-
>> Planning an event and
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[BACKGROUND]
-
Welcome to GatherGeeks,
-
a podcast by BizBash,
-
the place where
people passionate
-
about meetings and
events come together.
-
Here are your host,
BizBash CEO David Adler
-
and Editor in Chief
Beth Kormanik.
-
>> Hi, David.
-
>> Hey, Beth, here we are.
-
Another GatherGeeks
podcast.
-
>> Our guest today
is Heather Reid,
-
CEO and founder of
Planner Protect.
-
She's a consultant for
event contracts with
-
an eye towards saving
event planners' money
-
and helping them
avoid risk.
-
She also has a knack
for translating
-
legalese to layman terms.
-
David, isn't part of
-
an event planner's job
-
to know how to
read a contract?
-
>> You would think so,
-
but my experience is
-
that most people
hate doing that.
-
I don't know what your
experience is in this,
-
but you think that
-
everybody would
be an expert,
-
but it glazes
people's eyes over,
-
especially the type
of people that
-
do event planning
in many cases.
-
So while there are
-
these great
logistical planners
-
that really look
at every detail,
-
I would say the
majority don't.
-
That's why today's podcast
-
is like the insurance
-
policy of insurance
policies.
-
>> Well, much of
this conversation
-
focuses on venue
contracts,
-
but the concepts can be
-
applied for any
kind of supplier
-
and service provided for
-
events that's governed
by a contract.
-
Heather is going to
-
share some
specific language
-
to look out for in
a contract as well
-
as a guiding philosophy
to approach contracts
-
and changing the terms to
-
protect both parties.
Let's take a listen.
-
>> So Heather, we're here.
-
I just saw you speak
-
on contracts and
how you save
-
planners' money by
actually reading
-
their contracts
for them and
-
giving them not
legal advice,
-
but giving them the
business advice
-
to help negotiate
better contracts.
-
Tell us what you
actually do.
-
Is that correct
and give us
-
a sense of what your
work product is
-
when somebody says,
I want to hire you.
-
>> Absolutely. Thank you
for the opportunity.
-
Planner Protect really is
-
about informing
an event host.
-
I'm an advocate
for the event
-
host, first and foremost,
-
how to reach a savvy
protective contract.
-
And as you said,
-
it's not through
legal wording.
-
Most venues have
an inventory
-
of clauses to access.
-
It is knowing
the questions to
-
ask to get to
a clause that
-
protects the interests and
-
the needs of the event
host and the venue.
-
So my end product to
-
a client is a written
report that literally
-
starts at the
very first letter
-
of the contract and ends
-
26 pages later with
the very last word.
-
And I look at every
single clause,
-
and I take apart
the words.
-
I do the math, I
check the dates.
-
I will go and do a floor
plan of the venue,
-
and to see if from
-
a meeting planner's
perspective,
-
can we create efficiencies
-
rather than meeting
space rental.
-
Things like that that
-
fresh eyes bring
so much value.
-
>> Are they fresh
eyes or are they
-
the only eyes
in many cases?
-
>> [LAUGHTER] Well,
they are a combination,
-
I would say, fresh
eyes, for sure.
-
But I know that contracts
-
are one of those
things that
-
planners are so inundated
-
with responsibilities
every day.
-
I equate event planning to
-
driving in a blizzard
-
with your bright
lights on.
-
You just don't know
where to look,
-
and contracts take hours,
-
and a lot of planners
don't have hours.
-
And so it's literally
-
check the dates,
the rates,
-
the space, and let's
get it off the desk.
-
>> So what's the
topline savings
-
that you talk
about in terms
-
of the bigger picture?
-
What would make an
event planner's eyes
-
pop out of their head when
-
you say how much you save?
-
>> So my tract over
-
the last five years is
-
on average a contract I
-
would save anywhere from
-
$27,000-$35,000 in
both a combination of
-
actual savings
and avoided risk.
-
So actual savings
are things
-
like looking for
-
some reduced food and
beverage minimum,
-
it's looking for meeting
space efficiencies,
-
it's looking for
concessions.
-
Avoided risk comes
in negotiating
-
really solid
cancellation terms
-
where damages are owed.
-
And it's taking a things
-
like negotiating based on
-
profit, not on revenue.
