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Modern Client Presentation Template

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New Client Template

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

Client Presentation

Transcript: + Creating Digital WOW! Brand Experience Experiential Products Email: Interactive Solutions Retail Engagement Multi touch Gaming Solutions http://www.iviewglobal.co.in Advertising Regd Office: Interactive Floors/Walls Open for any new concepts for Interactive Solutions Converts any existing glass into touch displays Education iView Labs Pvt. Ltd. Phone: Contact Person: At YMCA, a complete multi touch gaming solution +91 98250 37530 Creating sensor based engagement on floor/ wall and catching people's attention by suprise. Multi touch Solutions Rear Projection Displays Multi touch Table siddharth@iviewglobal.co.in Video/ stills display on glass show window Website: Technology Adit Medical Centre, 1st Floor, Stadium Circle, Navrangpura. Ahmedabad-380009 Interactive Whiteboards A large interactive display that connects to a computer and projector. The projector projects the computer's desktop onto the board's surface where users control the computer using a pen, finger, stylus, or any other device Augmented Reality Setups Interactive Windows Interactive Floor/Walls A live view of physical, real-world environment whose elements are augmented by computer-generated sensory input such as sound, video or graphics +91 79 2656 3026 New Undefined Areas Conferences and Events Rear Projections Trade Shows and Exhibitions Public Places [Malls/Airports/ Stadiums] Happy Clients Collaborative Presentation on a Multi touch table Interactive Windows Siddharth Shah Market Areas Mobile Augmented Reality Corporate Offices and training Creativity

Client Presentation

Transcript: Client Presentation History of Present Illness -7 days prior to admission, patient had undocumented fever accompanied by headache and body malaise AFTER wading in water at a farm in Quezon PROGRESS NOTES (+) Undocumented fever (1 week) (+) headache (+) body malaise (+) difficulty in urination (+) calf pain (+) vomiting (>10) of previously ingested food EMERGENCY ROOM April 13, 2013 - 2:30PM Chief Complaint of Difficulty on Urinating The physician noted calf muscle tenderness, vomiting and scanty urine output, thus the physician has ordered -Insertion of Foley Catheter and placed on Oxygen Support at 2-3 lpm via nasal cannula. - Vital Signs every 4 hours - Intake and Output Monitoring every shift - DAT EDCF PNSS IL fast drip of 200cc then regulate for 6hrs Prior to admission at Pavilion III Adolescent Ward, Insertion of Foley Catheter was done with latest urine output of 20cc and Chest X-ray has been performed. Facilitate Arterial Blood Gas NOW, SGPT, SGOT Serum Na, K, Cl, RBS and HBsAG Refer again to Resident on Duty after 30mins regarding patient's urine output. 30 minutes after... Fast drip 400cc of PNSS Refer 30mins after Fast drip 400cc of PNSS 11:45pm Fast drip 400cc of PNSS Refer 30mins after Reassessment was done with no new orders -Start KCl tablet 1 tab three times a day -increase oral fluid intake -Repeat Creatinine Masakit po yung tiyan ko Yung parang pinipilipit yung sakit, sa may epigastric area po atsaka 7/10 po. April 14, 2013 1:45pm T: 36.0 C PR: 68bpm RR: 26cpm BP:100/70mmHg Increase the Intravenous Fluid rate of PNSS IL x 166 ml/hr to 220 ml/hr for 4 hours then regulate to 140 cc/hr -Start Ranitidine 50mg TIV every 8 hours for abdominal pain April 16, 2013 6:30am Repeat BUN, Creatinine and CBC with APC (-) calf pain afebrile (-) N/V Adequate Urine output (+) Adherence to antibiotic treatment - Result of MAAT done at PGH confirms infection of Leptospirosis You may go home anytime today. Take Doxycycline 100mg; 1 tab, 2x a day for 3 days then follow-up check up at the nearest health care facility in your community. Total Intake Intravenously and Orally was 5000cc with a total urine output for 24 hours is 2100cc with No Bowel Movement. Dr. Igrobay Family Medicine Date of Extraction: Dr. Manese Family Medicine patient’ vital signs are as follows: T= 36.8C PR=60bpm, RR= 18cpm and BP of 100/60mmHg -urine output of 30cc April 13, 2013 - 6:15pm 7:45pm 14 Urine output of 30cc SAN LAZARO HOSPITAL Test Name Result Reference Ranges Potassium 2.78 mmo/L 3.50-7-20mmol/L Chloride 100.4 mmol/L 98-108 mmo/L Sodium 130.40mmol/L 135-145 mmol/L EMERGENCY DEPARTMENT April 14, 2013 Patient E.N.A.'s Total Intake of Fluids is 5560cc with a Total urine output of 3350cc with No Bowel Movement. 7:00 AM Patient's total input is 1300cc Total Output of 200cc April 13,2013 7:15pm -Paracetamol 500mg/tab every 4 hours for fever. -Pen G 2 million “U” through IV every 6 hours after negative skin test. Date of Extraction: Dr., patient is afebrile but still experiences epigastric pain 1:45pm Dr. Igrobay Family Medicine I have no Past Medical History, no Allergies on any medication and no Family History of Cancer, Diabetes Mellitus and Hypertension ADOLESCENT WARD I will kink your Foley Cather and please inform me if there's an urge. We will remove your Foley Catheter after 3 urges. It's more fun in the Philippines! I will refer you to San Lazaro Hospital which specializes on Infectious Diseases April 17, 2013 Patient is on Day 4 of hospitalization, with negative fever, myalgia, nausea and vomiting, jaundice and with good muscle activity and adequate urine output. April 13, 2013 - 5:30pm -Shift Ranitidine 50mg TIV every 8 hours to Omeprazole 40mg TIV once a day -Hold KCl tablet -Repeat Serum K -CBC with APC -Urinalysis -BUN, Creatinine -LAAT -MAAT Chest X-Ray That's good news! I'll be ordering to -Remove Indwelling catheter after bladder training -Discontinue KCl tablet -Continue present management Dr. Manese Family Medicine Apparent prominence of the pulmonary vascular markings may be due to supine position, No focal infiltrates or consolidation seen, Heart is magnified, Diaphragm and Sulci are intact, visualized bony thorax is unremarkable. 12 I took Paracetamol 500mg/tab which gave me temporary relief pH of 7.41 (NV: 7.35-7.45) PCO2 of 37 mmHg (NV: 35-45mmHg) PO2 of 136.8 (80-100mmHg) HCO3 of 22.9meqs/L (NV: 22-26meqs/L) Please facilitate the ff. laboratory test for our baseline data - Urinalysis -Creatinine Hi I'm E. N. A., i am 15 years old, Born on Aug. 8, 1997, I live in Brgy. Alitas, Infanta Quezon, i'm a Filipino and a Roman Catholic, I weigh 44kg Dr., the patient's urine output is still 20cc since admission, I have already started Pen G 2M "u" ANST Apr APR Clinical Chemistry Test Name Result Reference Ranges BUN 23.95 mmol/L (H) 2.50-7.20mmol/L Creatinine 447.20 umol/L (H) 71-115 umol/L 12 The next day... 6:40pm APR Apr Your Laboratory Results show good prognosis! You can now go home! 6AM Patient's urine output is

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

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