Lori Thomas Email & Phone Number

As part of the leadership team, I am responsible for designing new strategies focused on programs, content and member user forums, to deliver outstanding experiences to a single family office community. • Reimagined and delivered a new content strategy resulting in streamlining and executing 127% more programs than the previous year.• Manage and develop a high performing team producing unique and memorable experiences and establishing SOP procedures and templates to execute efficiently across the Center of Excellence• Develop annual business plan and budget accurately• Deliver reporting and overall progress updates to leadership teamABOUT FORGEThe Forge Community exists to serve the single family office industry through enabling connections, curating relevant, high-caliber industry content, and establishing standards and best practices to move the industry forward.The Forge initiative began in Fidelity Family Office Services. Forge then became the Forge Community, LLC, a wholly owned subsidiary of FMR, LLC.

Established event program foundation by creating and streamlining processes to drive scale and efficiency across a small startup team by first seeking to understand what the Community needs and requires to be successful. • Designed a new event program strategy which created structure allowing the team to immediately scale volume by 50% YOY• Led events committee to create a foundation for community engagement • Engaged with single family office executives daily to build high trust relationships resulting in delivering valuable engagements

Dallas/Fort Worth Area

Independently led event strategy for a new business and designed unique approaches to drive customer engagement across the growing business. • Proven ability in adapting to change, pivoting from managing solely in-person meetings to a virtual world instantaneously, while completing successful programs in a short timeframe• Managed senior leader strategy meetings to align programs with business initiatives

Dallas, Texas

Independently managed and co-produced multiple events per year, ranging from large audience National Events and Client Conferences to intimate high touch President Circles & Client Board Meetings. • Increased the National Sales program YOY satisfaction 25% by utilizing previous event feedback throughout the planning cycle ensuring applicable improvements were recommended and implemented• Drove annual budget conversations, design and deliver annual reporting while ensuring events remain on target

Dallas, Tx

Led all operations for 15 annual C-Suite events, across the U.S., featuring executives from Fortune 500 companies before the organization closed operations in Dallas.• Researched and selected site locations by incorporating previous feedback to successfully draw targeted attendees in for multi-day thought leadership conversations• Developed sponsor relations to ensure program initiatives were exceeded• Responsible for creating and reporting yearly operations budget of $1 million

Kansas City, Missouri Area

Built a strong corporate events background by owning programs in healthcare information technology ranging from large tradeshow exhibits with wrap around evening events, leading education sessions for the teams 10,000+ client conference and orchestrating a new meeting design for the annual CEO Summit. • Executed 1,000+ client VIP and concert events tying the theme to location and artist • Created a new process for managing 100+ education breakouts during the client conference resulting in capturing the right information for fast and accurate reporting • Elevated the annual CEO Summit by selecting new venues to the recurring meeting location

Tx, D.C., Va

Established a strong foundation in hospitality beginning with an internship in San Antonio, TX to quickly growing into a Senior Event Manager by consistently achieving goals and exemplary performance. • Led BEO meetings, conducted site visits and managed pre-conference client meetings• Executed executive events including hosting Secretary of State Colin Powell and the Dalai Lama • Exceeded expectations of large global organizations by collaborating with culinary teams to deliver unique customized international menus

Orlando, Fl

Served as a Park Greeter in the Magic Kingdom implementing Disney’s work ethics and customer beliefs to ensure all guests had the time of their livesProvided immediate guest service recovery and communicated daily with 1000’s of park guests as a Guest Relations Assistant