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CFA Luncheon:  "Get to the Point!  How to be Clear, Concise, and Compelling When Delivering Data-Heavy Presentations" with Dave Underhill and Chas Martin

Event Description

Please join us on April 12, 2018, at the University Club for a presentation by Dave Underhill and Chas Martin.

Today, investment professionals are constantly challenged to explain complex concepts and large amounts of information to a variety of audiences.  It's important to cut through this data 'fog', so clients, coworkers and committees can make informed decisions on critical issues.  In this presentation, you will learn how to:

  • focus on the information that has the most value for your audience
  • use stories, visuals, analogies and other approaches to make things easy to understand
  • deliver your information with confidence

Join us for this interactive presentation and you'll walk away with new ideas and tools you can use right away!


Dave Underhill believes in the power of people expressing their ideas.    Whether he's working with portfolio managers or private bankers, CFAs or CEOs, he has a passion for helping investment professionals take their presentations to the next level. 

Since founding his company in 1993, Dave has trained thousands of professionals globally from companies such as Microsoft, Intel, Genentech, U.S. Bank, Silicon Valley Bank, M Financial Group, Laird Norton, Callan Associates, RVK, Arnerich Massena, Oregon Metro and Fred Hutchinson Cancer Research Center. He's also spoken throughout North America to numerous CFA Societies, as well as at CFA Institute's Society Leadership Conferences and Career Development Days.   

Chas Martin's career mix of marketing communications, education, and entertainment provides a unique perspective for helping clients make their point and make it stick.

Distilling complex information into clear, persuasive explanations is the foundation of Martin's diverse career. His path has led him through advertising, TV, packaging, interpretive exhibits, training, education, events, and interactive software. He has guided presentation strategies for U.S. Bank, RVK, Mentor Graphics, Intel, SAS Institute, InFocus, U.S. Marine Corps Center for Business Excellence, Intel, Microsoft, General Mills, Gillette, U.S. Forest Service and many others.

Event Type


Education Topic


Start Time

4/12/2018 12:00 PM

End Time

4/12/2018 1:30 PM





Event Country

United States

Event Region


Location Info

​University Club of Portland
1225 S.W. Sixth Avenue
Portland, Oregon  97204


Dave Underhill and Chas Martin

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 2/13/2018 3:30 PM by
Last modified at 2/13/2018 3:30 PM by