Financial Analyst Customer

Stacey Bagwell

Schaumburg, IL *****

847-***-**** adflye@r.postjobfree.com

http://www.linkedin.com/pub/stacey-bagwell/5/47/760

SENIOR MEETING / EVENT PLANNER

Versatile, highly organized senior meeting and event planner with extensive experience facilitating the successful planning and execution of large-scale and Fortune 500 corporate events. Proven ability to lead and manage all aspects of event management from concept-to-execution. Strong track record of fostering positive business relationships with suppliers, venues, staffing agencies, audio/visual companies, and other organizations key to realizing consistent event success. Developed and executed marketing strategies to drive growth and customer retention.

Areas of Expertise:

Budget Preparation • Contract Negotiations • Site Selection • Strategic Planning / Execution

Project Management • Vendor / Supplier Relationship Management • Staff Supervision / Training

Schedule Coordination • Logistics • Cross-Functional Team Leadership • Cost Control • Inventory Control

PROFESSIONAL EXPERIENCE

Hilton Chicago/Northbrook, Northbrook, IL

Conference Services Manager, July, 2019 – September, 2019

Responsible for ensuring all events ran as planned. Worked with client to understand, document and communicate event specific requirements to hotel staff. Team lead for cross functional event team.1

Reserve event space and coordinate services for clients.

Organize Banquet services

Organize Audio Visual services

Astellas Pharma US, Northbrook, IL

Project Coordination Resource II (Contractor through Pro Katchers), December, 2018 – February, 2019

Responsible for supporting federal, state and local transparency reporting activities.

Perform date remediation and maintenance activities to prepare data for reporting including, reviewing, researching and remediating data errors and Issues through Porzio.

Discover Financial Services, Riverwoods, IL

Meeting and Event Analyst (Contractor through ICONMA), June, 2018 – December, 2018

Responsible for ensuring adherence to corporate policies governing meetings and events corporate wide. Act as subject matter expert on corporate wide utilized system.

Provide best in class customer services support to all requesters. Providing requesters what is needed from securing sourcing, contracting and process driven issues.

Assist and produce regular reporting for team and business partners.

Assist with the development, communication and education on the Meetings and Events Policy and Procedures.

Assist with the development and management of preferred meeting and event supplier relationships.

Interface with at times, internal clients, stakeholders and suppliers as a subject matter expert in the Strategic Meetings Management space to ensure tasks are complete and on schedule.

Responsible for creating and re launching Meeting Request form to follow updated processes with an emphasis on simplifying and automating associated tasks through CVent.

Broaden knowledge of Discover transient processes to support any requests received within the team. Cross train team members of Meeting and Event specific processes.

Created and implemented process improvements to automate tasks.

Update support request and manage events through CVent.

Association of Legal Administrators, Chicago, IL

Meetings Specialist, March, 2017 – June 3, 2018

Market, plan and manage assigned chapter meetings and events. Project management to include developing agendas, researching venues, negotiating contracts, developing/monitoring budgets, registration using Eventbrite, and various administrative tasks related to meeting management.

Develop and market Retreat Planning Plus program to members. Project management will include responding to questions and requests for information regarding the program, creating RFPs, researching venues, and presenting findings. Will also negotiate contracts and provide meeting planning support and logistical assistance.

Support Annual Conference responsible for engaging with exhibitors and show floor logistics.

Support the Conferences and Meetings team, maintaining C&M electronic files, meetings inventory, supplies, etc.

AbbVie, Mettawa, IL

Financial Analyst (Contractor through Collaborative), February, 2016 – February, 2017

Reconciled meeting spend using experience in meeting planning.

Responsible for taking all events and reviewed invoices for accuracy, reported out final costs and maintained monthly accruals as well as tracked invoices and purchase orders throughout the planning process.

Completed compliance checks and transparency reporting though the end of the program, verify appropriate documentation and report spend on specific transactions.

Extensive contract review and approval.

Payment issue for Health Care Provider and sponsorships.

Extensive deliverables through CVent budgeting tool.

CDW, Vernon Hills, IL

Event Coordinator (Contractor through OtterBase), November, 2014 – October, 2015

Marketed, managed, coordinated, planned and executed eight (8) 2015 Coworker Appreciation Events corporate wide. Locations included Illinois, Arizona, California, Connecticut, Nevada, New Jersey, Texas and Virginia.

