Tiburon CEO Summit Attendee Policy
The Tiburon CEO Summits, more specifically, have two specific 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 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:
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:
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:
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.