Today’s event sponsored by: “Advertise Only” Sponsorship Draft Template Title Date Time Today’s event sponsored by: Castlebay Consulting For your convenience, you may download today’s presentation, Index of Topics, and Glossary of Key Terms from the Resource List widget in the lower right section of your console before the event begins. A Housekeeping video will show before today’s presentation begins. If listening with computer speakers please follow along with the audio. If listening by phone, please follow along with the instructional slides. If you experience any issues with slide advancement, hit F5 for PCs or CMD R for Macs.

Housekeeping Welcome Learning Objectives NEW: Group CPE Chris Mason – Marketing Coordinator, Instec Today’s event Sponsor: Castlebay Consulting Learning Objectives 1 2 3 NEW: Group CPE Housekeeping Video

Today’s Speaker(s) Sponsor does not moderate Presenter Name, Company Bio Presenter Name, Company Bio

Overview of Topics Sponsored by: Each unique title from slides should be listed here This also gets converted to a searchable PDF to be listed in Resource Widget for attendees

Presentation Content Sponsored by: Polish = professionalism Do not simply add Data/information Avoid Filler!!!! Before working on the presentation, consider the content Slides need to tell a story Decide what information should be conveyed before building slides Do not simply add data/information Consider the audience when choosing the message Each slide should convey a thought Lead in sentences are great for this Avoid using repetitive titles over and over and over… 1-3 slides with the same title may make sense 15 slides with the same title do not Use a Table of Contents to direct the presentation Create AFTER the presentation is built Use summary slides when needed Useful when leading in or out of a long/complex thought Helpful to convey key takeaways

Polling Question #1 Sponsored by: Add polling question here – producer will remove from the slide deck that will be loaded into the console and polls will be created using the ON24 polling software (looks like a slide but is followed by a results “slide”)

Polling Question #1 Sponsored by: Repeat question here. Provide reasons below why correct answers are correct and why incorrect answers are incorrect. A) Incorrect – B) Correct – C) Incorrect – D) Incorrect –

Polling Question #2,3,4 Sponsored by: Repeat “Poll question” and “poll answer” slides for polls 2,3, and 4 in the same format as Poll question 1.

Sponsored by: Sponsor moderator to lead Q&A Questions?

Upcoming Webinars Thank you to Sponsor in Producer script Sponsored by: See the e-learning landing page at www.iasa.org/e-learning for more information. (All times are 2:00pm EDT/EST unless otherwise noted) SAVE THE DATE - Registration opening soon July 20 – How to Act Like an Entrepreneur. September 27 – Excel Series Continues October 12 – 2017 NAIC Summer Meeting Review December 7 – Economic Outlook 2018 December 18 – Key 2017 Annual Statement Changes/GAAP Update (2Hour/2 CPE event) Today’s presentation will be archived on the IASA website at www.iasa.org/e-learning and will be available tomorrow afternoon. Archived webinars: Economic Outlook 2017 2017 NAIC Spring Meeting Review The Changing Face of Cyber Security Risk and Regulation Recently completed Life Insurance Accounting Textbook Now Available in print and e-book formats. Visit www.iasa.org/publications for details.

Thank you for joining us! Sponsored by: Thank you for joining us! We are interested in your thoughts about this presentation and topics you may want to see covered in the future. REMEMBER: Please use the SURVEY and TEST widgets to complete your “Survey” and “Request for CPE” to validate your requirements for CPE credit and then print your certificate using the CERTIFICATION widget at the bottom of your console before exiting today’s event. All three widgets are required to meet your requirements for CPE. Again, we appreciate your attention as we evolve the process to meet your educational needs. The console will remain open for 30 minutes following the event to allow time to complete these requirements. You will also be able to complete these requirements within 24 hours if additional time is needed to complete your survey, test or print your certificate. Please remember to download the Group Live CPE Verification Form if you would like CPE if viewing in a group. If you have difficulty viewing the archived presentation, or would like further information about this and future topics to be covered, please contact: Tricia Stillman AVP – Membership and Marketing – IASA tstillman@iasa.org (984) 244-7039