With the challenges that meeting professionals are facing today, we must keep up to date with ethics regulations and industry standards. While the economy is still struggling, planners are trying to get "a lot for a little." This session examines professional ethics, codes of conduct, conflicts of interest, and the impact of the Sarbanes–Oxley Act , etc.
Lawyers - Managing your risk by building great client relationshipsPeggy Gruenke
Giving you ideas and tools to help you be proactive about avoiding a malpractice claim and to help you grow your practice by creating habits focused on building great client relationships. The presentation includes:
- Client Intake and Selection
- Conflict Checks
- Fee Agreement Contracts
- Non-Engagement, Disengagement and Thank You Letters
- Managing Client Documents
Michael Anderson discusses the importance of accessibility in online learning. He addresses three common myths about accessibility, noting that captioning videos can now be done automatically through many tools and failing to make content accessible could result in lawsuits. Anderson also discusses universal design principles such as providing multiple means of presentation, expression, and engagement. He encourages institutions to check all applications and courses for accessibility, involve disability offices, and revise courses annually to ensure accessibility. The overall message is that accessibility is both legally required and allows for more inclusive learning experiences.
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Susan Kleimann (Center for Plain Language) and Richard Horn (Consumer Financial Protection Bureau) presented "Public Policy & Consumer Testing".
The document discusses delegation and organizational communication. It defines delegation as transferring responsibility and authority to perform a task to another member while retaining accountability. Effective delegation involves deciding what to delegate, who will do it, assigning responsibility, granting authority, and establishing accountability. Barriers to delegation can include preferring to work alone and lack of trust or confidence in subordinates. Good communication in organizations provides direction, leadership, and opportunities for improvement. However, communication can be blocked by issues like poor listening skills or psychological barriers. The document also discusses types of conflicts that can arise in organizations and different approaches for resolving conflicts.
Cooperative Federal Annual meeting 2013.03 presentationrachelgreene
The document is an agenda for the 2013 annual membership meeting of Cooperative Federal. The agenda includes items like calling the meeting to order, approval of minutes from the previous meeting, reports on the community impact and financial status from the previous year, elections, new business discussions, and a question and answer session. It also provides details on governance reports and presentations that will be made about the credit union's lending activities and impacts in areas like homeownership, personal services, small business development, and youth programs from the previous year.
The document discusses the fine art of designing estate planning tools and techniques. It outlines L. Paul Hood Jr.'s background and experience in estate planning. Hood believes estate planners should continuously improve and re-evaluate techniques over time. He then attempts to reverse engineer the process of evaluating and designing estate planning techniques by considering factors related to the techniques themselves, related assets, and involved individuals ("players"). The document provides examples of potential client goals, risks to consider, and reasons why technique design can fail. It stresses the importance of properly considering all relevant factors when designing estate planning techniques.
Part 2 design a concept- for a major event or funtionDedy Wijayanto
This document discusses considerations for planning an event or function. It outlines key factors to examine such as identifying potential sponsors and their benefits, as well as types of sponsorship. Logistical requirements are also important to determine, including catering needs, staffing requirements, and ensuring practicality and viability of the event concept through consultation. Overall the document provides guidance on establishing the foundation for a successful event by planning essential details upfront.
This document provides tips and suggestions for effectively communicating a business plan and presentation. It emphasizes painting a clear picture of the customer needs being addressed, focusing on the value proposition and competitive advantages, and progressing the narrative in a logical sequence. Traits of the entrepreneur and milestones should be conveyed to build trust. Myths and platitudes should be avoided, and the plan should reflect realism, feasibility and opportunities for growth. An effective plan tells a compelling story and connects all elements in a consistent manner.
