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Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial Club of Southwest Annual Meeting November 16 th , 2016 Royal Sonesta New Orleans, LA Bob Morand Vice Chairman, President & Managing Partner DW Simpson - Global Actuarial & Analytics Recruitment

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Page 1: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Building

Communication Skills

Through Improvisation

Southeastern Actuaries Conference

Actuarial Club of Southwest

Annual Meeting

November 16th, 2016

Royal Sonesta

New Orleans, LA

Bob Morand

Vice Chairman, President &

Managing Partner

DW Simpson - Global

Actuarial & Analytics

Recruitment

Page 2: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial
Page 3: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial
Page 4: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

A Presentation About

Presentations: Creating The “Dynamic Actuary”

Southeastern Actuaries

Conference

Actuarial Club of Southwest

Annual Meeting

November 16th, 2016

Royal Sonesta

New Orleans, LA

Bob Morand

Vice Chairman, President &

Managing Partner

DW Simpson - Global

Actuarial & Analytics

Recruitment

Page 5: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

What About Bob…?

Who is Bob Morand?

And why the heck is he talking to me

about presentation skills?

Page 6: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

…And Why Presentation Skills?

Actuaries enjoy increasing visibility in the

corporate insurance world

Actuaries ascend to C-level roles: CEO, CFO,

CRO, COO, etc.

Actuaries gain access to non-traditional roles

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 7: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Where do I get started?

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 8: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Definition:

“A successful presentation takes place when

the presenter engages the audience through

his/her commitment to convey valuable

concepts/information by leveraging his/her

knowledge, professionalism, personality and

style.”

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 9: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

How do I get started?

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 10: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Step One

Self - Assessment

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 11: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Self – Assessment: Who am I?

Yourself

Personality Traits

Strengths/Weaknesses

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 12: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Captain Monotone

Ramblin’ Wreck (or

Señor Speed Read)

The Ummer

Podium Pete

Mr. Okay

Backside Bernice

The Mumbler

Face-Down Freddy

(see Backside

Bernice)

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Self – Assessment

Who are you? Who, Who…Who, Who?

(What type of presenter are you?)

Page 13: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Self – Assessment: Who should I be?

Yourself

Professional Traits

Strengths/Weaknesses

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 14: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Self – Assessment Equation:

Who I am + Who I should be =

• Yourself

and

• “Dynamic Actuary” … with traits that form

the communicative me – an actuary poised

to participate impressively on multiple fronts

of the business world, including within the

presentation arena.

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 15: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

How do I become this

“Dynamic Actuary?”

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 16: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Step Two

FOLLOW YOUR FEAR!

Be prepared, and excited, to take steps

outside of your comfort zone to develop

yourself into the “Dynamic Actuary”.

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 17: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Step Three

And Now, The Key…

Preparation + Performance = Presentation

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 18: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Preparation

Know…

The subject matter thoroughly

The audience

The number of people attending & size of room

How to dress

The technology to be used

Your fellow panelists’ material

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 19: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Verbal – What to work on

Speaking (Tone, Attitude, Style, Cadence…things beyond the

innate physical)

Listening (The stronger the input, the greater your output; “Yes,

and…”)

Presentation Scenarios (Externally – clients; Internally – bosses, peers, lower

levelers)

A Presentation About

Presentations: Creating

The “Dynamic Actuary” Performance

Page 20: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Energy

Enthusiasm

Physical Presence

Dress

Commitment

Knowledge

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Non-Verbal – What to work on

Performance

Page 21: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Presentation Breakout

Exercises

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 22: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

Recommendations for improving your

presentation skills:

Seek constructive criticism

Take an acting/improv class

Practice presentations with

co-workers

Join a book club

Update your wardrobe

Observe speeches

Take an on-camera class

Take part in group activities

that require meeting new

people and leadership help

Exercise

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 23: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

FOLLOW YOUR FEAR!

Again…be prepared, and excited, to take

steps outside of your comfort zone to

develop yourself into the “Dynamic

Actuary”

A Presentation About

Presentations: Creating

The “Dynamic Actuary”

Page 24: Southeastern Actuaries Conference - Building Communication Skills … · 2017-09-28 · Building Communication Skills Through Improvisation Southeastern Actuaries Conference Actuarial

“If you can’t sell yourself, you’re

going to have a much harder time

selling your ideas.”

- Bob Morand

At His Desk

September 12, 2006

A Presentation About

Presentations: Creating

The “Dynamic Actuary”