-
It's being able to say,
-
if I owe $100,000 minimum,
-
legally, I owe
the venue profit.
-
I don't owe them revenue.
-
And it's really informing
-
the event host and giving
-
them the questions to
-
ask to really negotiate
-
to get to those savings.
-
So our track record
-
is just shy of
$8.5 million
-
in avoided risk that
we've been able
-
to put back in the
client's pocket,
-
both in cash and
in avoided risk.
-
>> So if you
if you client,
-
an end user, a brand,
-
a company, etc,
-
and you have a third
party planner,
-
where is the true
responsibility,
-
and where do you see
-
the biggest lack
of knowledge?
-
Is it in third
party planner?
-
Is it in the corporation
-
that is ultimately
paying the bill?
-
Where does the
buck stop on this?
-
>> Well, my talk just
-
addressed the fact
that I believe
-
our event hosts
that hire us as
-
professionals are
looking to us
-
to be the wise counsel and
-
the savvy negotiators and
-
really masterful
at contracting.
-
I think we absolutely
-
cannot replace legal
counsel, absolutely not.
-
But I think we
also need to
-
come to the table far
-
better versed in
-
negotiation
tactics and what
-
to look for and
what to ask for.
-
>> The lawyer is not
your business partner.
-
The lawyer is your lawyer.
-
>> No. And actually,
-
in fact, with the
corporations that we've
-
worked with, what I hear
from those that have
-
access to legal counsel
internally is that,
-
a, either they
can't get the time
-
and attention that
they need from legal,
-
or hospitality is not
-
a banking lawyer or a
manufacturing lawyer.
-
Hospitality law is
entirely different,
-
and so they're out
of their element.
-
So yes, they can
look at the really,
-
really nitty gritty
things of protection,
-
but they're not looking at
-
what a meeting
planner would look
-
at in making a balanced,
-
good, thorough contract.
-
>> So you're actually
saying that there is
-
a risk in the idea
-
that the corporate lawyer
-
may not be the
right lawyer to
-
actually vet
something properly.
-
>> And I think in
the United States,
-
you're blessed to have
-
hospitality lawyers that
share what they know,
-
and I'm just blown away
-
by how much they
-
write and how
much they teach.
-
Here in Canada, I cannot
-
think of a single name
-
of a Canadian
hospitality lawyer that
-
stands out and really
speaks out and teaches.
-
And so we have a
real dearth of
-
knowledge here
that we need to
-
address to be as
-
savvy as our counterparts
-
on the other side
of the table.
-
>> So let's move a little
-
bit into the pitfalls.
-
Let's take five or
-
six that people
would understand.
-
What is the number one
issue that you see
-
in your world when
someone gives you
-
a contract from
the planner side?
-
>> That is a really
good question.
-
How long have you
got? [LAUGHTER].
-
>> Well, we want
to keep it short
-
so [OVERLAPPING]
glaze over.
-
We want to know
enough that
-
they can hire
you. [LAUGHTER].
-
>> Well, that's a deal.
-
I think there are a
couple of things.
-
Termination is one in
our industry where
-
when an event has been
-
impacted by something
beyond our control,
-
that's one that people
don't think about.
-
What are both sides?
-
What could impact
our event?
-
And that's a clause that
is rarely negotiated
-
with the planner or the
event host in mind.
-
Cancellation is one that,
-
and it's different
than termination,
-
cancellation, we
find venues always
-
protect themselves against
-
the client canceling,
-
but rarely do contracts
-
protect the client when
-
the venue wants to cancel.
-
So that, to me, is
right off the top hat.
-
>> On purpose.
-
>> Absolutely. Those
contracts have
-
been curated by lawyers
-
to protect the best
interests of the venue.
-
So it's not their
job to protect us.
-
I would say, concessions
are one that I
-
think whether they're
earned or whether
-
they are the venue
-
has the right
to revoke them.
-
>> English, please.
-
>> So if someone
was to say,
-
we offer you one in 40,
-
so if you pick up
40 guest rooms,
-
we're going to
offer you the event
-
host one
complimentary one.
-
So that's a concession
-
that someone
might ask for.