Lawyers - Managing your risk by building great client relationshipsPeggy Gruenke
Giving you ideas and tools to help you be proactive about avoiding a malpractice claim and to help you grow your practice by creating habits focused on building great client relationships. The presentation includes:
- Client Intake and Selection
- Conflict Checks
- Fee Agreement Contracts
- Non-Engagement, Disengagement and Thank You Letters
- Managing Client Documents
Michael Anderson discusses the importance of accessibility in online learning. He addresses three common myths about accessibility, noting that captioning videos can now be done automatically through many tools and failing to make content accessible could result in lawsuits. Anderson also discusses universal design principles such as providing multiple means of presentation, expression, and engagement. He encourages institutions to check all applications and courses for accessibility, involve disability offices, and revise courses annually to ensure accessibility. The overall message is that accessibility is both legally required and allows for more inclusive learning experiences.
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Susan Kleimann (Center for Plain Language) and Richard Horn (Consumer Financial Protection Bureau) presented "Public Policy & Consumer Testing".
The document discusses delegation and organizational communication. It defines delegation as transferring responsibility and authority to perform a task to another member while retaining accountability. Effective delegation involves deciding what to delegate, who will do it, assigning responsibility, granting authority, and establishing accountability. Barriers to delegation can include preferring to work alone and lack of trust or confidence in subordinates. Good communication in organizations provides direction, leadership, and opportunities for improvement. However, communication can be blocked by issues like poor listening skills or psychological barriers. The document also discusses types of conflicts that can arise in organizations and different approaches for resolving conflicts.
Cooperative Federal Annual meeting 2013.03 presentationrachelgreene
The document is an agenda for the 2013 annual membership meeting of Cooperative Federal. The agenda includes items like calling the meeting to order, approval of minutes from the previous meeting, reports on the community impact and financial status from the previous year, elections, new business discussions, and a question and answer session. It also provides details on governance reports and presentations that will be made about the credit union's lending activities and impacts in areas like homeownership, personal services, small business development, and youth programs from the previous year.
The document discusses the fine art of designing estate planning tools and techniques. It outlines L. Paul Hood Jr.'s background and experience in estate planning. Hood believes estate planners should continuously improve and re-evaluate techniques over time. He then attempts to reverse engineer the process of evaluating and designing estate planning techniques by considering factors related to the techniques themselves, related assets, and involved individuals ("players"). The document provides examples of potential client goals, risks to consider, and reasons why technique design can fail. It stresses the importance of properly considering all relevant factors when designing estate planning techniques.
Part 2 design a concept- for a major event or funtionDedy Wijayanto
This document discusses considerations for planning an event or function. It outlines key factors to examine such as identifying potential sponsors and their benefits, as well as types of sponsorship. Logistical requirements are also important to determine, including catering needs, staffing requirements, and ensuring practicality and viability of the event concept through consultation. Overall the document provides guidance on establishing the foundation for a successful event by planning essential details upfront.
This document provides tips and suggestions for effectively communicating a business plan and presentation. It emphasizes painting a clear picture of the customer needs being addressed, focusing on the value proposition and competitive advantages, and progressing the narrative in a logical sequence. Traits of the entrepreneur and milestones should be conveyed to build trust. Myths and platitudes should be avoided, and the plan should reflect realism, feasibility and opportunities for growth. An effective plan tells a compelling story and connects all elements in a consistent manner.
Is Your Community Prepared for Economic Development?MBEDC, LLC
The document discusses trends impacting economic development and strategies for communities to stay competitive. It notes that communities must adapt to major economic transitions, changing business needs, and shifts in economic development practices. Further, communities face replacing retiring workers with fewer new workers, budget cuts, and other challenges. The presentation then outlines 10 strategies for communities, including emphasizing collaboration, entrepreneurship, retention and expansion efforts, and fine-tuning marketing and financing tools. It stresses the importance of understanding the community and establishing goals and priorities to guide economic development efforts.
This document summarizes a community engagement meeting held by a hospital on October 18, 2012 to discuss its plans to rebuild. It provided an overview of previous community meetings and feedback received on safety, communication, and being a good neighbor. The hospital's preliminary plan and zoning application process were presented, including existing conditions, proposed phases, and elevations. Requirements for green building and LEED certification were also reviewed. Next steps include an environmental impact report, public hearings in spring 2013, and continued community coffee talks. The hospital welcomed further thoughts and discussion from attendees.
