MY STRATEGIC MEETINGS
& EVENTS APPROACH
I don’t approach events as
one-off projects. I lead them as
strategic business programs.
Over the past 19+ years, I’ve built and operated large-scale meeting and event portfolios for corporations, agencies, and global organizations ranging from executive leadership summits to multi-venue conferences and citywide programs serving tens of thousands of attendees.
My approach is rooted in governance, strategy, and performance. That means every program is designed to:
- Align to business and revenue goals
- Operate with clear decision frameworks and financial controls
- Scale across teams, markets, and portfolios
- Deliver exceptional experiences without sacrificing operational discipline
- Continuously improve through data, insights, and executive review
This operating model is how I ensure programs are not just well-produced, but well-managed, measurable, and defensible at the executive level.
My Event Operating
Framework
This is the system I use to design and run high-performing event programs end-to-end.
It balances strategy, experience, operations, risk, and results while giving stakeholders confidence,
visibility, and control throughout the lifecycle of a program.
Business Alignment & Program Strategy
Every program starts with clarity. I work with stakeholders to align on business goals, audience strategy, success metrics, budget parameters, and executive expectations. This phase establishes the strategic purpose of the event, defines what success looks like, and creates the governance structure that guides every decision that follows.
Outcome: Clear objectives, defined success metrics, aligned stakeholders, and a program built for impact.
Program Intake & Planning Infrastructure
Strong programs require strong systems. I establish structured intake, scoping, prioritization, and planning workflows that allow teams to move quickly without losing control. This includes timelines, workplans, ownership models, and decision frameworks that keep complex programs organized and on track.
Outcome: Clear scope, realistic timelines, aligned resources, and disciplined delivery.
Supplier Strategy & Commercial Execution
I treat sourcing and contracts as strategic levers, not just logistics. From venues to production to registration and agencies, I lead supplier strategy, negotiations, and contracting with a focus on value, risk management, and financial accountability. This ensures the program is both high-quality and fiscally responsible.
Outcome: Strong partners, controlled risk, optimized spend, and reliable execution.
Experience Design & Go-To-Market Execution
Great events don’t happen by accident. They’re designed. I oversee the full experience architecture, including agenda flow, content, registration, communications, branding, and attendee journey. I also ensure tight alignment with marketing and sales so the event supports pipeline, engagement, and business outcomes.
Outcome: A cohesive, intentional experience that supports both brand and business goals.
Live Program Operations
Execution is where trust is earned. I lead on-site operations with a calm, solutions-first mindset, managing teams, vendors, speakers, and stakeholders in real time. My focus is protecting the experience, managing risk, and ensuring the program runs seamlessly no matter what changes or challenges arise.
Outcome: Confident delivery, smooth execution, and stakeholder peace of mind.
Performance Measurement & Optimization
Events should perform, not just happen. I define KPIs, lead post-event reporting, and facilitate stakeholder debriefs to evaluate performance against goals such as engagement, pipeline influence, experience quality, and operational efficiency. Insights are then fed back into future program design.
Outcome: Clear ROI, actionable insights, and continuous improvement.
Our Partnership Onboarding Process
Initial Consultation Meeting
We begin our partnership with an initial consultation meeting, a crucial first step that allows us to understand your brand, vision, goals, and event expectations. This meeting is an opportunity for mutual learning and ensures that our services align perfectly with your needs. We’ll discuss key details such as your event's purpose, desired outcomes, and budget, setting the foundation for a successful collaboration.
Proposal Development + Review
Following our initial consultation, we will craft a customized proposal that outlines our strategic approach, tailored services, and the investment required to bring your event to life. During the proposal review meeting, we’ll walk you through each element of the proposal, making sure it meets your expectations and fits within your budget. This step ensures clarity and alignment before moving forward.
Kick-Off Meeting
After you approve the proposal, we’ll conduct a kick-off meeting to officially launch our partnership. During this meeting, you’ll be introduced to your dedicated project team, and we’ll outline the communication plan, project timeline, and milestones. This meeting sets the stage for our collaboration.
Discovery + Strategy
Once our partnership is underway, we immerse ourselves in understanding your brand, objectives, and the essence of your event. Through collaborative discussions and thorough research, we define a strategic roadmap that aligns with your goals and budget while resonating with your target audience. This foundational step ensures that every aspect of the event is tailored to meet your unique needs.
Event Management + Execution
With the strategy in place, our event management process begins. We’ll handle all logistics, coordination, and execution, ensuring that every detail is meticulously managed. Throughout this phase, we’ll keep you informed and involved, making sure the event reflects your vision and meets your objectives. Our systems and processes are designed to ensure a seamless, stress-free experience, allowing you to focus on engaging with your audience and enjoying the event.