How to Conduct an Effective Client Seminar First Name Last Name Title Team | Department | Division +1 123 456 789 First.Last@aig.com FPO Read slide Simple Steps to Plan from Start to Finish Date First Name Last Name Title Team | Department | Division +1 123 456 789 First.Last@aig.com FPO FOR FINANCIAL PROFESSIONAL USE ONLY—NOT FOR PUBLIC DISTRIBUTION

How to Conduct an Effective Client Seminar Step 1: Planning Read slide

Determine the 5 Ws Suggested Timeline 1.5 – 1 month prior to seminar WHY: Establish Your Goals and Objectives What are you trying to accomplish? WHO: Identify Target Audience and Owner Event owner – who’s the main organizer? Scale – Determine number of attendees Recruit attendees Centers of Influence Client list (Salesforce) Referrals/Introductions Business and Leisure Associations Client Appreciations Read slide

Determine the 5 Ws WHAT: Determine Topics, Speakers, Sponsors, Budget Topics - Use compliance-approved material in the Client Seminar Playbook Master Playbook (Business Development Section) Multicultural Playbook (Marketing Tools Section) Read slide Client Seminar Playbook Where to find the Client Seminar Playbook?

Determine the 5 Ws WHAT: Determine Topics, Speakers, Sponsors, Budget Determine your speakers. Internal or external? Agents or managers Joint work: Leverage outside speakers Gather speaker bios, info, photos Third-party speakers Review Third-Party Speaker Guideline Complete and insert disclosure slide in third-party speaker’s presentation deck Read slide

Determine the 5 Ws WHAT: Determine Topics, Speakers, Sponsors, Budget Outside sponsors – work with compliance Corporate internal sponsors Agency sponsors Budget (consider these. Work with Ops Dir to submit to HO at least 3 weeks prior to event) Refreshments Gifts & souvenirs (rewards for Q&A) Stationeries (pens/pads) Location costs (if any) Donations to sponsors Read slide

Determine the 5 Ws WHEN: Select Date/Time Multiple dates Frequency Consistency Read slide

Determine the 5 Ws WHERE: Choose Location, Venue, Vendors Restaurants Ideal location - Agency training rooms Offsite options: the number of attendees will determine capacity needs Restaurants Libraries Community centers Learning centers Businesses Hotel conference rooms Consider infrastructure WiFi Facilities Parking Entry Read slide

Step 2: Pre-Event Preparation How to Conduct an Effective Client Seminar Step 2: Pre-Event Preparation Read slide

Checklist to help you dot your I’s and cross your T’s 1 month to 2-3 days prior to seminar Suggested Timeline Logistics Work with vendor on refreshments/F&B Prepare gifts and souvenirs, stationeries Prepare banners/signage Determine who’s greeting guests/checking in at registration Venue details A/V equipment Visuals like flip charts, boards, markers Read slide

Checklist to help you dot your I’s and cross your T’s Schedule/Agenda Outline seminar schedule Who will be speaking and when Build in breaks Speaker Preparation Agency/Manager – Study, Role Play, Ask for Help Outside Speaker Review Guidelines for compliance approval Insert disclosure slide into third-party speaker presentation Read slide

Checklist to help you dot your I’s and cross your T’s Promotion Leverage approved materials in Client Seminar Playbook (invitation flyer, email, attendee reminder emails (sent 2-3 days before event) Promote using speaker bios, info, photos Final Confirmation Conduct seminar “walk-through” Double check all steps Collect final count of attendees. Print out list for registration. Read slide

Step 3: Day of Event Execution How to Conduct an Effective Client Seminar Step 3: Day of Event Execution Read slide

Hosting a Successful Client Seminar Arrive Early Setup room Arrange tables/chairs Banners/signage Pens/pads Survey forms Response cards Refreshments/F&B A/V test Registration Greeters Print out list of attendees Presentation Positive attitude Smile! Read slide

Step 4: Post-Event Follow Up How to Conduct an Effective Client Seminar Step 4: Post-Event Follow Up Read slide

Follow Up for the Close Collect or send electronic version Survey forms Response cards Mail out Thank you cards Thank you emails Enter into Salesforce Follow-up with consistency Ask for feedback Book appointments Read slide

How to Conduct an Effective Client Seminar Thank You! Read slide

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