Part 2 work effectively with customers and colleaguesDedy Wijayanto
The document discusses effective communication and conflict resolution when working with customers and colleagues. It provides tips for listening effectively, identifying potential conflicts, understanding what causes conflicts, and resolving conflicts through compromise and defining the issues. It also addresses the importance of meeting customer needs, both internal and external, and identifying special needs customers to provide them proper assistance. The overall message is that maintaining positive relationships with all stakeholders requires effective communication and resolving conflicts respectfully.
Planners across the Commonwealth have embraced the principles of infill and mixed development, and have worked hard to enact a regulatory framework to allow it. However, few of us understand the financial realities of achieving a successful small scale mixed use development, including the underwriting criteria utilized by lenders, and the considerations of the residential and commercial tenants. In this discussion developers and underwriters will discuss their process and keys to success.
Current Partner Workshop Presentation 2012GlobalGiving
This document summarizes a workshop held by GlobalGiving for their nonprofit partners. The workshop covered fundraising success stories from organizations using GlobalGiving. It provided tips on donor attraction and engagement, including using campaigns, matching funds, and new features. The document also reviewed GlobalGiving's donor demographics and top fundraising periods like holidays. Nonprofits were encouraged to utilize GlobalGiving's training resources and customize campaigns for maximum fundraising impact.
CHOOSING BETWEEN TWO ROADS: The Transactional Loan Officer vs. The Mortgage ...Mortgage Coach
Check out this white paper for 2005...some things of changed but many things are the same
CHOOSING BETWEEN TWO ROADS: The Transactional Loan Officer vs. The Mortgage Planner
As the refi market winds down, loan officers must make a decision: How are they going to generate new business going forward?
Will they stay in the transactional trap of the average originator – or break through to new levels of respect, referrals and residual commissions by becoming mortgage planners?
This document outlines an ethics training presentation for planners. It begins with an introduction that explains the importance of discussing ethics for planners and fulfilling continuing education requirements. It then covers key topics like defining ethics, reviewing various ethics codes including the AICP Code of Ethics, and discussing hypothetical scenarios that planners may face in their work to demonstrate how to approach ethical issues and dilemmas. The presentation aims to help planners develop skills for navigating ethical situations in their everyday practice through discussion and reflection rather than just memorizing codes.
The document discusses ethics in the workplace at UCSB. It defines ethics as doing the right thing and having to do with moral duty. It notes that UCSB has an obligation to stakeholders to properly manage resources. Potential consequences of wrongdoing are outlined, such as negative impacts. Specific areas of concern are then discussed, like travel reimbursement, conflicts of interest, and personal use of resources. Tools are provided to help with ethical decision making, like asking questions, reviewing policies, and consulting experts. The overall message is to think like a taxpayer, be above-board, and do the right thing with university resources and duties.
The document provides guidance on obtaining a business loan. It discusses preparing a complete business plan that addresses the business concept, ownership, management, market, location, suppliers, competition, and financial projections. The presentation to the loan officer should introduce the request, state the purpose and repayment terms, and have the business and financial statements ready to answer questions. The loan officer will consider the Five C's of Credit - character, capacity, collateral, capital, and condition - in their evaluation. Borrowers are advised to communicate regularly with the loan officer after closing and pay on time.
I recently gave a presentation on how we could and should shift the perspective on the relationship among client, architect and contractor. Through this value creating point of view, to a better and cheaper project along with a memorable journey remembered in the years to come.
This document summarizes the findings of a survey of 819 lenders on their environmental risk management practices. The top challenges lenders face are: (1) lack of expertise to understand environmental reports and make risk-based decisions, (2) need for internal education and training on how environmental due diligence fits into the lending process, and (3) turnaround time constraints. While lender policies have evolved since the real estate downturn, many - especially smaller banks - still lack formal policies or training. As lending slowly increases, lenders need assistance justifying due diligence costs, basic training, and help balancing regulatory compliance with maintaining competitiveness.
Having a well thought out strategy and business plan can be the difference between success and failure for any start-up. Make sure you don't fly blind into the dark abyss of failure. Do your homework and start your business right. Even if you're beyond the start-up stage, you need a plan.
