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KAMCO Invest×CODED
DRAFT · pending owner review
KAMCO Invest × CODED · Kuwait
Day 2 of 2

Copilot in
PowerPoint and Integration

You arrive with the file. You leave with the deck — eight slides, every number checked, one decision asked for.

Day 2 · 9:00 AM – 4:00 PM
KAMCO Invest, Kuwait
We will begin shortly
Press → to begin
Block 1 · the four minutes

Can you put this on one slide in four minutes?

The questionOpen your Meridian dashboard. It has three findings.

Pick one. Put it on one slide for the management committee.

Paper and pen. No PowerPoint yet. You have four minutes.
Four minutes
4:00
Instructor cue. Say "your Meridian dashboard" exactly as you said it at 15:45 yesterday. Do not explain what a good slide looks like. Start the timer and walk the room in silence.
Block 1 · captured live

What stopped you?

Four answers from the room. Type them here. You will see these words again twice today.

Answer 1
Answer 2
Answer 3
Answer 4
Instructor cue. Expect: I did not know which number to lead with · I wrote the whole finding as a paragraph · I do not know what they need to decide · I started with the chart and ran out of time.
Block 1 · why you

Why should this matter to you, and not to a designer?

01The deck you build on Thursday night is the one the committee reads.
02Nobody is paid to make your slides. You do it anyway.
03The skill that changes is not PowerPoint. It is knowing what the slide is for.
Instructor cue. Same shape as Day 1, Slide 4. Employee first, tool second. Do not mention Copilot yet.
Block 1 · the contrast

What is a presentation for?

A deck that reports
A deck that gets a decision
Starts with the data
Starts with the answer
Shows everything you did
Shows only what the decision needs
Ends with "any questions?"
Ends with the ask
The committee does not want to know how hard the cleaning was. It wants to know what to decide.
The rule

One slide. One message. One number.

The title
claim
is the claim, written as a full sentence
The body
evidence
is the evidence — one chart or one table
The notes
proof
are the proof — where the number came from
If the title is a full sentence with a number in it, the slide is almost finished. If the title is a label like "Dormancy Analysis", the slide has not started.
Block 1 · the chain

How does a finding become an ask?

Finding
what
KWD 177 million of Saudi assets sit in Dormant accounts — 35% of the region, against 14.6% in Kuwait.
Claim
so
Saudi Arabia carries far more dormant money than any other region.
Evidence
proof
The dormancy table by region from your Meridian dashboard.
Ask
do
Agree a retention review of the dormant Saudi accounts before the next committee meeting.
Most trainees stop at the finding. The committee pays for the ask.
Lab 1 · 15 minutes

What belongs on the slide?

01Ten items about Finding 2. Sort each one into On the slide · In the notes or appendix · Leave out.
0215 minutes. Work alone. No computer.
Lab 1
15:00
Instructor cue. 10 minutes alone, 5 minutes to compare with a neighbour. Items 3, 7, and 10 split the room. Debrief after the break.
Block 2 · Lab 1 debrief

Three items you disagreed about

Item 3
14.6%
Kuwait's dormancy share. tap
Item 7
table
The dormancy table for all six regions. tap
Item 10
check
The three-step check you ran on the 35%. tap
The argument is always the same one: "the committee will ask for it, so it should be on the slide." The answer is: put it in the notes, and have it ready.
The term

What is Copilot in PowerPoint?

Copilot in PowerPoint The Copilot panel inside PowerPoint. It reads the deck that is open and the text you give it. It builds, rewrites, and organizes slides.
01The same Copilot as yesterday. The door, not the engine.
02A different door. It opens onto a deck, not a workbook.
03The same rules. CTFT, the three-step check, and the other-department test all still apply.
Block 2 · the load-bearing slide

What can it see, and what can it not?

It sees
It does not see
The deck that is open
Your Meridian dashboard — unless you give it the numbers
The text you type or paste into the prompt
The meeting, or who is in it
A Word file or PDF in your OneDrive that you point it to
What the committee decided last time
Your organization's template
Whether a number is right
Say it and pause: it does not read your Excel unless you give it the numbers. Every Copilot draft today will be fluent and empty until you paste the findings in.
Block 2 · three doors

Which door do you use?

Create from a prompt
  • A first draft from one sentence
  • Fast, fluent, generic
  • Good for a skeleton
Create from a file
  • An outline from a Word file or PDF in OneDrive
  • Follows the document's structure
  • Good when the report already exists
Designer
  • Layout, pictures, and alignment for a slide you already wrote
  • Makes the slide look finished
  • Good last, never first
Designer PowerPoint's AI design support. It changes how a slide looks. It never changes what a slide says.
Designer comes last because a beautiful wrong number is still wrong.
Live demo · 5 minutes

Watch a deck appear from one sentence

Do not copy yetPrompt 1: "Create a presentation about asset management client fees."

Prompt 2: the same request, with the three verified findings pasted in.
—
Meridian numbers · Prompt 1
—
Meridian numbers · Prompt 2
—
What changed
Same tool, same day, different input. That contrast is the whole block.
Callback

Does the other-department test change for a deck?

