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Self-Study Courses

Creating Powerful and Effective Presentations with PowerPoint

2 CPE Credits $41.00/credit hour
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This course provides financial professionals with practical guidance on creating clear, persuasive, and visually strong business presentations using Microsoft PowerPoint. Participants examine how structured storytelling, purposeful slide design, and message alignment improve communication in both internal and client-facing scenarios. This course highlights the realities of today’s business communication landscape, where data-heavy content, hybrid audiences, and expectations for visual clarity demand more thoughtful presentation development.

Attendees also review updated Microsoft 365 capabilities that streamline presentation creation, including AI-supported design tools and new productivity features that help professionals research, refine, and organize content more efficiently. By combining foundational PowerPoint functions with current best practices in narrative development, the course equips learners to produce presentations that enhance understanding, support decision-making, and elevate organizational communication.

Publication Date: March 2026

Designed For
This course serves CPAs and financial professionals seeking stronger PowerPoint communication skills.

Topics Covered

  • Story-driven frameworks for clear organizational presentations
  • Core PowerPoint tools for structured business communication
  • Microsoft 365 and AI features improving presentation efficiency

Learning Objectives

  • Analyze the characteristics of effective business presentations using clear narrative structure
  • List and demonstrate current PowerPoint features supporting organized, visually strong communication
  • Explain how updated master slide tools improve consistency across business presentations
  • Compare and contrast presentation needs across internal, client, and hybrid delivery settings
  • Analyze how message flow and slide sequencing support audience comprehension

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.
$82.00 / 2 CPE
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