This document discusses how the US population is becoming more diverse in terms of race, ethnicity, and family structures. Some key points:
- Racial minorities now comprise over 30% of the US population and will be the majority by 2041.
- Over half of children in 10 states are racial minorities.
- The Latino population grew 43% between 2000-2010 and accounts for over 50 million people in the US.
- Family structures are changing with fewer married couples with children and more blended families and single parents.
- This increasing diversity impacts how businesses should approach marketing, recruiting, and customer service. Adaptations are needed to connect with changing demographics.
This document discusses various legal issues organizations should consider when using different Web 2.0 applications and technologies. It addresses obtaining proper consent when recording presentations, ensuring appropriate user reviews, getting permission to share materials in a virtual meeting, and complying with CAN-SPAM laws for email marketing. Overall, the document advises organizations to fully understand the legal and business implications of new technologies before implementing them to maximize their value while minimizing potential liability risks.
This document discusses some of the key legal issues organizations should consider when planning virtual events. It notes that while there may be fewer logistical issues than face-to-face meetings, virtual events still present important legal concerns regarding copyright, meeting apps, indemnification, and insurance. Specifically, organizations must secure proper permissions and licenses for any copyrighted materials used, ensure appropriate agreements are in place with app developers addressing ownership and functionality, include necessary indemnification clauses in contracts to protect against liability from others' actions, and verify sufficient insurance coverage is maintained. With awareness and planning around these legal areas, the document concludes, organizations can prevent liability when holding virtual programs.
This document summarizes key legal issues related to social media and meetings in the digital age. It discusses how the law is still catching up to social media and outlines various social media applications and considerations like privacy, trademarks, and defamation. It then provides recommendations for protecting organizations, such as establishing social media policies and user agreements. It also discusses relevant legislation around topics like electronic signatures, copyright, and children's privacy. Finally, it briefly covers some case law developments regarding issues like defamation, privacy, labor, and criminal cases related to cyberbullying.
This document provides an overview of copyright law and discusses how it applies to conference planning. It defines copyright as a property right in original works like articles, books, music or software that arises automatically at creation. The creator owns the copyright unless they were an employee creating the work as part of their job. Copyright owners have exclusive rights to copy, distribute, perform and display the work. Conference planners must secure permission or licenses to use copyrighted materials like speaker presentations, photographs, or music at events. They should also obtain copyright ownership of materials created by contractors through work-for-hire agreements.
There are no get out of jail free cards in meeting planning. How do you follow government ethics rules, attract government guests to your event, and also protect yourself and your organization from potential scrutiny and legal ramifications? If your organization employs registered lobbyists, what impact does that have on your event? What sort of receptions and food events can you offer?
Join us for timely advice on the complicated world of government ethics rules, as they relate to meetings. Learn how to utilize pre-negotiated contracts, with approved government vendors, to obtain the best pricing for unique events—while complying with the ethics rules and still making your attendees and organization happy. Whether you are a beginning meeting planner or have worked with government guests in the past, with the changes over the last year, you are certain to learn something new from this session.
Everything you ever wanted to know about the Certified Meeting Professional (CMP) designation is covered in this session: its history, its structure and organization, and how the program has evolved. Included will be tips on the application process, studying, and how to survive test day.
This document provides examples and guidance around disaster preparedness for meetings and events. It discusses force majeure clauses and includes sample language. It also covers impossibility and impracticability of performance, as well as frustration of purpose. The document advises on event cancellation insurance and travel insurance to mitigate risks. Additional resources like relevant websites, books, attorneys and experts are also referenced.
The most critical step in being able to deal with a disaster is being prepared for one in the first place. Don't panic: this session will get you started. While hurricanes are the disasters that may come to mind first, what about inland flooding, power outages, illnesses, travel bans, strikes, national security, etc.? This interactive session addresses thes issues by using case studies to provide insight into dealing with catastrophes and disasters, the concept of force majeure, and how and when it applies.
