Investment Committee Memo Writing Workshop

This interactive workshop tackles the most common writing weaknesses in investment committee memos. Goals include improved memo clarity, organization, simplicity, and persuasiveness. Participants learn to make their purpose clearer right away, drop unnecessary details, avoid repetition within and across memo sections, and rely on simple, clear language.

• Target Audience: Professionals who would like to improve the quality and effectiveness of their writing in investment committee memos
• Format: In-person or remote
• Length: 1 to 3 hours for in-person training, 60 to 90 minutes for remote training
• Book: Writing for Business: Professionalism, Integrity & Power by instructor Ellen Jovin