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Speakers Institute Terms and Conditions

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SPEAKERS INSTITUTE TERMS AND CONDITIONS

Participant Information

Program Start Date:

Planned Completion Date:

Fees, Payment and Financial Terms

Tuition and fees for the selected program are payable in accordance with the payment option selected below. All fees are due in United States dollars and are exclusive of any travel or accommodation costs unless explicitly stated in a separate agreement. Late payments may result in suspension from the program until the account is current.



Cancellation, Transfer and Refund Policy

Requests for cancellation or transfer must be submitted in writing. If cancellation is received more than 30 days prior to the program start date, a refund of tuition less a non-refundable administrative fee of 10% will be issued. If cancellation occurs 14–30 days prior to the program start date, a refund of 50% of tuition will be issued. No refunds are available for cancellations received fewer than 14 days before the program start date. Transfers to a later session may be granted at the Institute's discretion and may be subject to an administrative fee.

Attendance, Conduct and Academic Policies

Regular attendance, active participation and completion of assigned work are conditions of enrollment. The Institute reserves the right to remove a participant for behavior that disrupts the learning environment, violates Institute policies, or endangers others. Participants must comply with reasonable directives from Institute staff and presenters.

Recording, Publicity and Materials

The Institute and presenters may record sessions for educational and promotional use. By participating, the participant grants the Institute a perpetual, worldwide, royalty-free license to use, reproduce, and distribute recordings, presentations, and any materials provided during the program, subject to applicable privacy and intellectual property constraints described below.

Intellectual Property

All course materials, training content, curricula, slide decks and related deliverables are the proprietary property of the Institute or its licensors and are protected by copyright and other intellectual property laws. Participants are granted a limited, non-exclusive license to use materials for personal, non-commercial educational purposes only. Participants shall not copy, distribute, publish or create derivative works without prior written permission.

Confidentiality and Non-Disclosure

Participants may be exposed to confidential information during instruction. Participant shall not disclose, use or reproduce any confidential information except for purposes expressly authorized by the Institute in writing. This obligation survives termination of these Terms and Conditions.

Limitation of Liability and Indemnification

To the fullest extent permitted by law, the Institute's liability for any claim arising under or relating to these Terms and Conditions is limited to direct damages not to exceed the amount of tuition paid for the applicable program. The Institute is not liable for incidental, consequential, or special damages. Participant agrees to indemnify and hold the Institute harmless from claims, losses, liabilities, costs and expenses arising from participant's breach of these terms, negligent acts, or willful misconduct.

Medical, Safety and Emergency Authorization

Participant must disclose any medical conditions, allergies or special needs that may affect participation. In the event of a medical emergency, the Institute is authorized to arrange for medical treatment deemed necessary for the participant's health and safety. The participant (or parent/guardian for minors) is responsible for associated medical costs.

Privacy and Data Use

The Institute collects and processes personal information necessary to administer programs, communications and emergency response. Personal data is stored securely and used only for legitimate educational and administrative purposes. By signing these Terms and Conditions, the participant consents to the Institute's processing of the participant's personal data as required for participation.

Termination and Remedies

The Institute may terminate a participant's enrollment immediately for material breach of these Terms and Conditions, including non-payment, safety concerns, or violation of the code of conduct. Termination does not relieve participant of financial obligations accrued prior to termination.

Dispute Resolution and Governing Law

Any dispute arising out of or relating to these Terms and Conditions shall be resolved first through good faith negotiation. If unresolved, the dispute shall be submitted to binding arbitration administered in the jurisdiction where the Institute maintains its principal place of business. These Terms and Conditions shall be governed by the laws of the state in which the Institute's principal office is located, without regard to choice-of-law rules.

Minor Participant / Parent or Guardian

If the participant is under 18 years of age, a parent or legal guardian must sign these Terms and Conditions and accepts all obligations on behalf of the minor participant.

Acknowledgment and Agreement

By signing below, the participant (or parent/guardian for minors) certifies that the information provided is true and complete, acknowledges receipt of these Terms and Conditions, accepts financial responsibility as indicated, consents to emergency medical treatment if necessary, and agrees to be bound by the policies and obligations contained herein.

Participant / Student:

By:

Date:

Speakers Institute Representative:

By:

Date:

Enter text✕

What the Speakers Institute Terms and Conditions cover

The Speakers Institute Terms and Conditions is a legally binding contract that sets the rules for engagements between the Speakers Institute and contracted speakers, instructors, or partners. It defines the scope of services, deliverables, payment and invoicing terms, cancellation and rescheduling rules, intellectual property ownership, confidentiality obligations, indemnity and limitation of liability, and dispute resolution procedures. The agreement also specifies execution mechanics, effective date, governing law and how electronic signatures, records, and retained copies will be treated under applicable e-signature statutes and recordkeeping requirements.

Why clear terms matter for speaker engagements

Well-drafted Terms and Conditions reduce ambiguity, allocate risk, and set expectations for payments, recordings, and intellectual property. They help avoid disputes and make enforcement simpler because electronic signatures are given legal effect under the ESIGN Act (15 U.S.C. §7001) and state UETA provisions where applicable.

Why clear terms matter for speaker engagements

Who typically uses these Terms and Conditions

Several different parties rely on a standard Speakers Institute Terms and Conditions to document engagements and protect rights.

