Tuesday, September 24, 2013

What Happens to Speaker Proposals?

I look at all of them.  I share them our editors and reporters who cover these industries as their beat and have an excellent pulse on the industry.  Our chairman sees them, and for some other conferences an advisory board helps to make selections.

Before I launch in on the process, a few important points to make:
·         The majority of the keynote/marquee speakers are invited.  They’re not typically pulled from submissions.
·         Programming an event is a fluid process, and the program itself is a work in progress for most of its life, so articulating hard and fast rules about submitting is tough.
·         The following isn't precisely what my other program development colleagues do, since they deal with their own markets and conference formats uniquely. But I'm confident in saying that they'd  agree with the majority of the sentiments here. 

Most of the proposals we receive aren't a good fit.  The topic isn't relevant.  The speaker doesn't have the right background.  The company isn't notable in any way.   When I find a proposal that has the seed of something good and just needs an adjustment—either it works better as a panel, needs a few more salient points, or needs another particular perspective—we’ll work with the submitter and a polished, relevant version of what was submitted will end up on the program.

Important note for submitters: Do your research.  In particular this applies to the PR agencies/reps who are trying to get their clients a speaking spot.  Our conference websites list our target audience. They even have a list of companies that have attended previously.  We’ll often include the previous year’s agenda.  Just glancing at this information will provide you with better footing before you go firing off a proposal or worse, sending me an email or calling me asking the very, very basic information about the conference because “my client” is interested in speaking.  I’m rarely told who the client is, and these days, I’m lucky if the person on the other end of the line remembers to leave me their full name. 

You know what sucks?  Sometimes the timing isn't right.  Meaning that you submitted a topic and the speaker was solid, but we've already got the topic covered.  Or perhaps you spoke on something similar at another of our payments conferences and we have a need to mix up the perspectives.  We’ll come back to you, I promise.  Also, speakers do cancel on us, so if you’re available, you’ll definitely get a call.

Good proposals start with relevancy.  Perhaps your topic is responding to a particular piece of significant legislation that impacts our audience.  Or it’s a panel featuring bankers who are sharing their various approaches to digital banking.   Because our conferences are annual, and geared toward pretty sharp professionals, working in mature markets, content matters.   This is central to our core mission at SourceMedia conferences.  Relevancy applies to the speaker as well.  The proposed speaker should be from a notable company with expertise and experience.  Our audience appreciates lessons learned, especially if they’re from a peer.

You’re from a vendor, or rep a vendor.
We steer clear of session ideas that focus on a single specific vendor’s technology.  Unless of course that technology is seriously disruptive or buzzworthy or innovative.  So, if someone from Square wanted to present at this conference, I’d respond, “Why yes, I think we might have a spot for you.”  But if it’s a technology that’s particularly mature, like a standard-issue fraud prevention solution, with the CEO of the company as the speaker, we’d pass and direct you to set up a booth in the exhibit hall.  This isn't a slight, because if you have technology to demonstrate, it’s best to show how the technology works and the exhibit hall is the ideal venue.  If attendees are sitting in front of you, expecting to be enlightened with some practical advice, they’re just going to resent your pitch.

You have a client you want to present with. 
Now we’re getting somewhere.   But this isn't necessarily your entrĂ©e onto the program. We want specific experiences represented by our target audience--banks.   Also, if your solution or message really isn't particularly groundbreaking or timely, we may pass.   Refer to the section above on relevance.

The other kind of effective co-presentation is an experienced industry analyst or consultant co-presenting with a client they’re working with on a specific project or initiative.  Very effective.


Is it too late to get on the program?
Sometimes.  Sometimes not.  I mean it when I say we might have a cancellation and something will open up. 

Is the program really full?
Yes, I’m not lying to you.  Usually we’ll have pending invites out and are just awaiting confirmation.

“Why did my competitor get on the program and I didn't??!!!!!”  or “We really should be on the program.” Or “Why don’t you like me?”

