Topic: Enhancing presentation and interview skills in this virtual environment (Teams, Zoom, Skype) 

Speaker: Janet Kelly – Vice President BNY Mellon | Pershing

Agenda:
- 4:00pm-4:15pm: Welcome and personal introductions of attendees
- 4:15pm-4:30pm: Networking
- 4:30pm-5:30pm: Guest Speaker – Janet Kelly
- 5:30pm: Adjournment

We are having a mid-summer meeting so that we can stay connected with our members during the summer.  Virtual presentations/interviews is an area that was identified as being a topic that our membership wanted to learn more about and to become more effective so we are offering this presentation during the summer and before we look to come back to in person meetings.

Presentation:
In today’s virtual world, being effective on video calls is a critical skillset that you need to develop.  Even once the pandemic is over, video calls will still be an important mode of communication so we need to embrace this technology because it is not going away.  Janet Kelly will be sharing tips, tricks and best practices for effective video presentations and for enhancing our virtual interview skills.  She will show us how to improve our ‘video’ presence.

Speaker's bio:
Janet Kelly is a Vice President for BNY Mellon | Pershing, and leads Pershing’s Practice Management Consulting team. With over 30 years in the financial services industry, Janet has successfully engaged and inspired hundreds of individuals and teams, including financial advisors, private bankers, institutional salespeople and senior executives. These professionals look to her for guidance and advice across critical areas of managing a successful practice, client acquisition and retention strategies. Janet is known for her sales and communication skills coaching. She is passionate about making a difference by sharing the best practices, allowing financial professionals to leverage her expertise for greater confidence.

Prior to joining Pershing, Janet was a director and senior program manager for UBS, where she designed, developed and delivered programs for financial advisors, from large scale conferences and local market workshops. Janet has worked for Merrill Lynch, Shearson Lehman Brothers and several financial consulting firms. She began her career as a financial advisor at Merrill Lynch and later with Shearson Lehman Brothers.

Janet earned a Bachelor of Business Administration from The University of Texas at Austin with a concentration in Marketing.