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Covid Crisis: Help your clients. Help fellow advisors. Help your communities. (Open Discussion Board)

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  • May 04, 2020 9:12 AM
    Reply # 8945372 on 8848379
    John McGrath

    Organizational resilience has never been more important given the state of affairs we find ourselves in today. Learn actionable insights on May 7th to confidently address compliance, HR management as well as strategies to protect your balance sheet. 

    Register here: https://lnkd.in/dFBxDFi

  • April 24, 2020 9:42 AM
    Reply # 8925739 on 8925738
    Anonymous
    John McGrath wrote:

    COVID-19 is compounding high levels of pre-pandemic anxiety, loneliness and depression. Your people are your organization’s greatest asset and their total wellbeing is at the center of your organization’s success.

    To confidently address workforce mental health with actionable insights, join Gallagher’s webinar on Tuesday, April 28th at 11 AM ET, “Facing Workforce Mental Wellbeing Challenges amid COVID-19.”

    Register here https://cloud.info.ajg.com/mental-wellbeing-webinar


  • April 24, 2020 9:41 AM
    Reply # 8925738 on 8848379
    John McGrath

    COVID-19 is compounding high levels of pre-pandemic anxiety, loneliness and depression. Your people are your organization’s greatest asset and their total wellbeing is at the center of your organization’s success.

    To confidently address workforce mental health with actionable insights, join Gallagher’s webinar on Tuesday, April 28th at 11 AM ET, “Facing Workforce Mental Wellbeing Challenges amid COVID-19.”

    Register here 

  • April 23, 2020 8:26 AM
    Reply # 8923699 on 8921161
    John McGrath

    PLEASE NOTE - THE TOWN HALL IS @ 10AM.  APOLOGIES FOR THE ERROR.


    John McGrath wrote:

    Gallagher is hosting this informative Town Hall tomorrow morning.  If you or your clients would like to attend, the registration link is below.  

    Clear Answers to Tough Questions Around Compensation Strategies – Thursday, April 23rd

    This Town Hall will cover:

    • What can the past teach us about the current challenges in employee compensation?
    • Paying employees during uncertain times: What are employers doing to respond and prepare for the future?
    • What leader compensation strategies are available to protect cash flows while preserving talent?
    • How employer decisions will impact how employees and the public view a company going forward.
    • The importance of good communication and leadership in times of change

    Join Gallagher’s Compensation Consultants Thursday April 23rd at 10 AM ET.

    Click here to register

    Thanks,

    John

    John McGrath

    Area Vice President, Gallagher

    D 860.285.1667

    M 914.589.2203

    john_mcgrath@ajg.com

    www.ajg.com

    John McGrath LinkedIn

     



  • April 22, 2020 8:29 AM
    Reply # 8921161 on 8848379
    John McGrath

    Gallagher is hosting this informative Town Hall tomorrow morning.  If you or your clients would like to attend, the registration link is below.  

    Clear Answers to Tough Questions Around Compensation Strategies – Thursday, April 23rd

    This Town Hall will cover:

    • What can the past teach us about the current challenges in employee compensation?
    • Paying employees during uncertain times: What are employers doing to respond and prepare for the future?
    • What leader compensation strategies are available to protect cash flows while preserving talent?
    • How employer decisions will impact how employees and the public view a company going forward.
    • The importance of good communication and leadership in times of change

    Join Gallagher’s Compensation Consultants Thursday April 23rd at 1 PM ET.

    Click here to register

    Thanks,

    John

    John McGrath

    Area Vice President, Gallagher

    D 860.285.1667

    M 914.589.2203

    john_mcgrath@ajg.com

    www.ajg.com

    John McGrath LinkedIn

     


  • April 20, 2020 1:20 PM
    Reply # 8911226 on 8848379
    Debbie Fay

    Getting your Presentation Ready for Video Conferencing 

    Covid19 has meant all kinds of work adjustments. Communication, while done remotely, still needs to happen, and happen effectively.  So how does presenting remotely differ from presenting live and in-person, and how to we adjust ourselves and our presentations accordingly?

