Event Process Guide: Live Appearance - Speakers Bureau of Canada
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LIVE APPEARANCE EVENT PROCESS – Thank you for coordinating with us thus far. The following information is set to outline and guide you and your team in confirming the process, expectations, and next steps. Please read over the following information to ensure you are aware of our next steps and guidelines in working with our speakers and us.

SBC AGREEMENT POLICIES– we do not accept verbiage edits that produce the same outcome of a clause. We also hope that the agreement representative of the host will take an approach to edits, treating the agreement as low risk.

  • SBC and our speakers do not commit to an event without an agreement in place to protect all parties.
  • SBC reserves the right to deny suggested edits on behalf of the speaker related to cancellations, intellectual property & recordings.
  • We aim to have the agreement fully executed by all parties within 14 days of us sending the first draft.
  • If you have your own agreement, SBC will request that we create a master service agreement for the current and future engagements as we work on the process for this engagement.
  • SBC uses electronic signature software Zoho Sign (same as DocuSign) which will automatically circulate the agreement to all parties and send a final copy of the agreement to each party upon execution. We will also send a PDF version of the agreement for your reference.
  • The host is able apply their signature to the agreement via digital signature on the Zoho Sign software, or PDF.

AGREEMENT PROCESS – Once you have selected your speaker, we will be sending you a booking information form for you to fill out for the purposes of the agreement. It will also contain a breakdown of the speaker fee, travel & total cost.

  • We will then send the first draft agreement as a PDF copy in the email trend. We will also send the same version via Zoho Sign.
  • Once we have confirmed we are able to move forward and the event details have been finalized, we will then send the final draft of the agreement via Zoho Sign for electronic signature. We will also send a physical PDF version attached to the email trend.
  • All parties will automatically receive the executed copy of the agreement after the final party applies and submits their signature.
  • We will also attach the executed agreement to the invoice.

PAYMENT PROCESS SBC prefers to be set up as a vendor in your system for Electronic Fund Transfer (EFT) payments. Please send us any EFT/vendor applications or provide us with what we must fill out for your organization.

  • Please send us any vendor application form for us to fill out and send over asap.
  • Our business information and banking details will be in the appendix of the agreement.
  • The SBC agreement representative will be responsible to manage all processes involved to invoice and collect payment.
  • We are required to receive payment and pay the speaker within 7 days of the event date.
  • We also accept payment by cheque or email transfer. We do accept credit cards with a 2.9% processing fee because we operate on slim margins.
  • SBC is PST-exempt in BC, SK, and MB.
  • If you are GST/PST exempt, we will require an exemption letter from your organization.
  • All invoices will be sent out and communicated through invoicing@speakerscanada.com

TRAVEL EXPENSES – Speakers prefer and sometimes demand a “Travel Buy-Out” based on an agreed-upon flat fee. Flat rates are calculated to purchase and cover all travel costs associated with the engagement.

Please visit this link to learn more about our current travel policies and costs:




  • We will be providing you with the promotional materials and the speakers contact information in the connection email.
  • Speakers usually prefer that have an agreement in place before they connect with organizers.
  • If the event is coming up within 60 days, we will connect you with the speaker asap.
  • If the event date exceeds 60 days, we must have an executed agreement in place before you connect with the speaker.
  • If your event is approaching within 7-14 days, we suggest responding to the connection email and placing a WhatsApp, text message, or call to reference the email communication to assure they will connect quickly.

DISCOVERY CALLS The purpose of the discovery call is to outline:

  • Background of the event and your organization.
  • Session requirements – speaking time duration and audience Q&A duration.
  • Creative content discovery discussion for potential topic themes.
  • Audience information.
  • Outstanding deliverables & deliverable deadlines.
  • Venue location and room set up.
  • A/V set up & speaker A/V requirements.
  • A/V rehearsal time & date logistics.
  • If there will be other commitments or requests for the speaker to attend such as meals, meet & greets, etc.
  • If the speaker will be requesting to have a table set up for book sales and if the host can accommodate


  • We encourage organizers to invite any team members, decision-makers, or executives to participate in the call.
  • It is essential for organizers to have a final meeting before and after you connect with the speaker to ensure complete alignment with the speaker and the content of the session.
  • It is a standard that our speakers research, customize, and tailor their presentations for your group based on the discovery call.
  • Be prepared to provide the speaker with the contact information for the onsite contact and A/V rehearsal and who will be introducing them in the session.

