purpose:

Effective Presentations-The PLRB Way

Joe Epps, CPA/CFF/ABV, CFE, CVA jepps@eppsforensics.com

480-595-0943

Bruce deJong, CPCU, ARM, AICbdejong@mutualofenumclaw.com

360-825-2591

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

2012 PLRB/LIRB Presentation, Orlando, FL

Headlines:

• Audience expectations are like the weather, they’re always changing

• If you don’t know it, don’t say it

• It’s better to chew than choke

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

2012 PLRB/LIRB Presentation, Orlando, FL

Getting a Topic Selected:

• Relevant Topic• No Infomercials• Presenters• Course Length

2012 PLRB/LIRB Presentation, Orlando, FL

The PLRB Way:

• Engagement• Discussion vs. Lecture• Tools and Strategies• Adaptation

2012 PLRB/LIRB Presentation, Orlando, FL

Preparing the Presentation

• PowerPoint• Handouts• Know Your Topic• Know Who Will Lead and Who

Will Follow

2012 PLRB/LIRB Presentation, Orlando, FL

Preparing the Presentation

• Negotiate Style Preferences• Candid Communication• Large Audiences

2012 PLRB/LIRB Presentation, Orlando, FL

Day of Presentation:

• Get there Early• Check Equipment and Handouts• Connect with Participants

Beforehand• Start on Time

2012 PLRB/LIRB Presentation, Orlando, FL

Presentation Delivery:

• First 3 Minutes• Non-Verbal Cues• Strategies

2012 PLRB/LIRB Presentation, Orlando, FL

Engage the Audience:

• Create a Learning Community• Capture Audience Expectations• Solicit Solutions and Questions• Involve Audience Experts

2012 PLRB/LIRB Presentation, Orlando, FL

Engage the Audience:

• Self-Service• Small Group Activities• Reward Participation• Create Safety

2012 PLRB/LIRB Presentation, Orlando, FL

Presenter Qualities Audiences Love:

• Conversational• Enthusiastic• Entertaining• Respectful• Energetic

2012 PLRB/LIRB Presentation, Orlando, FL

Summary:

• Recap Key Points• Check for Understanding

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

2012 PLRB/LIRB Presentation, Orlando, FL

Headlines:

• ____________ ____________ are like the weather, they’re always changing

• If you don’t ________ it, don’t ________ it

• It’s better to ________ than ________

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

2012 PLRB/LIRB Presentation, Orlando, FL

Closing:

• Invite Follow-Up Contact • A Call to Action

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?

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

Sample Slides

2012 PLRB/LIRB Presentation, Orlando, FL

2012 PLRB/LIRB Presentation, Orlando, FL

Thoughts to Ponder:

• Covered or Not?• Fire damage to an anchor

store adjacent to the insured’s restaurant

• When does BI begin?• When does BI end?• What is the coverage limit?

2012 PLRB/LIRB Presentation, Orlando, FL

State Statute Limit for Valuables

Limit for Other Property

Idaho IC 39-1804 $1K per guest

$1K per guest

Oregon

ORS 699.010 $300 per guest

$50 per suit case

Utah Utah 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

2012 PLRB/LIRB Presentation, Orlando, FL

Tools:

Exclusion Strategy-

Not covered

Covered