    First, recognize that we do need to adjust, especially if we’ll be using visuals like PowerPoint, Keynote or even Prezi. Why? Because whereas in a live in-person presentation, our physical presence and (possibly) charismatic persona could overcome a crummy slide deck, when we present remotely the slides take center stage. If you are seen at all, you’re in a tiny box on the right side of the screen; possibly along with a few other tiny boxes with people in them. A distraction to be sure. Add to that the ease with which your audience can be enticed to look at or do something else, and compelling visuals become even more critical. Now the question is, what makes a compelling visual?

    Don’t require reading: A successful visual does NOT require the audience to read. Why? Because we process language, both written and spoken, with the same part of our brain; the phonological loop. Here’s how it works: when you read something, your inner voice reads it to your inner ear. When you hear someone speak, your inner ear processes what the speaker is saying. The same processor does both of these things, but it cannot do both at once. When you present your audience with lots of text on a slide (bullet points) and then you talk at the same time, you’re causing cognitive overload. You are short-circuiting that processor; it cannot make sense of your message.  Oh, and we can’t remember what we can’t understand. So that’s a fail.

    In a live in-person presentation your audience can choose to ignore your slides and focus solely on you. Or, if you don’t have the good fortune to be super compelling, your audience will read the slide and then surf their smartphone until the next slide appears. Giving a remote presentation you don’t have the ability to command their attention the same way. Your slides must be the compelling thing. So if they don’t have tons of text, what do they have?

    Think ‘show and tell’: Remember kindergarten? Your classmates showed you their new doll or truck or sibling and told you all about what it was. This “show and tell” method works because it uses another processor; the visuospatial sketchpad, or the inner eye. The inner eye works to process images while the phonological loop is processing language. They work so well together that their outcome is retention upwards of 80%. That is a WIN.

    Have the “huh?” factor: NO slide should make sense on its own. Every visual should require you, the presenter, to explain it. Think about it, if the audience is looking at something they can’t figure out, they are going to sit (undistractable!) waiting eagerly for you to explain it to them. You’ve piqued their interest – perhaps even shown something that is counterintuitive (creates cognitive dissonance) and their brains are urging them to stay focused and hear what you have to say to resolve this dissonance. Now you’ve got ‘em eating out of your hand.

    Are bite-sized bits:  Especially because we’re giving this presentation remotely, we want to be sure we don’t lose anyone along the way. Use animation (subtle ones like Fade or Appear, or a directional one if that’s connected to what’s being conveyed) to give them the information one bite at a time. This also adds to the compelling nature of your presentation. They can’t get ahead of you, so they can’t turn away.

    PRACTICE OUT LOUD: Let’s face it, a big reason you are using tons of content on your slides is because you think you need them for speaker notes. Here’s a news flash; if you practice out loud, your visuals will be memory clues for YOU! That’s right, you’ll see the visual and you’ll be able to retrieve the associated content from your long term memory. And, you’ll look like a presentation super-star.

    Take a deep breath. Click through your current deck and think about how you can make your ideas visual. Charts and graphs are terrific visuals, as are icons to represent things and ideas. Depending on what industry you’re in photos and video (short!) work well too. Give it the thought it deserves, put a new presentation together and practice it out loud. You’ll be heard, and get results.

    Need help making your presentation a true aid for your audience (and a win for you?) Contact bespeak. I’ve been building presentations (and presenters) since 2006. Want to know more? www.bespeakpresentations.com Or contact me: beheard@bespeakpresentations.com or call: 203-218-1255.


