1. Effective Presentations- The PLRB Way Joe Epps, CPA/CFF/ABV, CFE, CVA jepps@eppsforensics.com 480-595-0943 Bruce deJong, CPCU, ARM, AIC bdejong@mutualofenumclaw.com 360-825-2591 jepps@eppsforensics.com bdejong@mutualofenumclaw.com

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 39-1804$1K per guest OregonORS 699.010$300 per guest $50 per suit case UtahUtah Code 1953, Title 29, Section 29-1-1 $250 per guest $150 per suit case Wash.RCW 19.48.030 $1K per guest $50 per suit case

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