4 Tips for Planning a Memorable Financial Corporate Meeting This Year

Meeting Planning for Financial Corporations

Let’s talk about meeting planning for financial corporations. Have you been tasked with your organization’s corporate meeting? With the right tools and plan for execution, you can create an experience that will truly stand out. 

After all, you want to engage and inspire your team and give them a memorable experience. Not only can effective corporate meetings increase the productivity of employees, they also improve communication and camaraderie. 

If you want an effective financial corporate meeting that will also be memorable, it’s going to take a bit of prep. Here are some tips to get you started. 

Meeting Planning for Financial Corporations: Tips for Success

1. Plan with a Purpose

Whether you are planning a meeting for 30 people or 300 attendees, you’ll want to plan with a purpose. What is the outcome you hope to achieve?

Before deciding on a location or activities, planners should first determine the desired outcomes for attendees to create a structured and successful event. This approach will ensure a clear and organized agenda.

When participants understand the meeting’s objective, it will ensure a productive and successful meeting.

To go one step further, planners should utilize feedback from post-meeting surveys to adjust and refine their plans for future events.

2. Get Personal

We believe that 2023 will be the year of personalization when it comes to meeting planning for financial corporations, and although progress has been made in recent years, it is crucial for meeting planners to focus on personalizing the event experience for each attendee as much as possible.

A few trends we see in personalization include:

  • Curating customized experiences for each participant by identifying their goals and interests, including agendas, refreshments, and in-room welcome amenities.
  • Attendees are able to select and sign up for the sessions they are interested in and create their own personalized agenda.
  • Utilizing technology to enable participants to interact through online platforms fosters a collaborative environment.

To enhance the event experience, planners should consider connecting attendees with others who share similar interests and facilitate networking opportunities.

The Inn at Virginia Tech

3. Choose Your Meeting Facility Wisely

Selecting the right venue is crucial for the success of an event, as it should cater to the requirements of attendees and planners alike.

When selecting a venue, make sure it has enough space for networking, breakout sessions, and discussion areas. Remember to also allocate flexible time and space for attendees to rest or reflect on the content.

Make sure to check the technological capabilities of the venue that you have selected. Connect with the venue’s audio-visual team in the planning process from the beginning to avoid any difficulties later on. Also, ensure that there is access to high-speed Internet that can support all participants and the content being presented. Confirm whether there are sufficient electrical outlets for charging phones and laptops.

Ensuring these details are in check up front will save time and headaches down the road.

INNsider Tip: Here at the Inn, each meeting and event venue offers state-of-the-art audio/visual equipment, including modem, fax, and T-1 connectivity. Learn more about our meeting facility here >>

4. Make It an Experience

When attendees are engaged in activities that fit their interests and needs, they will be more likely to remember the event. To make the experience engaging, planners should focus on creating meaningful experiences for participants.

Activities range from teambuilding exercises and outdoor excursions to organized sightseeing tours or mini hackathons. Experiences do not have to be extravagant – simple things like a custom-made playlist of music, custom-branded water bottles, or food tasting can go a long way in making the event unique.

Creating memorable experiences through activities and amenities will help foster stronger relationships between colleagues and clients that last beyond the meeting itself.


Planning a corporate meeting for financial organizations can be challenging, but the right approach can lead to a successful and enjoyable event for all attendees. By focusing on personalizing the experience, selecting the right venue, and creating engaging activities, planners will ensure that the meeting is memorable and achieves its desired objectives.

At the end of the day, always remember: it’s not just about where you meet – it’s how you make your participants feel.

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