PROMO MATERIALS – if you require a specific topic description for the promotion of the event, the speaker may provide a topic description after they have connected with you for the creative discovery call.

  • SBC will provide the promotional materials in the connection email.
  • Host organization is permitted to promote the event once there is a mutually executed agreement in place. Special permission must be granted by SBC to promote before the agreement is complete.
  • SBC and our speaker permit you to use and edit any of the approved image, bio, and topic descriptions we will be providing you in the connection email.
  • SBC will collaborate with you to provide all promo materials so please discuss your needs and any targeted dates on when you plan to promote the event.
  • If you require a customized topic description, we recommend that you request the speaker to provide after the discovery call and you have had the opportunity to discuss topic themes and outcomes.

COVID-19 – It is especially important for us and our speakers to be made aware of any organizational or health restrictions at the venue that is in our outside of local, and provincial public health regulations in accordance with Public Health Agency of Canada guidelines.

  • SBC will ensure alignment with our speakers to confirm they are able to meet all policies for Covid-19 and it is important to our speakers that they are aware of any potential risks for them or to others before, during, and after the event.
  • If a speaker is flying, we may have to book travel to be two days before the event date, since flights have become unreliable, and have recently had complications or cancellations.
  • SBC and our speakers will not be involved with any events that breach provincial guidelines or that are not in accordance with the Public Health Agency of Canada’s guidelines.
  • In the event of the health risk posed to the speaker or any attendee, force majeure is covered in our agreement with the integrity kept going virtual or reschedule the event.
  • If you are booking an in-person event and then going virtual, our speakers are requesting the same fee as the in-person event, as they have often booked days and time to travel to the location of your event.

AT THE EVENT – It is important that the speaker is provided with the contact information for the A/V representative, on site contact & the host that will be introducing them at the event 14-31 days before the event takes place.

  • All our speakers request that they have time to meet with the av representative to test their setup prior to speaking on the day of the event.
  • If available, it is always great to have a host/representative responsible to escort the speaker while on-site so they can familiarize themselves with the facilities, attendees, and the organization.
  • Most of our speakers will also commit to networking, mealtimes, and breaks to make themselves available to you at the event unless they are on a tight schedule and must fly or depart quickly for another commitment or event.
  • We recommend bringing any special requests up with the speaker in your conversations with them to ensure they are aware of any of your requests and to see if they can commit.
  • Speakers also enjoy sitting with other speakers, leaders, event planners, and program leaders during meals, which gives the opportunity to strategically discuss topics related to their presentation, the event, or the organization to expand learning before or after the session.
  • It is recommended that the personal escort or on-site contact discuss and provide the meals separately than the other attendees to make sure the speakers are fed and full without interrupting the other delegates.
  • If there is a meet & greet session or a book table set up, please have a bottle of hand sanitizer prepared and discuss if there is a liaison to assist the speaker to manage the lineup to keep things moving forward efficiently.

INTELLECTUAL PROPERTY, RECORDINGS/LIVESTREAMS & PRODUCTIONIt is critical that SBC and the speaker are informed if you plan on livestreaming or recording the session, if you hope to reproduce the recording in any way and how long you hope to have the video available on your internal channel as we negotiate the terms and conditions for the agreement.

  • The agreement will outline the permission granted for the intellectual property and the recoding.
  • Speakers have their own guidelines, policies, and comfort levels with livestreams & recordings.
  • We function as a mediator to try to align all parties and their processes for recordings and live streams.
  • SBC and our speakers hold all rights to the intellectual property of their session after the event.
  • The host organization, productions teams, event contributors and organizers must inform SBC and the speaker of any strategy or intention of recordings taking place at the event.

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