Purpose:

1. Effective Presentations-The PLRB WayJoe Epps, CPA/CFF/ABV, CFE, CVA jepps@eppsforensics.com480-595-0943Bruce deJong, CPCU, ARM, AICbdejong@mutualofenumclaw.com360-825-2591

2. 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

3. 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

4. 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

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

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

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

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

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

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

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

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

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

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

15. 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

16. 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

17. 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

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

19. Next Steps: • 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

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

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 insured’s restaurant • When does BI begin? • When does BI end? • What is the coverage limit? 2012 PLRB/LIRB Presentation, Orlando, FL

23. 2012 PLRB/LIRB Presentation, Orlando, FL

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