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Transcript: Bob & Mary Smith Personal CFO Have you developed a Financial Plan? 57% 80% Probability of Success Probability of Success In Confidence Zone In Confidence Zone Current Status Optimal Result Needs Currently trying to benchmark their budget Not sure how much they currently spend or would need to keep lifestyle in retirement Wants to be able to live off $6/month since mortgage is paid off Currently spend $1843/month of health insurance as self employed Connie may go back to work Concerned about outliving their money Goals Give the next generation a better chance than he was given Leave a legacy to his son Pay for Callum's college Doesn't see himself retiring but will want to slow down at some point Wants to be on the board of a company working 10-20 hrs/wk making $30-40k/year Lifestyle Needs Lifestyle Needs Determine amount of income needed to support your essential living expenses Determine purpose and cost of one-time large expenditures including education, vacation homes or assistance for family members Establish your financial independence goals and the price to be paid to achieve them Review your annual charitable giving objectives and how they should be funded What are the income and lifestyle needs and wants of your family currently and prospectively? Item 2 Item 3 Item 3 Income Sources Income Sources Understand current and projected income for your family Determine the amount of income that you wish to replace if your were to become disabled Review the cost/benefits of various pension or retirement plan pay-out options Analyze social security income options Have you evaluated all current sources of income and potential changes to these sources? Understand required minimum distributions from retirement plans Objectively consider any expected gifts or inheritances Item 2 Item 3 Item 3 Item 3 Item 3 Benefit Utilization Benefit Utilization Review participation in pre-tax reimbursement and cafeteria plans Determine levels of participation and type of company retirement plans (qualified and non-qualified) Review all available stock purchase and stock option plans Evaluate whether any forms of IRA contributions, rollovers, or supplemental retirement plans on self-employment income are appropriate Are you fully utilizing all benefits available to you? Item 2 Item 3 Item 3 Investment Consulting Do your investments match your risk tolerance and financial goals? Current Investments UK SIPP ($300k) Morgan Stanley IRA ($170k) Texas College Savings 529 Plan ($35k) Investment Philosophy Investment Philosophy Define your attitude toward investment risk Determine whether the optimalized target allocation is consistent with your risk attitudes Determine legal, investment, regulatory restrictions or unique circumstances impacting your portfolio Determine the least risky asset allocation that maximizes the probablility of success of your financial plan Have you developed an investment philosophy? Item 2 Item 3 Item 3 Portfolio Mechanics Portfolio Mechanics Decide accounts to consolidate, transfer, or maintain separately and how to handle for policy & advice Determine the type of investments/strategies to be utilized in each account Determine portfolio tax and expense efficiency Review portfolio performance relative to appropriate benchmarks Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like? Item 2 Item 3 Item 3 Business Succession What's your business worth and why? Business Overview Not Applicable Exit Planning Exit Planning Determine business valuation Develop succession plan Have you developed an exit plan for your business? Item 2 Business Interests Business Interests Consider liability & tax implications of your business structure Establish and/or review buy sell and business continuation agreements Determine potential business impact of owner disability Establish appropriate funding mechanisms for buy-out upon death Have you defined and protected your business interests? Item 2 Item 3 Item 3 Wealth Preservation How are you protecting the wealth you've built? Current Net Worth Net Worth - $905,000 Investment Assets - $505,000 Other Assets (House) - $400,000 Liabilities - $0 Tax Planning Tax Planning Determine appropriate levels of withholding and estimated tax payments Determine whether tax-loss harvesting is possible and appropriate Review gifting opportunities and strategies to transfer assets and reduce current income tax liabilities Determine whether to accelerate or defer income and/or deductions for tax bracket or AMT reasons Are you proactively engaged in tax planning for you and your dependents? Item 2 Item 3 Item 3 Credit Strategy Credit Strategy Determine desired level of emergency fund and credit lines funding Evaluate appropriate credit cards for limits and benefits Develop a strategy for when you wish to be debt-free Have you established your philosophy regarding using savings or credit? Item 2 Item 3 Debt Management Debt Management Review the Risk