-
What I find with
planners is
-
that they allow
language that says,
-
if you don't meet
-
your standards
of performance,
-
so you're not meeting
your food and
-
beverage, you're not
meeting your guest room,
-
things like that, then
we have the right as
-
a venue to revoke
those concessions.
-
And yet, what
planners don't
-
understand is that when
there is attrition,
-
so you are paying because
you underperformed,
-
then you've made
that property whole.
-
Those are your
concessions.
-
The venue should not have
-
the right to
pull those back.
-
So there's that piece
-
that's missing
for planners.
-
And that's an
important one.
-
If you're counting on
-
having so many
complementary rooms,
-
you're counting
on free Wi-Fi
-
for your attendees,
-
things like that,
and those are
-
revoked because
of language.
-
That's really sad.
-
So I think attrition,
-
and as I said, that's
underperformance.
-
So when a client
comes in and they're
-
contracted to meet
-
a certain minimum
[OVERLAPPING]
-
>> Minimum meaning you're
-
going to get x
number of rooms.
-
>> X number of rooms or
-
an x dollar value worth
-
of food and beverage
for an event.
-
When a client comes in and
-
does not meet
those targets,
-
then paying the
difference between what
-
they actually did and
-
what they were
supposed to do,
-
that gap is
called attrition.
-
And it's the planner that
needs to know how to
-
negotiate that
attrition because
-
it's not just a
straight mathematical.
-
Here's what I was
supposed to pay.
-
This is what I did pay.
-
The difference
is what I owe.
-
That's not the case.
-
And here in Canada,
particularly,
-
we don't understand
the concept
-
of we pay the
profit, not revenue.
-
>> Can you re-emphasize
what that means?
-
>> That means, for
example, guest rooms,
-
the profit margin on
guest rooms for a hotel,
-
for example, the
industry standard
-
is anywhere
between 70-85%.
-
So if you had a
$100 guest room,
-
the venue would expect to
-
generate $70-85 profit
on that guest room.
-
Well, if we're in a
situation of attrition,
-
most contracts are worded
-
that we would owe
them the full
-
$100 on every room that
we did not consume.
-
But, in fact,
what we owe them
-
legally and as a
business law is that we
-
owe the profit they would
-
have generated if we
-
had actually
sold that room
-
to one of our attendees.
-
>> So do you
recommend changing
-
the language from
revenue to profit?
-
And that is a game
changer right there?
-
>> Absolutely.
-
And your American
system is very much
-
built and aware of
-
that one distinct
difference we are behind.
-
And I'm on a
mission here in
-
Canada that just that
one change can mean
-
so much between owing
-
$100 times 30 rooms
or $70 for 30 rooms.
-
That gap for a lot of
-
clients means that
they don't get to
-
add that frill
or they don't
-
get to add that little
special element.
-
>> What's next?
-
>> What's next?
-
>> What's next?
-
>> I'm in building mode.
-
I believe, at least
here in Canada,
-
this role for planners,
-
a support role is new.
-
Trying to show someone
the value just like we
-
onboard AV supplier and
-
we onboard a
registration system,
-
and we onboard decor,
-
I want planners to know
that they can onboard
-
a contract consultant
that will help them.
-
I believe planners
are project managers.
-
We're not needing to be
-
experts in everything,
-
we need to be if you
don't have resources.
-
But if you have resources,
-
then you build a team.
-
And one of the
team members,
-
I want someone like
-
myself to come in
-
and help them with
that contract.
-
>> Well, you're
showing that you
-
can control revenue for
-
the business in ways that
-
are completely obvious
in many cases,
-
that somebody should
be watching it because
-
most people don't
do that, right?
-
Would you say
that 50, 60, 80,
-
whatever percentage
don't even
-
look at contracts
and just sign them,
-
because they're
not professionals
-
or new in the
industry or whatever?
-
Would you say that there's
-
a huge issue with us?
-
>> Yes, and I'll
boldly proclaim that.
-
For professional
planners, I think time is
-
an absolute
critical factor.
-
We are so pressured.
-
For those that
are a DIY type
-
that are signing
contracts for
-
weddings or they're
signing contracts for
-
barmaids or whatever
the case may be,
-
they are absolutely
going in blind,
-
and they are risking
their shirt because
-
that contract is curated
-
to protect the venue.