Deliverables included define all requirements with venue, branded area, volunteer training, and communicated to coworkers detailed invitation attendee requirements.

Contracted and purchased buy out of Illinois amusement park for 13,000 coworkers in Illinois, Wisconsin, Michigan and Indiana. Other site attendees ranged from 300 – 2,000.

Managed $ 650,000 coworker appreciation budget.

Managed/Coordinated event logistics for 30-40 customer facing programs for customer visits to locations throughout the United States with varied customer attendees of 8-50.

Deliverables included: site selection, contract negotiation, utilizing Starcite to create registration websites and track event particulars including budget. Tracked final attendee information, created Egencia registration site for airfare booking reservation and hotel management. Extensive budget development and management, tracking and reconciliation, post event reporting and customer facing event management.

Coordinate with third-party agencies and vendors according to event specifications as appropriate for production, catering, creative deliverables, housing and transportation

Event management and registration through CVent.

ABBOTT NUTRITION, Lake Forest, IL

Global Meeting Planner (Contractor through Collabera), January, 2013 – November, 2014

Managed and coordinated eight (8) international industry/educational events.

Deliverables included: define all requirements, sourced/contract negotiations, create CVent/Starcite registration site to communicate event specific information and gather attendee information while ensuring stringent Sunshine Act reporting.

Defined accommodation, ground transports, meeting room, audio/visual, food/beverage and print requirements.

Managed process by proving on-site support at programs, secured customer feedback and processed payments. Extensive budget management.

Project managed event and cross functional team members, supervised on site staff and third party vendors.

Event locations were: Taiwan, Colombia, Hong Kong, Spain, Dubai, Cancun, Vietnam and Brazil and included 150-200 attendees.

Ensure compliance consistency of all events with OEC guidelines.

Serve as onsite team leader for all staff and event personnel.

NOKIA SIEMENS NETWORKS, Arlington Heights, IL

Senior Meeting Planner (Consultant), October, 2010 – December, 2012

Defined program and secured support for all customer facing event at Nokia Siemens.

Team lead of cross-functional event team

Key contributor directly involved in site selection and budget development; managed event requirements and other logistical and planning matters.

Designed end-to-end meeting and event plans, as well as detailed work agendas, to optimize event efficiency.

MOTOROLA, Inc., Schaumburg, IL March, 1990 – July, 2010

Senior Event Specialist – Enterprise Mobility Solutions & Networks (2006 – 2010)

Managed, planned and executed all critical event management operations for up to 100 annual events.

Responsibilities included site selection, contract negotiations, transportation arrangements, hotel attrition/cancellation negotiations, food and beverage, end-to-end meeting/event plans/detailed working agendas, meeting material production, and on-site management.

Attendee registration through CVent/Lanyon.

Recipient of 18 Employee Recognition Awards for Outstanding Performance during tenure.

Successfully managed event budgets up to $1M and personnel teams up to 15 persons per event.

Team leader of cross-functional planning team directly responsible for overseeing customer programs at multiple domestic and international industry Tier 1 trade show events exceeding 20,000 attendees.

Interfaced directly with clients and internal/external C-Level Executives to manage customer briefings, internal meetings, sales conferences, road shows, trade shows, customer partner events, industry wide forums, and public relations events.

Developed technical training protocols for 100% of external customers, leading to highly successful marketing efforts and effectively engaged customer briefing support.

TECHNICAL PROFICIENCY

Microsoft Office Suite, Sharepoint, Sales Logix, StarCite, Sage, CVent Event Registration Software, CMS, Sitefinity, IMIS, 501 Auctions, Delphi

EDUCATION & PROFESSIONAL DEVELOPMENT

Facilitation Skills for Briefing Professionals

Consulting and Planning Skills for Briefing Professionals

Protocol Training for International Guests

Diploma – Maine West, Des Plaines, Illinois

PROFESSIONAL AFFILIATIONS

Member – Project Management Networking Forum

Executive Vice President – Parkview Parent-Teacher Council

Former Member – Meeting Planning International (MPI) & Association of Briefing Planners and Managers (ABPM)

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