Tiburon CEO Summit Attendee Policy
Tiburon maintains a list of over 4,000 executive-level clients at over 400 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Tiburon targets CEOs as the attendees and treats the events as rewards for its existing clients, not as prospecting events. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are a prospective Tiburon client, please contact Sarah Sage about qualifying.
More specifically, the Tiburon CEO Summits have two attendee policies:
Once invitations are extended, delegation is not allowed. Tiburon realizes that if substitutes are allowed, the firm may quickly end up hosting a vice presidents Summit, instead of a CEOs Summit. Due to the frequency and other commitments, many Tiburon clients attend Tiburon's CEO Summits only periodically, but are still granted seats as long as they remain active Tiburon clients.
Tiburon CEO Summits Title Qualification Policy
As noted above, Tiburon limits attendance to C level executives, executive vice presidents, partners, & other business heads. Dozens of questions have arisen over the years. Tiburon has served over 400 corporate clients and in order to apply uniform rules has developed the following attendee policies:
Tiburon frequently reviews its attendee policies in collaboration with sponsors at its quarterly Tiburon CEO Summit sponsors meetings. Tiburon is open to improvements in said policy. That said, no individual exceptions can be made as Tiburon seeks to maintain one policy for the more than 400 corporate clients it has served.
Tiburon CEO Summits Client Qualification Policy
Since Tiburon hosts the events, it is economic reality that the group must be limited to senior executives who have previously benefited from Tiburon's research-based strategy consulting services. Therefore, Tiburon CEO Summit attendees are sponsors; Tiburon Research Access Program subscribers; & those who purchase at least one day of consulting each year. A wide variety of options exists for those seeking to fulfill the client attendee policy:
Tiburon CEO Summit Sponsorship
Aside from presenting Tiburon research, each Tiburon CEO Summit features a terrific list of CEO-level guest speakers, break-out sessions, casual dinners, and lots of networking time with a very senior group of clients. Tiburon clients include CEOs from investment management firms, banks, brokerage firms, insurance companies, related technology companies, & other firms. Frankly, many of the attendees are likely clients or partners of the most appropriate Tiburon CEO Summit sponsors.
Tiburon seeks to build a group of sponsors who can envision participating for the long-term. The cost to become a sponsor is $30,000 a year. Tiburon CEO Summit sponsors receive:
Tiburon Research Access Program
Another easy way to continue as an ongoing Tiburon client is to subscribe to the Tiburon Research Access Program ($25,000), which gives all employees at a firm access to all Tiburon research for a calendar year. Most Tiburon CEO Summit attendees' firms subscribe to this service. A few creative suggestions from clients:
Tiburon Consulting Time
Tiburon offers market seminars, strategy consulting, & other related services within the brokerage, investment management, wealth management, banking, & insurance marketplace.
Strategy consulting is the foundation of what is delivered at Tiburon. The firm believes that it has developed unique processes specifically to help financial institutions develop leading-edge business strategies. As a result, Tiburon has been engaged to lead a wide variety of strategic projects for a broad spectrum of product and service providers in the financial services industry. Tiburon's core capabilities are building on a firm's strengths, assessing its opportunities, & recommending specific product and market strategies. Tiburon's strategy consulting process is based on its in-depth market knowledge and extensive customized research conducted on behalf of its clients. Strategy consulting projects typically take two-to-three months to complete.
Tiburon utilizes rigorous research-based methods in helping its clients to develop leading-edge business strategies, and as a result, many other clients have engaged Tiburon to complete market research assignments. Market research projects are customized to address each client's specific area of interest, and can include internal capabilities assessments, competitor & market analysis, and client research. Research projects typically take four-to-eight weeks to complete.
Another easy way to engage Tiburon is to schedule a Tiburon executive for a conference speech or to present a half day market seminar to a firm's management team on any topic which Tiburon has previously researched ($25,000-$35,000 plus travel). A few creative suggestions from clients:
Tiburon also sends invitations to executives at all firms that engage the firm for advisory board roles.
Four useful links:
Prospective clients can also contact Sarah Sage about becoming Tiburon clients.