Managing Director, Conferences, Events & Professional Societies
Current• Senior event planner and relationship manager for prominent financial services trade association representing the securities industry in regulatory advocacy matters. Ensure events properly represent the organizations priorities and desired public image. • Strategically plan and execute standing event calendar, as well as proactively build robust topical events in expedited timeframe, in coordination with internal clients and industry committees. Lead determination of locations, venues… Show more • Senior event planner and relationship manager for prominent financial services trade association representing the securities industry in regulatory advocacy matters. Ensure events properly represent the organizations priorities and desired public image. • Strategically plan and execute standing event calendar, as well as proactively build robust topical events in expedited timeframe, in coordination with internal clients and industry committees. Lead determination of locations, venues, and format. • Manage and forecast operating budgets for 50+ events each year, including attendee pricing. • Develop and manage branding and theme of events with marketing and graphics from inception to execution. • Supervise a team of planners that project manage a wide range of event formats ranging from 20 – 2,000 attendees including complex multi-day conferences with 25 or more concurrent CLE sessions each day, half day topical seminars aligned with networking events, virtual forums, webinars, board dinners, and golf tournaments. • Conference portfolio includes a range of subjects including compliance, legal, tax, asset management, market practice, diversity, and developments in technology. • Negotiate with suppliers and vendors to secure advantageous contract terms for hotels, event spaces, paid speakers, audio visual, mobile apps, recreation, and entertainment.• Execute event logistics including food and beverage selections, room specifications, av production, registration, and housing.• Manage onsite staff and vendors before and during events to ensure execution provides an exceptional attendee experience.• Create key opportunities and space for networking and onsite business meetings.• Instrumental in successfully shifting scheduled in person events to virtual forums including vetting necessary technology and enhancements and other related logistics to maintain quality of the experience. Show less