PLANNER PROTECT INC.

What PLANNER PROTECT INC. does

Planner Protect Inc. is a private, founder-led professional services firm headquartered in London, Ontario, Canada, that provides contract review, education, consulting, and certification services to the events industry. The company was founded in 2013 by Heather Reid, who brings 30 years of event industry experience and a non-practicing P1 Paralegal license, and its core intellectual property is a proprietary 52-point contract review checklist used to perform line-by-line forensic analysis of venue, A/V, catering, and accommodation contracts with a 4-6 business day turnaround. Revenue is generated through four streams: one-time contract review engagements, the trademarked CECP (Certified Event Contract Professional) certification program priced at CAD/USD $2,297, hourly or project-based speaking/training/consulting, and packaged webinar sessions ($97 single / $388 bundle) sold through a WordPress e-commerce storefront.

The go-to-market is multi-modal: a self-serve certification enrollment portal (cecp.plannerprotect.ca) processes CECP sign-ups via DocuSign, Calendly powers free consultations that funnel prospects into the contract-review service, and a LinkedIn Live series ('Event Contracts Exposed!') with 21+ episodes drives top-of-funnel awareness. Customer segments are horizontal across corporate, association, and independent event planners in North America, with venues/hospitality suppliers listed as a secondary audience. The company is bootstrapped with no institutional funding, holds registered trademarks for 'Planner Protect' and 'CECP', is PIPEDA-compliant, and collaborates with industry luminary Joan Eisenstodt on curriculum development.

Name

PLANNER PROTECT INC.

Legal name

Planner Protect Inc.

Website

https://plannerprotect.ca

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Planner Protect Inc. is a Canadian founder-led firm that provides event contract review services, the trademarked CECP certification program, training, and consulting to corporate, association, and independent event planners across North America.

Ownership category

akta.pro rank

Product category

Event Contract Consulting

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Educational Services (8200)

akta.pro primary industry

Event Budgeting, Compliance & Permitting (HSACAAAN)

Keywords

• Event contract review
• Event planning consulting
• Contract negotiation training
• Event industry certification
• Event risk management

Headquarters

HQ city

Forest

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Contract Review Services: One-time fee comprehensive contract review service providing line-by-line analysis with written report, risk identification, negotiation recommendations, and premium support until contract is signed. Fast turnaround of 4-6 business days.
2. CECP Certification Program: One-time certification fee for the Certified Event Contract Professional program. Includes all online modules with unit tests, contract review project with expert feedback, final exam with one retake, balanced event contract checklist, certificate, and authorized badge for professional use.
3. Speaking, Training & Consulting: In-person and online speaking engagements, contextually tailored training sessions, and consulting services with access to 30 years of events industry experience. Offered at hourly or project-based fees.
4. Webinar Sessions (Event Contract Confidence Series): Individual webinar sessions at $97 per session or bundled 4-session package at $388 with bonus 5th session. Sessions delivered live via Zoom with recordings available for 30 days.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Planner Protect provides event contract review, negotiation, and consulting services for event industry professionals, built around a proprietary 52-point contract review checklist. The company also delivers the Certified Event Contract Professional (CECP) certification program, speaking and training engagements, and customized consulting. Services are supported by an online e-commerce webinar program and a thought-leadership live video series on LinkedIn.

Product overview

Planner Protect Inc. is a service-based company offering a portfolio of event contract-related products centered around its proprietary 52-point contract review process. The core offerings include Contract Reviews (forensic-like analysis of event contracts), the CECP™ Certification program (the only industry certification focused exclusively on event contracts), and Event Contracts Exposed! (a live video series). These are complemented by Speaking + Training presentations, Consulting services, and the Event Contract Confidence Summer Series. Products are delivered through online video modules, live Zoom webinars, and in-person sessions, with pricing ranging from USD $97 for individual sessions to CAD/USD $2,297 for the full certification program.

Differentiator

Problem solved

Functional benefit

Brands

• CECP (Certified Event Contract Professional): The first industry certification program that focuses exclusively on event contracts (venues, audiovisual, catering, etc.). Learn contract essentials, negotiation strategies, and balanced contracts.

