Whether you're moderating for the first time or looking to refine your approach, this session will provide practical guidance from some of TEI’s most seasoned moderators. TEI International President Josie Scalia, Treasurer Marcus Shore, Federal Tax Committee Chair Betty Mak, Member Emeritus Kathy Castillo, and TEI Tax Counsel Kelly Madigan will share their insights on how to effectively lead sessions at TEI’s institute-level conferences, seminars, and regional events. The panel will explore the moderator’s responsibilities before and during a session, how to collaborate with speakers to shape compelling content, and techniques for managing time and discussion flow. You’ll come away with actionable strategies to elevate your next panel and ensure a smooth, engaging attendee experience.
Learning Objectives:
- Define the key responsibilities of a moderator before and during a TEI session, including preparation, speaker coordination, and time management.
- Apply techniques for developing impactful and well-structured session content in collaboration with panelists.
- Implement best practices for keeping sessions on track, encouraging audience engagement, and contributing to a successful overall presentation.
Session Recording Date
September 24, 2024
General Session Information
Access
Online, upon completion of the checkout process, you will be directed to our Learning Management System (LMS) for access to the session.
For member pricing, please login to tei.org
This is a digital product. The content will be available for one year after the checkout date.
CPE Credits
This digital product is not eligible for Continuing Professional Education (CPE) credit.
Length of Session
The session will take approximately 1.0 hour to complete.
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
For more information, please refer to CPE requirements and NASBA sponsorship information.
Terms & Conditions
By purchasing this TEI digital product (TEI Content) you agree to TEI’s Terms & Conditions