Tag Archives: HSMAI

You’re Charging How Much?!: The Case for Smarter F&B Budgeting

Originally published Meetings Focus.

You’re Charging How Much?!: The Case for Smarter F&B Budgeting

Food and beverage (F&B) can make or break a meeting or event. And certainly, the complete absence of F&B can set in motion kvetching like you haven’t heard since the last time you managed a meeting without it. Just try to have a meeting break with no coffee!

I’ve been in this industry a long time. Years before my own company, Eisenstodt Associates, celebrated its 38th anniversary on June 1 of 2019.

Planning meals has never been my favorite thing to do. In fact, I would place it among my least favorite things tied to the involved process of planning meetings and events.

Guessing what others would want to eat on a given day is a nightmare especially when we are planning months out and have no idea what will be fresh, what will be available, and what factors impact what a chef can best prepare.

Or what an audience will want to consume.

Key Considerations When Planning F&B

In planning events where food and beverage elements play a starring role or for when any sort of F&B is offered, we must consider, at least, the following key items:

  • Group demographics
  • Availability of food and beverage
  • Chefs’ abilities and specialties
  • Religious practices
  • Allergies and food and beverage sensitivities*
  • Accompanying meeting and event activities
  • Service provided
  • Meal and item costs
  • Service charges and taxes**

*Tracy Stuckrath is a prolific writer and speaker about allergies and sensitivities. You can learn more about her and read additional insights about F&B on her website.

**These are likely to change if we are booking six months or more from the planned event.

Not only must we consider the above items related to F&B, we must convey all this information in our RFPs for meetings and events.

And we must clearly state that in order for us to respond appropriately and then create a contract, we need full and complete information.

Déjà Vu All Over Again: Coffee’s Cost Per Gallon

In all my years in this profession, there is rarely a month—or even a week!—that goes by when the cost of a gallon of coffee is not discussed.

As in, “Why does a gallon of coffee cost x?” Lately and frequently again on social media, the cost per gallon discussion has reared its head.

(We used to look at the cost of “dry snacks”—potato chips, peanuts, pretzels—when those were considered the budgetary best for cocktail receptions without “real” food!).

The discussions have been accompanied with questions about the amounts billed for taxes, service, and ancillary fees, on top of per plate or per person costs for various F&B offerings.

Other popular topics of discussion related to F&B include:

  • the number of, and charge for, servers for buffets, continental breakfasts or breaks
  • bartender and, if cash bar, cashier charges and minimum numbers to serve and the minimum hours we must contract
  • the administrative fees now added to food and beverage (F&B) events

Nothing in the discussion seems to change.

Calculating the Cost of a Gallon of Coffee

I looked back at 2012 menus*** from a contract negotiated for a client’s 2016 meeting.

At that time, a major Las Vegas hotel at which the meeting was booked charged $70.00 per gallon of Kona coffee plus 21% service charge plus 8.1% tax on both the coffee and on the service charge.

If one calculates that, and assumes 20 cups per gallon, it’s about $4.57 per cup.

In emails with James Filtz, interviewed here, I asked about the cost of coffee.

He said “In 2014 coffee at The Venetian in Las Vegas was $86 per gallon. Today it is $100 per gallon. That’s about a 16% increase.”

I checked with the same unnamed Vegas hotel above for their current prices. The price of coffee at the major Las Vegas hotel previously contracted, came out to $95.00 per gallon, with a service charge of 23%, tax of 8.5%, and the service charge taxed slightly over 4%.

How does that compare to what a cup of made-at-home coffee using a Keurig costs, considering the purchasing and labor that goes into how a hotel provides coffee?

Is it cheaper for each guest to run back to their rooms, use the in-room coffee maker (if there is one and the condiments are to their liking), and the time it takes for them to return for valuable networking?

I found this about Keurig, where the cost per cup is measured on a 5-6 ounce cup.

***A Pro Tip Regarding Food & Beverage Menus

Most hotel menus are now electronic.

When you negotiate more than a year out with an escalation clause on food and beverage, the menus from which you are negotiating will no longer be live on the website.

I recommend printing them out—on post-consumer paper—and attaching to the final signed version of the contract and saved as a PDF in your files and saved with the printed contract and menus and other policy documents on paper.

Otherwise, you have nothing from which to gauge prices.

Hidden—and Not So Hidden—F&B Costs

Hotel owners and management companies want to make money. Now more than ever. We want hotels to be kept up—that is, furnishings to be clean and updated.

I hope all or most of us want people who work in hotels, especially those who provide service, to make “livable” wages—though I’m not sure even $15.00/hour in most markets is “livable.”

Or is it “not on my group” mentality among meeting and event planners that is the issue—you know, charge other groups what you need but negotiate my costs to what I want to pay?

My meeting and event clients have almost exclusively been not-for-profit groups for whom budgets are tight. Yet, as chef and humanitarian José Andrés says:

“I realized very early the power of food to evoke memory, to bring people together, to transport you to other places, and I wanted to be a part of that.”

If we skimp on food or beverage, it reflects badly on the hotel, caterer or our group.

The Power of F&B at Your Meeting or Event

Food makes memories. Food brings people together. Harrison Owen, back in 1985, knew the power of breaks on the overall experience of learning at meetings. We know the power of available food and beverage to make or break a meeting or event experience.

See what three planners interviewed had to say about what’s important to them and their questions about costs. When will we budget differently and realistically and think about what the two NACE officers have to say when we plan and negotiate meetings?

Oh, and don’t miss the “bonus section” of the August 2019 Friday With Joan newsletter: I had the pleasure of dining with Tom Sietsema, food critic for The Washington Post, at a José Andrés restaurant. Read more about how noodging can pay, the ethics of dining with a food critic and Sietsema’s “go-to” food when he’s not on-duty—one of my favorites too!

International Women’s Day: Moving the Industry Forward

Original post Meetings Today Blog

“I myself have never been able to find out precisely what feminism is: I only know that people call me a feminist whenever I express sentiments that differentiate me from a doormat.” – Rebecca West (1892 – 1983), author and journalist.

Each time I’ve asked women in our industry if they consider themselves feminists they hesitate. Not all of them—but enough and in different age cohorts that I think there is a fear of being a strong woman, showing you are a strong woman, and identifying as a feminist.

All my life I’ve known women who worked in and outside the home.

Women who work outside the home are known to work far more than men if their spouses or partners are male.

Let me digress briefly. Many of us are aware of the plight of women in situations far more dire than fighting for standing and pay equity in the workplace:

  • Yemeni women and their children dying of starvation.
  • Women in Venezuela fleeing or trying to provide for families in a country without affordable medicine or food—if it’s even available.
  • Women in limbo in refugee camps throughout the world.
  • Women escaping poverty and terror and traveling, on foot, thousands of miles to reach what they hope is sanctuary.

I know I’m addressing more of what are called “first world problems.”

Yes, I’d like to be able to fix the world for all people and in particular for women. I can only tackle so much while raising the consciousness of many.

So for the purpose of the March 2019 Friday With Joan newsletter, published the week before International Women’s Day, I start “at home” with the hospitality industry.

Which for our purposes here, also includes the meetings and event industry.

In 2018, more women were elected to the U.S. Congress and to U.S. State Houses than ever before. On March 8, just weeks before GMID, International Women’s Day will be observed.

Its theme for International Women’s Day in 2019 is #BalanceforBetter.

“Balance” meaning striving for a more “gender-balanced” world.

As we look at issues impacting women—including those in our industry, from sales and meeting professionals to those in catering, management and housekeeping roles—we recognize that if we fail to communicate why our positions, titles and pay matter, we will fall behind. This is a reality that has held true for all women.

Yes, even event planners, who are predominantly female and are given the authority to negotiate multimillion-dollar contracts and provide updates to boards of directors on the financial impact of meetings, must explain their worth or suffer the consequences.

Where Are All the Women Leaders?

An MPI blog post titled “Reinforcing A Sense of Belonging,” declared that the organization I call my “mothership” will now provide a “pipeline of women to lead MPI.”

This statement made me stop and think. I served on my MPI Chapter Board, as Chapter President, and on the International Board, when women including Marta Hayden, Beverly Kinkade and Anna Chabot were leading MPI. That’s quite the pipeline of women!

I was asked for input prior to MPI launching their first women’s leadership initiative, and I saw its demise. Which, based on the above blog post, held no discernable lasting power.