-
>> So does a person do
who's a DIY person?
-
They're not
[inaudible] to hire
-
you. They're
getting screwed.
-
>> Yes, potentially.
-
And part of my message
was today was we are
-
complacent because events
-
come off every day,
-
and rarely does
something go wrong.
-
But it's when it goes
-
wrong that we need to
-
be protected. It's not if.
-
It's just when. So I
-
have not focused
on the DIY.
-
My legacy piece is
my own profession,
-
and I think we need
to start there.
-
And I can't take on
the whole beast.
-
I truly just want
to make a shift
-
in our own profession.
-
>> But I think
that through
-
doing this podcast today,
-
there's a dent
that we're making.
-
The experiential business,
-
the agency
businesses that are
-
spending money on
events like crazy,
-
you're probably not even
-
looking at anything
like this.
-
>> I would agree
with you. I actually
-
just had a wonderful
conversation
-
with a young girl
from a marketing
-
agency that is
doing events.
-
And when I was
-
telling her about
Planner Protect,
-
she went, OMG,
had no idea.
-
And there's a lot of that.
-
You assume that
things are okay,
-
and do we read
-
every contract for
a real estate?
-
Do we read every contract
when you sign up
-
for a telecommunication
service?
-
No, we don't, and
it's the same thing
-
when we're
planning events.
-
We don't read
those contracts,
-
and yet the liability
is completely
-
shifted to the one that
signs the contract.
-
>> And is it because
-
the venues lawyers
are smarter or
-
they're just more adept
-
at mitigating their risk?
-
>> In my experience,
-
and I can only say from
-
my own career as
a planner and
-
then the last five years
look helping others,
-
in our Canadian market,
-
particularly, every
supplier contract
-
is curated by a lawyer,
-
but rarely do
clients have it
-
in their budget
for legal review.
-
So it's not that
-
one is smarter
than the other.
-
I think there's just
an awareness that we
-
should be adding that
into our budget.
-
And it's just an
automatic non-negotiable.
-
>> We're going to take
-
a little break
and come right
-
back after this
message from Hilton.
-
So when's the big
event? Hilton's here
-
for planners with
-
their exclusive
customized meetings.
-
Become a wow maker
and save time
-
by letting Hilton help you
-
present an
extraordinary event,
-
one that leads to
-
memorable and
meaningful connections.
-
Visit meetings.hilton.com
and let Hilton help
-
you. So what is the
difference between
-
the independent venue,
-
I know you talked about
-
that today a little bit,
-
and the hotel venue
-
and what you're
seeing in the,
-
you are kind of shocked
-
at the research that you
-
did on the
independent venue
-
versus the hotel venue.
-
>> Yes, and it was funny
because I thought,
-
well, those were curated
by lawyers, too.
-
When we look at
-
the clauses that
carry the most risk,
-
which are the
indemnification,
-
which is a promise to pay
-
if legal proceedings
are involved.
-
And then there's
termination,
-
which is an act that
-
is acted upon you
and cancellation.
-
And I found in
-
these 12
unconventional venues,
-
which included things
like a ski resort,
-
an amusement
park, museums,
-
there was a library,
-
a music hall, that
even in some cases,
-
they didn't protect
themselves from things
-
going sideways from
indemnification
-
or termination and things.
-
And so I found that
shocking, first of all,
-
but I think that
-
speaks to our
complacency here,
-
that, well, it'll work out
-
but it may not.
-
And our culture
is changing.
-
Our culture is very
much changing,
-
and we're using big
conglomerate contracts
-
that are really well
-
written in the hotel
industry, particularly.
-
It's being gobbled up
-
in there standardized
contracts,
-
and they are well crafted.
-
I gave the example
of six little words
-
that to a lay person
would mean nothing,
-
but when you look at
-
them and you read
them and you think,
-
what does that mean?
-
>> What were
the six words?
-
>> The venue has
the right to.
-
>> And what does to
explain how that impacts.
-
>> Well, so one of my
stories is a client
-
that allowed in
his contract,
-
the wording, the
venue has the right
-
to move his meeting space
-
to an equivalent space.
-
And what he ended up
with was not a ballroom,
-
but a wedding tent out
in the parking lot.