01The prompt goes to the same place as yesterday. The account you are signed in with decides where.
02A deck travels further than a chat. Decks get forwarded.
03Before you paste: would I email this slide to a colleague in another department?
The rule is the same. The reach is bigger.
Lab 2 · 30 minutes

Prompt a first deck, then read it

01Four weak slide prompts. Name which part of CTFT is missing, then rewrite it.
02Run the worst one and your best one in Copilot in PowerPoint.
03Count the Meridian numbers on each deck. 30 minutes. Work alone.
Lab 2
30:00
Instructor cue. 18 minutes alone, 8 for three volunteers to read a rewrite aloud, 4 to wrap. Prompt 4 is the quiet one.
Block 3 · your call

Why does this slide say nothing?

A real Copilot draft, as it came out
Key Insights from Portfolio Analysis• Diverse client base across the region
• Strong institutional presence
• Opportunities for enhanced engagement
Instructor cue. Ask the room which number is on it. There is none. Ask what a committee member could decide from it. Nothing. It is fluent and empty. Do not name the fix yet.
Block 3 · the same slide, rewritten

Institutional holds 69% of our assets but earns 56% of our fees

Segment
Share of AUM
Share of fees
Fee as % of AUM
Institutional
69.1%
56.2%
0.162%
HNW
28.5%
39.3%
0.275%
Retail
2.4%
4.5%
0.375%
Ask: review Institutional pricing before the next mandate is signed.
Instructor cue. Point at the title: a full sentence, two numbers. Point at the table: from Lab 4 yesterday. Point at the ask. Nothing on this slide was invented.
The template

What does CTFT look like for a slide prompt?

I am a [role]. This deck is for [audience], who must decide [decision]. Here are the verified numbers: [paste the findings]. Build [N] slides, one message per slide, with every title written as a full sentence. Use plain English for a reader outside finance.Use only the numbers I gave you. If a number is missing, write [NUMBER NEEDED] — do not estimate.
That last sentence is Day 1's rule, rewritten for a deck. It turns a quiet failure into a loud one.
Block 3 · the shape

What order does a decision deck take?

01
Title
The one-sentence message
02
The situation
One slide: what Meridian is, what the data covers
03
The findings
One slide each, title as a full sentence
04
What it means
The so-what, in one slide
05
The ask
One decision, one owner, one date
06
Appendix
The evidence: tables, sources, the three-step check
Answer first. Evidence behind.
Lab 3 · 35 minutes

Build the deck from your Meridian dashboard

01Give Copilot the three findings and the CTFT template.
02Put the six sections in order. Delete what does not belong.
03One finding per slide, title as a full sentence.
04Paste your two charts from the Dashboard sheet.
05Write the ask: one decision, one owner, one date. 35 minutes. Work alone.
Lab 3
35:00
Instructor cue. 22 minutes alone, 8 to unlock, 5 to wrap. Copilot will add slides that are not in the six sections. Deleting them is part of the lab.
Callback

Remember the slide you could not draw at 9:05?

Answer 1
Answer 2
Answer 3
Answer 4
By 15:35 every one of these is gone. That is a promise.
Block 4 · chart titles

One chart, one message

A label — the reader does the work
Dormant AUM by Region
A message — the title does the work
Saudi Arabia: 35% of assets are dormant, against 14.6% in Kuwait
Paste the chart from Excel. A linked chart updates. A picture does not. Either way, the number on the slide is yours to check.
Instructor cue. Show the paste options in PowerPoint once: picture, or keep source formatting and link data.
Block 4 · Designer

What does Designer do, and what does it not?

Designer does
Designer does not
Layout, alignment, icons, pictures
Check a number
Make a finished slide look finished
Notice that 35% became 40%
Offer several looks in seconds
Know who is in the room
Write speaker notes for this slide in about 80 words. Plain English. Use only the numbers that are on the slide. Do not add any.
Designer last, never first. Copilot writes good notes when you fence it in, and adds numbers when you do not.
Callback

The three-step check — on a slide

1Spot-check one number. The number on the slide equals the cell in your Meridian dashboard.
2Ask where it came from. Which sheet, which cell. Write it in the notes.
3Change one input. Change the cell. The slide does not move.
A slide is a photograph of the sheet — date it.
Instructor cue. Do all three on the projector with the 35% slide. Two minutes. Step 3 is the new lesson: a slide does not recalculate.
Lab 4 · 35 minutes

Check every number, repair the weak slide

01Run the three-step check on every finding slide. Write the source cell in the notes.
02Ask Copilot for speaker notes. Delete any number it added.
03Run Designer on one slide. Confirm that no number changed.
04Find the one slide that is fluent and empty. Rewrite it. 35 minutes. Work alone.
Lab 4
35:00
Instructor cue. 22 minutes alone, 8 to unlock, 5 to wrap. Task 2 is where Copilot quietly adds a number that is not on the slide. Let them find it.
Block 5 · the room

Who is in the room on Thursday?

Ninety seconds, on paperThe management committee.