MPI, like most of the EIC member organizations, has not had a woman CEO in its history—though I know of women who applied.

Why is that the case in an industry where anecdotally there are a majority of women? What I’ve noted about MPI is not a knock on MPI—they are trying again.

It’s a question posed to an industry that we believe is populated mainly by women.

Why do we still hold so little visible power?

In compiling the results of its “A Sense of Belonging” study, MPI asked “In what ways are women treated differently than men at work?” The responses from women were as follows:

  • 64% I have limited or capped career opportunities.
  • 54% I am treated as less capable or intelligent.
  • 54% I am paid less.
  • 46% I am not taken seriously.
  • 11% I am subjected to unwanted sexual attention.
  • 4% I am given less flexibility with time-off requests.
  • 4% I am bullied or mocked.

14% of respondents chose “Other.”

As one who grew up in a world where women fought for pay equity, I am painfully aware of and pay attention to what may hold us back. Is it the way we speak, the image we present and the images of us that are presented? We often apologize for saying something.

We’ll say “I just wanted to say” and negate whatever it is with “just.”

We use upspeak or uptalk, even when declaring what we know.

Should we applaud MPI and others for again focusing on women or be dismayed that again there is a focus on women in leadership when we didn’t make it stick before?

A Day I Will Never Forget

Doug Heath, MPI’s second executive director, heard me when I asked why MPI’s three representatives to the (then) CLC Board of Directors included no women though around me at MPI meetings I saw a majority of women in the audience. It wasn’t unusual—most of the delegates from the industry organization members were men.

Doug appointed me to be one of MPI’s three delegates knowing I would speak up strongly for MPI and what the industry needed.

And here’s what happened at my first meeting, an event that, though long ago, is in my head as if it were yesterday: I prepared for my first CLC Board meeting. I read my CLC board book and discussed the relevant issues with Doug and others in MPI’s leadership

Then I spoke up at the meeting.

At the first break, a man, not much older though considerably taller than I, patted me on the head and said “just wait until you’re older and more experienced. You’ll understand why…”

He was conveying this message: “don’t speak up ‘little lady’—know your place.”

This explains how women hesitate versus speaking their minds.

I did not equivocate in anything I said.

You too know how men often take credit for what women say or “translate” women’s words to their own. You’ve certainly witnessed it in interactions at meetings and events.

Case in point: I was co-presenting with a male colleague at an industry meeting and after each thing I said, he said “What Joan means is…” and then repeated what I’d said in his words. He swears he meant nothing by it and yet this happens to women all the time.

Then too, women are interrupted by men when speaking and we let it happen.

Here’s some advice from the above article to take to heart: “Women, if you are interrupted for any reason other than someone asking for clarification, say to the interrupter:

“’There are a few more essential points I need to make. Can you delay a moment while I do that?’” or ‘I know I will appreciate your feedback, but can you hold off until I’m done?’”

This may also come in handy when you’re negotiating for a pay raise.

Or while you’re in a negotiation with a buyer or seller.

My Advice to Women, Men and Our Industry

Here’s what I hope, individually, you who identify as female, will do:

  • Know, use and shout your strengths.
  • Use a voice that has authority. If you are unsure if you can, emulate others or take voice/speaking lessons (For my voice—literal and figurative—I thank my mother (z”l) and James Payne, my high school speech teacher).
  • Use your body with authority when speaking. If you are able to stand, do so.
  • Be assertive and support other women.
  • Mentor up and down. (See part 2 of the newsletter for thoughts on mentors and mentoring from a variety of people all of whom I met through professional affiliations).
  • Call yourself a feminist. Refer to yourself and others as “women” not girls or guys or ladies. What we call ourselves matters.

Those who identify as male, please:

  • Check yourself and ask those with whom you work to check how you support women in the workplace, at home, in communities.
  • Call yourself a feminist by supporting ideals that are about respect and equity.
  • Promote women in the workplace.
  • Stop interrupting women and “interpreting” what they say! Praise their ideas; give back credit for ideas you may have presented as your own.

For our industry: 

  • Work toward greater Inclusion. That means inclusion in gender, gender identity, race, ethnicity, age, ability and economic status.
  • Don’t continue to start and stop initiatives until or unless they become part of the fabric of the industry. Once you set a goal to better the industry, keep working to reach it.
  • Check print and digital images and ensure equal and appropriate representation.
  • Set the standard for programs by partnering with GenderAvenger and like publications and programs and show others how easy it is.
  • Invite Rachael Van Horn to speak. She’s part of our industry and an example of a strong woman succeeding in a traditionally male profession.

Tell us more … about your experiences by completing the poll and commenting on the blog and within the comments on the second part of this newsletter.

What do you think can be done for women to gain equal footing at the least in an industry where we predominate but don’t get the pay and recognition we deserve?

And consider this: “Being a feminist is like being pregnant. You either are or you are not. You either believe in full equality of men and women or you do not.”

– Chimamanda Ngozi Adichie, author, recipient of a MacArthur Fellowship (“Genius Award”) and author of “Dear Ijeawele, or a Feminist Manifesto in Fifteen Suggestions.”

Related Reading From the March 2019 Edition of Friday With Joan

Click here to view additional content in the 03.01.19 Friday With Joan newsletter.

A Tribute to the Memory of Arlene Sheff and Others in the Meetings Industry

Originally published Meetings Today

A Tribute to the Memory of Arlene Sheff and Others in the Meetings Industry

(Note from Joan: This blog post is updated from the original version. Attribute some of the misinformation to my emotions and desire to ensure Arlene’s life was honored as quickly as possible. My thanks to Arlene’s and Richard’s daughter, Brenda, for setting the record straight).

Our world moves too fast. We rush from one meeting to another. From one crisis to another. From one believed crisis to another.

And while we rush, we forget so many who meant so much—family, friends, colleagues—who came before us. In our industry, though we have the EIC Hall of Leaders to commemorate people who were once honored for their contributions, few rarely visit to learn of the standard-bearers for our industry.

This list of industry advocates includes Bill Just, Bob Dallmeyer, Jack Vaughn, among the many honored who had such an impact on my life, and others, and are now gone.

Though she was never honored by the larger industry, many of us were influenced and taught by someone I loved and now have lost.

On Saturday, May 12, 2018, Arlene Sheff—wife, mother, bubbe, friend, colleague, mentor, teacher—the self- and other-described “Queen of Everything”—died. She was my early morning/her middle-of-the-night instant message pal for years.

We taught together at MPI’s Institute programs where we were once accused of conspiring or maybe it was colluding … on what, we never knew but oh the wonderful clandestine calls and laughter we shared!

Arlene battled a non-cancerous brain tumor and then it returned—stage 4 brain cancer that she hid from many—in October 2017. The initial brain tumor pushed her to more-or-less retire earlier than she’d planned.

She epitomized the phrase battled when it came to an illness.

She was a warrior, doing all it took in treatment, whether that meant eating a better diet or exercising regularly [Joan’s note: this is really what she told me! Brenda said Arlene did use a treadmill now and then! That seems more like it but I wanted to believe she was doing what I couldn’t!] which she came to sorta love, to live and live well.

Through it all, she continued to teach and participate in interviews for industry publications, as always, sharing her knowledge. When I told one of Meetings Today’s editors, Eric Andersen, that Arlene had passed away, what he said described Arlene to a “t”: “I interviewed Arlene at least once for a feature story and remember she shared a good amount of knowledge with me when I was just starting up with [Meetings Today]. She took the time to explain things more thoroughly when I mentioned I was new to the position and just learning the ins-and-outs of the industry. [I’m] sorry to hear about her passing.”

Even in retirement (do planners ever really retire?!), Arlene planned the bicycle trips for her sweet husband, Richard, and his group of bicyclist friends. Never riding herself, she ensured every detail was taken care of, worrying that even the smallest detail might be overlooked. OY! Such a professional!

Arlene would tell me about the holiday (you name it—she’d make it a holiday!) parties she’d throw for family and friends. She’d send photos of the outfits and costumes she made for her granddaughters. She kvelled at each thing the girls did.

And about her daughters, Brenda and Debbi, more kvelling!