WHS client logo

Transcript: Perfected Logo: WHS CLIENT LOGO Jocelyn Matthews Ewoks Beginning logos: favorite logo:

Client Presentation

Transcript: What is the importance of an optimistic approach when dealing with a patient who suffered a stroke? CVA Decreased muscle strength and control Decreased endurance Limited range of motion Uncoordinated or jerky movements Nursing Diagnosis 2 Impaired Skin Integrity 4 Nursing Diagnosis 4 Bathing/Hygiene Self-care Deficit 2 Nursing Goal: Acknowledging factors that lead to the low self-esteem feelings When a cerebrovascular accident or stoke occurs the blood flow is temporarily restricted and does not allow the brain cells to receive the nutrients they need, as a result within minutes they begin to die. When a person suffers a stroke is it the opposite side of the brain that is affected and in turn the opposite side of the body. Ischemic stroke is one of the two kinds of cerebrovascular accident, it is caused when a blood clot blocks or plus one of the vessels in the brain. Name: R.R Age: 81 Allergies: NKA Hx: CVA, Chronic renal failure, hyperlipidemia, anemia,ischemic heart disease, prostate enlargement, coronary artery disease, degenerative c-spine. Married, 3 Children, 1 Grandchild, Retired Nimbus Owner Priority: A B C Client was hospitalized on May 12th, 2011 for chest pains. On May 13th he went for stinting of vessels resulting in a failed attempt. He had a pacemaker put in on May 17th due to second degree heart block. On May 19th a second trail was successful on inserting vessel stinting. Post procedure he developed hemiparesis with slurring of speech and flattening of left face. He was admitted to Wascana Rehab on July 7th, 2011 because of the cerebral vascular accident. How is the clients self-esteem threatened by this illness? Loss of independent functioning Social role chances Decreased Control over environment Nursing Goal: Encourage client to be optimistic Critical Thinking Questions: 5 Nursing Goal: Client will understand risk factors Nursing Diagnosis 6 Risk for Infection Client presentation Nursing Diagnose 1 Impaired Physical Mobility Physical Immobilization Body Moisture Scratches skin Extremes of age Shearing forces Pressure How would you be able to cope with loss of functioning of one side of your body and not being able to do previous activities? Nursing Goal: Encourage client to wash with washcloth daily Nursing Diagnosis 3 Moderate Powerlessness Ashly Laliberty Doubts regarding role behavior Dependency Loss of privacy Debilitating conditions Frustration over inability to preform previous tasks Nursing Goal: Client will be moved Q2H on my shift Broken skin on elbow Indwelling catheter Extremes of age Weakness, Fatigue Neuromuscular impairment Unable to do any bathing Nursing Diagnosis 5 Risk for Situational Low Self-esteem Nursing Goal: Client will engage in exercises by end of shift 29/11/12 Path of Physiology

[Corporate Client’ logo]

Transcript: ABOUT US BLUE SKY TRAVEL’S Profile to [Corporate Client’ name] Established in 2002

Presentation to client

Transcript: Business review summary Financial results poor Monitoring of results (KPI's) Containment of labour costs Accountability (various levels) Role definitions Rework levels internally Brand awareness (ie KT3) Informal approach to strategy Potential to claim R&D Costs & contribution margin not well understood Lean training should include implementation Issues can be broken down into short, medium and long term issues What are the positives ?? Medium Term actions Where to from here Financial performance Research (IBIS) Vertically integrated business Long and respected history - strong brand recognition Building new software in place Technology application through business Key long-term and loyal customers Variety of services offered to market Experienced long term staff Long-term relationships with suppliers Safety systems being developed Some "lean training" started Active and good advertising What can we do better at ? Long term actions From June 2012 - ASIC's statistics show that for the most recent three months, 2,655 businesses have entered external administration, an increase on the last three months where administrations were at 2,589. Where to from here ?? Considerations Considerations Scorecard Considerations Short term actions

