Add Speakers

Events > Speakers > Add Speakers

Add a Speaker to an Event in NetForum in order to record and track information about the Speaker and their relationship with the Event.

Note: A Speaker must have an existing Individual record in NetForum before the Speaker can be added to an Event.

There are three ways to navigate to an Add - Speaker page:

• Via the Add Speaker Group Item Link
• Via the Event Profile
• Via the Session Profile

This topic covers the steps to add a Speaker to an Event for each of the options listed above.

Add a Speaker Via the Add Speaker Group Item Link

1. Go to Modules>Events>Speakers>Add Speaker. The Add - Speaker page opens.
2. Use the descriptions in the tables below to enter information:

   General Speaker Information

   Field Name	Required?	Description
   event	Required	Select the event from the drop-down list.
   speaker	Required	Type the first few letters of the speaker's name as it appears in the Individual record in NetForumto see a list of matches, or click the Look-Up button to go to the List – Individual page.
   speaker organization	Optional	Select the Organization the Speaker is associated with.
   title	Optional	Select the Speaker's title.
   bio	Optional	Enter biographical information for the Speaker.

   Speaker Information

   Field Name	Required?	Description
   speaker type	Optional	Select the speaker type.
   confirmation status	Optional	Enter the confirmation status.
   area of expertise	Optional	Enter one or more areas of expertise of the Speaker.
   speaker av	Optional	Enter the audio/visual (A/V) equipment needs of the Speaker.
   mini-cv	Optional	Enter a summary of the Speaker's curriculum vitae (CV).

   Contact Information

   Field Name	Required?	Description
   pref. contact method	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   address	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   phone	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   fax	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   email	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.

3. Click Save to add the Speaker to the Event and go to the Events Speaker Profile page. Click Cancel to return to the previous page without saving your changes.

Add a Speaker Via the Event Profile

1. Go to Modules>Events>Event Planning>Find, List, Add, or Query Event>Event Profile.
2. Click on the More tab. A pop-up list of other Profile tabs opens.
3. In the pop-up window, click Faculty. The Faculty tab opens.
4. On the Speakers child form, click the Add Record: speakers button. The Add - Speaker window opens.
5. Use the descriptions in the tables below to enter information:

   General Speaker Information

   Field Name	Required?	Description
   event	Required	This field is automatically filled.
   speaker name	Required	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   speaker organization	Optional	Select the Organization the Speaker is associated with.
   title	Optional	Select the Speaker's title.
   session code	Optional	Select the session code from the drop-down list.
   speaker type	Optional	Select the speaker type.
   upload photo	Optional	Click >>upload photo. The Upload Image window opens. Browse the photo you want to upload and click Upload Image Now!
   confirmation status	Optional	Enter information about the status of the Speaker's confirmation.
   bio	Optional	Enter biographical information for the Speaker.
   area of expertise	Optional	Enter one or more areas of expertise of the Speaker.
   speaker av	Optional	Enter the audio/visual (A/V) equipment needs of the Speaker.
   mini-cv	Optional	Enter a summary of the Speaker's curriculum vitae (CV).

   Contact Information

   Field Name	Required?	Description
   pref. contact method	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   address	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   phone	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   fax	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   email	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.

6. Click Save to add the Speaker to the Event and return to the Event Profile page. Click Cancel to return to the Event Profile page without saving your changes.

Add a Speaker Via the Session Profile

1. Go to Modules>Events>Sessions>Find, List, Add, or Query Session>Session Profile.
2. Click on the More tab. A pop-up list of other Profile tabs opens.
3. In the pop-up window, click Faculty. The Faculty tab opens.
4. On the Speakers child form, click the Add Record: speakers button. The Add - Speakers window opens.
5. Use the descriptions in the tables below to enter information:

   General Speaker Information

   Field Name	Required?	Description
   event	Required	This field is automatically filled.
   session	Required	This field is automatically filled.
   speaker	Required	Type the first few letters of the speaker's name as it appears in the Individual record in NetForumto see a list of matches, or click the Look-Up button to go to the List – Individual page.
   speaker organization	Optional	Select the Organization the Speaker is associated with.
   upload photo	Optional	Click >>upload photo. The Upload Image window opens. Browse the photo you want to upload and click Upload Image Now!
   bio	Optional	Enter biographical information for the Speaker.

   Speaker Information

   Field Name	Required?	Description
   speaker type	Optional	Select the speaker type.
   confirmation status	Optional	Enter information about the status of the Speaker's confirmation.
   area of expertise	Optional	Enter one or more areas of expertise of the Speaker.
   mini-cv	Optional	Enter a summary of the Speaker's curriculum vitae (CV).

   Contact Information

   Field Name	Required?	Description
   pref. contact method	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   address	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   phone	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   fax	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.
   email	Optional	This field is automatically filled with information from the Speaker's Individual record. Edit as needed.

   Payables

   Field Name	Required?	Description
   remit to customer	Optional	Select the individual or entity to receive any honoraria or royalty fee on behalf of the Event Speaker. If this field is left blank, payment remits to the speaker.
   remit to address	Optional	Select the remit to address from the drop-down list.
   standard royalty fee	Optional	Enter the Speaker's fee.
   expense account	Optional	Select the expense account from the drop-down list.
   liability account	Optional	Select the liability account from the drop-down list.
   refunds payable account	Optional	Select the refunds payable account from the drop-down list.
   payable option	Optional	Select the payable option from the drop-down list.

6. Click Save to add the Speaker to the Session and return to the Session Profile page. Click Cancel to return to the Session Profile page without saving your changes.