Then the damn tumor returned and even then, robbed of so much, Arlene worked like crazy to regain movement and speech. She, Richard, Brenda and Debbi and so many friends did all in their power to make her well. But our prayers and energies and love just couldn’t. Many of us lost a dear friend. Richard lost his wife, his love, his partner.

Brenda and Debbi, both who work for aspects of our industry, lost far more—a mother on the eve of Mother’s Day and just months before a birthday for Debbi [Brenda reminded me that Debbi’s birthday is in July when I originally implied it was sooner. Let’s celebrate her then].

As I spent the weekend grieving and still grieving for Arlene, memories of others who have gone too young, too soon, flooded back. I thought of dear Michael Conod, my first Convention Services Manager (CSM) at the then-Omni Shoreham, who even after a diagnosis of AIDS made him so sick, would call me nightly so we could talk through Jeopardy and the contestants and what we knew that they didn’t.

Doris Sklar, planner for General Electric, for whom an IACC scholarship is named. Teller of “Zelda and Max” jokes so well that we called her “Zelda,” and who, with Jim Daggett, Keith Sexton-Patrick and me, received the first HSMAI Pacesetter Award in 1995.

Jim Fausel who died, oddly, on the same day albeit in a different year that Doris died, which is also Arlene’s birthday—October 18—a stalwart in the Society of Government Meeting Professionals (SGMP), who cared deeply about safety and helped begin an industry safety conference in Arizona.

Howard Mills, a founder of the National Coalition of Black Meeting Professionals, who was inducted into the EIC Hall of Leaders, and who helped me adjust to the first Events Industry Council (EIC, then the CLC) Board meeting to which we were both delegates.

Sally Karwowski, a D.C. planner, who died six years ago of breast cancer and who was the one in the D.C. Metro area who ensured those on the old MIMList (a meetings forum) got together once a month for the virtual-to-face-to-face lunches to learn more.

Rosie Ledesma-Bernaducci, the queen (sorry Arlene—Rosie gets a small “q”!) of pharma meetings whose life ended so tragically and without the ability of any of us to help her but oh the void she left in our industry and in our lives!

Laurie Meyer, who operated a speakers’ bureau and had finally taken improvisation classes and started doing stand-up comedy. I treasure the copy of a few of her routines sent to me before her untimely death.

Dan Krueger, “Boston Dan” to many on Facebook, who lived a complicated life and died an untimely death, who knew travel and transportation in and out and would do so much for each of us who asked for help.

And dear Stan Aaronson who was a friend and brilliant man when it came to everything related to production and AV, gone over too few months of a horrible cancer.

Before I close this blog post to share, with permission, the beautiful tribute Richard Sheff wrote about Arlene, I ask this of you: please share in the comments section below your memories of those who have gone before us who made a difference in your life and the life of our industry. Tell stories. Share humor they shared with you. Share appreciation.

Then remember to say thank you to those still among the living who are making a difference and are ensuring that we grow as an industry.

We say we are a relationship industry. Let’s prove it! My list isn’t even close to comprehensive of those I loved and lost.

Please add names so that we can have a memorial wall here.

I will, each year on the yahrzeits of those I loved, say Kaddish to commemorate their lives just as I do for my family of blessed memory.

Arlene, and each of you who have gone before, who set standards for us all in the meetings industry and in life in general, your memories will forever be for blessings. With gratitude for his love of Arlene and his words, here is Richard Sheff’s tribute to Arlene.

Dear Family & Friends,

Saturday, May 12th at 12:25 pm, we lost our Queen.

Arlene was my wife of 38 years, best friend, business consultant, legal adviser, event planner, Rabbi, travel agent, editor, parole officer, the love of my life, and the Queen of our family.

Long live the Queen.

Her reign was an all too short 71 years, 206 days. She was far too young to leave us. Arlene led a charmed life. Yet her zest for living and the body it ruled was in the end, no match for the universe of complications caused by brain cancer.

Shakespeare expressed it so well in Romeo & Juliet; it bears repeating:

“Death lies on her, like an untimely frost.”

“Upon the sweetest flower of all the field.”

Arlene was our family’s spiritual leader. She orchestrated the Passover Seder, purchased synagogue tickets and led us to prayer during the high holidays.

She became a loyal congregant at Shabbat (Sabbath) Services streamed live from New York City’s beautiful Central Synagogue. Watching this religious reality show on the big screen in our bedroom became a Friday night ritual for her. If you have a moment, I think she would appreciate hearing you recite Psalm 121 … it was her favorite.

A Song of Assents

“I lift my eyes to the mountains—from where will my help come?

“My help will come from the Lord, Maker of heaven and earth. He will not let your foot falter; your guardian does not slumber. Indeed, the Guardian of Israel neither slumbers nor sleeps.

“The Lord is your guardian; the Lord is your protective shade at your right hand. The sun will not harm you by day, nor the moon by night.

“The Lord will guard you from all evil; He will guard your soul.

“The Lord will guard your going and coming from now and for all time.

A complete biography of her life would fill the pages of a very large book. I’ll leave you with one fact you may not have known about the Queen … she was the best at everything she did.

When Arlene worked at Bridgestone Tire, she received the highest mark ever recorded on their “Tire Test.”

She studied all the English language practice exams at the DMV and memorized their study guide. Her test score was perfect. She was a knowledgeable instructor in her chosen profession and consistently received glowing reviews from all her students.

Her performance reviews at work were always “outstanding” and included bonus and stock option rewards. Her second grade report card—yes, I have it—informed her parents that she excelled at talking.

There’s no easy way to say goodbye. Arlene lived every minute well and she lived her life at the speed of light. She flew first class. Stayed in the nicest hotels. Applied her make up with artistic perfection and made sure her hair was stylishly quaffed.

Her cologne was divine and expensive. Her wardrobe, endless.

She was always in charge. She was the Queen of our family and we weep from this indescribable loss.

It’s been said that weeping is God’s antidote for sorrow. With time, that may be so. For now, I will continue weeping while battling the silence that fills our home.

Thank you for your cards and kind words of condolence. No flowers, please. If you want to remember Arlene in a meaningful way, do what she did … help fill the land of Israel with a forest of trees. This was always her way of honoring the departed. Order trees here.

May Arlene’s memory be an eternal blessing.

Richard Sheff

Marriott Planner Clash: What’s Commission Got to Do With It?

Originally posted Meetings Today Blog

Marriott Planner Clash: What's Commission Got to Do With It?

In Houston and Puerto Rico people are still homeless and without power. Though I have no statistics, I imagine some of those people are in the hospitality industry.

Flu is spreading around the United States and killing people; many cities are without shots or medicine or IV bags, the latter made in Puerto Rico.

Among those getting the flu are workers who don’t get paid sick leave and some, no doubt, work in our industry or the wider hospitality industry.

There is talk of war with North Korea that few take seriously.

Housekeepers and others in hotels are demanding “panic buttons” in cities where they are not currently mandated because of the attacks that are real and were documented in Time magazine’s “Person of the Year 2017: The Silence Breakers” issue and also noted in the January 2018 edition of Friday With Joan.

Wildfires, drought, floods and other natural disasters; refugees crowded into camps; the United States proposing to deport hundreds of thousands of people among whom we are certain are people who work in hospitality jobs.

All of these people and issues occupy my thinking.

With all that as a backdrop, let’s examine the extensive industry energy and conversations that are focused on Marriott’s reduction of commission from 10 to 7 percent for those who work solely or partially for commission from hotels.

It’s a greater amount of energy than I’ve seen directed toward the other issues.

First, some background and a disclaimer: I founded my meeting planning/consulting business, Eisenstodt Associates, LLC, in 1981 after working for an art museum, then full-time part of the year for a not-for-profit in D.C.

During off-time from the not-for-profit employment, I did contract meeting planning work for organizations in and outside D.C., my home base.

In all but one instance since then (when a client had already negotiated a rate with a rebate that would off-set fees from a third party and then hired my company), I have been paid hourly or daily or project fees from clients.

How did I determine what the source of payment would be?

When I started Eisenstodt Associates, LLC, I talked with others—there weren’t many “third parties” or “independent planners” in 1981—and all, except one, with whom I spoke said they worked on a fee-for-service payment system.

It was a model that made sense to me and didn’t present a conflict of interest, which proved to be a smart move in light of recent (and previous) events.

This blog post is not intended as legal or business advice.

