HOW IT WORKS

The type of information provided.
OnsiteConference programs center on highly topical information. We focus our attention on issues that are hot topics, because these issues require the most "new" knowledge.  We often plan our conferences only weeks in advance because a new issue has appeared or somehow made it on the industry radar screen. Through our network of contacts and research, we locate expert speakers with current research who deliver an executive level overview of the topic, comment on real world applications, and answer questions in a live conference setting.

Direct versus Distributed Notification.
Unless prohibited by your institution, we contact each potential attendee directly, rather than through a central research facilitator who forwards the information to the appropriate departments.  We believe it is appropriate to advise you of MOST of the financial services topics that are being covered, because no one will argue that it has become literally impossible to determine in advance what information is going to be useful to someone else in the intra-connected, rapidly-changing, world of financial services these days. The Affluent group needs to know about small business owner issues, the ATM group is interested in Internet banking issues, the Middle Market Corporate group is trying to develop a database of the working affluent for cross-sell purposes, etc. 

SPAM and Un-wanted email.
We send email invitations about three times per month to upcoming programs. The email is always labeled "OnsiteConference - Topic Name - Date of Conference".  The label makes it easy to quickly evaluate your potential interest in the program.  If no interest in the topic, delete. If some interest, read email. If more interest, visit website. If any of your colleagues registers for the conference, we send you a second email labeled "Your company has registered for OnsiteConference on Topic X" and lets you know that you can attend at no charge or get a copy of the presentation at no charge.

If you'd like to be removed from the email invitation list, just hit 'reply' to any email we send you and type "REMOVE" in the subject line.  We will send you one email to confirm that we have removed your name from the list.  CLICK HERE FOR PRIVACY POLICY Alternately, let us know if you'd like us to send conference invitations only on topics requested by you.  Very few people ask to be removed from the invitation list, because the invitations are easily identified, and usually concern a topic of interest.

How names are added to our invitation list
Either you registered for a conference or have been registered by a "central coordinator", manager or secretary.  We locate potential speakers based on personal reference, and by recognized industry expertise. 

Who is participating in today's session?
OnsiteConference programs attract an extremely diverse audience of senior financial services executives. Because the attending institution pays only one fee for an unlimited number of attendees, many companies set up a conference room so that several can listen on a single telephone line. Because there is no additional charge, many more individuals get to attend the presentations than have ever been able to in the past, when attending meant that one person flew away for three days to the conference and came back and put the handouts in a pile on the desk where they often sat unread. 

Large numbers of team members attend OnsiteConference because:  
(1) Hot Topics - Everyone from Senior Exec to Entry Analyst needs to know about the industry's "current events"
(2) Convenience - attend from anywhere there is a phone 
(3) One low fee - $325 - Admits everyone at your firm

The target audience for most of our programs is senior financial services executives working in marketing, strategy or product development.  There is a large peripheral audience that attends because of interest in a single aspect of the presentation topic or who attends because of a desire to keep abreast of key issues that are impacting their institution even when those issues are not directly related to their current focus.  Besides those who attend the live conference, there is a  secondary group of individuals who are not able to attend, but who register for the presentation deck and session transcript.

Program Topics
Generally speaking, our financial services division issues tend to be in the area of Marketing and Product Development.  We frequently also present programs dealing with operational and technology issues.  The presentation subject usually represents a "Hot Topic" that is being actively discussed in leading industry publications.  A second source of topics is current research results. 

Why we offer a satisfaction guarantee.
We offer a satisfaction guarantee because it is impossible to know in advance if the conference is going to meet your needs.

We edit the speaker's presentation for two things. Sales content and accuracy of program description. 
OnsiteConference previews the presentations to edit out sales content (but UNFORTUNATELY some slips through anyway) and to confirm that the presentation is accurately described in the invitation and on
our website.

"Accuracy of the program description" means that we try to ensure that the presentation is accurately described in the invitation email that we send to you, so that you can decide if the conference is going to meet your needs.  Sometimes, the description is inaccurate, or the presentation or supporting data is "weak", occasionally the presentation doesn't suit the seniority level of the attendee because it is too basic, or alternately too technical. Because no one knows in advance if the program will be acceptable, we let you decide AFTER the program is over, whether it provided high value. If not, you do not pay to attend. 

We appreciate your business and want to make sure you are satisfied with your OnsiteConference!