Use virtual breakout rooms to make small group discussion possible.Share a presentation that provides an overview of networks, a summary of CFPB research on networks, a description of promising practices related to combating elder financial exploitation, and a list of local or regional success stories.Depending on the size of the group, invite people to share their names and organizations verbally or by typing them into chat.Use polling to find out the types of organizations represented by participants and other demographics.Feature a brief welcome from one or more special guests or co-hosts.Thank participants for attending, review logistics and how key features of the virtual platform work, explain the purpose of the convening, and acknowledge planning partners.Ensure that team members are on hand to assist individuals with technical difficulties.Check that all polls and other features and technology are ready.Do a sound and video check with each presenter.Event technicians and presenters log in early on and settle in Sample internal agenda for a virtual event Session 1: 8:30–9:00 a.m. Thank organizers, presenters, and participants and adjourn.Summarize next steps from the convening.This large group discussion can include participants sharing their thoughts verbally, via chat, or in response to polls. Invite participants to share key learnings from the day and actions they plan to take after today.After lunch, remind attendees to write down any additional thoughts on the sticky notes provided and stick them on the “parking lot”.Share a presentation that provides an overview of networks, a summary of CFPB research on networks, a description of promising practices related to combating elder financial exploitation, and a list of local or regional success storiesġ0:15–10:45 a.m.Each stakeholder should briefly share their name, position, organization, and interest in being part of the network.Introduce a guest speaker to provide opening remarks.Thank everyone for attending, go over logistics (such as bathroom location), explain the purpose of the convening, and acknowledge any planning partners.Make an announcement five minutes before the meeting starts.Provide table tents or name tags for attendees to write their name and organization.Confirm who will take the following roles: notetaker, exercise facilitator, person to progress presentation slides, time-keeper.Confirm any last-minute updates to agenda.Check A/V equipment and test any presentations (PowerPoints, etc.).

Find a location to put stakeholder agency information and other helpful resources.Display sign-in sheet (or pass it around during welcome remarks).Designate a “parking lot”-in the form of a blank flip chart or white board-for questions and ideas that arise and should be discussed at a later point.Arrange any handout materials and printed agendas.Arrange tables and chairs in a large circle, classroom, or small group format, as desired.Put up signs, if needed, to direct attendees to the meeting room.Sample internal agenda for an in-person event 7:30–8:30 a.m.

Event agenda template