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Effective Presentations- The PLRB Way Joe Epps, CPA/CFF/ABV, CFE, CVA 480-595-0943 Bruce deJong, CPCU, ARM, AIC

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Presentation on theme: "Effective Presentations- The PLRB Way Joe Epps, CPA/CFF/ABV, CFE, CVA 480-595-0943 Bruce deJong, CPCU, ARM, AIC"— Presentation transcript:

1 Effective Presentations- The PLRB Way Joe Epps, CPA/CFF/ABV, CFE, CVA Bruce deJong, CPCU, ARM, AIC

2 2012 PLRB/LIRB Presentation, Orlando, FL Purpose: To help you be your best To help you serve as a trusted advisor To increase your confidence with presenting at PLRB

3 2012 PLRB/LIRB Presentation, Orlando, FL Headlines: Audience expectations are like the weather, theyre always changing If you dont know it, dont say it Its better to chew than choke

4 2012 PLRB/LIRB Presentation, Orlando, FL Action Plan: Tactical Steps- Getting a Topic Selected Understand The PLRB Way Preparing the Presentation The Day of the Presentation

5 2012 PLRB/LIRB Presentation, Orlando, FL Getting a Topic Selected: Relevant Topic No Infomercials Presenters Course Length

6 2012 PLRB/LIRB Presentation, Orlando, FL The PLRB Way: Engagement Discussion vs. Lecture Tools and Strategies Adaptation

7 2012 PLRB/LIRB Presentation, Orlando, FL Preparing the Presentation PowerPoint Handouts Know Your Topic Know Who Will Lead and Who Will Follow

8 2012 PLRB/LIRB Presentation, Orlando, FL Preparing the Presentation Negotiate Style Preferences Candid Communication Large Audiences

9 2012 PLRB/LIRB Presentation, Orlando, FL Day of Presentation: Get there Early Check Equipment and Handouts Connect with Participants Beforehand Start on Time

10 2012 PLRB/LIRB Presentation, Orlando, FL Presentation Delivery: First 3 Minutes Non-Verbal Cues Strategies

11 2012 PLRB/LIRB Presentation, Orlando, FL Engage the Audience: Create a Learning Community Capture Audience Expectations Solicit Solutions and Questions Involve Audience Experts

12 2012 PLRB/LIRB Presentation, Orlando, FL Engage the Audience: Self-Service Small Group Activities Reward Participation Create Safety

13 2012 PLRB/LIRB Presentation, Orlando, FL Presenter Qualities Audiences Love: Conversational Enthusiastic Entertaining Respectful Energetic

14 2012 PLRB/LIRB Presentation, Orlando, FL Summary: Recap Key Points Check for Understanding

15 2012 PLRB/LIRB Presentation, Orlando, FL Purpose: To help you be your __________ To help you serve as a ________ ________ To increase your ____________ with presenting at PLRB

16 2012 PLRB/LIRB Presentation, Orlando, FL Headlines: ____________ ____________ are like the weather, theyre always changing If you dont ________ it, dont ________ it Its better to ________ than ________

17 2012 PLRB/LIRB Presentation, Orlando, FL Action Plan: Tactical Steps- Getting a Topic Selected Understand The PLRB Way Preparing the Presentation The day of the Presentation

18 2012 PLRB/LIRB Presentation, Orlando, FL Closing: Invite Follow-Up Contact A Call to Action

19 2012 PLRB/LIRB Presentation, Orlando, FL Next Steps: 1.What is your biggest challenge right now? 2. What are you doing about it? 3. What are your next steps?

20 2012 PLRB/LIRB Presentation, Orlando, FL Sample Slides: 1.Audience Participation through Case Study Application 2.Ready Reference Chart 3.Tool to Solve a Problem

21 Sample Slides 2012 PLRB/LIRB Presentation, Orlando, FL

22 Thoughts to Ponder: Covered or Not? Fire damage to an anchor store adjacent to the insureds restaurant When does BI begin? When does BI end? What is the coverage limit?

23 2012 PLRB/LIRB Presentation, Orlando, FL StateStatuteLimit for Valuables Limit for Other Property IdahoIC $1K per guest OregonORS $300 per guest $50 per suit case UtahUtah Code 1953, Title 29, Section $250 per guest $150 per suit case Wash.RCW $1K per guest $50 per suit case

24 2012 PLRB/LIRB Presentation, Orlando, FL Tools: Exclusion Strategy- Not covered Covered


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