More Related Content
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Is Your Community Prepared for Economic Development?MBEDC, LLC
The document discusses trends impacting economic development and strategies for communities to stay competitive. It notes that communities must adapt to major economic transitions, changing business needs, and shifts in economic development practices. Further, communities face replacing retiring workers with fewer new workers, budget cuts, and other challenges. The presentation then outlines 10 strategies for communities, including emphasizing collaboration, entrepreneurship, retention and expansion efforts, and fine-tuning marketing and financing tools. It stresses the importance of understanding the community and establishing goals and priorities to guide economic development efforts.
This document summarizes a community engagement meeting held by a hospital on October 18, 2012 to discuss its plans to rebuild. It provided an overview of previous community meetings and feedback received on safety, communication, and being a good neighbor. The hospital's preliminary plan and zoning application process were presented, including existing conditions, proposed phases, and elevations. Requirements for green building and LEED certification were also reviewed. Next steps include an environmental impact report, public hearings in spring 2013, and continued community coffee talks. The hospital welcomed further thoughts and discussion from attendees.
Part 2 work effectively with customers and colleaguesDedy Wijayanto
The document discusses effective communication and conflict resolution when working with customers and colleagues. It provides tips for listening effectively, identifying potential conflicts, understanding what causes conflicts, and resolving conflicts through compromise and defining the issues. It also addresses the importance of meeting customer needs, both internal and external, and identifying special needs customers to provide them proper assistance. The overall message is that maintaining positive relationships with all stakeholders requires effective communication and resolving conflicts respectfully.
Planners across the Commonwealth have embraced the principles of infill and mixed development, and have worked hard to enact a regulatory framework to allow it. However, few of us understand the financial realities of achieving a successful small scale mixed use development, including the underwriting criteria utilized by lenders, and the considerations of the residential and commercial tenants. In this discussion developers and underwriters will discuss their process and keys to success.
Current Partner Workshop Presentation 2012GlobalGiving
This document summarizes a workshop held by GlobalGiving for their nonprofit partners. The workshop covered fundraising success stories from organizations using GlobalGiving. It provided tips on donor attraction and engagement, including using campaigns, matching funds, and new features. The document also reviewed GlobalGiving's donor demographics and top fundraising periods like holidays. Nonprofits were encouraged to utilize GlobalGiving's training resources and customize campaigns for maximum fundraising impact.
CHOOSING BETWEEN TWO ROADS: The Transactional Loan Officer vs. The Mortgage ...Mortgage Coach
Check out this white paper for 2005...some things of changed but many things are the same
CHOOSING BETWEEN TWO ROADS: The Transactional Loan Officer vs. The Mortgage Planner
As the refi market winds down, loan officers must make a decision: How are they going to generate new business going forward?
Will they stay in the transactional trap of the average originator – or break through to new levels of respect, referrals and residual commissions by becoming mortgage planners?
This document outlines an ethics training presentation for planners. It begins with an introduction that explains the importance of discussing ethics for planners and fulfilling continuing education requirements. It then covers key topics like defining ethics, reviewing various ethics codes including the AICP Code of Ethics, and discussing hypothetical scenarios that planners may face in their work to demonstrate how to approach ethical issues and dilemmas. The presentation aims to help planners develop skills for navigating ethical situations in their everyday practice through discussion and reflection rather than just memorizing codes.
The document discusses ethics in the workplace at UCSB. It defines ethics as doing the right thing and having to do with moral duty. It notes that UCSB has an obligation to stakeholders to properly manage resources. Potential consequences of wrongdoing are outlined, such as negative impacts. Specific areas of concern are then discussed, like travel reimbursement, conflicts of interest, and personal use of resources. Tools are provided to help with ethical decision making, like asking questions, reviewing policies, and consulting experts. The overall message is to think like a taxpayer, be above-board, and do the right thing with university resources and duties.
The document provides guidance on obtaining a business loan. It discusses preparing a complete business plan that addresses the business concept, ownership, management, market, location, suppliers, competition, and financial projections. The presentation to the loan officer should introduce the request, state the purpose and repayment terms, and have the business and financial statements ready to answer questions. The loan officer will consider the Five C's of Credit - character, capacity, collateral, capital, and condition - in their evaluation. Borrowers are advised to communicate regularly with the loan officer after closing and pay on time.
