As presented to the class of 2017, New England School for Financial Studies.

1. Executive Presentation Skills
New England School
for Financial Studies
Kristin Sundin Brandt
President

2. About Executive Presentation Skills
New England School for Financial Studies
Sundin Associates

3. About Executive Presentation Skills
New England School for Financial Studies
Sundin Associates COCC Conference

4. Glossophobia Executive Presentation Skills
New England School for Financial Studies
75% of people
Intense anxiety
Physical distress
DEATH
glossophobia.comSundin Associates

5. Goals & Benefits Executive Presentation Skills
New England School for Financial Studies
More
Comfortable
More
Effective
Hate it
less
Sundin AssociatesSundin Associates EmojiOne.com

6. Goals & Benefits Executive Presentation Skills
New England School for Financial Studies
Organize
Lead
Communicate
Sundin AssociatesSundin Associates
Learn

7. Audience
Planning
Design
Technique
Recommendations
Questions
Agenda Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates EmojiOne.com

8. Know Your Audience Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

9. Know Your Audience Executive Presentation Skills
New England School for Financial Studies
Be Flexible
How can I say it in 5?
Lead with the Conclusion
Sundin AssociatesSundin Associates

10. Know Your Audience Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
Read the Room

11. Planning Executive Presentation Skills
New England School for Financial Studies
Outline
Agenda
Sundin AssociatesSundin Associates
FOCUS

12. Planning Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
10 Presentation Facts You Should Know
SoapPresentations.com
Facts are
20x more likely
to be remembered if
embedded in stories.

13. Planning Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
Made to Stick
Chip and Dan Heath
Stories 63%
Statistics 5%

14. Planning Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

15. Planning Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
Flash – 30 seconds
Fast – 1 minute
Descriptive – 2-3 minutes
How to Time a Presentation
The Public Speaker – QuickAndDirtyTips.com
Leave time for discussion

16. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

17. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

18. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
IS IT COMPATIBLE?

19. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
Thefinancialservices
marketplaceisunlike
anyother
• Complex and competitive
• Rigorously regulated
• Customer-centric
• Fast moving
At Sundin Associates, we’ve devoted
ourselves to serving financial service
institutions since 1976. In that time,
we’ve learned a lot about how banks
and credit unions work.
And how they win.
Wegetit.
Memberships
• ABA Marketing Network
• Massachusetts Bankers Association
• New England Financial Marketing Association
Speaking
• ABA Bank Marketing School
• ABA Bank Marketing Conference
• New England School for Financial Studies
• State Banking Associations
Connecticut, Maine, Massachusetts,
Texas, Washington State, Vermont
We offer a degree of knowledge and
experience that few organizations outside
of banking can claim.
You have more ways to
connect with customers and
prospects than ever before.
Our clients look to Sundin for
creative integrated marketing
and communications solutions
that encompass the full
range of media.
Our clients appreciate
our proven ability to
deliver results with
creative based on
rock-solid strategy –
on time, on-budget
and on-brand.
Every
medium.
Print advertising and collateral
Pictured: Utilizing commuter rail
advertising to introduce new name
and logo for MutualOne Bank
Direct and database mailing
Online and digital advertising
Website and mobile
development
Social media consulting
and management
Broadcast, radio and outdoor
Utilized throughout the year as both a sales and branding tool, Jewett City
Savings Bank’s Annual Report introduced, and supported, our new branding
campaign – Your Life. Your Bank – as well as communicated the Bank’s role
supporting local businesses, families and community organizations.
SAMPLES OF OUR WORK
Collateral

20. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

21. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

22. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies

23. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies
The World’s Worst PowerPoint Presentations
PC World
75 = Handout
50 = Teleprompter
Few to none = Perfect

24. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies
The World’s Worst PowerPoint Presentations
PC World

25. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies
The World’s Worst PowerPoint Presentations
PC World

26. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies
The World’s Worst PowerPoint Presentations
PC World

