The Living Zoom:
Maximizing the Strength of Your Connection
Free Member Event
Thursday, October 8th| 12:00 PM - 1:00 PM ET
Thriving and surviving in the new era of virtual presenting.
Presenting virtually to clients, colleagues and even family members requires adapting and adopting to the new demands of digital meetings. The stakes are high; much of our success depends on our ability to communicate effectively. Yet there’s little guidance today for virtual presenters beyond the technical requirements, and audiences are quickly losing patience with flawed and failed meetings.
Join CFA Society Washington, DC for a program specifically for financial professionals, and discover ways to adjust your setup, setting and speaking so that you can thrive and survive in the new era of virtual presenting.
Welcome to our living Zoom.
Attendees will learn:
- Ways to engage and interact with virtual audiences for a more compelling presentation
- Preferable backgrounds – they have changed from professional to personal.
- The 6-minute changeup: keeping your audience engaged is more challenging in the virtual setting.
- Ways to create a better image with simple adjustments to your background
- Ways to simplify tasks and technology by using checklists similar to those used by airline pilots
Program toolbox: from principles to practice
- A research-base checklist for the virtual setup, setting and speaking.
Director of Creative Campaigns,
Lisa is a national speaker and the developer of many of Invesco’s practice-building programs including the “Your Prosperity Picture” workshops for women investors, “The New Retirementality,” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.
Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department statewide tour and “The Possible Woman” conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR’s Marketplace Weekend and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes comedy sketches for Invesco-hosted meetings.
Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen’s Consulting Group, (now known as Invesco Global Consulting), a group dedicated to helping financial professionals get, keep and grow business. Before that she completed a ten-year stint in advertising account management, including a two-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BS in journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004.
This event is in partnership with Invesco
This program has been granted 1 CFP CE Credit.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.