Event Planner Project Management

Lucia Concepcion, HMCC

Lafayette, CA 415-***-**** *****.***************@*****.***

SENIOR EVENT PLANNER

Versatile strategist, with a progressive career specializing in efficient event planning, hospitality, production, and execution. Skillful in marketing, change improvement recommendation, creative resolution, securing negotiated pricing, tracking goals, accurate reporting, cross-functional collaboration, fostering positive relationship, budgeting genius and project management. Successful in developing and executing strategic plans, setting and administering budgets, and managing exceptional projects from inception to successful completion. Demonstrated ability to motivate cohesive teams that achieve transformational results. Influential advisor successfully directing support services operations; including the ability to meet deadlines and handle diverse tasks simultaneously using prioritization and delegation. Highly successful in creating vision, identifying opportunities, and building awareness through effective communication channels. Proven skills in building coalitions, resource management financial development, budgeting and staff development. Excellent communication, presentation and relationship management skills including extensive experience of stakeholder engagement capable of influencing across a matrix organization .

DIVERSE EXPERIENCE AND QUALIFICATIONS

Event Executive: Successful in logistically coordinating all integral event and hospitality requirement, including parking, entertainment, decorations and audio/visual components.

Business Strategy: Exemplary ability to create short- and long-term organizational plans, set clear priorities and manage operational budgets with foundational understanding of a broad range of back-office support functions.

Public Relations & Engagement: Subject Matter Expertise in cultivating mutually beneficial partnerships, building, and sustaining trusted relationships with executives, international stakeholders, and key influencers.

Transformational Leadership: Training and educating both direct and indirect staff to establish goals and set expectionsui, monitored performance against the plans, and taking action to manage risks to ensure individual and company success.

WORK EXPERIENCE

ATR Wells Fargo, San Francisco, CA February 2022 – February 2024

Business Execution Consultant – Contractor

As a skilled event professiomal collaborated with line of business (LOB) partners to provide guidance from inception to completion on event, logistics and all other aspects of multi-day meetings, events and conferences. Cultivate establish and maintain relationshiops with vendors and LOB liaisons to contain costs and deliver world class events. Ensure adherence to company policies, regulations and compliance for Commercial banking.

McKesson, San Francisco, CA February 2002 – January 2020

Senior Meeting Planner, December 2017 – January 2020

Designed and implemented meetings and events for hi-profile clients including the Chairman and CEO, Board of Directors, Finance, Legal, Investor Relations and other C-suite executives.

Created timelines, budgets and production schedules to ensure successful event planning and execution.

Marketed and sold McKesson owned and operated conference facilities before taking business outside to hotels and external venues, achieving an ROI of 85% to each client.

Encouraged use and addition of virtual and digital meeting components, reducing meeting costs and increasing audience reach.

Meeting Planner, June 2011 – December 2017

Facilitated development of meeting and event registration, created and managed hotel room blocks, group air arrival / departure manifests and arrange ground transportation. Collaborated with chefs and banquet directors to design menus and meal and refreshments break that exceed attendee expectations yet align with McKesson’s Better Health initiatives.

Serviced client groups across the enterprise including townhall meetings for sales and finance, Six Sigma Annual Conferences and Community Days. Attendees / audience ranged from 50 - 750.

Manager, Site Selection Contracts, Vendor Relations, April 2006 – June 2011

Ensured contracts complied with McKesson guidelines and contract addendum. Lenos Systems Administrator.

Sourced and negotiated vendor contracts that resulted in significant cost savings and cost avoidance each year starting at $4.6M in 2006 and culminating at $8M in 2011.

Project Specialist, February 2002 – April 2006

Designed, developed and managed company branded meeting and event registration sites using StarCite and Lenos meeting management tools. Played a role in vendor selection through the transition from StarCite to Lenos. Oversaw the development of event registration websites from early conceptual stages through completion working with stakeholders applying changes as necessary.

EDUCATION

Biology

University of California, Los Angeles, CA

CERTIFICATIONS

CPR, First Aid Certification

HMCC - Healthcare Meetings Compliance Certification

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