Geri Dunn Email & Phone Number

Plano, Texas, United States

In my present role, I offer exceptional guidance leading events from start to finish while overseeing all aspects of the planning process. I communicate with c-suite executives, define scope of each event, and craft plans that bring those visions to life. I mainly focus on organizing corporate events, industry conferences, tradeshows, and webinars. Other duties and achievements entail:• Negotiate agreements with speakers, vendors, and other service providers for each event.• Oversee… Show more In my present role, I offer exceptional guidance leading events from start to finish while overseeing all aspects of the planning process. I communicate with c-suite executives, define scope of each event, and craft plans that bring those visions to life. I mainly focus on organizing corporate events, industry conferences, tradeshows, and webinars. Other duties and achievements entail:• Negotiate agreements with speakers, vendors, and other service providers for each event.• Oversee member experiences for those attending events.• Purchase promotional products and swag distributed at various events.• Create multi-channel marketing campaigns to support events, webinars, and membership opportunities.• Maximize lead generation by generating dynamic marketing materials that impact the desired audience segments.• Orchestrate responsibilities with Marketing and Sales teams to achieve the best possible return on investment.• Draft comprehensive post-event reports that include budget analysis, key metrics, and future recommendations; present information to stakeholders and highlight future objectives.• Commended for executing 25 tradeshows while finishing 26% under budget in 2023; elevated trade show presence and generated 1,097 MQLs / 351 SQLs valued at almost $9.5M in opportunities.• Held 4 webinars and gained participation from industry leaders in 2023; direct results for 14MQLs, and 65 MALs.• Submitted Call for Presentations at 7 different events and gained acceptance in 5; recognized as the biggest accomplishment for the company, to date.• Applauded for completing 46 trade shows resulting in $1.82K closed deals for the company in 2022; additionally, defined and integrated new budgeting protocols to track costs, event leads, and ROI. Show less

Frisco, Texas, United States

Executive Assistant – Clinical, Sales & Marketing, Project Manager, & Events Coordinators Executive Assistant - Clinical Team - Reported to Chief Clinical Officer, expanded duties included:At this point in my career, I succeeded in a multifaceted role where I determined objectives, prioritized responsibilities, and completed duties in deadline-driven environments. I also managed responsibilities for the Clinical Division and spearheaded execution of company goals monthly. Other… Show more Executive Assistant – Clinical, Sales & Marketing, Project Manager, & Events Coordinators Executive Assistant - Clinical Team - Reported to Chief Clinical Officer, expanded duties included:At this point in my career, I succeeded in a multifaceted role where I determined objectives, prioritized responsibilities, and completed duties in deadline-driven environments. I also managed responsibilities for the Clinical Division and spearheaded execution of company goals monthly. Other responsibilities and accomplishments entailed: • Oversaw clinical education and CEU program; ensured adherence to guidelines for Federal Organizations and state-level accreditations.• Prepared and updated course material; tracked and reported continuing education credits with organizations.• Entrusted with duties for ordering, shipping, and maintaining inventory of PPE during Covid-19 pandemic; monitored shipping requests to all 1,008 facilities.• Streamlined clinical forms and training documents for trend analysis.• Crafted, designed, and published Aegis Clinical Culture Newsletter monthly.Executive Assistant - Sales & Marketing Team - Reported to SVP Sales, Marketing, & CommunicationsFor this position, I was entrusted to handle enhanced responsibility after exhibiting proficiency for leadership. I led projects from 16 departments, managed assignments for content writers/designers, and ensured asset delivery. I also managed duties for 22 virtual and live trade shows. Other duties and achievements entailed:• Exhibited flexibility while navigating job requirements during the pandemic.• Arranged, scheduled, and tracked Customer Digital Media Training program with clients.• Procured promotional collateral for internal and external usage, as required.Additional overarching duties: processing PTO and assisting HR team with Worker Comp claims during Covid-19. Also, supported Events Marketing Planner who set-up 2019 National Leadership Meeting. Show less

Carrollton, Texas, United States

What's the story behind the artwork? I think everyone loves the story... what was the background for the painting... what inspired you. What intrigued you enough to paint it...That thought pattern is exactly how I look at a piece of history, a cowboy watching the sunset, two colts interacting together. I've always been a dreamer, filled with curiosity. Since a small child, I’ve loved discovering the history and the stories that defined the West. Looking back on my childhood, I… Show more What's the story behind the artwork? I think everyone loves the story... what was the background for the painting... what inspired you. What intrigued you enough to paint it...That thought pattern is exactly how I look at a piece of history, a cowboy watching the sunset, two colts interacting together. I've always been a dreamer, filled with curiosity. Since a small child, I’ve loved discovering the history and the stories that defined the West. Looking back on my childhood, I was fortunate to grow up in a small valley tucked along the central coast of California. The little gem of a town I was raised in, the Santa Ynez Valley, was steeped with a wealth of ranching and cowboy traditions. It ignited a passion for appreciating the horsemanship traditions developed by the Spaniards and early California settlers. That early snapshot still echoes in my memories and has left a desire to define the West with vivid tales of hardship and romance that has fueled many young minds along the way.My goal isn’t to redefine history, or glamorize it into something it is not, but to draw upon the eventsthat shaped the country and share our history, igniting an appreciation for the people and events thatdefined the West.To see more of my artwork, especially what is currently in progress, please connect with me on Instagram, or visit my website @ www.geridunn.com. Show less

Dallas, Texas, United States

While in this position, I connected with superiors, defined objectives, and generated action plans to capture debt recovery goals for defaulted student loans. I also advised and coached team members in best practices to convince borrowers to pay off old debt. Other responsibilities and accomplishments included:• Crafted employee schedules while optimizing performance potential.• Generated reports, tracked pertinent information, and upheld confidentiality practices.• Entrusted with… Show more While in this position, I connected with superiors, defined objectives, and generated action plans to capture debt recovery goals for defaulted student loans. I also advised and coached team members in best practices to convince borrowers to pay off old debt. Other responsibilities and accomplishments included:• Crafted employee schedules while optimizing performance potential.• Generated reports, tracked pertinent information, and upheld confidentiality practices.• Entrusted with additional responsibilities to assist Operations Manager and Director with goals.• Motivated performance by incentivizing teams with prospective bonuses.• Achieved and surpassed individual and team goals.• Ensured proper offices protocols and procedures were maintained.• Recovered considerable debt and brought countless loans current. Show less

Dallas, Texas

Full operation of DFW area, including:Invoicing, Data Entry, Scheduling of Court Reporters, Payroll, producing electronic files from paper files, e-filing with the Dallas-Fort Worth Court Systems and streamlining department for maximum efficiency.Provide assistance as needed to Chief Operations Officer, including scheduling meetings and travel.

Santa Barbara, California Area

Full operation of Santa Barbara office, including:Invoicing, Data Entry, Scheduling of Court Reporters, Payroll, and full compliance with Court System requirements of legal documents.