I recently gave a presentation on how we could and should shift the perspective on the relationship among client, architect and contractor. Through this value creating point of view, to a better and cheaper project along with a memorable journey remembered in the years to come.
This document summarizes the findings of a survey of 819 lenders on their environmental risk management practices. The top challenges lenders face are: (1) lack of expertise to understand environmental reports and make risk-based decisions, (2) need for internal education and training on how environmental due diligence fits into the lending process, and (3) turnaround time constraints. While lender policies have evolved since the real estate downturn, many - especially smaller banks - still lack formal policies or training. As lending slowly increases, lenders need assistance justifying due diligence costs, basic training, and help balancing regulatory compliance with maintaining competitiveness.
Having a well thought out strategy and business plan can be the difference between success and failure for any start-up. Make sure you don't fly blind into the dark abyss of failure. Do your homework and start your business right. Even if you're beyond the start-up stage, you need a plan.
Similar to Doing the Right Thing When Nobody is Looking (13)
This document discusses how the US population is becoming more diverse in terms of race, ethnicity, and family structures. Some key points:
- Racial minorities now comprise over 30% of the US population and will be the majority by 2041.
- Over half of children in 10 states are racial minorities.
- The Latino population grew 43% between 2000-2010 and accounts for over 50 million people in the US.
- Family structures are changing with fewer married couples with children and more blended families and single parents.
- This increasing diversity impacts how businesses should approach marketing, recruiting, and customer service. Adaptations are needed to connect with changing demographics.
This document discusses various legal issues organizations should consider when using different Web 2.0 applications and technologies. It addresses obtaining proper consent when recording presentations, ensuring appropriate user reviews, getting permission to share materials in a virtual meeting, and complying with CAN-SPAM laws for email marketing. Overall, the document advises organizations to fully understand the legal and business implications of new technologies before implementing them to maximize their value while minimizing potential liability risks.
This document discusses some of the key legal issues organizations should consider when planning virtual events. It notes that while there may be fewer logistical issues than face-to-face meetings, virtual events still present important legal concerns regarding copyright, meeting apps, indemnification, and insurance. Specifically, organizations must secure proper permissions and licenses for any copyrighted materials used, ensure appropriate agreements are in place with app developers addressing ownership and functionality, include necessary indemnification clauses in contracts to protect against liability from others' actions, and verify sufficient insurance coverage is maintained. With awareness and planning around these legal areas, the document concludes, organizations can prevent liability when holding virtual programs.
This document summarizes key legal issues related to social media and meetings in the digital age. It discusses how the law is still catching up to social media and outlines various social media applications and considerations like privacy, trademarks, and defamation. It then provides recommendations for protecting organizations, such as establishing social media policies and user agreements. It also discusses relevant legislation around topics like electronic signatures, copyright, and children's privacy. Finally, it briefly covers some case law developments regarding issues like defamation, privacy, labor, and criminal cases related to cyberbullying.
This document provides an overview of copyright law and discusses how it applies to conference planning. It defines copyright as a property right in original works like articles, books, music or software that arises automatically at creation. The creator owns the copyright unless they were an employee creating the work as part of their job. Copyright owners have exclusive rights to copy, distribute, perform and display the work. Conference planners must secure permission or licenses to use copyrighted materials like speaker presentations, photographs, or music at events. They should also obtain copyright ownership of materials created by contractors through work-for-hire agreements.
There are no get out of jail free cards in meeting planning. How do you follow government ethics rules, attract government guests to your event, and also protect yourself and your organization from potential scrutiny and legal ramifications? If your organization employs registered lobbyists, what impact does that have on your event? What sort of receptions and food events can you offer?
Join us for timely advice on the complicated world of government ethics rules, as they relate to meetings. Learn how to utilize pre-negotiated contracts, with approved government vendors, to obtain the best pricing for unique events—while complying with the ethics rules and still making your attendees and organization happy. Whether you are a beginning meeting planner or have worked with government guests in the past, with the changes over the last year, you are certain to learn something new from this session.
