Guides for running speaker programs by each client's SOP.
For agency leaders choosing a platform, and for the planners who apply the rules every week.
Start here
The speaker-program SOP checklist
The rules agencies are asked to apply most often, grouped by stage, with the moment each one should be checked.
Apply the rules, and keep the record.
- ExplainerAttendance limit
Attendee frequency caps: checking an HCP's limit on every path in
How a client's attendance limit is applied at invitation, registration, and sign-in.
- Benchmark briefHonorarium cap
Speaker fees by specialty: what CMS Open Payments data shows
Median speaker payments by specialty from CMS Open Payments data, as context for an FMV review.
- Operator guide
Speaker-program compliance in 2026: an operator's guide
Public enforcement patterns, and the questions to ask of each program record.
- Analysis
Speaker-program enforcement in 2025–2026: what the cases describe
What recent cases show, and the operating questions they raise. Software is not a legal answer.
Before you change platforms.
- Evaluation checklist
How to evaluate life-sciences event software for speaker programs
Questions to ask any vendor, tested against your own programs and exceptions.
- Agency operations guide
One agency team, several pharma clients: keeping each client's SOP apart
How separate client workspaces, roles, and branding keep each client apart.
- Implementation guide
From a client's SOP to go-live: what to define before launch
What to decide, connect, and test before the first real program.
Have a question the guides don't answer?
Send it with one real program as the example. We'll answer it against that program.