Tiburon CEO Summit Attendee Policy

Tiburon maintains a list of over 3,000 executive-level clients at over 350 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Principal Chip Roame. Prospective clients can also contact Sarah Sage about becoming Tiburon clients.

The Tiburon CEO Summits, more specifically, have two specific attendee policies:

  • Seniority: Tiburon is making a conscious effort to limit attendance to C level executives, executive vice presidents, partners, & other business heads. Other managing directors and senior vice presidents (and all others) are not invited in order to keep the discussion focused on CEO-level issues
  • Clients: Tiburon defines its corporate clients as all firms that sponsor the Tiburon CEO Summits, subscribe to the Tiburon Research Access Program, and/or purchase at least a single day of consulting

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 Attendee Policy Suggestions

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 work. A wide variety of options exists for those seeking to fulfill the attendee policy:

Consulting Time

Tiburon offers market seminars, market research, 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.

An 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:

  • Engage a Tiburon partner or principal for a market seminar on any topic of interest to your board of directors and utilize Tiburon's participation at an upcoming board meeting or preparation day
  • Engage a Tiburon partner or principal for a market seminar on any topic of interest to your management team and utilize Tiburon's participation at a management team offsite meeting
  • Engage a Tiburon partner or principal to give a conference speech at an employee or financial advisor conference or meeting
  • Sponsor a Tiburon partner or principal to give a conference speech at a non-profit trade group
  • Engage a Tiburon partner or principal for a market seminar and give it as a gift to a key institutional or financial advisor client
  • Engage a Tiburon partner or principal for a day and utilize the day to brief him/her on your business model (which will result in more thorough Tiburon research coverage)

Tiburon also sends invitations to executives at all firms that engage the firm for advisory board roles.

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:

  • Subscribe to the Tiburon Research Access Program and assign it to mid-level executives as a gift (and a requirement to use to enhance their presentations back to you)
  • Subscribe to the Tiburon Research Access Program and give it as a gift to a key institutional or financial advisor client

And periodically, Tiburon CEO Summit sponsor opportunities arise ($30,000), so prospective clients may feel free to consider that as an option as well. All prospective clients, who qualify as C level executives, executive vice presidents, partners, or other business heads, who take any of those actions (or become a Tiburon client in any other way, are invited.

Five useful links:

Prospective clients can also contact Sarah Sage about becoming Tiburon clients.