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the project
MICPA Presentation for Insurance Company
"The team's expertise was very impressive!"
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
I'm the COO of Hershey Insurance Group, integrates all major operating functions of the company.
For what projects/services did your company hire S4 Connect?
Hershey Insurance Group participates in an annual Michigan CPA Event where their President & CEO, Don White is invited to deliver a 60-minute presentation to members of the event. The 2020 event will be held on June 24th and would be conducted via a remote/virtual web-conferencing technology due to COVID.
What were your goals for this project?
Develop a professional virtual presentation on short notice that will best replicate the traditional in-person experience.
How did you select S4 Connect?
We were given short notice that event was moving to online due to Covid and we reached out to S4 for a recommendation and they took on the project for us.
Describe the scope of their work in detail.
Hershey Insurance Group leveraged the consulting and presentation services of S4 Connect to assist with the preparation and execution of the event. S4 Connect performed the following activities and deliverables:
- Meet with Don White and Chuck Whitelam to kick-off the project and to become educated on the typical presentation content and materials that have been shared at past events.
- Develop a presentation narrative theme and framework for the 2020 event.
- Create 10 to 20 emotionally engaging presentation slides and talking points.
- Assist with the technology set-up and execution of the virtual presentation. Assistance will be offered at the Client’s office or can be held at S4 Connect’s office. A dry run of the presentation, using similar technology will be performed prior to the actual virtual event.
- S4 Connect anticipates that all activities can be completed in 10 hours.
What was the team composition?
Hershey Insurance Group's Chief Executive Officer, Don White, and Chief Operating Officer Chuck Whitelam joined by S4's CEO Lance Docken and CMO Dan Woodford.
Can you share any outcomes from the project that demonstrate progress or success?
Participants reached out after with positive feedback and S4 transitioned the participant list to an in-house nurturing campaign.
How effective was the workflow between your team and theirs?
Excellent!
What did you find most impressive about this company?
The team's expertise was very impressive!
Are there any areas for improvement?
Completely satisfied with project.