For Meeting Planners

Downloads:      DCA_W-9             Dan: Low-Res Photo            Dan: Hi-Res Photo

Handouts:

We believe handouts are a big part of the learning process. We start with the end in mind: a handout looked at months later should help a participant recall the main learning points. To engage participants in writing notes, we provide open spaces and blanks to fill in to complete statements.

We believe that using convenient PowerPoint handout formats often discourages participants from engaging their minds fully; we mostly design our own handout formats and graphics before slides are designed to reinforce what the speaker is saying. Also, a PowerPoint handout often results in more handout pages and less note taking; for example, we may show several slides to develop one diagram on the handout.

“Red Eye” Travel Policies:

In general, reimbursable travel expenses include everything it takes to get to the client’s event and back: air and ground transportation, tolls and parking.

We do not ask reimbursement for personal mileage to and from our local airports, but do ask for local airport parking. We’ll taxi to and from the airport when that will be less than the parking, or ask reimbursement for the lesser of the two.

We will select the best coach airfares and schedules assure we give you our best efforts and performances. We plan for arrivals that provide one or two more flights as a backup for mechanical and weather delays and cancellations.

From the west, we will often save clients a night’s hotel room and obtain a better fare by taking the “red eye” flight back to the east coast.

When it is possible, we will combine trips between clients. For example, sharing the cost of two additonal hotel-nights can often save clients by allowing them to share a three-point air trip rather than two separate round trips. We explore all the options including driving between two client-locations.

We employ a rental car when the client recommends it  or when it’s less expensive than other options. We choose a mid-size vehicle; upgrades and options are the consultant’s expenses. If we use the rental car beyond serving the client’s event, all the fuel and any extra hours are the consultant’s expenses.

We choose to attend the client’s meal functions. Reimbursement for meals at the client’s location will be evidenced by receipts. Meals in transit are not reimbursable.

Receipts will be scanned to PDF pages attached to the PDF invoice.

Speaker Biographies for Marketing Purposes

The biographies available under “About Us” are detailed for your edification; they contain more than you need for a program brochure. Please edit it to reflect what is related to the event or ask your speaker to do it.

Introductions

We are happy to provide focused introductions so your introducer does not have to extract the relevance from a bio and our program description. Please request it if we fail to offer it.

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