Read this first: These are starting templates, not legal advice. Have a licensed attorney in your state review them before you use them with a real client. One hour of a lawyer's time now is cheaper than one dispute later.
SPEAKING ENGAGEMENT AGREEMENT
Date: [DATE]
Between:
Speaker: Gerald Wiz ("Speaker")
Client: [CLIENT NAME], [ADDRESS] ("Client")
1. Engagement. Client engages Speaker to deliver [a keynote address / briefing / workshop] on [TOPIC] at [EVENT NAME], on [DATE], at [VENUE, CITY].
2. Format. [In-person / virtual]. Duration: approximately [__] minutes, plus [__] minutes Q&A.
3. Fee. $[AMOUNT], payable as follows:
4. Travel & expenses (in-person only). Client reimburses reasonable travel, lodging, and meals at cost, pre-approved in writing. [Or: "A flat travel fee of $[AMOUNT] is included."]
5. Cancellation.
6. Recording. [Client may / may not] record the presentation. [Speaker retains the right to use [__] minutes of footage for promotional purposes. / All recording rights reserved by Speaker.]
7. Content. Speaker's presentation is original analysis and opinion. Nothing herein creates an advisory, fiduciary, or agency relationship.
8. Force majeure. Neither party is liable for failure to perform due to causes beyond reasonable control (illness, natural disaster, government action).
9. Governing law. This agreement is governed by the laws of [STATE].
Agreed:
____________________________ Date: _______
Gerald Wiz
____________________________ Date: _______
[CLIENT NAME], [TITLE]
CONSULTING SERVICES AGREEMENT
Date: [DATE]
Between:
Consultant: Gerald Wiz ("Consultant")
Client: [CLIENT NAME], [ADDRESS] ("Client")
1. Scope. Consultant will provide the following services: [DESCRIBE — e.g., "a written risk assessment (approx. 10 pages) on [TOPIC], plus one 90-minute briefing call"].
2. Deliverables & timeline. [LIST DELIVERABLES AND DUE DATES.]
3. Compensation. [Choose one and delete the others:]
4. Rush work. Work required on less than [__] business days' notice is billed at 1.5x the standard rate.
5. Expenses. Pre-approved out-of-pocket expenses reimbursed at cost within 15 days of invoice.
6. Independent contractor. Consultant is an independent contractor, not an employee or agent of Client.
7. Confidentiality. Each party will keep the other's non-public information confidential. Consultant will not disclose Client's internal matters; Client will not disclose Consultant's unpublished methods or sources.
8. Intellectual property. Consultant retains all rights to his methods, frameworks, and pre-existing materials. Client receives [a non-exclusive, non-transferable license to use / full ownership of] the final deliverables upon full payment.
9. No classified or operational disclosure. Consultant will not disclose classified information, confidential sources, or unpublished operational details. Client will not request them.
10. Termination. Either party may terminate with [14] days' written notice. Client pays for work completed through the termination date plus any non-cancellable commitments.
11. Limitation of liability. Consultant's total liability under this agreement is limited to fees paid. Consultant is not liable for decisions Client makes based on the work; all analysis is opinion, not financial or legal advice.
12. Governing law. This agreement is governed by the laws of [STATE].
Agreed:
____________________________ Date: _______
Gerald Wiz
____________________________ Date: _______
[CLIENT NAME], [TITLE]
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