Taan Worldwide Meetings – Open Dialogue

Sarasota Mtg, 2012 – Terry Lee/Singapore speaking with a student at Ringling College of Art & Design during a session between members and students.

An editorial in AdAge stated: “There’s nothing more electric than a room full of intelligent people.” It’s a perfect description of Taan’s three annual meetings.

Meetings are held three yearly are held in the US, Europe, and then in a unique country around the world. All meeting agendas are member driven with a strong emphasis on bringing in top guest speakers. Typically, agendas encompass six key areas:

  • Agency Management and Operations
  • CEO Personal Development
  • Emerging Trends and Opportunities
  • Financial Management
  • Growth Planning
  • New Business

At each regional meeting, in a Confidential Agency Update session, all members report on recent developments, successes, challenges and problems at their agencies. In this honest, open and revealing session, members discuss, share and solve some of the remarkably common challenges we face every day in the agency business.

Also, Taan’s legal counsel reports on significant legislative, regulatory and judicial developments that can affect our business practices. In a Q & A session, members receive answers to specific situations they may be facing.

Additionally, Taan’s financial counsel reports on financial management, tax planning, retirement and succession planning and profitability improvement strategies. This too is followed by a responsive Q & A session.


Who attends TAAN Meetings?

Usually the agency CEO, or Managing Director, is the official Taan delegate and attends all meetings, which preserves continuity. Frequently, other partners or heirs apparent accompany the CEO.


How do members work together between meetings?

By email, phone, fax, mail and face-to-face meetings when necessary. Based on the close working relationships established at our meetings, members know who to call on for advice and assistance. Each year, network-wide surveys are uploaded to the private extranet to keep everyone current on rates, pricing, salaries, and member category market knowledge and special capabilities.

Branch office services on behalf of clients and special work requests are provided on an hourly fee basis, with the first hour free. Occasionally members have set up special joint ventures to serve accounts on an ongoing basis.

Member-to-member assistance ranges from client program work (special market expertise, market research, local PR, photography, special events, media planning, digital development, broadcast production, personal contacts, etc.) to help pitching new business to advice on agency operations (new technologies and equipment, financial issues, employee issues such as benefit plans, handbooks, succession plans, etc.)


Special Workshops

From time to time Taan holds one or two day workshops for upper and middle management of member firms. Recent workshop topics have been conducted for agency CFOs and Creative staff.