HBSA CASE

WORKSHOP #2
Building Decks and Financial Models

Presenter:
Rocky Yip
Agenda
1. Banking vs. Consulting Decks

2. The Big Picture: Telling a Story

3. Basic & Visual Tools

4. PowerPoint Practice

5. Financial Modeling Overview

6. Financial Modeling Practice

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Banking vs. Consulting Decks
Banking Consulting
1 week 4 hours-1 week

Structured Creativity

Lots of information Format varies

Numbers heavy Less text

Technical (accounting, Strategy-focused

valuation, excel)

Haas
External

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Banking vs. Consulting Decks

DEMO

4
Storyboarding
Create your story before building any slides

Creating a deck is telling a

story; your case must be
coherent, concise, and
compelling

Storyboarding allows you to

organize your thoughts and
arguments into slides

5
Storyboarding

DEMO

6
Basic Tools
Establishing the fundamentals to maintain consistency

Theme: color scheme, font sizes, header bar

Subtitle Body Text
Firm color Client color 12pt
18pt

Master slide: background

View Slide Master

Title bar and key takeaway:

Audience focus and clarity

Tracker: presentation organization

Overview Product Strategy Future Appendix

7
Visual: Icons, Quick Access Toolbar,
Align & Distribute, Group, Recolor

www.thenounproject.com
DEMO

8
Visual: Graphs & Charts
Format according to your theme

Seattle Rainfall in Seattle Rainfall in December

December
5
12
10 4
8

Rainfall (inches)
6 3

4
2 2

0
1

0
Week 1 Week 2 Week 3 Week 4

9
Different Slide Styles
Executive Summary, Company Overview, Implementation Timeline

DEMO

10
PowerPoint Formatting Practice
Master Slide, Charts, Header Bar, Icons, Tracker

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PowerPoint Formatting Practice

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PowerPoint Best Practices Summary
Organization is key to case presentations

1. Storyboard
2. Keep slides consistent by using Slide Master
3. Use Agendas and Slide Trackers
4. Decide on a title format scheme and stick to it
5. Use Takeaway Bars to review main point of slide
6. Avoid drastic animations
7. Avoid heavy shadows and gradients
8. Avoid cluttered slides unless under slide constraint
9. Use graphs and visual aids
10. Align & Distribute and Group for efficiency
11. Draw out slide on pen and paper

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Consulting Slide Resources
Practice!

General:
https://www.quora.com/What-are-some-great-examples-of-a-consulting-
slide-deck
https://www.slidecamp.io/

McKinsey Professional:
http://about.usps.com/future-postal-service/mckinsey-usps-future-bus-
model2.pdf

Past Case Competitions:

http://www.kalei.me/wp-content/uploads/2016/02/C3-PowerPoint.pdf

http://www.slideshare.net/JonathanOng5/deloitte-undergraduate-case-
competition-2015-final-presentation

http://www.slideshare.net/CBSCaseCompetition/presentation-by-national-
university-of-singapore-winners-of-cbs-case-competition-2011

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Break

TAKE 5

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Financial Modeling Overview

Income Statement (P&L): financial performance of a

company over a period of time

Discounted Cash Flow: present value of future cash

flows. FCF = EBIT * (1 tax) + D&A NWC CapEx.

Comparable Companies: public market valuation of

similar companies

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Financial Modeling Overview

http://tinyurl.com/hbsais

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Income Statement Modeling Practice

DEMO

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Income Statement Modeling Answer

DEMO

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DCF Modeling Practice

http://tinyurl.com/hbsadcf

Unlevered FCF = EBIT * (1 tax) + D&A

Change in Net Working Capital
Capital Expenditures

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DCF Modeling Practice

DEMO

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DCF Modeling Answer

DEMO

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Financial Modeling Resources
Free
https://www.quora.com/What-is-the-best-way-to-learn-to-do-financial-
modelling

http://www.asimplemodel.com/

Investopedia (concepts):
http://www.investopedia.com/university/all/fundamental-analysis/

Macabacus (step-by-step models):

http://macabacus.com/valuation/dcf/overview

Paid
Breaking Into Wall Street (investment banking interview prep & modelling):
https://breakingintowallstreet.com/biws/homepage/

Interview questions: https://breakingintowallstreet.com/biws/pdf_files/IBD-

Questions-Answers.pdf

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Q&A

?
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Thank You!