Everything you ever wanted to know about the Certified Meeting Professional (CMP) designation is covered in this session: its history, its structure and organization, and how the program has evolved. Included will be tips on the application process, studying, and how to survive test day.
This document provides examples and guidance around disaster preparedness for meetings and events. It discusses force majeure clauses and includes sample language. It also covers impossibility and impracticability of performance, as well as frustration of purpose. The document advises on event cancellation insurance and travel insurance to mitigate risks. Additional resources like relevant websites, books, attorneys and experts are also referenced.
The most critical step in being able to deal with a disaster is being prepared for one in the first place. Don't panic: this session will get you started. While hurricanes are the disasters that may come to mind first, what about inland flooding, power outages, illnesses, travel bans, strikes, national security, etc.? This interactive session addresses thes issues by using case studies to provide insight into dealing with catastrophes and disasters, the concept of force majeure, and how and when it applies.
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https://rb.gy/usj1a2
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Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
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Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
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(i.e., industry structure in the language of economics).
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1. Doing the Right Thing
When No One is Looking
2/28/2012 Destinations Showcase ~ Wash DC 1
2. “Doing the right thing when
no one is looking”
Decency
Integrity
Honor
Belief
Moral Code
2/28/2012 Destinations Showcase ~ Wash DC 2
3. Ethics
That branch of philosophy dealing with
• Values relating to human conduct
• Rightness and wrongness of certain
actions
• Goodness and badness of the motives
and ends of such actions.
2/28/2012 Destinations Showcase ~ Wash DC 3
4. Ethical Codes
. . . just in case . . .
• To assist in making decisions
determining the difference between
'right' and 'wrong„
• To apply this understanding to decisions
2/28/2012 Destinations Showcase ~ Wash DC 4
5. Morals vs. Ethics
Morals
Define personal character
Things you learned at home about
right and wrong ~ good and bad
2/28/2012 Destinations Showcase ~ Wash DC 5
6. Morals vs. Ethics
Ethics
Stress a social system in which those
morals are applied
• Company Ethics
• Family Ethics
• Professional Ethics
• Social Ethics
2/28/2012 Destinations Showcase ~ Wash DC 6
7. Conflict Between Morals and
Ethics
• Legal Ethics • Abortion
• Medical Ethics • Euthanasia
• Stem Cell Research
• Workplace Ethics • Conflicts of interest
• Social Ethics • Boomers vs “Y”
2/28/2012 Destinations Showcase ~ Wash DC 7
8. Employee Code of Conduct
Effectiveness Dependent On
• Management Support
• Sanctions
• Rewards
2/28/2012 Destinations Showcase ~ Wash DC 8
9. Conflict of Interest
Using professional position for personal
gain
Conflict of interest in the Federal
government is a violation of criminal
statute
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10. How to Avoid Conflicts of
Interest
Recusal or disqualification
Remain impartial in performance of
official duties
Obtain waiver by authorized official
when conflict of interest is not
substantial
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11. Vendor/Supplier Relationships
Based on good relationships and previous
business, a venue or supplier recognizes
the value of your business
Don‟t abuse or jeopardize this
relationship!
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12. Current Economic Situation
• Planners trying to “get a lot for a little”
• Suppliers offer incentives
• Where is the line and who‟s drawing it?
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13. Let‟s Examine Some
Scenarios
What would you do if
no one was looking?
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14. Scenario 1
Based on a good working relationship
with a local hotel
You ask your sales person for the
hotel to donate a ham and potato
salad for your office Christmas
party
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15. Scenario 1
Planner – Is this taking advantage of
a professional relationship?
? Conflict of Interest?
Supplier – Have you ever been in a
situation like this? How would you
handle this request?
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16. Scenario 2
Planner
• Negotiating with 3 venues for a training
conference
• Venues 1 and 2 are comparable in rates,
amenities, and other areas important to
the organization and conference
• Venue 3 does not have the dates
available
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17. Scenario 2
Venue #1
• Low season for venue
• Bidding on lucrative piece of business
• Represents repeat business with client
• Understands they are seriously
competing with two other venues
• Offers planner a persuasive incentive
• A personal weekend at a nearby boutique
hotel
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18. Scenario 2
If Planner Selects Venue # 1
Who will know?
