Nicci Take
Rich Tuff
![]()
If you missed any of the live webinars then the recordings are below
• Helming a virtual meeting: Session 1: Cognitive theory
• Helming a virtual meeting: Session 2: Application of cognitive theory
• Helming a virtual meeting: Session 3: Making it real
The following are the links to the example Helm briefing recordings we shared on the webinar.
To help you navigate (Helms, did you see what I did there?J). The table below gives the timings of each example call feature:

The following tools will aide you in your work as a helm
9.1 “Virtual meeting technology basics and set up”
9.2 “Zoom features available and situations to use them”
9.3 “Differences between Zoom and other market leading platforms"
10. Links to the Making the S.H.I.F.T. introduction video and webinar are below
Virtual meetings are the “new normal”. Nicci Take, Mercer UK Wealth Sales Leader, will share best practices and practical advice on to make them effective for you and your colleagues. For some groups, like Trustees, this S.H.I.F.T to virtual meetings has an even greater significance so these insights will help you navigate the situation, ensuring successful outcomes.