Workshops
We deliver in-house training sessions based on the needs of your actuarial team. These sessions, delivered online or at your office, can strengthen the bond between your team members, particularly when working across different locations, as well as enhancing their professional toolkits.
Negotiation Skills Workshop
This workshop helps your staff members define their preferred negotiation style and feel confident using this to secure support for their ideas.
Co-facilitated by experienced actuaries and facilitators Martin Mulcare and Julia Lessing, we run this as either a half day (3 hour) workshop, or 2 x 90 minute sessions.
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Overview and Introduction
Definition of a successful negotiation
Benefits
Barriers/concerns
Key skills
Negotiating Styles: Soft; Hard; Principled
Background reading (to be provided prior to the session)
Reflection questions
Simple example to consider
Preparation Steps
Introduce template
Explain each part (People, Objectives, Concessions, Wrap)
Role play to demonstrate application
Negotiation Tactics
Table of possible tactics
Reflection – What might you use? What might others use (and how to counter)?
Practical Applications
Case study scenario
An upcoming negotiation in your business life
An upcoming negotiation in your personal life
Personal Brand Workshop
Julia facilitates this interactive 60 minute workshop either in person or over Zoom.
By the end of the session, participants will know:
✔ What is meant by a personal brand,
✔ Why a personal brand is important,
✔ How to define their personal brand,
✔ Whether their actual personal brand is what they want it to be, and
✔ How to build their personal brand.
Presentation Skills Workshop
Presenting for Impact: Prepare and deliver complex messages with confidence
This workshop helps your staff members define a clear approach to planning and feeling confident delivering presentations to their team, wider organisation and beyond.
Co-facilitated by experienced actuaries and facilitators Martin Mulcare and Julia Lessing, we run this in person workshop over 2 x half days (3 hours).
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PART 1 – PREPARE AND LEARN
Introduction
What do you already know? An interactive recap of what we know about presenting with impact (using pre-survey results).
What are the essential ingredients for a successful presentation? Learn and practise:
What is your message?
Understanding your audience.
Structuring your presentation.
Effective visuals.
Delivery.
Preparing for Q&A.
Overcoming barriers and concerns (e.g. nerves).
PART 2 – APPLY AND REFLECT
Apply
Work through a case study (which we will share with you to ensure it is tailored to the needs of your team members).
Plan and deliver a short presentation based on the case study.
Feedback from facilitators and group.
Reflect
What have you learned?
“Our team had a positive experience with Julia and Martin who delivered a training session on negotiation skills. The session was very interactive and engaging, with practical exercises and useful tips. Julia and Martin were knowledgeable, friendly and professional.
The team learned a great deal from the session providing positive feedback on the content and format of the workshop. They feel more confident and skilled in negotiating following the session. Thank you for delivering a great learning experience!”
Ari Odysseos
SCOR Head of Pricing ANZ
Workshop Facilitators
Julia Lessing
Julia is a qualified actuary, certified coach and the Director of Guardian Actuarial. She is leading a mission to foster forward-thinking leaders in the actuarial industry and runs the Guardian Actuarial Leadership Program to help actuaries build their communication, management and leadership skills.
Martin Mulcare
Martin is a qualified actuary, experienced executive and exceptional adviser. He enjoys working with different types of people and he loves sharing ideas. Formerly the facilitator of the Professionalism Course, Martin is also a member of both the Australian Institute of Company Directors and the Ethics Centre and is the Chairman of the Board of The Growth Project.