No one is looking. . . .
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19. Scenario 3
Based on business relationships with a
local hotel chain, you ask your hotel
contact to secure a comp hotel room for
you in another city . . .
The hotel salesperson suspects this is a
personal trip and not a site visit
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20. Scenario 3
Planner
Does this present a conflict of
interest?
Supplier
How do you handle this request?
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21. Scenario 4
One of your vendors sells
T-shirts. You have purchased these
shirts and other clothing items for
official purposes.
Is it appropriate to ask this vendor for
personalized t-shirts at no charge for
your son‟s baseball team?
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22. Scenario 4
• Is this a conflict of interest?
• How can this be handled
appropriately?
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23. How Clean Are Your SOX?
Sarbanes Oxley Bill ~ 2002
• Enacted after failure of Enron and
Worldcom
• To protect employees and public from
effects of fraudulent accounting
principles
• To eliminate Auditor Conflicts of
Interest
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• Auditor = Consultant = Conflict of Interest
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24. Effect of SOX Act on Hotel
Negotiations
• Meeting Room Rental
• Food and Beverage
• Other contract line items
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25. Washington Post Test
Are your event
and your
professional
behavior up the
scrutiny of the
media? Do you
want your event
and actions
publicized on the
front page of a
major newspaper?
25
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26. Perceptions
• Perceptions are reality
• If you are perceived as guilty . . .
• . . . You will be condemned as guilty
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27. Muffingate
• How did this happen?
• How could this have been avoided?
• What is the outcome for the hospitality
industry?
More Regulations?
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28. Wandering Off the Beaten
Path
• Hotel Rewards
• FAM Trips
• Gifts
• Other Incentives
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29. Scenario 5
As a planner you are familiar with and
comply with your company‟s Ethics Policies
and Code of Contact
Your supervisor asks you to “negotiate”
inappropriate upgrades, hotel awards,
motivational trips, etc. for her/him
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30. ???
What are you going to do?
Whom do you consult?
Are you jeopardizing your job?
Is this a conflict of interest?
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31. Scenario 6
A supplier asks the planner . . .
“It would be great if I could get the
papers approved and signed before the
end of the month . . . If you can make
that happen, I‟ll make sure you
personally receive 50,000 hotel points.”
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32. Who Benefits?
• Are you going to give your organization
the 50,000 planner points?
• Will the supplier personally benefit if
you sign the papers by a certain date?
• Are there other things to consider?
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33. Scenario 7
Planner to Supplier . . .
“Do you think if I select the Griswold
Hotel to host this event, I could have
that Weekend at Bernie‟s that you
mentioned earlier? I‟m about to make a
decision between your beautiful hotel and
The Giddyup Get-Away.
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34. What‟s Wrong with This
Scenario?
• Giving proprietary information
• Revealing competition
• Asking for compensation
• Making a decision that‟s good for the
planner instead of good for the
organization
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35. Getting Back on Track
• Be familiar with your organization‟s
ethics policy and code of conduct
• Disclose offers of gifts and incentives
• Don‟t be afraid to decline an offer of
gifts or trips
• Educate your suppliers to avoid
embarrassing situations
• Keep business/business
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36. Recap
• It is a conflict of interest to use your
professional job for personal gain
• Do not put yourself or your vendors in
this situation
• Do not risk your job or reputation or
the reputation of your company
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37. Recap
• Always negotiate fairly with the best
interest of the company and meeting in
mind
• Always make selections based on the best
value for the company/meeting NOT
„what‟s in this for me?‟
• Be the planner that suppliers welcome back
to their properties
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38. MPI Principles of Professionalism
• Maintain Professional Integrity
• Utilize Professional Business Practices
• Respect Diversity
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39. Conclusion
No one is looking . . .
No one will ever know . . .
Just this one time . . .
Respect yourself and appropriate
behavior will follow.
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40. Do the Right Thing
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