Webinar Presenter Checklist and Tips

Before the Webinar

1. Confirm webinar participation and accept the Google calendar invitation.
2. Send Pete Fowler Construction Consultants team any requested presenter materials (photo, bio, etc).
3. Complete the Instructor Qualification Form no later than 60 days before the webinar.

Send the completed form and your resume to the CEU Institute at clientservices@ceuinstitute.net with “Pete Fowler Construction” and the name and date of the webinar in the email. Please notify the moderator once you have completed this step.
DO NOT send the completed form to me or Pete Fowler Construction. We use a vendor like the CEU Institutes because of their strong security with the personal information being requested. (Vendor privacy policy; Vendor information security policy)

4. Review presenter dispatch package:
- Itinerary
- Lesson Plan
- Backup Materials (NOTE: Required for Pete Fowler Construction Consultant staff members!)
- Power Point & Presenter Notes
5. Attend presenter practice meeting.
6. Get a full night of rest!

Day of the Webinar

7. Print your presenter dispatch package or have it accessible virtually to reference during the webinar.
8. Sign in to the webinar for the audio / video check 30 minutes before the live webinar to ensure technology is working properly.
9. Silence your phone, email, slack, and any other computer or phone application that might make noise.
10. Use the restroom, grab a glass of water for your desk, and do a final mirror check ~5 min before the webinar starts.

After the Webinar

11. Please complete the presenter survey.

Questions?

PRESENTING DO'S & DONT'S

DO remember that what you say in the webinar is recorded, and may be used in court in the future.
For our experts:
- Stay within your area of expertise. Be cautious when discussing claims coverage or legal matters.
- Avoid generalizations and absolutes (e.g., “always,” “never”) that could be interpreted as definitive opinions on a subject unless you have confidence it is accurate.
- Emphasize context. Acknowledge that there are always potential exceptions and that professional judgment is key.
- Remain unbiased toward plaintiff or defense work.
- Refrain from expressing grievances or making unfavorable comments about particular client groups or industry professionals. Always ensure your language is respectful and constructive.
DO mute yourself when not speaking to prevent audio feedback.
DO verify your background is professional, blurring it if necessary.
DO build on the comments of other panelists to create a dynamic conversation.
DO stay engaged and look at the camera. Avoid multi-tasking during the webinar.
DO maintain professionalism. Keep personal anecdotes and humor work-appropriate. Dress and speak as you would present to a client.
DON'T read directly from the slide or prepared notes.
DON'T discuss identifiable details of active cases or claims.
DON'T get flustered by unexpected audience questions you feel unprepared to answer. Instead, DO politely decline to answer and ask if another panelist would like to chime in.
DON'T disclose the number of attendees to the live audience.