-
And the judgment
indicated that it
-
wasn't about the amenities
-
of his meeting space,
-
it was about the
square footage.
-
And so when you see
-
the words the venue
has the right to,
-
that is a scary
place to be
-
because there's
no collaboration,
-
there's no
discussion, there's
-
no mutual decision.
-
It's the venue has the
right to discussion.
-
>> What should it be?
-
>> And again, it's
about language,
-
but the essence of
it is that you want
-
to ask for discussion.
-
You want to ask
for collaboration.
-
>> In the contract.
-
>> In the contract,
that the venue
-
unless it's of an
emergency nature
-
where people's
lives are at risk,
-
they need to
have unilateral
-
right to do something.
-
But if it's around moving
-
your meeting space,
if it's around,
-
it escapes me right
-
now about another
situation.
-
But it's removing
the right
-
of the venue to just act
on their own merits.
-
It's saying, this
is a partnership,
-
and you need to consult me
-
before you move forward
with something.
-
The other one
is the client,
-
must notify the venue.
-
Those are another six
little words that
-
have big impact because
-
if a client's
expectations,
-
they have to do
something for
-
the venue and
they don't do it,
-
then that sets them
up for damages.
-
But yet, did you really?
-
>> What should that be?
-
>> Well, again, I
don't know what
-
it should be,
-
but what it could be
is that the venue
-
needs to notify the client
-
that there is a
decision to be made.
-
There's ways of working.
-
>> It's like a dual.
-
>> Yes, thank you.
-
It's collaboration.
We're in this together.
-
So in the case
that I gave today,
-
it was about the client
needed to notify
-
the venue of wanting
-
to take advantage
of attrition.
-
Well, he got stuck
with a bill.
-
But the wording allowed
-
the venue to do
exactly what they did.
-
The client wasn't happy,
-
but the client missed
those six words.
-
He said he had a
responsibility
-
to notify the venue
of something.
-
So it's just the nuances
-
that I pick out and say,
-
are you aware that if
you sign this as is,
-
these are your
responsibilities.
-
And this is what
they're saying to you
-
that you agree to XYZ.
-
So it's actually, a lady
-
say, you're an
interpreter.
-
And I'm like, that's
exactly what it is.
-
I'm an interpreter of
legal ease to layman.
-
>> And well, you're
the whisperer.
-
[LAUGHTER]
-
>> Perhaps.
-
>> But this applies
to every part of
-
our industry and
a photography,
-
videography,
augmented reality,
-
all the ease that
they're wise.
-
>> Absolutely.
Yes. Every element
-
of our particular
industry,
-
I believe, starts
with a good contract
-
and may end with
a contract.
-
Absolutely,
everything we do,
-
services, decor,
just everything.
-
>> So how do you
turn what you
-
do and scale what
-
you do so there
are other people.
-
You will be so
-
busy if everybody decides
-
they need to like
your service.
-
Are there other people
doing what you do.
-
>> I'm not aware of
someone that is actually
-
just hanging out their
shingles saying I
-
am a contract consultant.
-
I've looked for
them because I'd
-
love to find other pips.
-
But there are
absolutely other types,
-
so site selection is
-
one way they are focused
on the contract.
-
They get you the
venue, and part of
-
their expertise
is on contracts.
-
That's a different
business
-
model than what I have.
-
>> They get a commission
the property.
-
>> Correct, and
that's great.
-
And I just have never been
-
a part of that
business model.
-
But they obviously that's
-
all they work with
is contracts.
-
So they have some inherent skills in
negotiating and acting on behalf of the client.
-
The legal people,
obviously, they do.
-
Otherwise, it
really does come
-
down to the planners,
-
and there aren't
a lot of us.
-
I'm not an
arrogant person.
-
I absolutely don't want
-
to come across that way,
-
but I've invested
-
heavily in building
expertise.
-
And so there
aren't a lot of
-
us that take it to
the same depth.
-
>> Maybe we should
create a tribe
-
of people that they
can start connecting,
-
because I do
believe that this
-
has to be taught in
-
schools in really
efficient ways.
-
>> Absolutely. When
I first started in
-
Planner Protect was just
an idea in my head.
-
I was encouraged to do
-
a quick environmental
scan across Canada.
