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Speaker Center

Welcome to the How CPAs Can Make Money in Financial Planning conference SPEAKER CENTER PAGE, your one-stop resource for all speaker related details including: key deadlines for workbook materials, hotel and travel accommodations, audiovisual requirements and slide presentation submission.

We would like to welcome all participating speakers to the conference, and thank you for agreeing to take part in what we believe will be a highly successful event.  

Please note that as a conference speaker you receive complimentary automatic registration for all sessions and functions of the conference.

You can pick up your conference badge and materials beginning at 7am on July 21 at the registration area, which will be located in the Imperial Ballroom Foyer of the Fairmont Chicago Hotel. If you will not be attending the entire conference, we ask that you arrive at least 1 hour prior to your session.

Quick Links:

Key Speaker Deadlines
By June 27

Fairmont Chicago Hotel Room Reservation Cut-Off Date

   
  Submit Brief Professional Bio to Program Manager
  Submit Any Audio Visual Requirements
  Complete Speaker Release Agreement (below)
   
By July 11 Submit Presentation Slides (in order to be inluded in the conference documentation workbook)


  * Indicates Required Field
*Speaker Name:
*Title:
*Company:
*Phone:
*Email:
Cell Phone
Assistant Name
Assistant Email

All meeting rooms will be equipped with the following audiovisual equipment:

  • An LCD projector
  • A Laptop
  • A podium microphone
  • Table microphones

Please advise if you will require any of the following for your presentation:
DVD player
VHS player
Internet Connection (only dial-up, not DSL)
Other: (please list specific equipment)

You can list any other specific audiovisual needs in the space below under presentation requirements



The most common complaint we receive from attendees is that speakers don't include handouts for their presentations in the conference workbook. Therefore we ask that ALL speakers submit, at a minimum, an outline of their presentation. If electronic presentations are used, we request an electronic version of the presentation so that we can load it in advance on our conference computer and produce hard copies for our documentation book.

NOTE: If you're unable to provide your presentation or outline by the July 11 deadline for the conference workbook.

Presentations should be emailed to presentations@sourcemedia.com.

(If your presentation file is too large, please contact Jeff Jowdy at jeff.jowdy@sourcemedia.com to arrange to transfer your file to our ftp site.)

* Please select one

I WILL be submitting a written or PowerPoint Presentation/outline
I WILL NOT be submitting a presentation
I'm part of a panel and will NOT have a presentation
My co-presenter WILL submit our presentation
  Co-presenter's name:
 
Please let us know if you have any special presentation requirements


As part of the conference educational materials and as a service to participants, electronic recordings of all presentations and the materials that I delivered to this conference may be made available to conference participants and as post conference materials made available for sale to the general public. Electronic Recordings means a recording of the presentation via video, audio, digital, or any other form or method of copying, recording, or transmission, now known or hereafter devised including, without limitation, copying or recording by phonographic, photographic, magnetic, laser, electronic, or any other means and whether on phonographic records, film, microfilm, microfiche, slides, filmstrips, transparencies, online, Internet, CD-ROM, magnetic tape, cassettes, videodisks, floppy disks, or any other human or machine readable medium, and broadcast or transmission thereof. The price charged for an electronic recording is designed to cover the costs of supplies, marketing, equipment, labor, distribution and other costs related to the electronic recording.

As a conference speaker, I hereby consent to the recording, duplicating and distribution of my presentation(s) and the material(s) that I delivered to this conference via an Electronic Recording and release, discharge and acquit SourceMedia Conferences from any and all claims, demands or causes of action that I may hereafter have against SourceMedia Conferences whether for libel or violation of privacy or anything else by reason of recording, duplicating and distribution of my presentation(s) or the material(s) that I delivered to this conference via Electronic Recordings. This release form in no way inhibits me from using my own materials in any manner I so desire.

This release will ensure to the benefit of SourceMedia Conferences as well as its parent company, affiliates, successors and assigns.

* Please select one:
I agree to the above terms of this release agreement
I DO NOT agree with the above terms of this agreement





For any basic speaker-related questions regarding the conference program or agenda, please contact Julie Dienes, the Conference Program Manager at (212) 803-6594.

Email: julie.dienes@sourcemedia.com.

 

For questions related to the conference workbook materials or your audiovisual requirements , please contact Jefferson Jowdy, Conference Operations Manager at (212) 803-6598.

Email: jeff.jowdy@sourcemedia.com.

 

 

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