Daniela Szary Email & Phone Number

I specialize in large scale event planning and management with a primary focus on creating interesting event spaces, floor-plan mapping, attendee activations, partner engagement, and other large scale branding opportunities. I work exceptionally close with our Sales, Marketing, and Channel Partnerships team with alignment from our C-Suite on strategic initiatives and particularly partner engagement. I also deliver on year-round partner management with a growing revenue target YoY having closed just shy of $1.5M USD in exhibitor/sponsorship revenue for 2024. As an IC4 my experience is relatively the same from previous years but with more increased responsibility of contract management for a variety of 3rd party vendors; increased management of all attendee experience activations, sponsorship opportunities, and exhibitor logistics.I've planned events in a variety of complex locations including major hotel and convention centres and premium evening entertainment venues:HOTELS & CONVENTION CENTRES: - 2016: Radisson Blu Aqua Hotel, Chicago- 2017 & 2018: Hyatt Regency, New Orleans- 2019: Manchester Grand Hyatt, San Diego- 2022 & 2023: Gaylord Opryland Resort, Nashville- 2024: Austin Convention Center- 2025: Boston Hynes CenterENTERTAINMENT VENUES:- 2017: House of Blues, New Orleans- 2022 & 2023: Grand Ole Opry House, Nashville- 2024: Austin City Limits at the Moody Theater

- Small team of less than 5 managing the Clio Cloud Conference, a 3,000+ in-person conference hosted annually in the USA- Complex yearly management of 100 exhibit partners including prospecting, contract drafting/negotiating, year-round communications and relationship management, co-marketing strategies including Clio API integration and consultant opportunities - Hitting (and passing) audacious partnership revenue targets that increase roughly 30% YoY. 2022 target of $700,000 HIT surpassed at $790,000 USD- Acquired household names such as Google, Intuit Quickbooks, and LinkedIn as partners of the conference- 2022 Partner NPS score of 64- More complex project management of new venue elements and design of over 100,000 sq ft of space at the Gaylord Opryland Resort in Nashville TN- Alignment with company goals through year round management of strategic partnerships - Year-round strategic alignment with C-Suite CEO, CMO, and VP of Corp. Development - Creative element to bring new experiences to the annual conference to continue to impress our attendees and prospective customers- Exceptional organizational skills working with a variety of 3rd party vendors, and internal project management systems like Asana to bring 1000s of design elements to the conference aesthetics and impact- Proficient in a variety of software tools: Asana, Wrike, Jira, Confluence, Google Suite, One Trust, Eventbrite, Wordpress, Hopin, Cvent: Social Tables, AttendeeHub, and OnArrival

Burnaby, British Columbia

Annual Clio Cloud Conference (2016-Present): multi-day legal-tech conference hosted in the United States with 3,000+ attendees (cliocloudconference.com). Experience:• Planning and organizing both in-person (2016-2019) and virtual conference (2020)• Sold out sponsor space YoY: 2019 target $480K USDsurpassed at $595,244 USD with less than 5% in discounting; sponsor NPS of 90; 2018 target $310K USD surpassed at $335K USD with less than 1% in discounting• Management of 80 different sponsors year-round• Meticulous organization/management of year-round marketing deliverables: conference design including floor-plan, virtual, and mobile app experiences; sponsor prospecting, etc. • Research and creation of Sponsorship Guide including prospecting, relationship management, strategy, and contract creation/negotiation • Experience in varying conference spaces/vendors: Chicago, New Orleans, and San Diego• Proven ability to work with multi-million dollar budgets and exceed revenue commits• Exceptional time and project management skills - deadline driven• Proven ability working with various vendors/internal stakeholders: Clio executive team, event agencies, Bar associations, AV/video/photography, press, etc. • Proficient in: Google Suite, Salesforce, Marketo, Wordpress, Social Tables, Social27, Cvent, Wrike, JIRAAwards include:• 2020 Clio Impact Award "Draw the Owl" • 2019 Clio Impact Award "Play to Win" with criteria: - They think and act like founders. - They raise the bar. Their success is the product of effort and excellence. - They celebrate their wins and learn from their losses. - They do not view quality and velocity as opposing ideals. - They are an expert executor and their end product is amazing. - They are reliable and don't let things drop, and often respond with 'I got this!' - They are a strategic thinker and are 5 moves ahead. - They are ambitious and exhibit grittiness. - They are hungry and want to win.

Burnaby, British Columbia

Clio Certified Consultant Program:Responsible for all intake, management, training, and communications of the Clio Certified Consultant program - a competitive, commission-based program designed for 3rd party partners to include Clio to their clients as a cloud-based alternative to traditional practice management systems. Affiliate Partner Program:Involved with the implementation, roll-out, and administration of the Affiliate Partner program - a program complementary to the CCC program designed to allow partners to refer Clio to their legal network without having to go through the lengthy training required of CCCs while still enjoying the benefits of an AP-specific commission structure.

