Financial Conference Planning

Written by Serena Berger
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In planning a financial conference, it is important that you are clear about the specific objectives that you want to accomplish. If you are bringing together employees from different offices within your company, the conference may be intended to make sure that everyone is on the same page with regard to the company's growth and development. Alternatively, you may want to hold a financial conference to bring together different companies in your industry so that employees can network and benefit from each other's experiences.

The intent of your conference and whom you invite are inextricably linked. You would not share confidential information with other companies, nor would you expect them to tell you their long term marketing plans. You may also want to consider whether or not to invite academics to your conference, as they can bring a different perspective to business planning.

Some financial conferences bring together individual investors and respected financial analysts. If you are having speakers, it may be best to run multiple sessions simultaneously so that individual attendees can pick the sessions that they would like to attend. If you represent a group with a significant interest in the financial markets, this can be a very productive activity.

Planning for Financial Conference Expenses

While some speakers may be willing to speak at your conference at no charge, others will require a fee for their services. In planning a financial conference, be sure that you have a sufficient amount budgeted to cover the cost of the speakers. Though you may have intended for the conference to be available only to your members, stock holders, or employees, you might want to advertise it to other groups and charge them a higher registration fee so that the conference does not cost your group as much, or even becomes a source of revenue. Consultants skilled in planning financial conferences can help you with everything from renting a venue to scheduling multiple events simultaneously to presenting your materials in an attractive and efficient format for your guests.


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