27. Sundin AssociatesSundin Associates
One
at
a
time
Design Executive Presentation Skills
New England School for Financial Studies

28. Discovery
All projects begin with the discovery phase, whereby through conversation, a situation, problem, or
potential opportunity is identified.
Research & Analysis
Sundin Associates aggregates data from a multitude of available sources, which may include client-
provided data & reports and MCIF (if available). Through memberships or purchases, we also have access
to the following resources
Recommendation
Recommendation may range from client-implemented solutions to full agency-developed campaigns. When
agency intervention is recommended, we also include a quote and time frame for work required.
Implementation
Account team starts by developing a project plan and milestones, which are available for review and
updating within the agency’s project management site. Throughout this phase, we continually check in with
the client for feedback and final approval on the items created.
Monitoring & Reporting
We regularly monitor the quality of projects completed for clients as part of our ongoing client
conversations. Depending on the specifics of the project, we monitor results of campaigns by utilizing a
variety of tools, which enables us to help determine the ROI of a client’s projects. Leveraging these results,
we are able to close the project management circle through the reporting phase, at which time the client
and agency have an opportunity to review results.
Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

29. Design Executive Presentation Skills
New England School for Financial Studies
Discovery
Research &
Analysis
RecommendationsImplementation
Results
Sundin AssociatesSundin Associates
10 Presentation Facts You Should Know
SoapPresentations.com
People will
remember 95%
of what they
hear and see

30. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates ThinkOutsideTheSlide.com

31. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates ThinkOutsideTheSlide.com

32. Focus on the insights
Avoid spreadsheets
Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates ThinkOutsideTheSlide.com
Supplement with handouts

33. ThinkOutsideTheSlide.com
Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

34. StockFreeImages.com
ThinkStock.com
Internal Resources
Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates ThinkOutsideTheSlide.com

35. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates commonsensemedia.org

36. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies

37. Sundin AssociatesSundin Associates
Design Executive Presentation Skills
New England School for Financial Studies
Google Images

38. Design Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates iStock.com

39. Full Sentences 48%
Text Too Small 51%
Reading Slides 72%
Technique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates Results of the 2013 Annoying PowerPoint Survey
Think outside the slide

40. Technique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates Results of the 2013 Annoying PowerPoint Survey
Think outside the slide
BORING

41. Visual 55%
Vocal 38%
Verbal 7%
Technique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates Now that we have your complete attention
FastCompany.com

42. Make eye contact
Speak clearly
Move
Technique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates Now that we have your complete attention
FastCompany.com

43. Sundin AssociatesSundin Associates
Technique Executive Presentation Skills
New England School for Financial Studies
Notecards?
Do not read or over rehearse

44. Use Humor Carefully
Passion = Personality
TechniqueTechnique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

45. TechniqueTechnique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

46. Sundin AssociatesSundin Associates
Sleep
Relax
Exercise
TechniqueTechnique Executive Presentation Skills
New England School for Financial Studies
12 Most Successful Tips to Manage
Presentation Nervousness, 12Most.com

47. Technique Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates
Slow Down
Breathe

48. Sundin AssociatesSundin Associates
Technique Executive Presentation Skills
New England School for Financial Studies
Don’t be afraid to make mistakes
Be Present. Not Perfect.

49. Sundin AssociatesSundin Associates
Say Yes
Watch
Practice
Review
Recommendations Executive Presentation Skills
New England School for Financial Studies

50. Sundin AssociatesSundin Associates
Coach or Mentor
Recommendations Executive Presentation Skills
New England School for Financial Studies

51. Harvard Business Review
Fast Company / Forbes / Inc
ThinkOutsideTheSlide.com
PowerPointNinja.com
Quick & Dirty Tips
TedX
Resources Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

52. PowerPoint doesn’t
kill presentations.
People do.
Remember Executive Presentation Skills
New England School for Financial Studies
Sundin AssociatesSundin Associates

53. Thank you!
Kristin Brandt, President
kristin@sundininc.com