This page outlines the procedures for hosting guest speakers for events on campus, off campus, or virtual. Staff, faculty, fellows, students, and others organizing events for the finance research centers should follow these steps to ensure compliance with school and university event policies.
Step 1: Pre-Event Coordination
Contact Lauren Hurray to discuss your event, potential dates, and budget and staff support needs before finalizing plans. At least four weeks’ notice is generally needed to plan and promote an event. More notice is necessary for larger events.
Event communications and marketing plans should be discussed with Jason McCue before implementation. Jason can advise on branding, social media, and guidelines from Wharton MarComm that may apply.
Step 2: Wharton Speaker Database
The event organizer will then submit their speaker(s) for approval through the Wharton Speaker Database. This step is mandatory and provides a way for the School to know who has been contacted and/or accepted regarding a speaking opportunity. It also prevents other Wharton groups from asking your speaker to appear at a similar or competing event.
Step 3: Speaker Form
After receiving speaker approvals, the event organizer should provide speakers with the Finance at Wharton Speaker Intake Form, which includes a media release. This form is required for all non-faculty speakers at any Wharton event, on or off-campus, or held virtually.
Step 4: Travel Reimbursements
If your event will involve travel reimbursements, please contact Zehra Husikic before the event to discuss the details of what can be reimbursed, budget, and the expected timeline.