It is opinion based on 40+ years in our industry and additional research. It is also based on my experience testifying as an expert witness in industry disputes and in a dispute in which I was directly involved, a situation where, had I not been paid fees versus commissions, there might have been a very different outcome.

Here’s that story, illustrative of the commission versus fee dilemma:

In 1984 I was a defendant in a case that involved a canceled and relocated meeting, the site selection and contract negotiation for which were done by an in-house planner at the time the site was selected. The judge found that, though the suit was against the group, me individually and my company, I had nothing to gain because I was not receiving commission or higher commission as a result of the move of the meeting.

Thus the cases against me and against my company were thrown out.

Because of that and other experiences, I have, for years, on the issue of commission paid to third-party/independent planners or companies from hotels and other industry suppliers, which is certainly not a new concern for our industry, engaged in discussions.

Most recently, on the issue of the Marriott commission structure change, the discussions have been across social media, in interviews by numerous industry publications—including Meetings Today for which I write regular blog posts that are featured in a newsletter—and in conversations with people on different sides of this issue including various third-party models, attorneys, hoteliers and DMOs.

In fact, the discussion around the “agency” model of commission pay versus fees has been one on the list of futurists and others as a model that is not sustainable.

It even contributed to the demise of many travel companies.

AND I get it—the anger and frustration … why a cut in one’s projected income is a blow, in any situation. And while I understand the anger, I think that we are long overdue in discussing the model and even more overdue in showing how our segment of the hospitality industry has changed and why the commission model as we’ve known it may be outdated.

Our industry has no standards of how one is to be paid; it has been left to individuals and their clients to figure out. Right, we cannot discuss specific fee-setting amounts. But the equity or appropriateness of commissions for varied levels of services is verboten except in private conversations … in hushed tones especially when it is verified that someone will pay higher guest room rates or other costs because others received commission. Thus we each negotiate the scope of work, time and fees with clients directly.

While the voices are loud over a change in commission for some, I also know that no one has fought for those of us who work for fees—who conduct training (being told that instead of an appropriate honorarium we should “do it for the exposure”), select sites, design meetings, negotiate contracts and provide site management—to be paid what we’re worth by clients versus depending on room pickup to determine what we earn.

Though I know I’m not alone, it appears others that share my experiences and views on the problematic commission payment model for third-party planners are a minority.

Or at least, other than in a few examples I’ve seen, many are not speaking up.

My objections to the Marriott commission brouhaha and boycott center on these key points:

1. Not all third parties are equal: I’ve seen the work of many who do site selection only and in fact, do only “lead generation,” and who are not providing other services such as contract negotiation, meeting management, on-site management, etc.

I know that not all third parties have contracts with their clients and thus are not protected or even smart in how they work. I know because I’ve seen it—and been told by many—that people are in for a quick buck for even just recommending a property and expect to be paid and have found that being paid by hotels is a far easier way than doing more, such as contract negotiation.

(An incomparable example from years ago on an industry listserv: planners would post asking for recommendations of properties and third parties would copy the request, put it on letterhead and send to hotels as if it were their client and expect and receive commission for the lead generation).

Of course, it’s not all and yet, it seems to be a growing number. Without standards of operation or adherence to industry ethics policies (see point 5), there is no regulation on how people operate.

2. Legal and tax implications: As noted above, in the lawsuit in which I was involved as a defendant and in ones in which I’ve testified, commission can clarify or cloud the outcome. If it appears that one is making more as a result of a commission because a meeting cancels and moves or one hotel is selected over another because the commission is greater, it can if not in fact, in appearance, be a conflict of interest.

In talking with a third party that accepts commission and then rebates some or all to the client, I was curious about the tax (and ethical and legal) implications for both parties. The initial recipient of the (usually) larger amount is taxed on that amount. Those to whom a portion of that amount is rebated, are taxed on the lesser amount.

It’s not “free money” in any case.

In talking with Josh Grimes, Esq., an attorney on the group side for our industry, he said: “In terms of the boycott, I suppose that planners can do what they want.

“But if they are going to ignore Marriott [properties] in favor of other properties that pay higher commission, then planners may have an ethical and legal (i.e., remember Sarbanes-Oxley – SOX – accountability rules?) obligation to let their clients know that they aren’t going to evaluate properties solely on the basis of what’s best for the client, but that planner compensation will also be a factor.

“The client ought to consent to this different way of sourcing properties.

“I remember the days when I did SOX presentations, when planners rejected any notion that some might choose one property over another based upon the amount of commission paid. I was told repeatedly that professional meeting planners would never let commissions be a factor,” he added. “It appears that something has changed.

Lastly, I fear that with the deadline of March 31, 2018, for contract signing (when Marriott will pay less commission to some third parties than they had been), there will be rushed, bad contracts. Is there anyone still in the industry who doesn’t know what happens when contracts are rushed?

“Do-overs” are not easy when the terms are not well vetted.

3. Professionalism: Some have said that by paying some third parties less it means we are not well-regarded as professionals. C’mon! We have, sadly, never been.

And though platforms of various organizations have demanded we work harder at getting a “seat at the table”, by demanding commissions versus the seat, we are demeaning ourselves into commodities not professionals.

4. Boycotts: When a number of groups, including some of the clients with whom I work (and PCMA pre-emptively for Texas), said they would boycott cities or hotel companies or cancel meetings over the anti-transgender aka “bathroom bill” or other like civil and human rights policies and laws, there was much pooh-poohing that we were hurting cities, hotels and workers who were most impacted.

Somehow the “Say No to Marriott”—or #SayNotoMarriott if you’re on social media—boycott movement that is entirely about finances is acceptable.

In the case of the principle of cutting commissions to all but a few companies, it may in fact be principle. It is not being positioned as such.

5. Ethical implications: One of the organizations at the forefront of the protest about this change in commission amount does not have an ethics policy for its members though I, a past Chair of ASAE’s Ethics Committee, offered to help write one and the offer was refused (If I’m incorrect and one was created, my apologies. I couldn’t find it. Please provide the link in the comments).

Excerpts from major meeting and event industry organizations’ ethics policies could impact how the boycott of one brand is perceived:

The CMP Code of Conduct/Ethics is similar to others. In the CMP Code it says:

“As a recipient of the CMP designation by the Events Industry Council (‘Certificant’), a CMP must pledge to…

“Never use my position for undue personal gain* and promptly disclose to appropriate parties all potential and actual conflicts of interest.”

MPI’s Principles of Professionalism says this in the first section:

Avoid actions which are or could be perceived as a conflict of interest or for individual gain*

PCMA’s Principles of Professional and Ethical Conduct has among its principles:

  • Respect the policies and regulations* of those organizations with whom I deal.
  • Refuse inappropriate gifts, incentives and/or services in any business dealings that may be offered as a result of my position and could be perceived as personal gain.*
  • Avoid any and all conflicts of interest* and advise all parties, including my organization, of any situations where a conflict of interest exists.

Emphasis is the blog author’s.

There are also ethical and business implications for those cities and properties marketing higher-than-Marriott’s new commission and the “woo-hooing” of such offers on social media. How sustainable will this be?

Will these offers be applied across the board to all third parties? What about groups that have internal planners and want a discount that would reflect what a commissionable agent would receive? Or want a rebate to equal what others might receive?

Or an internal planner who doing the same work a third-party might do believing they are due perks for the work?

I think the waters are being muddied even more with these offers.

6. Do what you say: I’m mainly looking at the third parties who have always maintained that they do not book based on what they make in commission and instead book based on what is best for the client. If one rules out an entire company—or is it the ownership of hotels or the management companies as well as the brand?—because the person or company booking isn’t making enough, then can this be true?

7. When other hotel brands or owners follow suit: What then? Will there be a boycott of all brands? Will only brands—or owners of particular hotels who agree to pay the highest commission be considered?

Can a sustainable business model for brands and owners be groups who use a commissionable agent plus a housing company that receives a share of the room rate plus groups who want rebates to off-set their costs plus concessions that, in fact are not “free” but have a dollar value? When and where will it stop?

I understand economics and earning a living and the arguments in favor of the “trickle-down” effect as it relates here—those who don’t earn more can’t employ others or spend more to grow the economy. But where then, is the outcry for a higher minimum wage for those in our industry, especially for back-of-the-house workers and servers?

