Scope of Services
Describe the session type, length, learning objectives, deliverables (slides, handouts, pre-reads), rehearsal requirements, and any follow-up obligations the speaker will perform.
A concise, well-drafted agreement protects both host organizations and speakers by documenting deliverables, payment terms, and liabilities. It clarifies expectations, reduces litigation risk, and supports compliance with tax, privacy, and venue requirements under applicable law such as ESIGN and UETA.
Typical users include event organizers, associations, conference producers, universities, and independent speakers who need a standard contract for presentations or panel participation.
Use this agreement to document rights and obligations before services begin and to support expense reporting, honoraria payments, and any necessary tax forms.
Authorized officer or event manager with contracting authority should sign for the host organization. Verify internal procurement thresholds and obtain approvals where required to bind the organization.
The individual speaker or an authorized representative (agent or talent manager) should sign. If the speaker is contracting through a business entity, use the entity name and include the signer's title and authority.
Describe the session type, length, learning objectives, deliverables (slides, handouts, pre-reads), rehearsal requirements, and any follow-up obligations the speaker will perform.
Specify honoraria, travel and lodging reimbursement, invoicing instructions, payment timing, currency, and any tax withholding obligations.
State who retains copyrights in presentation materials, whether recordings are permitted, and license terms for reuse by the organizer.
Include confidentiality or non-disclosure terms if proprietary information will be exchanged or if sessions include private content.
Define cancellation rights, notice periods, fees for late cancellation, and how force majeure events affect obligations.
Limit liability broadly, outline insurance requirements where appropriate, and include mutual indemnification clauses to allocate risk.
| Field | Configuration |
|---|---|
| Signer Order | Host first, then speaker; or parallel signing for quick turnarounds |
| Authentication | Email link plus optional SMS code or ID check for higher assurance |
| Reminder Schedule | Auto-remind at 3 and 7 days if unsigned |
| Certificate | Enable audit trail and signed PDF output |
Choose distribution channels and authentication levels based on sensitivity, volume, and party preference.
Integrations with CRM or storage systems (Salesforce, NetSuite, Google Workspace, Box) streamline routing and retention; choose authentication strength consistent with contract risk.
Sign before the session date to confirm obligations
Speaker submits invoice per contract terms, often 30 days after service
Net terms (e.g., Net 30) start on invoice acceptance
Collect W-9 when payment meets IRS reporting thresholds
Adhere to contract notice period to avoid fees
Terms are agreed internally and with speaker
Signed by both parties and distributed
Speaker performs the scheduled session
Invoices paid and recordings archived
Provide ISO-compatible signed PDF with embedded audit trail for records and audit
Retain an editable source file for internal amendments and redlining
Include a completed W-9 from the payee to support 1099 reporting
Collect receipts and travel authorizations to validate reimbursements
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
An association engaged a keynote with a clear clause on recording and distribution
A university required a HIPAA-safe addendum for a clinical talk