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The 2024 Guide for Financial and Insurance Meetings

Smart Meetings

Experts offer tips and ideas for meeting professionals As the year slowly comes to a close, many financial and insurance meeting planners may be thinking about what they should be keeping on their radar. They want to feel as though they have a role in choosing their own meetings journey.

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5 Steps to Financial Success as a Meetings Business

MeetingsNet

In today’s market, meeting-planning companies are asked to do more for their clients with less. The post-pandemic surge in meetings coupled with concerns around inflation and a labor shortage have all contributed to an environment where independent planners have to operate at their best but with fewer resources, including smaller budgets.

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Budget Financial Meetings: Doing More with Less

SmartMeetings

Meetings in the financial and insurance sector require outside-the-box thinking. The economy was humming along before the coronavirus hit, but even then the majority of meeting planners in the financial and insurance industries were keeping their budgets in neutral. Financial and insurance meetings in the U.S.

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The Value of Virtual Events for the Financial Services and Professional Investment Sector

EventMB

Skift Take: The financial services and professional investment sector presents a valuable market for virtual event tech, provided vendors can support the sector's very specific needs. Skift Meetings Studio Team Read the Complete Story On Skift Meetings.

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Download 7 Exceptional Event Email Templates for Driving Attendee Engagement

Four of the Big 4 firms, 15 of the top 20 pharmaceutical companies, and 300+ leading technology, financial and professional services companies use SpotMe to host virtual events, webinars, and hybrid meetings with apps, video, attendee engagement and analytics. Download the eBook today!

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Contracts, Negotiations and Financials

SmartMeetings

In the latest Smart Meetings webinar, “How to Harness the Power of Negotiation to Master Your Post-Covid Events Career,” Alison Fragale shares how to be your own cheerleader and the science of prenegotiating. Lessons from the Front: Covid-era Med Meetings. How to Write Force Majeure to Protect Your Meeting from the Next Pandemic.

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Financial Meeting Planners Face Special Challenges During Crises

SmartMeetings

When the going gets tough, the tough cut costs—at least in the financial and insurance conference sector, where budgets often are more likely to come under the scrutiny of regulators. More : Budget Financial Meetings: Doing More with Less. Risk management is a team challenge and should be approached from every angle.”.