Name three people by role. Write down what each one already believes about your finding.
Instructor cue. Do not give examples yet. Take three roles from the room and write them on the board. Typical: the CEO, the CFO, the head of the Saudi desk.
Block 5 · beliefs

What do they already believe?

Head of the Saudi desk
believes
"Our dormancy is normal for the market" → the region table: 35% against 14.6% in Kuwait and 0.1% in Qatar
The CFO
believes
"Fee income follows assets" → Finding 1: 69% of assets, 56% of fees
The CEO
believes
"We have 130 clients" → Finding 3: 130 in Q1, 123 in Q4
Persuasion is not a louder slide. It is knowing the belief and putting the number next to it.
The term

What is the objection slide?

Objection slide Write the strongest objection they will raise. Answer it before they ask.
Here is my claim and my evidence: [paste]. List the three strongest objections a skeptical CFO would raise. For each one, say what evidence would answer it. Do not invent any figures.
Copilot is good at objections because objections are text, not arithmetic. It is bad at the evidence, because the evidence is in your sheet and it cannot see it. Split the job that way.
Block 5 · plain words

How does a non-finance reader hear this?

Finance says
The slide says
AUM
the client money we manage
dormancy rate
the share of assets in accounts with no activity
fee yield
the fee we earn for every KWD we manage
attrition
clients who left
Rewrite this slide for a reader who does not work in finance. Keep every number. Do not add any.
Half the committee did not start in finance. The four words on the left are where they stop reading.
The term

What is the 90-second version?

90-second version One sentence of situation. One finding with its number. One ask.
Worked, with Finding 2Meridian manages client money across six Gulf markets. In Saudi Arabia, KWD 177 million — 35% of the region's assets — sits in dormant accounts, against 14.6% in Kuwait. I am asking the committee to agree a retention review of those accounts before we next meet.
If the projector fails, you still have the meeting. You will use this version at 15:45.
Drill · 30 minutes · in pairs

Ninety seconds, in pairs

01A presents the 90-second version. B plays one committee member and raises one objection.
02A answers with a slide, or admits the gap.
03Swap. Then each of you rewrites one slide. 30 minutes. In pairs.
Drill
30:00
Instructor cue. Three rounds of eight minutes, then six to rewrite. Circulate and listen for the number: a 90-second version with no number in it has failed.
Block 6 · the integration beat

What does the committee receive on Thursday?

One deliverableThe deck, with your Meridian dashboard behind it.

Eight slides or fewer. Every number checked against the sheet. One decision asked for.

Ninety seconds to present it.
Cleaning, formulas, findings, prompting, structure, checking, and audience now combine on one artifact.
Instructor cue. Groups of four. Each group has four dashboards and builds one deck.
Lab 5 · 45 minutes · groups of four

One deliverable, one decision

01Choose the one decision your deck asks for.
02Build one deck from the four dashboards. Eight slides or fewer.
03Paste the chart from Excel. Check every number against the sheet.
04Add the objection slide.
05Rehearse the 90-second version. Choose who presents. Save the deck and the workbook together.
Lab 5
45:00
Instructor cue. 30 minutes building, 10 to unlock, 5 to rehearse and save. Collect two decks with a real ask on them. You name them at close.
Showcase · 11 minutes

Ninety seconds. Three tests.

Each groupThe 90-second version, with the deck behind it.

The room applies the three tests: surprising · checkable · so what.
Per group
1:20
Instructor cue. Up to eight groups at 80 seconds each; nine groups at 70. Hold the clock hard. After each one, ask the room for a show of hands per test. No commentary.
Close · celebration

Two decks from this room

Deck 1 · group, and the ask they made
Deck 2 · group, and the ask they made
Instructor cue. Ninety seconds. Read the ask out loud. Use their names. This is the celebration beat and it is worth the clock.
Close · the artifact

What is in the deck you just saved?

A title that is a sentence, with a number in it
Three findings, one per slide, every number matched to the sheet
An objection answered before it was asked
One ask, with an owner and a date
Name the artifact: the deck, with your Meridian dashboard behind it. Both files, same folder.
Callback

The slide you could not draw, again

Answer 1
Answer 2
Answer 3
Answer 4
Instructor cue. Read each one and type what removed it. This closes the loop that opened the day, and the loop that opened yesterday.
Close · Thursday

Open the file. Give Copilot the numbers. Check every one. Ask for one decision.

That is the whole job
End of Program 1Both files stay in the same OneDrive folder.
Instructor cue. Four verbs, one line. Do not add a fifth. Nobody leaves with the deck on a USB drive.
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Exercise1:00
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screen blanked — press B to resume

Presenter & pointer controls

→SpacePg Dn
Next slide
←Pg Up
Back
L
Laser pointer (follows the mouse)
B.
Blank the screen
F
Fullscreen
S
Sound on / off (starts off)
T
Start 60-second exercise timer
?
This panel
Esc
Close / resume
Most USB presenter remotes send Page Up / Page Down — they already drive this deck.
☕ Start a break
Pick a length. The timer counts down and shows everyone the return time.
Break
Break
15:00
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