Speaker Nomination

Automated workflow to manage nomination and approval process

FMV Calculation

Configurable system generated FMV calculation

Speaker Contracting

Flexible e-contracting workflow

Venue Selection & Approval

Approved venue list management including national contracts

Speaker Communications & Travel

High-touch speaker logistics management including after-hours support

Speaker Training

Integrated virtual training module for compliance and content training

Venue Logistics

Full management of venue including menu selection, negotiations and AV

Invitation Management

System generated invitations at the push of a button

Attendee Management

RSVP processing. Electronic sign in sheet and transfer of value data capture

Financial Reconciliation

Each event reconciled and closed for transparency reporting

Speaker Payment

Timely fee for service payments and expense reimbursement

Venue Payments

Venue charges processed on secure virtual credit cards


Our experience, expertise and scale allow us to go beyond traditional speakers bureau services.


We leverage our vast experience in managing key stakeholder relationships on behalf of our customers


Our service oriented staff becomes an extension of your team improving the overall end user experience


We partner with best-of-breed content and virtual platform providers to support evolving communication channels


Our technology is a purpose-built platform designed with the user experience in mind.

We continually invest in our technology to align our functionality and compliance capabilities with industry requirements.

Our end to end event management solution enables your stakeholders to manage compliant engagements efficiently and effectively:

  • Configurable workflows for various event types
  • Venue, catering and AV logistics
  • Event financials including estimates vs. actuals
  • Configurable close out process
  • Support for patient programs

Our Speaker Portal is a cost effective and comprehensive training and content management system with:

  • Compliance, topic training videos
  • Detailed profile data
  • e-Contracting functionality
  • Online W9 submission
  • Controlled access to approved content
  • Interactive slide sorting capabilities

We ensure your compliance rules are enforced and reporting requirements are satisfied by:

  • Compliance training and tracking
  • Speaker cap management
  • Aggregate spend data capture
  • e-Sign in sheet capability
  • Debarment screening

Our Partnership combines Veeva’s compliant, integrated and global events management platform with our best in class speakers bureau logistics/services.

This unique offering enables customers to leverage their Veeva CRM investment to address the complex needs of the speakers bureau channel.


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