Joanne Makely Email & Phone Number

Denver, Co, Us

Greater Denver Area

• Direct responsibility for program development, planning, execution and all of its components• Supporting various Business Units• Liaison with Sourcing/Registration Manager for site selection and attendee registration requirements• Adhere to client policy on financial and compliance controls for all meetings• Create meeting budgets in Lanyon• Update budgets as necessary during planning and prepare final budgets• Utilize preferred vendors for quality of service and maximum pricing leverage• Determine and arrange detailed program needs• Manager on-site program assistance • Oversee all arranged details of the program• Ensure internal and external reporting requirements are met• Initiate and monitor client billing and invoicing with vendors• Initiate and track payments and expenses• Review supplier bills for accuracy and ensure timely payment and final billing procedures• Full meeting reconciliation in accordance with Client audit standards

Greater Denver Area

Support Sales, recordkeeping sales and expense reports, electronic databases andsales proposals for prospective customersPlan meetings and ensure that sales representatives In the field are In contactwith home office staffReceives customer orders, communicates order status and ensures routine refillsof productsOrganize sales presentations and ensure that all sales presentation materials areprepared prior to deadlines. Initial responsibilities will include creating CRMdatabaseUpdate customer records in the company database as requiredContact customers to answer basic procedural questions or to gauge their levelof satisfaction with the companyCollaborate with the sales staff to monitor active purchase orders and make surethat orders are completed on timeReport any inventory or service issues to management and the appropriateAccount Manager immediately

Broomfield, Colorado

Virtual

• Expert in Individual Engagements with Physicians, Patients and Executive level professionals• Direct responsibility of program development, planning, procurement and execute all meeting details• Adhere to client policy on financial and compliance controls for all meetings• Add value to client by counseling client on best practices, and suggesting ways to make their event successful • Update budgets as necessary during planning and prepare final budgets• Maintain the highest level of quality, professionalism and integrity when negotiating with suppliers and dealing with clients and team mates • Enter and update meeting information in meeting database

Malvern

• Maintained and developed SOPs for the Corporate Meeting Planning Department• Manage and trained Administrative Staff supporting the Meeting Management group• Incentive Programs for top executives – various destinations i.e.: Mexico, Puerto Rico etc.• Worked with C-suite and senior-level executives and managed executive meetings•

Malvern

• Provided comprehensive support to the clinical project team for set up and administration of clinical trials ensuring adherence to protocols• Assisted negotiations of clinical trial agreements with investigative sites• Assisted Clinical Research Associates as needed (e.g. generated financial disclosures, created regulatory binders, etc.)• Input of regulatory documents in clinical trial management system and assuring regulatory documents were sent to the clinical study files• Coordination of department tasks • Generated grant payments and insured QC of request

Assisted to build up service from the ground up Assisted setting up the database for scheduling classes and lecturesAssisted organizing conferences for local hospitals Planned conference and training at local hospitals

• Collaborated with physicians, nurses and other healthcare professionals• Transcribed orders give by physicians into computer.• Handled discharge, admission and personal information forms• Ordered supplies, ordered lab test and scheduling appointments• Patient confidentiality