-
So I hired someone to
look at the colleges,
-
the post secondary
colleges and universities.
-
And at that time,
there was not
-
one full course in
-
an event management
-
hospitality
course that was
-
taught on contracts or
contract negotiations.
-
And to me, when it's
the underpinning
-
of everything that we do,
-
that needs to be 101,
-
201, 301. [LAUGHTER]
-
>> You see this. A lot
of conferences have,
-
we're going to do a
thing on contracts,
-
but it's lightweight.
-
>> You can't
possibly dig deep.
-
Actually, that was my
greatest challenge creating
-
a 35-minute
talk was really
-
keeping it high enough,
-
intriguing enough,but you
can't dig deep on anything.
-
You could be an hour on
each of my 52 points.
-
Like really literally
hours and hours
-
on some of them because of
-
the nuances in
the thinking and
-
the construction of a
really good clause.
-
>> So your 52 points,
-
these are all
the things you
-
talked about that earlier.
-
What is the last thing you
-
ended up putting
on the list of 52?
-
>> You know what? My list
-
is actually an
A to Z list.
-
I don't actually
have a formal,
-
like the top
10 list thing.
-
>> But there something
you added recently
-
that you've just
discovered?
-
>> I would say
-
it's the new angle
of attrition,
-
that new one that the
-
client just got caught on.
-
That it's, we've given
-
you your 80% attrition.
-
But now the client
-
needs to invoke
that attrition.
-
The client needs to say,
-
I want that attrition
at some point.
-
In my 25 years,
-
if you got the
80% attrition,
-
it was a given,
you just get it.
-
You get to the
invent and they say,
-
as long as you've met
80% pickup, we're good.
-
Now they've nuanced
it to say, look,
-
now you have to
tell us if you want
-
that 80% pickup
or the minimum,
-
which I find a
little sneaky.
-
>> How do you
deal with rev par
-
and contracts now with
-
people going in
the hotel world,
-
in the weeds here
a little bit,
-
where people go
around the contract,
-
so get the rev par rates,
-
the lower rates
from hotels to
-
night and things like
-
that at the same places.
-
>> That I'm out
of my league on.
-
>> That's a
business issue.
-
>> Yeah. I can't
speak to that at all.
-
>> And did you also watch
-
the Netflix Fire
Festival Documentary?
-
>> No, I did not
know it was out.
-
I actually followed
very carefully
-
the actual event
and how it unfolded
-
and some of the articles
about it afterwards.
-
But I didn't
know there was
-
a document until
it came here.
-
So now that this is done,
-
I will absolutely
be watching it.
-
>> You will be horrified.
-
>> Yeah, I'm sure I will.
-
>> I was horrified,
as well,
-
but I also from a
contracting point of view,
-
realize that
marketing people
-
are even more at risk than
-
the planning
committee they
-
are dealing with
bigger dollars
-
that can easily go
-
off the rails so
much more easily.
-
>> Yeah.
-
I think there's a really
big opportunity for
-
our event industry to
really step up and say,
-
this is why you want to
hire a professional.
-
What is that saying
-
about if you want
to save money,
-
hire an amateur
and then you'll
-
find out how expensive
an amateur is thing.
-
I'm paraphrasing
wordsmithing. But it really,
-
truly is and I find
this about contracts,
-
people almost need
to make a mistake
-
before they will really
truly sit up and say,
-
I need help,
-
I don't know what
I don't know.
-
>> So as we end,
-
do you have any thoughts
on what's really
-
screwed up with the
system entirely?
-
Forget finding the
legal problems,
-
but are you seeing
something that is
-
really wrong with the
way it's working,
-
the whole the
industry approach?
-
>> I would say that
-
monopolizing the buyouts
are not helping us.
-
>> So explain
what that means.
-
>> Well, to me, I'm
-
all about creating
balance in a contract.
-
It's not about it's
-
a win for me and
it's a loss for you.
-
It's about coming and
-
saying, at the
end of the day,
-
we've both met
our objectives,
-
finding ways to do that.
-
We don't always
get what we want,
-
but we need to
get what we need.
-
And I find that I am
hearing that there are
-
venues that don't
want to come
-
to the table prepared
to negotiate.