  • Speakers and presenters: Individuals or groups delivering content who need clear payment, recording, and IP terms.
  • Event organizers and program managers: Entities contracting speakers and coordinating logistics, payment, and publicity rights.
  • Institutions and venues: Schools, businesses, or associations that require documentation for recording, insurance, and liability purposes.

Use the matrix below to confirm whether this template fits your role and adjust language for the specific engagement.

Key provisions to include in the Terms and Conditions

A comprehensive agreement organizes obligations, commercial terms, and legal protections so both parties know what is expected before, during, and after an event.

Scope of Services

Describe the presentation, workshop, or session details including format, duration, location or virtual platform, speaker responsibilities, and any required materials to avoid scope creep and billing disputes.

Payment Terms

Specify fee amounts, deposit and balance schedules, accepted payment methods, invoicing procedures, late payment interest, and responsibility for travel or lodging expenses if applicable.

Cancellation & Rescheduling

State cancellation deadlines, refund or retention of deposits, force majeure handling, and rescheduling windows with clear notice periods to reduce uncertainty.

Intellectual Property

Allocate ownership of presentation materials, recordings, and derivative works; include any license grants for promotional use or post-event distribution.

Confidentiality

Identify any confidential information and obligations to protect it, duration of confidentiality, and permitted disclosures such as legal compulsion or aggregated reporting.

Liability & Indemnity

Limit damages where permitted by law, allocate indemnity responsibilities for third-party claims, and specify insurance requirements if needed for high-risk events.

Security and compliance elements to note

Encryption: TLS 1.2/1.3; AES-256 at rest
Audit Trail: Time stamps, IP, action log
HIPAA Ready: BAA available if needed
Authentication: Email, SMS, or advanced MFA
Access Controls: Role-based signer permissions
Retention: Secure long-term storage options

Step-by-step: completing and executing the Terms and Conditions

Follow these steps to prepare, circulate, and finalize the agreement efficiently while preserving legal validity and auditability.

  • 01
    Draft: Populate fields with accurate event and party details.
  • 02
    Review: Confirm payment, IP, and confidentiality clauses with stakeholders.
  • 03
    Sign: Collect electronic signatures and necessary authentication.
  • 04
    Archive: Store signed copies with audit trail and retention metadata.

Configuring an online workflow for this agreement

Set up form fields, signer order, and conditional logic to match your typical engagement process and reduce manual follow-up.

Form Field | Platform Configuration Options Mapping of contract fields to online form widgets and rules.
Signature Type Select electronic signature, drawn signature, or digital certificate.
Authentication Method Choose email link, SMS code, or KBA for higher assurance.
Conditional Fields Show fee or travel fields only when applicable to reduce clutter.
Template Saving Save as template for repeatable use and consistent language.

Where to send and how signed agreements are routed

Define routing and storage destinations to ensure invoicing, legal, and program teams receive signed copies automatically.

  • Primary Recipient: Send completed agreement to the event organizer's finance or contracts email.
  • Copy to Speaker: Provide the speaker with a signed PDF copy and signing certificate.
  • Internal Archive: Route to legal and accounting repositories with retention tags.
  • Third-Party Integrations: Optional: push signed records to CRM or document storage systems.

Digital signing and e-submission requirements

Ensure the chosen platform permits record retention, reproduces an audit trail for ESIGN/UETA compliance, and fits internal security policies.

  • File Formats: PDF, DOCX supported
  • Integrations: CRM and cloud storage connectors
  • Authentication: Email, SMS, or advanced methods

Key timelines and notification deadlines to include

Explicit deadlines reduce disputes. Include dates and windows for acceptance, deposit payment, cancellation, and required deliverables.

Effective Date:

Date when obligations begin; use MM/DD/YYYY format.

Deposit Due Date:

Specify calendar date or days after invoice issuance.

Cancellation Notice:

State required notice period and refund or penalty rules.

Content Delivery:

Set deadlines for slides, handouts, or pre-event materials.

Payment Balance:

State the final payment due date and late fee terms.

Common mistakes to avoid when preparing this agreement

  • Leaving payment terms vague or omitting invoice recipient details creates late payment disputes and collection challenges.
  • Failing to define recording and distribution rights leads to disagreements over use of session recordings and post-event sales.
  • Using ambiguous IP language such as 'reasonable ownership' can undermine the speaker's or organizer's ability to exploit materials.
  • Not specifying governing law or dispute resolution increases litigation risk and may complicate enforcement across states.

Legal and financial risks of incomplete or incorrect terms

Breach Liability: Damages and legal costs
Indemnity Exposure: Third-party claim responsibility
Tax Reporting: Backup withholding risk
Privacy Violations: HIPAA penalties possible
Enforceability Issues: Improper signature process
Notarization Errors: Void or delayed enforcement

Comparing common eSignature vendors for executing Terms and Conditions

Basic pricing and feature availability vary by vendor; signNow appears first for direct comparison, followed by widely used alternatives.

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 7-day free trial, no credit card Varies Varies Varies Varies
Bulk Send Yes (Premium tier) Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently asked questions about these Terms and Conditions

Answers to common execution, validity, and technical questions about signing and managing the agreement.


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