The short version
- Agree the business goal and how you'll measure it before you book anything.
- Venues and speakers set the timeline. Book them first.
- Plan for accessibility, privacy, language and tax from the start, not at the end.
- Make registration easy and collect only the information you'll use.
Types of corporate events
- Conferences and summits: multi-session, often multi-day, with speakers, sponsors and paid registration.
- Training and workshops: smaller, hands-on, often recurring.
- Client and partner events: appreciation evenings and hosted dinners, usually invite-only.
- Product launches: press, partners and customers, often with a public component.
- Internal events: all-hands, offsites, holiday parties and team days.
Start with the business goal
Corporate events compete with everything else on a calendar, and on a budget. Write down the one or two outcomes that justify the spend: leads generated, deals advanced, staff trained, customers retained. Agree how you'll measure them with whoever approves the budget before you start.
Timeline
- 6 to 12 months out (large events): goals, budget approval, venue and date, keynote speakers, sponsor outreach.
- 3 to 6 months out: agenda, remaining speakers, catering, AV, accommodation blocks, registration opens.
- 1 to 3 months out: promotion, attendee communications, signage, staffing, run sheet.
- Final week: confirm numbers with suppliers, brief staff, test AV and check-in, send "know before you go" details.
Smaller events compress this to weeks, but the order stays the same. Our event planning checklist has a printable version.
Budget
Venue and catering are usually the biggest lines, followed by production (AV, staging, streaming), speakers, and marketing. Keep a contingency of around 10 to 15%. Ways to save without it showing:
- Book shoulder seasons and mid-week dates, when venues are often cheaper
- Use the venue's in-house AV and catering packages if they're good value
- Bring in sponsors for specific items: coffee breaks, the reception, the lanyards
- Choose a ticketing platform with no monthly fee and a flat per-ticket price (see ticketing fees in Canada)
Canadian rules to plan for
Accessibility
Choose venues with step-free access and accessible washrooms, ask about accommodation needs at registration, and provide materials in accessible formats. Federally regulated organizations are covered by the Accessible Canada Act, and some provinces, such as Ontario with the AODA, have their own standards.
Privacy
Collect only the attendee information you need, tell people why, and protect it. PIPEDA applies to most private-sector organizations; Quebec, Alberta and BC have their own private-sector privacy laws. Be especially careful with dietary and accessibility information, and with sharing attendee lists with sponsors.
Language
Events in Quebec, or aimed at Quebec audiences, generally need French-language communications. Federally, bilingual materials may be expected for national audiences.
Sales tax
Paid registrations are generally subject to GST/HST if you're registered, at the rate for the province where the event takes place. Provincial sales tax on admissions varies by province. See the event ticket tax guide for the province-by-province breakdown.
Alcohol and permits
Serving alcohol outside a licensed venue usually needs a provincial special-event permit, and public spaces may need municipal permits. Check early: some take weeks to approve.
Registration and ticketing
Registration is your attendees' first impression. Keep it short and clear:
- Tiers for early registration, members, students, or day passes vs full passes
- Multi-day support for conferences, with single-day and full-event options
- Custom questions for job title, sessions, dietary and accessibility needs
- Promo codes for speakers, sponsors and complimentary guests
- Unlisted events for invite-only client evenings and internal events
- Itemized receipts showing tax, which attendees need for expense claims
- Fast check-in with QR codes and multiple scanners for the morning rush
Bloom includes all of these at $0.75 per paid ticket, with a CSV export of registrants and their answers.
On the day
- Open check-in early and staff it for the peak, usually the 30 minutes before the first session
- Keep a printed and digital run sheet with every supplier's contact details
- Have a technician on hand for AV and streaming, and test everything before doors
- Plan breaks long enough for people to actually network
Measure the results
Go back to the goal you agreed at the start. Common measures:
- Attendance: registrations, check-in rate, no-show rate
- Engagement: session attendance, questions, survey responses
- Business results: leads, meetings booked, deals influenced, staff trained
- Cost per attendee and, if you sold tickets, revenue against budget
Send a short survey within 48 hours, share results with stakeholders, and keep notes for next year. For the general planning process, see how to plan an event.
Frequently asked questions
Do I charge GST/HST on conference registration fees?
Generally yes, if you're registered for GST/HST. The rate depends on where the event takes place. Business attendees who are registered can usually claim it back. Provincial sales tax on admissions varies: BC and Manitoba don't apply PST to admission or registration fees, while Saskatchewan and Quebec generally do.
How far ahead should a corporate event be planned?
Large conferences often need six to twelve months, mainly for venue availability and speakers. Internal workshops, client evenings and launch events can usually be done in six to twelve weeks.
Can I run a private, invite-only event on a ticketing platform?
Yes. On Bloom you can make an event unlisted so only people with the link can find it, add custom registration questions, and use promo codes for complimentary or discounted groups.
What privacy rules apply to attendee data?
Collect only what you need, say why you're collecting it, and keep it secure. Most private-sector organizations are covered by PIPEDA; Quebec, Alberta and BC have their own private-sector privacy laws. Check which applies to you.
Sell your next event on Bloom
$0.75 per ticket, no monthly fees, and every feature included. Free events are free.
Create your free account →No credit card required • Payouts through Stripe • Built for Canadian organizers