-Deck Workflow for Finance

AI can produce a polished committee deck from a data room in minutes. The problem is knowing which parts to trust. In AI for Presentations: A Source-to-Deck Workflow for Finance, you’ll learn a workflow that turns a set of source files into a deck a committee can act on, with every figure traced to its source. Working through a private equity deal, you’ll use AI to build an evidence base: a project brief, an index of every file, and a log of where the seller’s figures conflict. You’ll then settle the story in a short specification, recommendation first, before AI builds a single slide, and review the finished deck where mistakes cost most. The same workflow applies to a credit committee paper, a board pack or a monthly review for a CFO.

Who should take this course?

This course is designed for analysts and associates in private equity, investment banking, corporate development and FP&A who build decks for investment committees, boards or senior leadership, and who want to use AI to get there faster without losing control of the numbers.

Tools Used in This Course

This course uses the paid version of Claude, Microsoft Excel and Powerpoint.