  • April 17, 2020 11:07 AM
    Reply # 8905883 on 8848379

    During the past weeks, leaders have been tasked with running head-on toward uncertainty, working to protect the best interests of their business while also taking care of their employees. Having insights into your behavior will help you be optimally effective during this crisis.  I’d like to offer you a free online leadership assessment that identifies strengths you can leverage and potential gaps that could limit your success.  Click here to see a sample report.  

    The Leading in a Crisis assessment takes roughly 20 minutes to complete.  The results will be sent directly to you in 24-48 hours, along with an interpretive guide.   Please let me know if you’re interested, and I’ll send you a link to the assessment.

  • April 16, 2020 12:56 PM
    Reply # 8904256 on 8848379

    My colleague prepared two legal alerts for our clients to advise them on the details of the Impact on Tax-Qualified Retirement Plans Insurance and Sick Leave Provisions under Recently-Passed Laws and the CARES Act's Impact on Tax-Qualified Retirement Plans.

    The two alerts are attached.  


    2 files
  • April 16, 2020 10:39 AM
    Reply # 8903528 on 8848379
    Grant Menard

    In the remote work paradigm we find ourselves in, technology is the central force driving businesses forward. However, as our reliance on technology increases, cyber-attacks, ransomware, and other data security threats are at an all-time high. For our clients, this requires us to manage and support comprehensive tools and resources that drive efficiencies and collaboration in an environment that is more secure and protected than ever before. These are just a few of the growing technological challenges that have emerged, ultimately effecting the way we do our daily work.

    To further prove this point, below is a snapshot of the increase in cyberattacks for the month of March, highlighting the massive spike in bad actors trying to take advantage of the remote workers.

    XPX members are continuing to service their clients and keep business moving forward during these uncertain times, regardless of the type of support provided. Therefore, it is important for us to implement the technical requirements and performance considerations for reliable, safe, remote computing. As the IT group supporting many XPX members, we’ve developed a list of resources for business requirements and best practices designed to address this challenge. We are in this together.

    Typical Requirements (Hyperlinks):

    • How CEO’s and Business Owners Responding to the Coronavirus Impact
    • How Microsoft Teams Keeps Companies Moving Forward


    So where do we go from here?

    Budgets are tight, leaders are being pulled in multiple directions, and the business environment is challenging, so Equilibrium, An Ntiva Company, is doing our part by offering XPX members a no cost IT Security Cold Audit and a free live, collaborative Cybersecurity Awareness Training Course. Please reach out if you would like to schedule a cold audit or private virtual class for your organization or your partners.
    _____________________

    Equilibrium, an Ntiva company, is a technology firm that strikes the perfect balance between strategic IT project work and IT support work to help mid-market sized businesses achieve their technology goals. Our core services include - IT Strategy, Managed Services, Mergers & Acquisition IT Consulting, Disaster Recovery, IT Security, Infrastructure Services, Cloud Solutions, and ERP/CRM/LOB Software Selections.

    With experience in assessing IT for M&A deals (before or after Day 1), designing technology solutions, project planning, budgeting, implementing, documenting and supporting systems and network infrastructure, EQ has just what you need to quickly realize the benefits of merger integrations or divestitures. Please visit https://www.ntiva.com/covid-19-business-resources for a comprehensive catalog of highly valuable strategies to engage during this time.  This will help us all get past the challenge presented by COVID-19.

  • April 07, 2020 8:17 PM
    Reply # 8884798 on 8848379
    Joel Gossner

    I'm part of a team at Arnall Golden Gregory LLP that has been analyzing recent stimulus legislation, particularly the small business-focused portions. We've received numerous questions from clients about the the Paycheck Protection Program, a $349 billion loan program that makes (potentially) forgivable loans available to small business at 1% interest.

    We've prepared this Q&A on the Paycheck Protection Program. It's tailored to businesses and may be helpful your clients. New guidance on the program has been coming out on a daily basis since Thursday, so it’s been hard to keep up. But the attached should cover on substantially all of the new guidance at some level

    I'd appreciate if you'd share it as you feel appropriate. 

     

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