First, consider the criteria above.  Did you meet it?  Also, see the section on timing.  Sometimes it’s a bummer but it doesn't work out…this time.  We do conferences all the time.  It’ll be your turn. 

I've received calls and emails from people frustrated that their company or speaker was not selected. Some are just a little disappointed, others freak out.  I've had someone accuse me of “Not liking her,” for the reason why their company was not on the program.  I've had vendors say the only way they’ll sponsor is if they speak.

Listen, I realize that competition can be really tough.  And companies are looking for exposure to our audience—it’s wonderful to know that people value the events we create and the audience we draw. So, how do you keep the lines of communication open even if your submission wasn't chosen?   Offer to fill in should there be a cancellation.  Offer to be a resource to talk about the industry. This is part of our job. Keep us apprised of company developments even in the conference “off season.”  Let us know that you have experts that are available to speak on a certain range of topics. You might find yourself at the top of the list when we’re ready to plan the next event.


Wednesday, September 18, 2013

Speaker Tips: PowerPoint Kills....

....at least that's what the oft-used phrase "death by PowerPoint would suggest."

So, you know.  Don't do it.  We want our attendees to live.

I came across this bit of commentary: "It's Time to Replace PowerPoint".  It reminded me to post something about slide decks, and also because our deadline for presentations for our speakers is coming up.

We've all sat through enough bad PowerPoint presentations to understand its shortcomings.  And it's not necessarily with the technology, but rather how they're put together.  The perspective mentioned in the link above notes how visuals, dense charts and lengthy slide decks can get in the way of communicating effectively.  So tip no. 1 - be careful of all these.

I'm not an advocate of doing away with slides altogether.  Too many of our attendees come strictly to learn and make sure they have information to reference both during, and also once they leave the conference.  Tip no. 2 - Remember these people.

Engaging the audience is one of the best ways to get them to hear your message, or learn something from you.  We've had great speakers who don't use slides at all, or just use a bunch of great visual queues to help them illustrate their points.

Here's a nice, simple video on making good use of slides.



Tuesday, September 3, 2013

Chairman's Advice on How to Get the Most out of the Conference

Next month's issue of American Banker Magazine--also the Most Powerful Women in Banking edition-- will feature a section devoted to the conference.  It includes a Q&A with Oliver Wyman's Tony Hayes, the Forum's standing chairman.

Among other insights, he offers some advice about getting the most out of the conference.  Here's the Q&A excerpt.  Keep an eye out for the magazine, which will feature the entire Q&A.  When that comes out, I'll post the full interview here too.

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Question: What’s your best advice to people looking to get the most out of attending?

Tony: For the “old timers,” my advice would be to go to some sessions outside of your direct area of responsibility.  So, if you’re a debit card manager, go to some sessions in the prepaid, mobile payments or digital money tracks.  You’ll gain some new ideas and, in all probability, what’s happening in these areas will impact your card business soon enough.  Or, if you’re an ATM manager, try some sessions in prepaid (could ATMs dispense prepaid cards?) or see if retailers’ approach to choosing new locations could be useful as you select new sites.


I’d also encourage everyone to actively engage throughout the conference.  Like many things in life, the more you put in, the more you’ll get out of the experience.  Go to the Payments Innovation Day and learn about new companies and new technologies.  Go to the exhibit hall and meet the solution providers.  Interact with lots and lots of your peers, and learn from their experiences.  And have fun!

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Tuesday, August 27, 2013

The Frank Sinatra, Sammy Davis, Jr. and Dean Martin of the Fintech World

It’s been a kick to see some of the Fintech Rat Pack come together for a panel discussion on the topic of Google Glass, AND, it’ll be in Las Vegas no less.  “Who’s  the Fintech Rat Pack?” you ask.

If your Twitter feed is geared toward fintech at all, there’s a group of consultants, bankers, technologists and journalists who relish documenting the industry, and have a strong point of view about it.

In particular you’ll see our own @seansposito; @jimmarous; @leimer, all of whom are speaking on the Google Glass panel

Credit goes to Sean Sposito, pack member, for coining the phrase. 

