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Visual aids can help or hurt a presentation. Whether you are using PowerPoint, Keynote, Prezi, slides, video, a software interface, or other visual support, you need to make sure that the visuals won’t distract from the presentation. Many speakers have chosen abandon visual aids altogether and even proclaim that they are above using such tools. However, well-utilized visuals will significantly improve a presentation. This training will teach the best visual aid practices and offer the opportunity to practice techniques with individualized coaching feedback. Listeners will appreciate how the skillful use of visual aids truly enhances your presentations.
Speakers must prepare to answer real questions about their topic. Sometimes, listeners ask friendly, genuine questions, but often, you might be tasked with answering aggressive or set-up questions. In either case, the ability to handle even the most challenging question in a clear, comfortable, and competent manner is an important skill. Whether you have been called to answer questions at a congressional committee, in a sales meeting, or during a team presentation, this module will teach you how to hear and understand questions in order to respond with practical answers.
Have you ever wondered how some people always have the right thing to say at the right time? There is an art to handling yourself well in just about any setting—from dealing with an angry customer to holding a political debate or managing a contentious investor meeting.
Imagine yourself in front of the executive committee, the board of directors, the press, or a client, and someone requests that you speak on an unfamiliar topic. Perhaps you are asked a tough question that you hadn’t anticipated. What do you say? Thinking on your feet is a module that teaches you how to process and organize your thoughts quickly in a way that will help you communicate clearly and with confidence
What two words would you like people to say about you after you have left a meeting or a conversation? The answer defines your communication style. Style coaching is one of our most popular leadership and management offerings. It allows senior executives, managers, and emerging leaders to achieve their personal vision of how they wish to present themselves. Our coaches work with clients on their core communication skills, beginning with their two style words. The result is authentic, comfortable, and effective leadership or management capabilities.
Most crucial business communication occurs between leaders, managers, board members, and shareholders. Because Boards advise and direct management teams on key decisions, it is critical that leaders and managers clearly communicate the vision, metrics, and progress of the organization. Having worked with thousands of managers and board members, we have developed valuable insight into how relationships, presentations, handling questions, and more can affect your communication success. Whether you’re new to senior management or an old pro, this module will allow you to hone your Board and shareholder presentations and share your thoughts in a clear, concise manner. Our guidance will help you strengthen your relationships and effectiveness with your Board and shareholders.
Since the 1990s, coaching and mentoring have become widely used to develop employees in the business world and are important skills for anyone in a managerial or leadership role. Learn how to communicate in both coaching and mentoring styles while learning the differences between the two. Among other things, learn Socratic questioning, goal setting, skills in accountability, and ways to inspire that lead to complete development.
At times, speaking with coworkers, your staff, your boss, and, yes, your customers can be difficult. They may come to you with stories about their problems or your mistakes. They might even mistreat you. We need to remember that there are always two sides to every story. Learn how to diffuse difficult situations and become the difficult person’s advocate rather than the enemy.
When relationships are strong, you can communicate anything. When they are not strong, even the simplest feedback becomes difficult. This module provides an understanding of why and how strong relationships are created using our original research, which has unveiled the two most essential characteristics for building a solid working relationship. This module utilizes practice to strengthen the techniques and skills that foster trusting relationships.
Listening is not just about hearing—it involves the understanding and evaluation of what is heard. Whether you’re in a face-to-face meeting or talking on the phone, leaders and managers must exhibit comfort and proficiency in six specific areas of listening, or messages can be misunderstood. These qualities and techniques are the focus of this module. In addition, this module covers the top ten barriers to listening and how to overcome them. This is one of our most popular topics.
Have you ever felt that your listeners were confused? Have listeners ever asked you to get to the point? Truly connecting with your listeners is fundamental to all communication and critical for a successful presentation. This module teaches you how to make your point and engage all of your listeners. It does not provide a one-size-fits-all methodology but instead covers a whole range of skills from which you may choose the best approach for specific groups.
Business speaking requires a mixture of information and persuasion. Both are critical, and you use both in different situations and for various reasons. The distinction between these two types of speaking is that informative speaking lists data and impartially clarifies and enlightens with no particular goal other than making information clear. Persuasive speaking urges a partisan decision, favors a position, and tries to garner acceptance for that position. In many presentations, the speaker will use both information and persuasion in order to convince the listeners.
This training will help you understand the difference between informative and persuasive presentation. It teaches how to implement these concepts in your content and delivery and the three ways of persuasion that are used in virtually all presentations we see today. You’ll learn how to choose the proper mode of persuasion and how to match your message to your listeners.
