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The Moderator's Handbook

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This book, written by an experienced moderator who has led panels of all sizes, offers a comprehensive start-to-finish guide to facilitating a panel.
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  • 02 December 2025
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Panels often suffer from lackluster, disorganized discussions despite the presence of qualified experts. Frequently, the fault lies with poorly prepared moderators who fail to manage the panel effectively, resulting in a frustrating experience for audiences, panelists, and organizers alike. A well-trained moderator is essential for ensuring a successful panel by preparing thoroughly and engaging both the panelists and the audience.

This book, written by an experienced moderator who has led panels of all sizes, offers a comprehensive start-to-finish guide to facilitating a panel. It covers everything from understanding the panel’s purpose and audience to selecting the right participants, conducting pre-panel preparation, and managing potential disruptions. Included are multiple checklists and sample documents to assist moderators throughout the process. The book also provides valuable insights for panelists, helping them improve their performance and contribute more effectively.

As panels become more prominent at conferences and events, the pressure to perform well has increased. A well-prepared and engaging panel provides exposure, resulting in opportunities for moderators and panelists to grow their brands and advance their careers. This essential book equips panel participants with the tools they need to excel and make a lasting impression.

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Price: $22.00
Pages: 232
Publisher: Columbia University Press
Imprint: Columbia Business School Publishing
Publication Date: 02 December 2025
Trim Size: 8.50 X 5.50 in
ISBN: 9780231222495
Format: Paperback
BISACs:

BUSINESS & ECONOMICS / Business Communication / Meetings & Presentations, BUSINESS & ECONOMICS / Management, LANGUAGE ARTS & DISCIPLINES / Public Speaking & Speech Writing

Panels are high-stakes discussions in which both panelists and the audience want to be engaged, stimulated, and moved. Katrina Dudley does a masterful job of breaking down the moderator process and incisively sharing best practices while retaining authenticity.
— Vivian James Rigney, C-Suite executive coach and author of Naked at the Knife-Edge: What Everest Taught Me About Leadership and the Power of Vulnerability
Katrina Dudley is senior vice president at Franklin Templeton Investments. A frequent commentator on CNBC and Bloomberg, she has led panels for Morgan Stanley, CF Conference Organizers, and Fordham University. Dudley is coauthor of Undiversified: The Big Gender Short in Investment Management (Columbia, 2021).

Foreword by Ranji Nagaswami
Acknowledgments
Introduction
1. Why You Need a Panel: How-To Guide
2. What Is a Moderator?
3. Before You Accept the Assignment
4. Prepanel Planning
5. Selecting Panelists
6. Panel Structure and Logistics
7. Panelist Preparation Calls
8. Marketing the Panel
9. Preparing Your Questions
10. Opening Speeches and Panelist Introductions
11. Speaker Brief
12. Advice for Panelists
13. Advice for Organizers
14. Prepanel Day Pep Talk
15. The Day of the Panel
16. Onstage Advice
17. Handling Audience Questions
18. Panel Hiccups
19. After the Event
Index