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  • 1.  Birds of a Feather: Financial Services

    Posted 04-02-2020 13:29
    Hello Cvent Community,

    Birds of a Feather discussion are intended to help you find other meeting and event professional within the financial services industry. Share best practices, see how others are handling their events over the next few months, or any other questions or tips you want to share. Think of it as an industry round table, but over the internet.

    I have provided a few questions to get us started here in the Community. Copy the questions below, click reply, paste the questions, and provide your responses.

    • Where are you located?
    • What is your role?
    • I want to connect with people who ___________ (fill in the blank.)
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? (Large annual events, internal sales kick offs, continuing education ect.)
    • What's the best part of being at an event you're not responsible for?
    • What is one thing you want to learn about Cvent?
    Everyone's voice adds value to our dialogue. If you have anything you are trying to work through share your questions or thoughts here at any time.

    PARTICIPATION NOTE: If you reply to the discussion you are automatically "following" the discussion. Following a discussion means you will get an email anytime someone replies. The star will be red if you are following the discussion, to unfollow click the star and it should turn blue.
    ​​
    #Miscellaneous

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    Valerie ONeill
    Assistant Team Lead, Industry Solutions
    Cvent
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  • 2.  RE: Birds of a Feather: Financial Services

    Posted 04-02-2020 16:55
    • Where are you located? Chicago
    • What is your role? Director of Events & Operations
    • I want to connect with people who have postponed events recently or gone digital/hybrid (fill in the blank.)
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? (Large annual events, internal sales kick offs, continuing education ect.) We have a conference coming up in a couple months and we are currently evaluating all options. 
    • What's the best part of being at an event you're not responsible for? Sparking creativity for our events and being a true observer.
    • What is one thing you want to learn about Cvent? I don't have anything specific. 


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    Caroline DeCamp
    Director of Events and Operations
    Morningstar
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  • 3.  RE: Birds of a Feather: Financial Services

    Posted 04-03-2020 09:58
    • Where are you located? Charlotte
    • What is your role? Director of Marketing and Events
    • I want to connect with people who are adjusting in-person to virtual events.  Also people rebooking and making sure contracts are up to par with these new circumstances.  
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? Multi-day events that require meeting space and hotel rooms and average between 40-60 people each.  We do 1-2 each month. 
    • What's the best part of being at an event you're not responsible for? Observing, listening and learning to spark fresh ideas.
    • What is one thing you want to learn about Cvent? How it will adapt their platform to this new age and how it will be helping event planners adapt.


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    Jennifer
    Director of Marketing & Events
    Saltzman Associates
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  • 4.  RE: Birds of a Feather: Financial Services

    Posted 04-07-2020 15:23
    • Where are you located? Minneapolis, MN
    • What is your role? Sr Business Partner Travel Services
    • I want to connect with people who source venues for meetings with 10+ sleeping rooms and/or contracted meeting space, utilize Event Management regularly
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? Training sessions (35-50 people, room blocks 10+, one or two larger meetings [50-80 sleeping rooms])
    • What's the best part of being at an event you're not responsible for? Seeing best practices that could be morphed/applied to our meetings
    • What is one thing you want to learn about Cvent? I'd like to become an expert at FLEX/Event Management


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    Elayne Simensen
    Sr. Business Partner Travel Services
    Target Corporation
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  • 5.  RE: Birds of a Feather: Financial Services

    Posted 04-08-2020 08:53
    Morning everyone!

    • Where are you located?  Northwest New Jersey
    • What is your role?   Project Leader - duties include meeting planning
    • I want to connect with people who have similar duties/issues, plan meetings/events.  
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? (Large annual events, internal sales kick offs, continuing education etc.)    Our large annual event is on hold right now.  It was supposed to be in November in three different cities.  Our smaller events are either cancelled, will be moved to third/fourth quarters, or being changed to virtual.
    • What's the best part of being at an event you're not responsible for?  No stress, can relax and enjoy.  
    • What is one thing you want to learn about Cvent?   Nothing comes to mind.


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    Donna Powell
    Agency Development Project Leader
    Selective Insurance Company Of America
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  • 6.  RE: Birds of a Feather: Financial Services

    Posted 04-13-2020 11:13
    • Where are you located? Nashville, IN
    • What is your role? I lead the marketing team
    • I want to connect with people who lead small teams and are a jack-of-all-trades in marketing
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? We do large and small educational events across the country (seminars and small round tables). We have, for the most part, very seamlessly moved to a virtual environment for our events, and it has been embraced by our business development and leadership teams.
    • What's the best part of being at an event you're not responsible for? not worrying about anything going wrong!
    • What is one thing you want to learn about Cvent? how to better leverage the technology


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    Lori Wildman
    Senior Marketing Manager
    DuCharme McMilllen & Associates
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  • 7.  RE: Birds of a Feather: Financial Services

    Posted 04-13-2020 18:51
    • Where are you located? California
    • What is your role? Air specialist
    • I want to connect with people who ___________ (fill in the blank.) n/a
    • What are the types of meetings/events you typically host and how are you handling your events over the next few months? (Large annual events, internal sales kick offs, continuing education ect.) Conference
    • What's the best part of being at an event you're not responsible for? translator
    • What is one thing you want to learn about Cvent? I dont have anything specific


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    ava dang
    Inspired Travel
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