Some have cited the new U.S. tax laws and Marriott’s profitability as a reason they should pay third parties more or at least what they were paying. Why should commissionable agents receive more than those doing the, literal, heavy lifting in hotels? Or is it that some want everyone paid and the owners and brands to take the hit?

Could Marriott have handled this differently?

You betcha! IF instead of a letter sent without, it seems, warning, there had been conversations (which it appears there were not or at least not that anyone is disclosing) with large and small third parties to discuss this.

IF owners (where is AHLA’s voice?) were saying what we think they must be—that they are demanding greater ROI, would that matter to the protesting voices?

Or is this back to let them take the hit—they are getting tax breaks?

IF this had been applied across the board and not exempting four companies, who have allegedly been granted an exclusion from the commission cut until 2020, would it have been more palatable?

IF those 4 companies said “whoa—let’s do this across the board versus just for some” because “what’s good for all is best for the industry” would this have been more acceptable?

Is it that those who are contractors for some of these companies, especially among those exempted, and groused before about their smaller share of total commission and now will get even less, adding fuel to this fire?

Is a boycott for financial reasons for oneself now Kosher?

Really. I am trying to understand all the different viewpoints … and how the focus is so much on this issue and not on, say, Puerto Rico and the suffering of so many including many in our industry. I’m seeking answers and ethics versus rancor.

I know this is a tough topic and that you may want to contribute comments and prefer to do so anonymously. Comment below and if you prefer to comment anonymously, please send your comments to me at FridayWithJoan@aol.com and I promise to add to the discussion here and to ensure your privacy by, as always, not disclosing your identify to anyone.

Finally, here are some additional resources for planners to consider when confronting issues of ethics, payment and more:

How to Network and Ethically Do Business in a Relationship Industry
https://www.meetingstoday.com/Blog/PostId/306/how-to-network-and-ethically-do-business-in-a-relationship-industry

‘Ethical Negotiation’ – An Oxymoron?
https://www.meetingstoday.com/Blog/PostId/288/ethical-negotiations-an-oxymoron

What’s Wrong With Hotel Contracts?
http://www.meetingstoday.com/newsletters/friday_with_joan/2016_08_05.html

Seven Keys to Hotel Contract Success
https://www.meetingstoday.com/Magazines/ArticleDetails/RegionID/0/ArticleID/28848

Is the Meetings Industry Corrupt?
https://www.meetingstoday.com/Blog/PostId/191/is-our-industry-corrupt

When Laws and Meetings Collide: Go, Stay or Boycott?
https://www.meetingstoday.com/Blog/PostId/280/when-laws-and-meetings-intersect-go-stay-or-boycott

Contracts: Accommodations (Meetings Today Webinar)
https://www.meetingstoday.com/News-Events/Event-Details/ItemID/4093

Contracts: Critical Clauses (Meetings Today Webinar)
https://www.meetingstoday.com/News-Events/Event-Details/ItemID/4091

4 Ways to Strengthen Your Negotiating Skills

Originally posted Meetings Today

“Unless you wake up in the morning with a script next to your bed and on that script is everything you’ll say and do and everything those with whom you will interact will say and do, you’re doing improv(isation).” – Izzy Gesell*

Hold that thought.

Because right now, December, it’s that most awful time of the year (sorry Mr. Pola and Mr. Wyle—you did it better), when groups and hotels, in particular, are champing at the bit to get year-end contracts signed.

Sadly, when negotiations are rushed—whether month or quarter-end or in particular, year-end—they are negatively impacted and we end up with a product (contract) that may or may not reflect the intentions and understanding of the parties to the contract(s). Ideal negotiations involve patient listening and responding that moves the discussion forward in a productive fashion.

Added to the complications of rushed negotiations are the phrases “It’s our policy” (or “It’s not our policy”), “No one’s ever asked us/wanted that,” “I have to have that or we can’t sign,” “You’ll have to talk with legal or procurement or revenue management [you know, the Great and Powerful Oz!] and we don’t have time” and “If you don’t sign by (date), you’ll lose the whole deal.”

It’s as if everyone is scripted to say what they are told to say—the “Stepford Negotiations” perhaps we can call them!—and we do in fact revert to script versus listening and responding to what is being said. And as I learned from Izzy Gesell, none of us wake up with a script for who will say what and when.

*Gesell’s quote is paraphrased at the start of this blog.

I had one of those awful negotiations this past spring—one of the most miserable experiences ever … and in a 40+ year career, that’s saying something!

Sadly, because of the antagonistic attitude of the vendor parties (not my client but those with whom I was negotiating on their behalf), all my improvisation training and knowledge went out the door! Stress, because of critical issues and deadlines, can get the better of even the most experienced of planners.

This is the first December in years, kinehora, when I’m not faced with contract deadlines (Thank you, dear clients!). There are of course, other deadlines and the usual year-end workload when everyone else seems to be mentally or physically away (out of the office messages abound!), but no contracts … so far!

For many of you, the deadlines loom and it’s not really Dec. 31, is it? It’s more likely Dec. 20 before everyone leaves on vacation. Take a deep breath and read on. This blog can help you now and for future negotiations.

In numerous discussions on social media and elsewhere with colleagues, and in training I’ve conducted for classes in the industry and for a risk and contracts class for the University of North Carolina-Charlotte, the issues of how best and what to negotiate are always part of the conversation. How much can we get? What do we ask for? What are the hidden charges? (For this one, if you haven’t, tune in to the free webinar that Kelly Franklin Bagnall, Esq., and I presented for Meetings Today in October 2017).

What’s covered in force majeure protection? If concessions are first on our list of needs, are we getting enough? And on and on.

[If you are interested in receiving a checklist of items I think are critical to consider during negotiations or to include in a contract, email me at FridayWithJoan@aol.com and put “Negotiations and Contract Checklist” in the subject line. I’ll send you the checklist I use to develop contracts and for teaching others.]

What is usually taught in our industry about negotiations is to prioritize what is needed including the meeting content and delivery needs for the group and to present the group’s needs in an RFP, and for the vendor or facility to provide a proposal (often called a contract and, in my opinion, too often signed as is with no negotiation or counter-offer).

The how of doing so—negotiating—is written about in many books and online articles. For me, the best training I ever received was when I took my first improvisation class after, a few years prior, a dear friend (Librettist James Racheff) tried to teach me improv saying it was a tool that the business world needed. I confess to being too self-conscious to let go and really learn. But the improv bug had bitten. When another opportunity arose, I grabbed it and signed up for two improv classes at the International Association of Facilitators conference. I told everyone I’d signed up so that I wouldn’t back out!

I was still convinced that improvisation was “Whose Line Is It Anyway?” or Second City—as many still do—and I sure didn’t want to be on a stage no matter what my great high school speech teacher, Jim Payne, thought!

Facilitation and improv classes have taught me numerous lessons.

The two most important are to say:

  • “Tell me more,” a classic facilitation phrase that moves a conversation forward while getting the information needed.
  • “Yes, and…” versus “Yes, but…” Izzy Gesell and Bob Korin detail more about these in the Friday With Joan sidebar. “Yes, and…” carries the conversation forward and, in negotiations, acknowledges one’s own needs and wants while learning of and acknowledging the needs and wants of the person with whom you are negotiating.

When I think about successful negotiations, I realize how much the parties to the negotiations use improv to make them successful. And I know that the least successful of negotiations are the foot-stomping, my-way-or-the-highway ones where there is no give and take, all “Yes, but…” versus “Yes, and…”

Here then are four specific ways—and a bonus precursor—to better, more successful quality negotiations and ultimately, contracts:

  1. Determine what you need, want and must have and detail those in writing in an RFP.
  2. Ask those with whom you are negotiating for their needs, wants and must-haves.
  3. Acknowledge each other’s needs, wants and must-haves, whether it’s wording (not just because “legal said so” or “we’ve always done it that way”; more because it makes sense in the context of the business), terms and conditions (specific numbers and dates versus percentages and days out), and all the other specifics that the parties discuss and agree to.
  4. Move it all forward with “Yes, and…” and acknowledge at the start of the negotiations that those with whom you are working will help to keep the language in use.

Bonus Advice: take improvisation classes and practice the tools you learn. They work in all relationships and business dealings. And they allow you to laugh at yourself when you say something unintended so perhaps that’s a double bonus.

9 Universal Truths About Our Industry

Originally posted on Meetings Today Blog.  Sidebar refers to that publication

Universal Truth 1: “Der mentsh trakht un got lakht.”

