Effective Presentations- The PLRB Way Joe Epps, CPA/CFF/ABV, CFE, CVA [email protected]...
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Transcript of Effective Presentations- The PLRB Way Joe Epps, CPA/CFF/ABV, CFE, CVA [email protected]...
![Page 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/1.jpg)
Effective Presentations-The PLRB Way
Joe Epps, CPA/CFF/ABV, CFE, CVA [email protected]
480-595-0943
Bruce deJong, CPCU, ARM, [email protected]
360-825-2591
![Page 2: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/2.jpg)
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
![Page 3: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/3.jpg)
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
![Page 4: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/4.jpg)
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
![Page 5: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/5.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Getting a Topic Selected:
• Relevant Topic• No Infomercials• Presenters• Course Length
![Page 6: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/6.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
The PLRB Way:
• Engagement• Discussion vs. Lecture• Tools and Strategies• Adaptation
![Page 7: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/7.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Preparing the Presentation
• PowerPoint• Handouts• Know Your Topic• Know Who Will Lead and Who
Will Follow
![Page 8: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/8.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Preparing the Presentation
• Negotiate Style Preferences• Candid Communication• Large Audiences
![Page 9: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/9.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Day of Presentation:
• Get there Early• Check Equipment and Handouts• Connect with Participants
Beforehand• Start on Time
![Page 10: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/10.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Presentation Delivery:
• First 3 Minutes• Non-Verbal Cues• Strategies
![Page 11: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/11.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Engage the Audience:
• Create a Learning Community• Capture Audience Expectations• Solicit Solutions and Questions• Involve Audience Experts
![Page 12: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/12.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Engage the Audience:
• Self-Service• Small Group Activities• Reward Participation• Create Safety
![Page 13: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/13.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Presenter Qualities Audiences Love:
• Conversational• Enthusiastic• Entertaining• Respectful• Energetic
![Page 14: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/14.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Summary:
• Recap Key Points• Check for Understanding
![Page 15: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/15.jpg)
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
![Page 16: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/16.jpg)
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 ________
![Page 17: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/17.jpg)
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
![Page 18: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/18.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Closing:
• Invite Follow-Up Contact • A Call to Action
![Page 19: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/19.jpg)
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?
![Page 20: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/20.jpg)
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
![Page 21: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/21.jpg)
Sample Slides
2012 PLRB/LIRB Presentation, Orlando, FL
![Page 22: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/22.jpg)
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?
![Page 23: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/23.jpg)
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
![Page 24: 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.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5519bf665503467a578b4aff/html5/thumbnails/24.jpg)
2012 PLRB/LIRB Presentation, Orlando, FL
Tools:
Exclusion Strategy-
Not covered
Covered