Speaker Tips: Moderating a Panel (or doing away with them altogether)

Our first installment of Speaker Tips, just as the kids are returning to school. 

“I’ve got a few jokes lined up” said one moderator to me as he was gearing up for the introduction of his session.  I thought to myself, “Well, at least he kinda prepared.”

More and more, conferences are leaning toward lots of panel discussions. They certainly have the advantage of being potentially more engaging than a lone speaker flipping through charts on slides.  But just like any session—panel or presentation—the key to engaging the audience is running a solid session.  “Duh?!!” you exclaim.  “Easier said than done,” I retort.

I’ve actually witnessed some great panels that had no bells or whistles. It didn’t have talk-show seating or stools or standing or interpretive dance. The moderator asked the right questions; the panelists had insightful things to say.  No one speaker dominated.  The panelists engaged with one another.  They engaged with the audience.  It ended on time. 

So to start off, at the very least be prepared with what information you want to cover and get acquainted with each other, and other speakers’ viewpoints.  

After that, there are varying approaches and I’ve listed some links here, meant to stimulate some thinking about your panels.  Some of the specifics I agree with, some I disagree with.  But I like that each advocate a migration away from canned slides from each panelists followed by rehearsed Q&A.  Prep is good, scripted is bad.

Check it out:
Older, but still great post:

Harrowing Summer Vacation Stories – We only had a magstripe card!

As summer winds down, we’ll be hearing from many a returning sunburned co-worker about their vacations.  Along with stories of people returning from exotic birdwatching sojourns or seven magical/arduous days with the kids at Disneyworld, one in particular will be near and dear to the hearts of ATM, Debit and Prepaid Forum-goers.

It’s the travel story of Americans on vacation romping through the countryside of France, or through a small town in Germany, or anywhere in the UK, without an EMV card.  They have cards.  But they don’t have a card with a chip on it.  Which is problematic if you’re trying to buy something, and more problematic if it’s something essential.

Take the story of our marketer, Sasha Burgansky who traveled through Provence and needed to buy gas.  The story begins auspiciously enough.  She stopped at a self service gas station, and pulled out her Visa chip card.  Because she did her research, she knew before packing her bags that she had to be prepared to bring a smartcard since retailers abroad have migrated to this system.  But alas!  It required a PIN!  She only had a signature card!  And it was a Sunday, when there was no station attendant.  The best laid plans, etc…..

When I was shopping at Printemps in Paris, a large department store equipped to accept all manner of cards, I would pay with a US-issued credit card.  I got looks that I could only interpret as: “Your French is terrible, and your magstripe card is inferior.” 


 Can’t wait for my chip card if only to avoid feeling shame and/or helplessness abroad.

Vegas, Orlando, Miami, Phoenix, New Orleans

These are the cities I've done most conferences in, in order of frequency with more visits to Vegas than I can possibly count.

It’s inevitable that I get approached with a question like, “Why don’t you have these events in Charlotte?” says an attendee from a Charlotte-based company that offers financial services.  Or I’ll get asked the same thing, but instead of Charlotte, it’ll be Delaware.  And then it’ll be Cincinnati or Minneapolis. 

I live in NYC, so I wouldn't complain if all our conferences took place within easy commuting distance of where I lived.  The first time this happened, I was actually excited to go home after an evening networking reception and do a load of laundry.  Can’t do that on the road. 

But when it comes to conference surveys, it’s Vegas that routinely comes out on top as the preferred destination.  It’s easy to fly into from most major US cities, the airfares are reasonable, the accommodations are ample and also affordable, and there are a gazillion things you can do—shows, dinner, spas, golf, completely losing track of time in the casino until it’s time for that 8 AM session that starts in 10 min. 

So, for all of those who are bemoaning yet another conference in Vegas, know that most of the people in the meeting room around you love that it’s in Vegas, and some have told me, “Vegas?!  Sign me up!” 

I would suggest that these are the people who will show you the way to fun in Vegas, so maybe hang out with them.  That’s good networking.