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

Current One-Sheet PDF

… a one-sheet is Dan Clark’s speaker information: a short list of popular topics, testimonials, mini-bio and more.

Scroll down for information on ”handouts,” “Red-eye Travel Policies,” ”bios” and “Introductions.”

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 encourage participants to take notes, we provide plenty of open spaces; to engage them we pepper the handout with blanks to fill in to complete statements.

From an educator’s point of view, we no longer print handouts from a PowerPoint file. If text is important to the student, it will appear in the handout, not on screen. Pictures dominate our slides. We design our handouts before designing slides to reinforce what the speaker is saying. 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 select the best coach airfares and schedules to assure we give you our best efforts and performances. We plan for arrivals that provide one or two more flights as a backup for 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, each client may save more than an additional night’s stay by enabling a cost-saving three-point airfare versus 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. When a rental car is in order, 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. We do not request reimbursement for meals in transit.

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. Edit it to reflect what is related to the event, ask your speaker to do it, or fir example, use this one for Dan:

Dan Clark has been in the nonprofit sector almost since graduating Rollins College in mid-Florida. He was a field examiner for credit unions and other regulated companies in Florida, and the only one elevated from the field to the CU Administrator position in the Capitol. He remained in Tallahassee after a brief stint leading the Florida CU League’s auditing service to start his successful consulting business. Also in 1981 Dan became board member of SCORE FCU where he led the development of a Board Governance Policy Manual. For almost 20-years he was CEO of Tallahassee-Leon FCU where he honed governance and strategic planning skills that now also benefit his clients and audiences. He’s a writer of books and columns, speaks nationally, and coaches board members and executives of nonprofits and small businesses. He facilitates strategic planning for mid to large organizations, and from sophisticated to simple in nature.

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. We’ll write ours to accomplish the effect in the video below. Please request it if we fail to offer it.

Here’s a video by a friend of mine on making good introductions. You might find it helpful to have your conference introducers watch this.