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Crafting Unforgettable Events

From Streamlined Planning to Lasting Impact: The Complete Conference Package

Pre-Conference Preparation

Planning and Logistics: Define the conference objectives, themes, and agenda. Choose a venue – negotiate a favorable contract ensuring best pricing and perks, choose the AV company that best suits your needs and budget – whether in-house or outsourced, set dates, and determine the budget. Arrange for accommodations, catering, entertainment and technical requirements.


Speakers and Content: Coordinate speaker schedules and communications. Collect presentation materials in advance.


Sponsorships: Assist in securing sponsorships and provide sponsor management


Registration and Sales: Set up an online registration system and manage ticket sales. Set up promo codes, e.g. speakers, sponsors, Board of Directors, if needed.


Networking Opportunities: Plan networking sessions, receptions, exhibitor booths, and social events to encourage interaction among attendees, sponsors, and speakers.

Apply for and manage Continuing Education Credit for attendees and speakers




On-site Management

Oversee the setup of the venue, registration desks, signage, decor, and technical equipment. Ensure everything runs smoothly and troubleshoot any issues that arise.


Backend Coordination: Oversee check-ins, catering, audio visual, and rooms.


Attendee Experience: Provide support to attendees, answer questions, and address concerns. Collect feedback through surveys or comment cards.


Vendor and Sponsor Management: Coordinate with sponsors and exhibitors, ensuring they have what they need and that their contributions align with the conference's goals.

Proven Virtual Event Success: We've delivered numerous impactful virtual events. Let us show you how we can make yours a hit.




Post-Conference

Follow-Up : Send thank-you notes to speakers, sponsors, and attendees. Share presentations or resources from the conference. Gather and analyze feedback to improve future events.


Financial Review: Reconcile expenses, review budget adherence, and generate financial reports to assess the conference's success and areas for improvement.


Documentation and Evaluation: Document key insights, successes, challenges, and lessons learned. Conduct a comprehensive evaluation to gauge attendee satisfaction and identify areas for enhancement.


Vendor and Sponsor Management: Coordinate with sponsors and exhibitors, ensuring they have what they need and that their contributions align with the conference's goals.

Distribute Certificates and follow-up for Continuing Education Credit for attendees and speakers


Curated Family Retreats for High-Net-Worth Families

Where Legacy Meets Adventure: Create Lasting Memories and Strengthen Family Bonds.


We offer full retreat planning with unparalleled service, insider knowledge and exclusive perks for families that see the value in spending quality time together. Growing and learning as a family is essential to the success of a family-run business. We offer in-house Travel Advisor services to, from and within the chosen destination. Don’t forget the kids! We create children’s activities to keep the little ones interested and excited to meet other little ones. Enjoy bespoke experiences for the whole family along with tailored experiences for individuals who wish to incorporate me-time in addition to family-time. We provide business meeting coordination and educational programs to balance business and play.


Download our HNW PDF Flyer
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