This Yiddish saying is widely translated as “Man plans and God laughs,” or further considered to mean, “Humans plan and the universe laughs.” Sounds like a universal truth about what we do for a living as meeting and event planners, doesn’t it?!

Most of us in the meetings industry consider ourselves to be so detail-oriented and precise. How could anything ever go wrong after countless hours of preparation, right?

I’ve always wondered about the influence of the universe on meetings and events. I mean, really—what about the storms that pop up when you’ve planned the perfect outdoor event? Or the client who, after you’ve done so much work on selecting a site for their meeting, changes the whole program? And I wonder if there are “universal truths” for what we do in an industry* we all refer to differently.

First, I had to gain a better understanding of what a “universal truth” is.

Truth is considered to be universal if it is valid in all times and places. In this case, it is seen as eternal or as absolute. The relativist conception denies the existence of some or all universal truths, particularly ethical ones (through moral relativism).”

— Quoted from the “Universality (philosophy)” Wikipedia entry.

My reading about “universal truths” was extensive and you, I hope, will search more and consider what the term means for and to you and in your life. Through this blog, I’ll share my personal and professional universal truths; in this month’s Friday With Joan sidebar, you’ll read how many more “universal truths”—from here, often abbreviated “UT”—there may be for our industry, including what our industry is called*!

For most Friday With Joan newsletters, interviewing others is pure delight. Especially for this one, interviewing many of whom I’ve known and learned from and with for many years, gaining their perspectives of our UTs from a broad industry* was even more eye-opening, and allows us all to see possibilities that might not have occurred to us before.

This interview provides background and thoughts that you might not have known about me and may be of interest whether you’ve been in the industry for years, are new to the industry or are just starting to consider it.

Q1Why write this now?

Joan’s (JE’s) response: If you’re reading this on May 5, 2017, publication day, I’m just days away from a “major” (to me) birthday … which means either a “0”, a “5” or a “9”. With this blog post and a Friday With Joan newsletter coinciding with the occasion, and knowing I’ve lived certainly more than half my life and that of that life, more than 45 years have been spent in the meetings industry*, the editors and I thought a bit of Q&A, with sources unidentified, would make for a fun sidebar—if you can put names to each of the categories and send to me, I’ll award a prize for whomever gets them all right or at least the highest percentage overall!—and here with me might show the diversity of paths as a guideline to others.

More, I see our broad industry changing in many ways, such as with the growing belief that technology will solve all of our problems. Tech advancements impact everything from how we communicate and meet to the ways we deliver information, allowing connections we never imagined, except for in our “Buck Rogers-admiration days.”

Instead of paying travel costs for our speakers or to better accommodate conflicts in schedule, we might choose to bring them in via hologram. And it doesn’t seem too far-fetched to think that robots might one day staff the front desks at most, if not all, major hotels, resulting in the loss of an important entry-level role in hospitality. See the sidebar for more on the importance of the front desk to many careers.

Despite all of these “advancements” in hospitality and meetings, there are still a number of UTs that I believe will continue to hold true in our industry, regardless of technology.

Q2: In considering what a UT might be, it occurred the reasons given to the question “Why do you want to be a meeting planner?” might contain an answer. What is said and has been for years among those asked: “I love people. I’m great at details. I love to travel.” Are those then the universal truths of our industry?

JE2: I didn’t want to be a meeting planner and I tend to be uncomfortable in large groups of people. I’m good at word details but not all meeting details (I can do it but don’t love it), and travel? Feh! Born in Dayton, Ohio, to working-class and working outside-the-home-parents (now both of blessed memory) and into a neighborhood first economically and religiously diverse, and later, partly through my parents’ efforts, racially diverse, I am the proud product of public schools. A curious child who loved to read, an empathetic child and teen who wanted to fix the world, the options that I thought were open to me professionally were teacher, nurse, secretary, wife and mom.

Pictured below: One of my favorite pictures of myself back in the early days.

Q3: What do you think set you on the path—or destiny—to meetings and events?

JE3: I first organized events in the ’50s, creating street fairs to raise money for polio research when a neighbor, one of us who were in the test group for polio vaccines, contracted the disease. In high school, my activities included YWCA Y-Teens and statewide conferences of other young women, and the Dayton Junior Human Resource Council.

Later, stints as a volunteer for public television, where I was responsible for coordinating solicitation of items for on-air auctions, and at an art museum where we held museum-wide visual and performance art events, clearly put me on this still-unknown-to-me path.

Q4: What about formal education after high school?

JE4: It was expected I would go to college. I applied to only two schools. Accepted at both, I chose Drake University in Des Moines, Iowa, because (beloved to this day!) James Payne, my high school speech teacher recommended it. He wanted me to go into theatre and Drake had a great drama department. Financially it was impossible: I typed papers and did others’ laundry to earn money to pay tuition. More, educationally, at Colonel White High School in Dayton, I’d been spoiled by Mr. Payne in speech who pushed me to be a better teacher and trainer; by Lenore Clippinger (now of blessed memory) who allowed me and others to sit on the floor of her English Literature class—my first exposure to learning in a different setting; to the still amazing and beloved Civics teacher, Stanley Blum, who put our chairs in a circle in class and invited us to his home to talk about current events; and to the artist, Bing Davis who allowed me to sit in his art room instead of the boring-row-on-row study halls. I thought college learning would be interactive and involving, experiential … not memorizing facts to spit back for tests.

It was not a good fit. I quickly learned that I was a life-long learner—that my curiosity and love of reading would ensure I was educated more if it were not in a school setting.

I learned later, of course, that meetings were one more form of “classroom” setting and decided I’d work to change those settings. For his work in this area, I’m grateful forever to Paul Radde, PhD, for his research and the book “Seating Matters”.

Universal Truth 2: The influences of your day-to-day life will give you clues about your passions and how you can use them.

Q5: Then what?

JE5: I moved back to Dayton to work at the local newspaper in advertising, at my old elementary school as a teacher’s aide, and volunteering for a nationwide organization as a spokesperson for optional parenthood on radio and TV and in organizing conferences with the likes of Hugh Downs, Isaac Asimov, Stewart Mott, Ellen Peck and others as guests. Exposed to a bigger world, I decided to leave Dayton and move to D.C. after just one visit to our nation’s capital. I’d interviewed for and didn’t get a job as a volunteer coordinator prior to moving. I moved to D.C. July 1, 1978, with no job and no apartment but a place to stay for a short period of time.

While interviewing for jobs (hearing “you have too much experience” for this entry level position; “you have too little experience” for this senior level position) I volunteered at the association at which I wasn’t hired. I spent time in the newly designed by I.M. Pei [who just celebrated his 100th birthday] East Wing of the National Gallery to cool off and to, just as I did in Bing Davis’ class, gain inspiration from art.

One day, the executive director at the association where I’d not been hired as a volunteer coordinator, called me in and suggested I was a “meeting planner,” a term I’d never heard, and offered me an opportunity to help them design and execute their 10th anniversary with an expanded annual meeting. I said yes.

Universal Truth 3: Read and learn. Resting on one’s educational laurels is not enough especially in a world and an industry* that changes and is changed minute by minute by internal and external factors.

Universal Truth 4: Listen to what others see in you. They are often right and will provide opportunities.

I eagerly embraced this opportunity and discovered, through a colleague from earlier volunteer experiences, the existence of MPI—then “Meeting Planners International,” oddly headquartered in Ohio just miles from where I’d left for D.C.

At my second Chapter [PMPI] meeting, me, a strong MBTI Introvert (an INFP), hugged the walls until the late and dear, Bill Myles, chair of the membership committee greeted me with “Hi! You’re new here. Want to join my committee?”

Universal Truth 5: Say yes to opportunities to volunteer to expand your network of people, ideas and learning. Take advantage of all that there is in the industry and your community to do to meet and expand skills in a safe environment.

During the next years, I joined other committees, was elected to the Chapter Board, to the Chapter Presidency, to the International Board and became involved in PCMA and GWSAE (once our local affiliate of ASAE).

Yes, it was hard work. Remember: this was still when we used typewriters, telephones and answering machines! (Isn’t it fun to make oneself sound ancient?!).

Oh, and I started my own consulting company in 1981, in the corner of my studio apartment, with an IBM Self-Correcting Selectric Typewriter, a filing cabinet, desk, phone and answering machine.