-
It's our way
or the hiding.
-
>> There's so
much a monopoly
-
that they're going to
-
just not even think
care about you.
-
>> And there are planners
-
that say, well,
why bother?
-
>> But are you seeing
that with the Star.
-
Well, the Marriott's
of the world?
-
Are they flexible?
-
>> I will not speak
about a brand.
-
Every single contract is
-
absolutely unique
to that event.
-
>> But the big brands,
-
have they put their will
-
in this is the
way it's going to
-
be in my way of
the highway?
-
>> Well, I think
every brand
-
presents a draft contract
-
thinking that that is
-
the way it's going to be.
-
There are people there are
-
salesforce that are
-
willing to have
discussions.
-
And one thing
I've learned is
-
you don't take
the first no,
-
absolutely, and you
need to speak to us.
-
>> How does a
event planner
-
get to the second or third
-
no? What do they do?
-
>> The number one thing
to do is to ask to
-
speak and negotiate
with a person that
-
has the power to
change the contract.
-
>> And who
normally is that?
-
>> It may very well be
-
a salesperson
that is seasoned.
-
It may not be the
junior salesperson
-
that is following
a script.
-
But I'm all for
-
teaching that
junior salesperson,
-
and I've done that
on more than one
-
occasion where it's like,
-
I need this, and this
is why I need this.
-
I want to work with
a salesperson,
-
but the person
that also has
-
the leverage to be
able to change it.
-
I think that's where
planners also need
-
to assert
themselves and say,
-
I'm not going to
take the first no.
-
This has to be
for both of us.
-
>> How far up the
line, usually, is it?
-
>> Director of Sales.
-
>> Director of sales.
-
>> And there have
been cases where I
-
know definitively
has gone to the GM,
-
because they're the
ones that will make
-
the final decision
of whether
-
a clause that has
-
been suggested
and the intent
-
of what we're requesting
-
needs to come from a GM.
-
>> So what happens, sorry
-
I'm asking more than I
-
thought you give me that.
-
What happens
when it goes to
-
a litigious situation
is it just go
-
directly when the GM
-
when there's
some infraction,
-
it's being adjudicated by
-
the lawyer of
the property?
-
>> I would assume so.
-
I luckily knock on wood,
-
and I'm going to
literally knock on wood.
-
I have not been involved
-
in that front
line of it going,
-
but it may be because I'm
-
Canadian. [LAUGHTER]
-
>> I don't think so.
-
I know you're
something else.
-
>> But I know
that planners
-
like Joan Isenstadt,
-
for example,
in the States.
-
I know she has been
professional witness
-
or key witness
for event hosts.
-
I have not been
in that position,
-
so I'm not aware of that.
-
But I know that's above
-
my expertise, for sure.
-
>> So let's end
-
with how do people
get in touch with you
-
and hopefully
they plan more in
-
advanced as
opposed to when
-
they have to hire you.
-
>> My website is
plannerprotect.ca.
-
And the CA is
-
I'm proud because
it's Canadian.
-
However, I have
worked with
-
American clients and
with international.
-
So don't let the CA
extension scare you.
-
>> It's .com, too.
-
>> No, I don't have .com.
-
But I'm not that
big yet, David.
-
But yeah, through the web
-
and my email is
very simple.
-
It's just Heather at
plannerprotect.ca.
-
And really, what I'd
-
love to have is just
a conversation.
-
To me, if I can
at least shed
-
some light and
share something,
-
it's not all
about hiring me.
-
It's where can I
-
point you in the
right direction?
-
I have a feature
on my website.
-
It's a 15-minute
complimentary call
-
because I'd
rather talk you
-
through something
that you're than
-
feeling you have
to hire someone.
-
Obviously, I
would love to be
-
hired and come
alongside and
-
be a partner,
but that's not.
-
>> You have a work
product that you actually
-
do so that they
would hire you for?
-
>> Absolutely.
Yes. I actually
-
had a young girl
here today.
-
Can I get your
list, and I'm like,
-
that's taken
me 25 years to
-
curate and for a fee?
-
Yes. [LAUGHTER]
-
>> This has
been fantastic.
-
Thank you so much,
-
and we'll look forward
-
to seeing how the world
-
changes based on
what you're doing.
