Strategies that ensure a successful outcome


  • Manage invitation and confirmation process for all advisors and meeting attendees
  • Manage all legal agreements and financial documents, required for the meeting
  • Secure meeting venue by negotiating contracts with all vendors to ensure competitive costs for clients
  • Confirm all air travel and ground transportation for all advisors
  • Develop meeting materials for distribution to all meeting participants

On Site Management

  • Manage vendors on-site in order to execute all details secured in contracts
  • Provide support during the meeting to ensure arrival of advisors, meeting set-up and format, food & beverage, audio visuals, sleeping rooms and ground transportation

Post Meeting

  • Manage post-meeting communications with vendors and advisors
  • Manage all payments as appropriate
  • Produce all financial and regulatory reports

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