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[Webcast] The Living Zoom: Maximizing the Strength of Your Connection

Event Description

​The Living Zoom: 

Maximizing the Strength of Your Connection

Living Zoom Updated Image.jpg

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.
Lisa Kueng.JPG
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.

Event Type


Education Topic


Start Time

10/8/2020 12:00 PM

End Time

10/8/2020 1:00 PM





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Registration for this event is closed.

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows. 

All Day Event











10/8/2020 12:00 PM


Content Type: MyCFA Calendar
Version: 14.0
Created at 8/28/2020 7:24 AM by[CASMSTS:username]
Last modified at 10/7/2020 7:53 AM by[CASMSTS:username]