Do your listeners ask you to repeat keywords? The ability to speak clearly is an important skill, no matter who you are. There are several ways to lose your listeners, but poor articulation, mumbling, and lack of volume are the most preventable. Don’t force listeners to work harder to understand the words coming out of your mouth! This module on communication excellence will teach key sounds and practice techniques to ensure that you are speaking clearly.
Your customers will often pay attention to how you sound as much as what you are saying. A positive interaction can depend on your tone and inflection, speed, and projection.
Plus, words matter! Your choice of words, such as “customers,” “clients,” “guests,” or “patrons,” will shape their perception, and perception shapes service communication. Don’t let your choice of words become a distraction during a customer interaction. This teaches participants the various sounds of service and how to master their sounds to best communicate with customers.
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Eight Moments That Got Big Laughs at 2026 Annual Investor Meetings
Welcome to my second annual blog on the best use of humor at global annual meetings across investment, private equity, and financial services. (For the first blog from 2025, click below)
https://www.linkedin.com/pulse/eight-moments-got-big-laughs-annual-investor-meeting-sjrme/
As always, I spent most of May with some trusted colleagues, helping with speaker coaching for their annual investor meetings. After the coaching, whether for solo presenters, pairs, or business‑unit groups, we’re often onsite for the dry run and the event itself, timing each talk and capturing specific feedback for every speaker.
Even though most AGM speakers I meet with have been presenting for many years, even decades, the most impressive presenters are the ones still looking for feedback on small ways to add polish or impact.
What gets a room of smart investors- people who attend hundreds of meetings a year- to laugh?
Luckily, it’s not stand‑up comedy, telling a joke, or something random you found on the internet. I’ve done the analysis for you below to break down what gets a laugh and why. Use these ideas to add levity to your next update or presentation.
Here are eight of the best laugh‑out‑loud moments I witnessed at various 2026 AGMs. Details have been changed for client confidentiality, but the heart of each example is exactly what got the big laughs.
1. The callback to history
A leader opened by joking, “I presented this same slide to Jack more than a decade ago.”Why it works: shared history + institutional memory + self‑awareness + everyone loves a joke about slide decks.
2. The unexpected confession
A highly accomplished industry expert admitted he would never have predicted this career path given his poor grades. The room loved it.
In another segment, a speaker asked a difficult question and said, “So what’s the answer? (pause…) Well, even I had to ask Claude.”Why it works: competence + humility is an extremely likable combination.
3. Admiration disguised as teasing
“I was hoping she wouldn’t be at this meeting today.” Translation: this person is terrifyingly smart or a high performer, so we can joke that we don’t want her around while we’re presenting. Why it works: it gives a colleague public credit without sounding overly fawning.
4. The oddly specific origin story
Not the same old vague “we built a great partnership,” but the strange little story about where it actually started: “Tampa lightning storms, three delayed flights, a random introduction over $47 airport burgers…”Why it works:specificity makes people smile and remember.
5. The elephant in the room
“I’m aware we’re a bit behind schedule, and also that I’m the only thing standing between you and lunch.”
If the room is freezing, everyone knows. If lunch is late, you can feel the fidgeting. If your session title sounds like a doctoral dissertation, everyone is worried it will be dry. Why it works: a quick acknowledgment creates an instant connection.
6. The ‘we’ve all done this’ moment
“I was told by one highly esteemed CEO back in 2023 that ‘AI will always be completely unfit for professional use.’”
We laugh at outdated attitudes (smoking on airplanes?!), at how wrong we were about a deal, or at universally embarrassing human behavior. Why it works: shared recognition builds immediate trust.
7. The visual surprise
Unexpected old photos. A bingo card of impossible tasks. A before‑and‑after video. Rooms are visually starved, and most slides read like awful eye charts. Why it works: a smart image, video segment, or physical item immediately changes the energy.
8. The rule of three
This works because rhythm is effective, and using three items is effective in many settings.
“I didn’t want to pay airport coffee prices. I didn’t want another 4 AM alarm. And I definitely didn’t want to be the final speaker of the day.”
Why it works: catchy structure + acknowledging we’re all tired + unexpected confession = laugh opportunity.
I could have easily added more, but it’s a good challenge to stick to eight observations. Humor in senior rooms is rarely about “being funny” or telling jokes. We want to hear about your fears, missteps, inner dialogue, thought process, challenges, and failures. We want to be surprised. We want to learn. We want to feel connected.
If you can add humor successfully as a presenter, you’ve tapped into the thrill of true human connection. Give some of these a try and let me know how it goes.
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