-
>> Well, thank
you. I have to say
-
such an honor
to be with you.
-
I have looked forward
to this event for
-
the specific reasons of
-
meeting you. So thank you.
-
>> Thank you so much.
-
>> David, we're back
in our podcast studio,
-
and now everyone knows
to look for the terms.
-
The venue has a right to,
-
and the client must
notify the venue
-
when were these things
-
that stuck out
to you before?
-
>> I really took
mental notes so
-
that I really learned
-
a lot from listening
to Heather,
-
and it really made me
think how important
-
this is to our industry
-
and every part of life,
-
really in what you do.
-
And she does it in
such a nice way.
-
So you think of it less
-
as something that's really
-
an awful thing
to think about.
-
But she really made
it fun, actually.
-
>> As an event
planner, you want to
-
believe that
your venues and
-
suppliers are partners in
-
your success and
pulling off an event,
-
but Heather shared
some horror stories.
-
Can you even
imagine planning
-
a ballroom meeting
and having it
-
move to a tent
-
and without even
a conversation?
-
>> Yeah, well, that's
why contracts are good.
-
Contracts are your friend.
-
It's true most
of the time.
-
>> Obviously, on that venue
part, it's shortsighted.
-
The venue burned
that relationship
-
with the client and
-
that meeting planners
going to tell
-
her colleagues
and friends.
-
But the question that
-
Heather wants us
to think about is,
-
was this situation
addressed in the contract?
-
>> Exactly. Well,
it was interesting.
-
I was watching her,
she was the keynote at
-
our Go West
conference that
-
we had in Edmonton
this year,
-
and you watched everybody
-
paying attention to
her like their life
-
depended upon it
because they knew that
-
one tip could be
-
the thing that would
-
save their lives
completely.
-
>> Well, it's like
-
their jobs depended on it.
-
>> Their jobs
depended on it,
-
their careers
depended on it.
-
And it's the thing where
those details were
-
the thing that you
-
will pull back from
-
your memory banks one
day when you see it,
-
and it will help
you tremendously.
-
>> So the idea here is
-
to know what to
look out for.
-
But if even after
this podcast,
-
you're still intimidated
by contracts or
-
your eyes glaze
over, as you said,
-
David, here's a resource
for where to turn.
-
>> And there are not
-
many people doing
what she's doing,
-
which is what I found
really unique about it.
-
Beth, what is going on
-
at BizBash this spring?
-
> Yeah, we passed
-
the first day of
spring, happy spring.
-
>> I know happy spring.
-
>> It's a great time to
-
talk about event design.
-
Last week, we published
-
our roundup of design
highlights from
-
Winter Benefits and Galas
-
from across North America.
-
We're also covering
DIFAs dining by design,
-
which is co located with
-
the Architectural
Digest Design Show.
-
>> That is always
one of my favorites.
-
>> Yes. Well, you can get
-
a preview or anybody
can get a preview
-
on our Instagram
and then look for
-
a coverage of that
coming up this week.
-
>> Great. So before
we end our podcast,
-
we always like to thank
-
the people that
put it together,
-
just like we like to thank
-
the people that put
our events together.
-
So we want to do
-
a nice shout out
to Claire Hoffman,
-
who does all the
editorial duties
-
for the podcast and
Rebecca Pappas,
-
that gets it out there,
-
and Dave Nelson, who
is our producer.
-
So thank you for doing
all your hard work.
-
We appreciate
everything that
-
you do for the podcast.
-
And with that, what
do we say, Beth?
-
>> Gather on.
-
>> Gather on.
-
>> Thanks for listening
to today's episode.
-
If you like what
you're hearing,
-
be sure to subscribe to
-
the podcast on iTunes
-
or your favorite
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-
Where you can be found
on iTunes Stitcher,
-
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-
Google Play,
and Pocketcast.
-
Be sure to leave us a
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-
It helps others discover
-
the GatherGeeks Podcast.
-
We'd also love to
hear from you.
-
You can leave
feedback on Twitter
-
at GatherGeeks or leave
-
us an email,
gathergeeks@BizBash.com.
-
We hope you'll
join us again for
-
the next episode
of GatherGeeks.
-
Until then, gather on.