Universal Truth 6: If you come from an entrepreneurial family, which I did, or seek out entrepreneurs, learn from them and their experiences.

Understand how you work best—with others or alone? Collaboratively sometimes and at other times, quietly alone? Being a consultant—the term “independent planner” is still used by some; “third party planner” by others but not a term I favor—and working on one’s own is not for everyone. And it’s not necessarily the answer to what to do between jobs.

It should be a commitment to you and your clients.

I have always worked hard at learning more and becoming stronger in specific areas. As an example—in 1984, a client, my company, and I, individually, were sued because the client canceled a meeting. During this experience, I learned more (thank you, Jeff King, Esq., at the time the attorney for the CLC now EIC) about legal issues. That led to opportunities to testify in the industry as an expert witness which I continue to do.

Universal Truth 7: Our industry and the contractual issues with which we deal are complex. It is best to learn more and have an attorney on call to assist. This truth is not going away.

Q6: We know you as a trainer/teacher/writer/mentor as well as consultant. How did that happen?

JE6: Opportunities presented themselves to write, teach, facilitate process, and work in ways that I never considered when I first fell into—or was predestined to be in—this industry*. With each opportunity came a fast-beating heart and uncertainty that I could really do what was asked. I’m not sure what drove me though as I look at my Strengths, I think they show clearly who I am and why I do what I do. Were it not for Bob Dolibois, Tony Rutiggliano, and Dave McCann, Tyler Davidson, Mary Parish, and Eric Andersen, I’m not sure I’d have moved so deeply into the areas that clearly fit me. Thank you all.

Q7: You’ve been recognized by many with awards and other honors. Did that propel you to keep doing more?

JE7: I’m smiling—one of my first national honors was from MPI as “Planner of the Year.” On the night I received that, an industry veteran came over to me and said “Well, I guess you won’t volunteer more now that you’ve gotten the honor” implying I did what I did for recognition. Nope, that was in 1990 and 27 years later, I’ve not stopped!

The honors have been appreciated—CIC (now EIC) inducted me into the Hall of Leaders; PCMA as Teacher of the Year and, much later, PCMA’s Foundation recognized me for lifetime achievement recognition as an educator, to date the only non- full-time academic to be so honored. The International Association of Conference Centers (IACC) honored me twice—first with the Pyramid Award for contributions to education and then with the Mel Hosansky Award, an honor I treasure because Mel was such a mensch and great industry writer and publisher. And HSMAI included me in the first class—with Jim Daggett, Keith Sexton-Patrick, and the late and wonderful, Doris Sklar of Pacesetters. There have been others and yet, I don’t work for honors. I work because I believe in ability to bring people together to solve problems, learn and enhance their lives.

Universal Truth 8: If you volunteer only for resume credit or a potential honor, think again. Consider what you can contribute back to strengthen our industry and how we are seen and what meetings do to strengthen the world.

Q8: So now what? You’re at an age when many—in other fields—retire. In fact, a friend of yours, a CPA, was required by what was once one of the “Big 8” accounting firms to retire at 62. Why haven’t you and will you soon?

JE8: Oh there are days on which I’d like to “retire”—to read and discuss what others are reading; to stay in bed a bit later and not have deadlines for contracts and presentations; to not travel with all the ensuing hassles now that I have some health issues that make it all a bit harder. But why retire when there is still so much to do in this industry and the world? Why retire until we stop setting chairs in straight rows and while there are still all male panels at industry events? Why retire when there are laws (like in North Carolina, Texas, and elsewhere) that impact the rights of those who come to meetings and work in our industry and communities? When climate change must be fought because some of our favorite cities for meetings are sinking?

As I looked at those who I randomly chose to interview for the sidebar, I was surprised at the ages and the lack of full retirement of only a few, even the oldest who is nearly 90! We need history to not repeat and we need future thinking to move us ahead. Perhaps, then…

Universal Truth 9: Together we can change the world through gatherings of people and to do so we must have those who are committed to coordinating the content, technology, venues, and all aspects of those gatherings be they meetings, marches, rallies, special events, tradeshows, or just a meeting of two over coffee.

*You’ll see that some call this the “hospitality industry,” others “the meetings industry,” and depending on the segment in which they work, tradeshows or exhibitions.  My preference is “meetings and hospitality” because that’s where I am and what’s understood. I wonder if we need a new term that encompasses some universal truths!

What’s your Universal Truth about your work and our industry?

Click here to view additional content in the 05.05.17 Friday With Joan newsletter.

 

What’s on Your Ballot?* VOTE Nov. 8 – Our Industry Matters!

Originally posted Meetings Today Blog

What's on Your Ballot?* VOTE Nov. 8 – Our Industry Matters!

What’s on Your Ballot?* VOTE Nov. 8 – Our Industry Matters!

“Within the last decade, the travel industry has experienced tremendous change and has been dealt various struggles and challenges. Many of these have played out in the political realm. As another election approaches, we all need to be informed as to where the candidates stand on issues important to our industry and how referendums on the ballot may affect us—whether positive or negative. This is also an important time to engage in the civic conversations. Members of our industry need to engage candidates before the election and inform them of the powerful economic impact and job creation our industry provides to thousands of communities throughout the U.S., and equally as important, the effects of various policy proposals. They need to know the travel industry constituency is one they cannot ignore.

Waiting until someone wins an election is often too late. Their priorities may already be set, their views already formed. I would encourage everyone to participate to the level they can starting with voting. Nothing is more important!”  ~~ Don Welsh, president and CEO, Destination Marketing Association, Intl. (DMAI).

My first vote was on my birthday during the 1968 Ohio Primary (It’s OK to do the math!). Before that, as a child, accompanying my parents when they voted, the magic of the voting booth—then a booth with a curtain and levers, something I miss—was a remarkable experience. In a family where, if you read my Sept. 26, 2016 blog you know news and reading were a daily part of our lives, politics and elections were always discussed.

Voting, my parents instilled in me, was the most sacred right we had which was especially stressed by my Dad (of blessed memory), who’d fought in WWII, and both parents fought block-busting and worked for civil rights. Knowing the issues and candidates was a subject of dinner and other conversations. Political conventions—when they were more than “made-for-TV” events—were looked forward to and watched well into many summer nights.

This year, the U.S. faces a contentious presidential election, the outcomes of which will impact our lives and our industry for years. I read and hear many people say they won’t vote at all because they don’t like either of the two major U.S. Parties’ candidates or the two third party candidates. More, I hear Millennials are not as concerned about voting. My friend and colleague, Charles Chan Massey said:

I’ve been registered to vote since I turned 18 and have never missed an election yet. This year more than ever it’s important to vote AND to elect progressive leadership at the national, state and local level. Politicians in conservative states (or in some cases, in states that are not necessarily conservative, but have been made so by voter suppression laws and gerrymandering of voting districts) have begun enacting laws that are beginning to directly impact the meetings and events industry. If we allow the pattern to continue who knows what will happen not only to our industry but to our very way of life? I for one don’t want to find out and encourage everyone to vote AND to vote for progressive candidates and issues.” ~~ Charles Chan Massey, founder and CEO, SYNAXIS Meetings & Events, Inc.

Not voting? To me it’s not an option. This letter, written in 1962 to President John F. Kennedy about voting rights, is indicative of why we should cherish and exercise our right to vote. For African Americans and women in this country, the right to vote was hard fought and though we thought it was won, there are still many states where voting rights are far from secure (Suggested: Google or other alerts for “voting rights” to become more aware of voting issues around the United States).

“Dr. Martin Luther King, Jr. once said, ‘Our lives begin to end the day we become silent about things that matter.’ Elections matter! I get frustrated and disappointed when I hear people say that they are not going to vote because they ‘don’t like either candidate.’ Throughout their young lives I’ve discussed with my five children the electoral process and reinforced that voting is not only a privilege, it is an obligation that we have as citizens of a free democratic state—a right that our forefathers gave us and many Americans have sacrificed to protect. And as important as the selection of our next president is, a general election has implications on so many other offices and propositions at the federal, state and local level that we need to educate ourselves on those issues and vote on them. I encourage you to exercise your right to vote and help shape the future of our great country.” ~~ Paul M. Van Deventer, president and CEO, Meeting Professionals International (MPI).

