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Event Detail

Present Like a Pro (Members Only, Limited Space) (Ended)

Date, Time, and Location:
Thursday, April 04, 2019 (add this event to your Outlook Calendar)
4:00 pm - 6:00 pm
33 N. LaSalle Street, Vault (Lower Level), Chicago, IL  60602   (Driving Directions)

Program Description:
Whether you regularly give pitches to potential investors or only have to present your ideas to an internal investment committee, being able to persuade people through presentations is an important skill for any investment professional.

This interactive session led by veteran financial writer Scott Wentworth will explain how you can present your ideas more effectively and persuasively when talking to a live audience. Combining academic work in persuasion theory with practical techniques that can easily be applied, Scott will teach attendees how to not only improve the quality of their slide decks, but how to bring their most important ideas to life in a way that is memorable and actionable for the audience.

  • Creating slides that reinforce the speaker’s main ideas without distracting the audience
  • Use persuasion theory to craft a message that is tailored to the audience’s interests
  •  Incorporate anecdotes and humor to engage with the audience
  • Analyze their own slide decks and presentations to identify areas for improvement
  • Focus the audience’s attention on your “one big idea”

Speakers:
Scott Wentworth - Founder and Head Financial Writer, Wentworth Financial Communications

Fee:
Members - FREE
Student Member - FREE
(member pricing underwritten by CFA Society Chicago)

Attire: Business Casual

Menu: Refreshments & light snacks

Registration: Online

CFA Institute Qualified Activity: Eligible for 1.5 credit hours

Agenda:
4:00 - 4:30 pm - Registration and Networking
4:30 - 6:00 pm - Program

Hosted by: Professional Development Advisory Group

Speaker Bios:

Scott Wentworth founded Wentworth Financial Communications in 2015 after serving as the head marketing writer at William Blair & Company, a global asset management and investment banking firm. Wentworth and the team of writers and editors at WFC help companies articulate their expertise through white papers, newsletters, blogs, and other forms of content marketing. Since 2012, he has been an adjunct lecturer at Northwestern University's Medill School of Integrated Marketing Communications, teaching graduate-level courses in communications and finance. Wentworth has been involved with Tutoring Chicago since 2005, first as a volunteer tutor and now as a member of the board of directors. Wentworth earned his B.S. in economics from the University of Illinois and M.S. in journalism from Northwestern University's Medill School of Journalism. He passed the Certified Financial Planner exam in 2009 and earned his Claritas certificate from the CFA Institute in 2013.

 

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, April 1st. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.