Products and services

• Contract Reviews Proprietary 52-point contract review service that provides line-by-line analysis with recommended revisions, identifying high-risk clauses and negotiation strategies within 4-6 business days. Includes premium support until the contract is signed. For event planners and hosts negotiating venue, hotel, A/V, and catering contracts.
• CECP Certification (Certified Event Contract Professional) Industry certification program covering event contract essentials, negotiation strategies, and balanced contracts through online video modules with unit tests, a contract review project with expert feedback, and a final exam. Includes certificate and authorized CECP badge. Priced at CAD/USD $2,297 with payment plans available.
• Speaking and Training In-person and online educational presentations and contextually tailored training sessions covering contract best practices, risk mitigation, and industry trends. Includes premium resources, worksheets, and webinar video recordings.
• Consulting Customized consulting engagements providing access to 30 years of events industry experience and an extensive network of industry experts. Offered as one-time or ongoing support at reasonable hourly or project-based fees.
• Event Contract Confidence Summer Series Online teaching webinar series with 4 interactive sessions covering event contract fundamentals, sleeping room blocks, food and beverage contracting, and risk mitigation, plus a bonus 5th session on negotiating strategies. Available as individual sessions at USD $97 or a 4-session bundle plus bonus at USD $388. Sessions delivered live via Zoom with recordings available for 30 days.

Quantifiable outcome

• $100,000+ reduction in required deposits for individual clients
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Joan EisenstodtcoreStrategic or Co-development PartnerJoan Eisenstodt, founder of Eisenstodt Associates (closed 2025), a renowned meeting consulting and training company based in Washington DC, collaborates with Planner Protect Inc. on the development of the CECP Certification program. As one of the hospitality industry's most knowledgeable and ethical practitioners, with induction into the Events Industry Council Hall of Leaders (the industry's highest honor), Joan brings expertise in risk mitigation and serves as industry expert witness in disputes. Her contributions to CECP program development include contract negotiation curriculum design and industry best practices integration.

Scale indicators3 records

Recent moves2 records

Expansion highlights3 records

Others

• PCMA (Professional Convention Management Association): Major industry association for the meetings and events sector. Comparable because PCMA shapes the professional standards Planner Protect's certification is built around and provides the conference speaking circuit that drives Planner Protect's credibility.
• Smart Meetings: Media and education brand for the meetings and events industry. Comparable because it produces content, awards (including the Smart Women in Meetings awards received by Planner Protect's founder), and industry education serving the same buyer persona.
• MPI (Meeting Professionals International): Global association for meeting and event professionals. Comparable as the umbrella industry body whose membership represents Planner Protect's target customer base and whose conferences (e.g., MPI WEC) feature the founder as a speaker.

Emerging players

• EventMobi: Event technology platform for virtual, hybrid, and in-person events. Comparable as an emerging player serving the same corporate and association planner segment, with overlapping educational content positioning.
• Cadmium: Event management software built for associations and learning organizations. Comparable because it targets the same association event planner persona and increasingly bundles educational and certification tools adjacent to Planner Protect's CECP offering.

Broad incumbents

• Eventbrite: Large-scale event creation and ticketing platform. Comparable as a broad incumbent serving event organizers, though focused on self-service ticketing rather than the contract consulting niche Planner Protect occupies.
• Cvent: Large event management platform offering venue sourcing, RFP/contract tooling, and registration. Comparable because it touches the same event contract workflow Planner Protect serves, but as part of a broad software portfolio rather than a specialized contract service.
• Bizzabo: Event experience platform for in-person, hybrid, and virtual events. Comparable as an established player in the broader event professional tooling stack where Planner Protect's contract expertise is also positioned.
• Maritz: Established event management and incentive services company. Comparable because it operates in the same event planning ecosystem where Planner Protect's contract services are used, though Maritz focuses on end-to-end event execution rather than contract consulting.

Direct peers

• Velvet Chainsaw: Event industry consulting and education firm targeting association and corporate event planners. Directly comparable because it sells advisory services and training to the same persona Planner Protect serves, with overlapping content on event strategy and operations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/plannerprotect

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PLANNER PROTECT INC.