SPEAKING

RELEVANT, RESONANT, AND RESPONSIVE

 
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A FRESH PERSPECTIVE THAT SPARKS NEW THINKING

Give Your Audience What They Want.

 

A COLLABORATIVE, ENGAGED, AND RESONANT INDUSTRY EXPERT who WILL CONNECT WITH YOUR AUDIENCE

 
 

What You Can Expect Working With Us.

High-impact, credible presentations for corporate and industry events from an experienced industry speaker. 

WE CONTRIBUTE MEANINGFUL CONTENT

We will help your event be a content powerhouse by delivering content before, during, and after.   

WE DELIVER ENGAGEMENT

When it’s done well, it looks easy. Engagement is the secret to heads nodding in recognition, laughter that serves up the message in a memorable way, and the great reviews on the materials is preparation.  We learn what you need, we learn the audience, and we learn what success means to you. We learn all we can about the event so we can deliver the right tone and message.

WE LEARN EVERYTHING ABOUT YOUR AUDIENCE

Targeting content to your audience is our priority. We want to know who is attending, their job roles, age groups, levels of education, and, most of all, the expected education objectives of a session or an event at large. Knowing the audience and purpose allows us to finely tune remarks that resonate--no canned presentations here.  

WE GET THE CONVERSATION GOING

We don’t like to listen to anyone drone on for an hour, and your audience doesn’t either. So we get the conversation going by moderating conversations and horizontal interaction. Not only is it more engaging, it’s how adults learn, so the content sticks. We help keep that conversation going because we actually enjoy hanging out with your audience - we are available to connect with your audience and help create a buzz for your event.

WE PROVIDE EXCELLENT MATERIALS

Black and white slides with unreadable bullet points in 12 pt font size? No way. Your attendees live in a well-designed, interactive world that has raised their eye candy expectations. We recognize the importance of great slide design for conveying the message and committing it to memory.

WE ASK FOR AUDIENCE OPINION

We engage the audience with polling during presentations to create lasting engagement and help the audience digest the content.

WE USE COOL TECHNOLOGY

We sweat the details and let you know exactly what we need in advance so your event is flawless. We work with you on the projector display ratio, the WiFi in the room, your mobile app, and audience response systems.

WE CHARGE REASONABLE FEES

When you engage us directly, we pass the savings on to you.

 
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About Ann

Ann's passion for communicating with an audience rests in her desire to educate - to talk 'with' and not 'to' her audience.  

Read Ann's rave reviews for her practical content and conversational speaking style. 

Ann is available to speak or facilitate for your industry, corporate, or departmental events.

 
 
 

Presentations

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Clients and Sponsors

 

ASHLAND PARTNERS

BAY AREA CCO GROUP

BIVIUM CAPITAL MANAGEMENT

CALPERS BOard of Directors

CHICAGO CCO GROUP

FOCUS CONSULTING LEADERSHIP FORUM

INVESTMENT COMPANY INSTITUTE

INVESTMENT MANAGEMENT INSTITUTE

JOHN HANCOCK/MANULIFE

MOSS ADAMS

 

NATIONAL SOCIETY OF COMPLIANCE PROFESSIONALS

NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCiation

SCHWAB Impact Conference

SOCIETY OF CORPORATE COMPLIANCE AND ETHICS

TD AMERITRADE

THOMAS REUTERS

TIAA-CREF

WOLTERS KLUWER

 
 

Selected Topics

 

Leadership

  • CEO Speaks: Live Interview of CEOs
  • The CEO/CCO Partnership
  • Get Real Value From Your Firm's Compliance Program
  • Growing Role of Risk Management
  • Leadership and Critical Skills
  • Leveraging Leadership, Communication, and Technology for Effective Compliance
  • Compliance Leadership: Building a Culture of Ethics
  • How Strong Governance Lowers Enterprise Risk
  • All Together Now: Clients Come First

Mastering Critical Skills

  • The Chief Compliance Officer Toolkit
  • Influencing Behavior: Effective Communication Strategies
  • Time Management, Project Management, and Getting Things Done
  • Managing Negotiations
  • Managing Conflict Before It Manages You
  • Building - and Using - Credibility
  • Presentation Skills for Technical Professionals
  • How to Talk CEO - Leading Practices for Creating Executive Engagement
  • Management Skills for Technical Professionals
  • Drafting a Departmental Strategic Business Plan
  • Crucial Conversations

Ethics

  • Real World Ethics for Investment Advisers
  • Professional Ethics: Ethical Decision-Making for Investment Professionals
  • Advanced Applied Ethics Workshop
  • Intermediate Ethics for Managers
  • Introduction to Business Ethics
  • Code of Ethics for Employees

Risk and Compliance

  • From Overhead to Competitive Advantage: Compliance 2.0
  • Raising the Compliance Bar: From Isolation to Interdisciplinary Problem-Solving
  • Legal vs. Compliance: the Not-So-Hidden Conflict
  • Establishing Value at the First Client Meeting
  • Create Insight, Not Information
  • Anatomy of a Trade Desk
  • How Investment Advisers Survive in an E-World
  • Compliance 101 for the New Executive
  • Sanctions Without Sanctimony
  • CCO Liability: Where It Lurks and the Top 10 Ways to Manage It
  • Supervision vs. Compliance Oversight
  • The New Team Sport: Identifying Conflicts of Interest
  • Governance Tools for Managing Risk
  • How to Evaluate CCO Performance
 

Rave Reviews

 

Finally - a fresh perspective! Ann gave me a real way to articulate my value as a professional, but also asked me to raise my game. I feel inspired. Ann is a great speaker.

I walked away from Ann's presentation feeling refreshed and inspired, then went back to my office armed with some really great ideas.

I try to attend whenever Ann presents - she's an excellent speaker with great materials.

I appreciated the energy and enthusiasm of Ann's presentation. The many real life scenarios resonated, and made this a practical learning experience.

I had the distinct pleasure of hearing Ann speak. She had excellent advice for the professionals in the audience on how to structure their roles to get effective results. Sometimes presentations can be dry, but Ann presented the material in an engaging and humorous manner. She addressed common frustrations and offered detailed solutions.

Well done! Insightful and thought provoking - and I can directly apply what was discussed to my goals for the next one, three, and five years. This was time well spent.

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Looking for a keynote speaker or conference facilitator for your next event?

Call (415) 681-2230 or schedule online