GM Client Presentation Template

Transcript: Who is Metz Culinary Management? Our Values... Our people... Proudly Serving We are your partner... Fresh...From Scratch Cooking Customer Service Expectations Local and Sustainable Products

BLUE FLAME - Client Presentation Template

Transcript: DESIGN DEFINE Creative Specialist DISCOVER DECENT DRIVE DEVELOP DEPLOY Creative Director Other Department COLLABORATIVE WORKFLOW Creative Manager Utiliztion Rates Blue Flame's creative utilization rate is defined as the percentage of time a resource spends directly on active projects. Target Utilization: approximately 80% CREATIVE WORKFORCE CREATIVE WORKFORCE *data reflecting six weeks of reported hours Creative Operations Manager 149% Creative Operations Manager 149% 3D Designer 71% 3D Designer 71% Graphic Designer 59% Graphic Designer 59% Graphic / 3D Designer 48% Graphic / 3D Designer 48% A creative director is a vital role in all creative industries. The responsibilities of a creative director include leading the design and concept for any assigned projects. The creative director is known to guide a team of internal specialists and external resources with skills and experience related to creative industry fields. The creative director may also assume the roles of an art director, copywriter, photographer/videographer, or lead designer. Some example works can include brainstorming, storyboarding, visual layout, and copywriting. Creative Director 0% Creative Director 0% Blue Flame could concider building a pool of freelance Creative Director specialists to be tapped per project opportunity that matches their professional experience. Events Print Digital Social Pool Pool Blue Flame could test new Creative Director resources through pilot projects. Some projects that can be used as a pilot include: Blue Flame Branding & Marketing (print / digital) New Business Opportunites (events) Pilot Pilot INITIAL REQUEST INITIAL REQUEST EVENT INFORMATION EVENT INFORMATION CLIENT INSPIRATION CLIENT INSPIRATION ASSETS ASSETS VENUE INFORMATION VENUE INFORMATION INTERNAL KICK-OFF / BRAINSTORM INTERNAL KICK-OFF / BRAINSTORM QUESTIONS QUESTIONS RESEARCH & INSIGHTS RESEARCH & INSIGHTS STRATEGY STRATEGY TACTICS TACTICS RESOURCES RESOURCES SCHEDULE SCHEDULE BUDGET BUDGET PROPOSAL PROPOSAL ROADMAP ROADMAP LOOK & FEEL LOOK & FEEL CONCEPT CONCEPT INITIAL CONCEPT INITIAL CONCEPT REVISION 1 (R1) REVISION 1 (R1) REVISION 2 REVISION 2 FINAL REVISION FINAL REVISION MAPS / GROUND PLANS MAPS / GROUND PLANS GRAPHICS GRAPHICS DIGITAL DIGITAL COPY COPY INTERNAL REVIEW INTERNAL REVIEW CLIENT REVIEW CLIENT REVIEW PRODUCTION FILES PRODUCTION FILES INITIAL DEV INITIAL DEV DEV CHECK DEV CHECK FINALIZE FINALIZE SHIP SHIP LOAD IN LOAD IN ACTIVATE ACTIVATE RUN OF SHOW RUN OF SHOW PHOTO / VIDEO CAPTURE PHOTO / VIDEO CAPTURE LOAD OUT LOAD OUT INVOICING INVOICING FILE ARCHIVAL FILE ARCHIVAL PROJECT RECAP PROJECT RECAP POSTMORTEM POSTMORTEM

Template For Client

Transcript: ABOUT MY CHARGE BACK About COMPANY BIO The Team • Multidisciplinary Team with decades of experience • Banking, Regulatory, Crypto Legal, and Financial Services • Successfully recouped over $20M • Genuine- check us out on LinkedIn As seen in the news like Forbes, FOX, CBC, Nerd Wallet Huffpost + more US based company Over 800 Global Banks,100 + countries Team The Team Who are the creative minds? CEO William Powell Fredrick R. Sliger Janet Baker Short bio and details here Short bio and details here Short bio and details here Project Design Idea Get Presenting Get to the main point of your Prezi. Show and tell your idea.

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