Boardroom Presenting: Winning when the stakes are highest

Join us for lunch at The Union Club for our first presentation in our new series, Essential Skills to Boost Your Career. Invesco's Mike Head will share insights on Boardroom Presenting: Winning when the stakes are highest.

CFA Society Cleveland Series: Essential Skills to Boost Your Career
Boardroom Presenting: Winning when the stakes are highest

Invesco will share investor-tested, researched-based information on boardroom presenting for high-net-worth investors and institutions.

They will discuss the “client-centered opener,” team presenting skills, and how to close with a “benefits-based close”

Mike Head, CIMA®, CEPA®, Market Leader, Invesco

As a Market Leader with Invesco, Mike Head partners with Financial Advisors in driving asset growth, asset retention, and the right investments that can help clients stay on track to meet their goals. Mike holds the Certified Investment Management Analyst® and Certified Exit Planning Advisor® designations and has been with Invesco for over 18 years. When Mike’s not working, he enjoys snow skiing, playing guitar, hot sauce, Cleveland sports, and spending time with his wife Katie, 6-year-old Ryan, and 4-year-old George. Please help me in welcoming Mike Head.

Valet Parking will be provided by CFA Society Cleveland at The Union Club

CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.

You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!

Join CFA Cleveland today, yearly dues:

Local Member $150

Candidate Member $125

Student Member $50

Event Venue & Nearby Stays

Union Club, 1211 Euclid Ave, Cleveland, United States