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Slides template · Finance & executives

Annual report

The year in numbers and stories. Made from one message, so you can get your own in minutes.

Annual report

The year in numbers and stories

The prompt

Create a Slides annual report for Harborlight Community Credit Union, a member-owned credit union serving the Harborlight coastal region for 2026. Include: a letter from the leader from CEO Maria Delgado, the year at a glance (42,800 members, up 6.2%; $1.18B in total assets; $214M in new loans funded; 91 member satisfaction score), financial summary, major milestones, customer or community impact, team growth, challenges, and goals for next year. Use 9 slides and suggest a chart for each number slide.

Make it yours

  • Change the details in the prompt to fit finance & executives.
  • For example, change it so that so that it is for a regional animal rescue nonprofit called Pawhaven that tracks adoptions, volunteers, and donations and the tone is warm and story-driven, with the year at a glance showing 3,150 adoptions and 1,200 active volunteers.
  • Ask for edits in plain words: tone, colors, length, layout or data.
  • Share the result by link or export it when you are done.

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