I’m with Paul on this; I hope you, readers, are too.

To prepare for writing this blog and newsletter, I began collecting “down ballot” (non-Presidential) issues that impact our industry. It’s not been an easy task! When I asked a number of industry associations if they collected ballot issues for the U.S., I got unequivocal “nos”—they did not have lists. That became (more) surprising when I learned that one CIC member, in particular, is working to influence an initiative in Seattle (I-124) about which you can read at the links in the second part of this October 2016 Friday With Joan newsletter.

I also solicited from a number of Convention Industry Council (CIC) member CEOs, and others who influence our industry, statements about why people should vote. My deep appreciation to those who provided the statements you can read interspersed throughout and at the end of this blog as well as that from Don Welsh, CEO of DMAI, with which this blog leads.

Consider that without exercising the right (and privilege) to vote—if you’ve not registered and missed 9/27/16 Voter Registration Daycheck here to see if your state or territory, or if you are an American living abroad, allows registration when you read this or same day as voting registration—you are missing an opportunity to influence the laws that impact you and our industry.

Our industry has been hit hard because of misperceptions about meetings (remember the “AIG effect”? “Muffingate”? The stress on government planners during the Congressional hearings? HB-2 in North Carolina and other like bills?). We can do more!

Throughout the years, the meetings industry has been vocal in its complaints about laws which make communities inhospitable. As members of the hospitality community, we have a duty to vote, to prevent the adoption of such laws and to ensure those who advocate them are not elected to positions of power. As an example, the State of North Carolina is now suffering the devastating economic consequences of its adoption of laws which would further discriminate against the LGBT community. In all of the many states in which similar legislation is being considered, and in the many states in which discrimination against members of the LGBT community – in employment, housing and access to service in restaurants and stores – remains legal, we must vote to make our voices heard. Little is changed by complaining. Everything can be changed by voting.”  ~~ Steve Rudner, managing partner of Rudner Law Offices, exclusively representing hotels and resorts.

Voting in national and local elections is one of the greatest responsibilities we have as citizens. SGMP’s hope for any election results is that there will be continued support and understanding of the importance of education and conferences in the government sector. We encourage members to be aware of legislative or ballot issues that may affect their meetings.” ~~ Michelle Milligan, CGMP, Society of Government Meeting Professionals (SGMP) national president.

If you think that every vote doesn’t count, it does. Thanks to Mental Floss for this great information.

This year, each and every vote is essential. I think people acknowledge this on some level, but it’s hard to say whether that will make people actually get out and be part of the turnout we so desperately need to see. The way I see it, it’s not just about who will be the next president (although that is a really BIG deal!)  Our choice in November also has the power to impact many state and local decisions to follow. Among the ones that concern me is legislation that adversely impacts how people are treated in our own back yards. I am deeply and personally opposed to the creation of laws that permit or even give the appearance of tolerating discrimination. With my association “hat” on, these types of laws could also cause serious harm to our meetings and conventions business by creating an unwelcome environment for convention sponsors and attendees. I hope that people who support and are passionate about diversity and inclusion will use their votes this November in ways that not only move our country forward, but also encourage fair practices and discourage discrimination in any form.”  ~~ Susan Robertson, CAE, EVP, American Society of Association Executives (ASAE) and president, ASAE Foundation, and CIC chair-elect**.

As a fourth-generation Washingtonian [the DC Washington], and one whose family had incredible debates about all political issues (any opinion was allowed), the importance of being informed and involved was always stressed in my family. In fact, my uncle ran for Congress a few years ago. 

My parents instilled a strong sense of citizenship and always stressed that we are responsible for our leaders and their results (or lack thereof). I received a degree in government and politics from the University of Maryland and interned for a political organization, then worked on Capitol Hill. I began my work in government relations and soon learned the value of organizations and the expertise they lend to our political process. We know that by being engaged, we can affect great outcomes and help design the future of our country. I am able to help my NACE members because of my government experience and am excited to see the work we accomplish within the Convention Industry Council as well.”  ~~  Bonnie Fedchock, CAE, executive director, National Association for Catering and Events – One Industry. One Association (NACE), and chair, Convention Industry Council**.

Here’s what you can do:

1. Register to vote if you’ve not done so, and ensure your co-workers, family and neighbors do too. Take our poll so we can see the power of the hospitality community.

2. Learn the issues and positions of local, state, and federal candidates. Share those issues in the comments section. If you are a voter from another country, in the comments to the blog add to the issues I’ve provided and tell us with what you are contending politically that could impact our industry (I hope everyone is keeping up with Brexit and the implications).

With thanks to colleague, friend, and former client, Karen Galdamez at COST, for this great resource to track tax and other ballot issues. Remember: where you hold meetings may not be where you vote and knowing—especially if you didn’t contract for a hotel or convention or conference center to tell you about increased taxes after a ballot or city council or state initiative—what you’ll pay is critical to your responsibility as a meeting professional (This does not let hoteliers and other suppliers off the hook! Let your clients know if there is an increase in taxes or service charges or other laws that could impact meetings).

Subscribe to the Business Journals for the cities in which you have contracted or are considering meetings. And get alerts for topics that include “hotel taxes,” “tourism taxes” and “infrastructure,” all of which impact our meetings.

3. Contact your member of Congress or a city council member or state legislator who might not know the value—financial and to the health and education of people—of meetings and our industry. On Meetings Mean Business’s Global Meetings Industry Day and at other times, do more than celebrate meetings. Reach out to the U.S. House of Representatives and US Sentate on important issues that affect the industry.

4. Share this newsletter and talk about the issues with co-workers, colleagues, family, neighbors and friends.

5. Vote on November 8. If you know someone who doesn’t have a way to get to the polls, offer to take them and then do so, or help them get an absentee ballot. If you have a meeting on November 8 or it’s a travel day, remind expected participants and exhibitors and sponsors to vote prior to leaving for your meeting. Consider having a viewing room on Election Night for those who want to be with others to watch.

6. Read these closing comments from our industry leaders and take them to heart. They’re voting. You should too.

The election cycle is essentially a series of face-to-face meetings and events that come down to one final in-person experience – casting your ballot. These national, state and local elections will influence regulation and/or legislation that could positively or negatively impact face-to face-meetings and our industry. As a representative of the Meetings Mean Business Coalition, we urge everyone to exercise their right to vote and be heard on November 8th. Because the most important moments and decisions are worth meeting about.” ~~ Michael Dominguez, CHSE, co-chair, Meetings Mean Business Coalition; SVP and chief sales officer, MGM RESORTS INTERNATIONAL.

As a member of the travel industry, you should vote to make your voice heard at the local and national level. The $2.1 trillion travel and tourism industry is truly bipartisan and positively affects every Congressional district in the United States. No matter who wins the White House this fall, one thing is certain: travel works for America. It’s why we will continue our work with policymakers at all levels to ensure that travel is secure, accessible and efficient.” – Roger Dow, president and CEO, U.S. Travel Association.

I encourage everyone to make sure their voice is heard when it comes to any type of election of ballot. I, too, believe that active participation in any democracy is an important right and responsibility that we all have. Thanks to you for continuing to ‘being a vocal conscious and advocate’ of the meetings and events industry.” ~~ Robert A. Gilbert, CHME, CHBA, president & CEO, Hospitality Sales & Marketing Association International (HSMAI).

As the final countdown to Election Day is upon us, now is the time to take a stand and support candidates at all levels of government—city, state and federal—who will advocate on behalf of hoteliers. The stakes are higher than ever for the hotel and lodging industry as new legislative and regulatory opportunities and challenges continue to emerge. With one unified and powerful voice, we can define our industry and your involvement is critical to these efforts. We encourage all of you to get out the vote and support candidates who will make our industry stronger.” ~~ Vanessa Sinders, senior vice president, government affairs, American Hotel & Lodging Association (AH&LA).

Our constitution gives us the right to participate in our destiny. Yet, bad officials are elected by those with best intentions, but don’t vote. If you want your voice to be heard, use your vote; it is one of your most powerful possessions.” ~~ Deborah Sexton, president & CEO, Professional Convention Management Association (PCMA).

*With apologies to Samuel L. Jackson and the company for whom he does commercials for the title of the blog.

**Susan Robertson and Bonnie Fedechok are not speaking on behalf of the Convention Industry Council. Their CIC positions are there for informational purposes only.