Stephanie Williams

Conference, Summit and Retreat Manager

Talent

AtlantaMember since March 13, 2026

Full-Cycle Event Management (Planning, Execution, Post-Event Analysis) • Trade Shows, Conferences, Summits & Executive Retreats • Salesforce Campaign Setup & Lead Flow Management • Budget Tracking, Financial Reconciliation • Project Management Dashboards, Spend Trackers & ROI Reporting • Vendor & Agency Coordination • Cross-Functional Collaboration (Sales, Finance, Legal, Procurement) • Venue Sourcing & Contract Negotiation • Cvent Website Design & Attendee Hub Management • Sponsorship ManagementEvent Tech: Cvent, Shoflo, Attendify, ON24, TurboBridge, CRM & Operations: Salesforce, Netsuite, SharePoint Project Management: Asana, Smartsheet, Airtable, Monday.com, OneNote Reporting & Analysis: Microsoft Excel (dashboards, trackers, reconciliations), PowerPoint, Word Collaboration: Slack, Microsoft Teams, Zoom

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About

Strategic event and meeting professional with 15+ years delivering full-lifecycle event management — from planning and logistics to financial tracking, Salesforce campaign management, and post-event ROI reporting. Expert in aligning event programs with business objectives, managing cross-functional stakeholder relationships, and driving operational excellence through data-driven insights. Proven success executing multi-city roadshows, large-scale conferences, and executive retreats while consistently delivering on time and within budget.

Experience

Freelance Sr. Event Manager — Event Logistics & Consulting July 2020 — Present | Remote

Manage full lifecycle of trade shows, conferences, retreats, and HCP meetings — from strategic planning and vendor coordination through post-event ROI analysis and reporting to Sales and leadership stakeholders

Partner with Sales and Marketing teams to align event messaging and lead capture strategies with pipeline objectives; implement post-event data workflows to support sales follow-up

Create and manage Salesforce campaigns to track event leads, contacts, and performance metrics, ensuring data integrity and accurate ROI measurement across programs

Build Excel-based budget trackers, spend dashboards, and post-event financial reconciliations to monitor variances and support monthly and quarterly reporting

Design custom event registration websites and mobile applications using Cvent platform, integrating branding, attendee management, and registration workflows

Oversee booth design, exhibit logistics, and vendor/venue management — ensuring brand consistency and seamless installation and dismantle processes

Serve as onsite lead for events with 250–2,500 attendees, coordinating staff, attendee engagement, and client interactions

Manage accounts payable workflows including PO initiation, invoice tracking, and post-event expense reconciliation

Orchestrate national and international event programs with 98%+ client satisfaction, consistently on time and within budget

Client Projects

Regeneron Pharmaceuticals (2023–2025): Produced Annual Regulatory GPS Meetings, HERO Retreat, and HCP Sales Meetings — compliance-driven programming with measurable business impact.

CWT Accounts — Amazon Ignite Roadshow (2023): Executed 45-city U.S. and Canadian tour for 2,500+ attendees; managed full logistics, vendor coordination, and brand consistency across all markets. Synchrony (2023): Produced CEO Award Gala, client team meetings, and quarterly staff gatherings.

P Valley Speakers Bureau (2023–2024): Served as Account Manager for Phantom Pharmaceuticals Speaker Bureau; coordinated 87+ Virtual, Hybrid, and In-Person HCP Sales Meetings and Dinners.

Crittenden Research Golf Inc. Strategy Summit (2025): 350 attendees, 80+ presenters, 25+ education sessions, 68 tradeshow vendors, 80 sponsors, and 8+ networking events.

Crittenden Research Medical Liability Conference (2025): 515 attendees, 68 presenters, 32 education sessions, and 10 exhibitors.