Meeting Planners

In preparation, we will:

• Be available to discuss plans for our financial planning or portfolio management topics.
• Know what your organization does and why it does it.
• Know why we are there and have a specific plan to accomplish your goals for our presentation.
• Know the theme of your meeting and relate our presentation to it.
• Know why your people would want to hear what we have to say on this financial planning or portfolio management topic.
• Coordinate with other speakers or the speaker's bureau to assure your goals are met.
• Notify you in advance of your Regatta speaker’s travel itinerary.

On-site, we will:

• Notify you when your Regatta speaker arrives on site and contact you immediately should any serious delays occur.
• Be accessible to you from the time your Regatta speaker arrives until he or she leaves.
• TELL YOU THE TRUTH 100% OF THE TIME.
• Retire early the night before your Regatta speaker’s speech.
• Be in the meeting room for a sound check at least one hour before our speech.
• Coordinate with the set-up crew and other presenters to make sure your Regatta speaker’s needs fit your overall needs.
• Stay out of the way until it is your Regatta speaker’s turn to speak.
• Study your audience and the other speakers to align our message with them.
• Be dressed appropriately, always one step more formal or business-like than the audience.
• Provide an easy, brief introduction and be available to coach our introducer.
• Make suggestions to the crew as to how to maximize audience impact through creative use of lights, sound or staging.
• Be in the room, seated and visible to you even before the introduction of your Regatta speaker begins.

During our presentation, we will:

• Walk on stage cheerfully and open my speech with energy and purpose.
• Never use off-color language or material.
• Interact constantly with the audience and involve them through questions, a show of hands, eye contact and exercises as appropriate.
• Present well-researched, profound information.
• Use stories and humor liberally.
• Use appropriate slides and audio clips or video clips to enhance the look, feel and impact of your Regatta speaker’s speech.
• React maturely, good-naturedly and flexibly to any problems that arise. This includes: audio visuals, lights, sounds, emergencies, etc.
• Never be rude to an audience member.
• Allow for questions and comments from the audience during your Regatta speaker’s presentation.
• Summarize our points and give ways to remember the key points.
• Relate the points to your organization and people.
• Never abuse your Regatta speaker’s assignment by turning the speech into a sales pitch.
• Only offer Regatta’s books and tapes if approved or requested in advance.
• Stick to your time frame and adjust if needed.

After our presentation, we will:

• Stay around after our speech briefly to answer questions or hear comments.
• Check out and depart with minimal effort to you.
• Provide receipts as needed.
• Promptly fill any orders for Regatta products.
• Send a copy of our email newsletter for each audience member as a follow-up, if desired.
• Suggest strategies to continue the impact of my message during follow-up.
• Never disclose any sensitive information about your organization.
• Be willing to accept personal phone calls or email to follow up on the speech from individual audience members or executives.

In Summary:

• We will deliver an exceptionally good presentation in a highly professional manner.