Burnaby, British Columbia

Clio Meetups:Independently created the Clio Meetup live events channel (2014-16) hosting over 45 tailored events in North America. Responsibilities included:• Established processes including proper Salesforce reporting, success metrics, and room for channel growth • Partnerships with national state wide and local bar associations, media publications, third-party distributors, and consultants• Project management of marketing assets: invitation campaigns, copy, and creation of events tab on clio.com for easier attendee RSVP experience • Hosted 30 events internationally with over $100K+ in both closed and prospective MRR opportunities • Lead and sales gen, brand, churn prevention, and customer insight Clio Certified Consultant Program:• Responsible for on-boarding interested parties into the Clio Certified Consultant Program allowing them to offer Clio to legal firms as a cloud-based alternative to traditional client-server practice management systems.Clio Product Pro Certification:• Self-initiated, researched, and launched new Business Development brand loyalty and lead generation program the "Clio Product Pro"​ certification program, fall 2014. The CPP program allows interested parties the opportunity to become fully certified in Clio's unique legal software to help improve product knowledge and as a recognized designation, increase employment opportunities in the legal sphere.• Experience using both Salesforce.com and Marketo.com on a daily basis.

Vancouver, British Columbia

• Tutoring high school students part-time in Social Studies, English and pre-university qualifications

Vancouver, Canada Area

Founded in 1999 and consistently ranked as one of the Biggest Asset-Based Lenders in B.C. since 2010, (source: Business in Vancouver newspaper), the Lanyard Group of Companies is an established and highly regarded non-institutional mortgage lender with business focused on short-term financings underwritten based on the asset value of the underlying properties. Role Description & Responsibilities: • Administrating residential loans• Preparing & completing FICOM filings, material contracts, LP agreements, loan insurance policies• Self-initiated and created Adobe functional Personal Net Worth Statement using HTML coding

Vancouver, B.C. And Saskatoon, Saskatchewan

Representing both Saturn Minerals Inc. and Inowending Exploration and Development Corp. (a privately owned, First Nation's exploration company split equally between Saturn Minerals and four Saskatchewan First Nation's bands) as joint-partners at various exploration conferences and First Nation's cultural events and traditional ceremonies across western Canada. As part of my role, I was responsible for both facilitating and maintaining relationship building and communication between Saturn Minerals and their First Nations' partners, as well as projects & events coordinating. During my time with Inowending and Saturn Minerals I was fortunate to experience and participate in many unique First Nations cultural ceremonies which include:• Kinistin Saulteaux First Nation Round Dance: guest and company representative participating in a Round Dance with the Kinistin Saulteaux First Nation of Saskatchewan on several occasions.• Onion Lake Cree Nation Powwow: invited by Chief Wallace Fox of the Onion Lake Cree Nation to attend his Nation's Powwow with special invitation to build and sleep in a tepee on sacred ground as well as dance with the Chief's wife in the traditional "Jingle Dress" dance.• Yellowquill First Nation & Kinistin Saulteaux First Nation Cultural Camp: guest and company representative participating in a traditional and cultural First Nations camp-out in the remote wilderness of Saskatchewan on traditional territories.

Vancouver, Canada Area

• Assisted in SEDAR, SEDI & TSX filings; the preparing and completing of public financings including warrants, share certificates, subscription agreements & options; scheduling Board of Directors meetings and maintaining office files.• Responsible for research in industry related topics including exploration and development, First Nations relations and cultural histories and government policies and interactions. • Assisted in the preparing, presenting and designing of all media including presentations, mail, web-design and Adobe documents.

Master Of Philosophy, Medieval History

Activities and Societies: Trinity Surf Club, The Hist Trinity College Historical SocietyM. Phil, Medieval History: • Thesis topic.

Bachelor Of Arts, History

Bishop's University Varsity Soccer Team: • Member of the university team competing in the CIS Quebec division. Bishop's University Grad.

Executive Education, Persuasion: How To Change Ideas, Attitudes And Actions

• Completion of Executive Education Communication course

Education record

• Completed TSX-V workshop "Venture Filing Fundamentals" 2011. • Completed SEDAR workshop "Subscriber Training" 2012.

Education record

• Completed Microsoft Suite courses: Microsoft Excel, Word and PowerPoint, 2010 & 2011.

Continuing Studies Workshop

• 2010: Completed day-course "Celtic Mythology: The Druids & Their Gods" which explored the mythological tradition shared between Ireland.