Wendy Carroll Email & Phone Number

Friendswood, Texas, United States

• Comprehensive sourcing, planning, organization and execution of internal and commercial meetings and events.
• Full scope of planning including venue contract negotiation for beneficial terms to the company, meeting registration, room block management, meeting and function space, food and beverage, audiovisual coordination.
• Support of CCO including domestic and international travel, board meeting coordination and special events.
• Management and coordination of special projects including planning and development of satellite office as liaison with landlord, designers, and vendor partners.
• Pre-event budget creation, maintenance, and post event reconciliation.
• Implementation of meeting registration platform for meetings and events.

San Carlos, California, United States

• Work intensively with the sales training team, VPs and leadership to source, plan, manage and execute over 35 events including training meetings (20 – 100 pax) global sales meeting (900 pax), leadership training.
• Oversee all meeting logistics including budgeting, venue selection and site inspections, hotel contract negotiations, attendee communications, meeting registration, room blocks, meeting and function space, food and.
• Implemented and coordinated Covid testing protocols for in person programs in compliance with corporate, municipal and venue guidelines.
• Established protocols for meeting registration, improved internal deadline adherence and payment processes
• Developed and maintained master meeting schedule.
• Collaborated with finance on budgeting and meeting spend forecasting.

Salt Lake City Metropolitan Area

• Worked cross-functionally and enterprise-wide to develop and finalize program formats, topics, speakers, and special events for internal and external events averaging 50+ events per year, including annual national.
• Oversaw all meeting logistics, including budgeting, venue selection and site inspections, hotel contract negotiations, attendee communications, online meeting registration, air/ground transportation, room blocks.
• Managed onsite meeting team to ensure each event successfully executed to exceed expectations.
• Oversaw and approved hotel and vendor billing/reconciliation and processed for payment with finance team.
• Provided support, updates, and data to vendor facilitator of annual incentive award trip.
• Initiated and coordinated capture of meeting air travel spend with vendor travel partner using drop-down menus in Concur for increased cost awareness.

Salt Lake City Metropolitan Area

• Provided comprehensive, high-level administrative support to director of sales and sales trainers, including extensive and complex scheduling for five-person training team.
• Contracted and managed hotel room block for training class attendees while managing calendar bookings for onsite meetings.
• Ordered department-specific collateral for all new sales executives. Provided and facilitated planning assistance for quarterly director and manager meetings.
• Collaborated with vendor to implement individual order submission for home-based sales force for collateral and office supplies.
• Vetted and submitted weekly expenses for 100+ speaker bureau team members.
• Scheduled and coordinated meals and teambuilding for in-house sales training classes. Prepared meeting rooms for all sales training classes, including room set, welcome bags, AV, and meeting room supplies.

Salt Lake City Metropolitan Area

Processed invoices for payment within discount terms while researching and implementing new accounting software. Provided customer service for personal and commercial clients and ensured tours fully organized and deployed. Organized, coordinated, and oversaw seasonal fundraising efforts.

Salt Lake City Metropolitan Area

Processed accounts payable and submitted to corporate office for payment. Maintained petty cash and reconciled bank accounts. Processed payroll and expense reports for field office and leadership. Conducted new hire orientation for field office. Coordinated staff travel and printed tickets onsite. Organized staff meetings for metallurgical laboratory field.