NASFAA Conference Post-Conference Briefing Template

For your convenience, we have created this template to help you take notes after sessions, allowing you to record key takeaways, action items, and estimated return on investment (ROI). These notes can be referenced in creating your post-conference report.

• Session Title: 
• Session Format/Track:
• Session Presenter(s):
• Session Summary: <summarize session in your own words>
• Major Takeaways: <describe concepts, techniques, or tips that were learned or reemphasized>
• Action Items Identified: <describe actions that you intend to pursue within your organization>
• Estimated Return on Investment: <if possible, calculate the cost savings and return on investment by implementing the actions described above>

Repeat this section for all of the sessions you attend.

Professional Contacts

Include contact information for all presenters, attendees, and exhibitors who may be useful to your organization.

• Name:
• Contact Details:
• Discussion Description:

Repeat this section as appropriate for all contacts you meet and wish to follow up with.