Kristen Minick, CEM
Events Manager at Annex Wealth Management- Claim this Profile
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English Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Credentials
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Virtual Events Institute Professional
Virtual Events Institute - VEIDec, 2021- Oct, 2024 -
Pivoting to Virtual Events
LinkedInApr, 2021- Oct, 2024 -
Operational Excellence Foundations
LinkedInSep, 2019- Oct, 2024 -
Operations Management Foundations
LinkedInSep, 2019- Oct, 2024 -
Event Planning Foundations
LinkedInJul, 2019- Oct, 2024 -
Leadership Strategies for Women
LinkedInJul, 2019- Oct, 2024 -
Marketing Your Event
LinkedInJul, 2019- Oct, 2024 -
Simplifying Business Processes
LinkedInJul, 2019- Oct, 2024 -
Excel 2016 Essential Training
LinkedInMar, 2019- Oct, 2024 -
Excel 2016: Macros in Depth
Lynda.comOct, 2018- Oct, 2024 -
Office 365: Excel Essential Training
Lynda.comOct, 2018- Oct, 2024 -
Time Management Fundamentals
Lynda.comJan, 2018- Oct, 2024 -
Reporting Fundamentals (RPT-101)
SalesforceAug, 2017- Oct, 2024 -
Certified in Exhibition Management (CEM)
International Association of Exhibitions and Events (IAEE)Feb, 2021- Oct, 2024 -
Event Operations
Informa MarketsJul, 2020- Oct, 2024 -
Finance, Budgeting & Contracts
Informa MarketsJul, 2020- Oct, 2024 -
Facilities and Site Selection
Informa MarketsJun, 2020- Oct, 2024 -
Conference & Meeting Management
Informa MarketsNov, 2019- Oct, 2024
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Events Manager
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Dec 2021 - Present
Responsible for working with firm prospects, clients, and internal departments to execute event initiatives that drive client experience and generate quality leads for the business. Establishes strategic objectives, timelines, and financial goals to not only service our clients, but also attract potential clients to generate revenue for business. Oversees and organizes educational and sponsorship events that amplify brand visibility in the community and promote client loyalty. Responsible for staffing, scheduling, and ensuring proper event implementation by clearly communicating goals and objectives and reporting outcomes to the Executive Team. Developed an event execution strategy outlining event expectations and reportable KPIs. Implements standard processes in the Project Management platform, Wrike, to ensure a consistent approach across firm events and adequately leverage company resources.
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Informa Markets
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United Kingdom
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Events Services
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700 & Above Employee
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Operations Specialist
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Aug 2019 - Dec 2021
Responsible for managing $200K operations budget, accurately forecasting spend, gathering contractor estimates, post-event financial reporting, and final bill reconciliations with vendors for two annual events each grossing $20M+ and bringing in 50000+ attendees Acts as the Operations Lead on all signage needs for MAGIC Las Vegas, PROJECT Las Vegas, and SOURCING at MAGIC Las Vegas, working with vendors to establish accurate production timelines, managing workflow of multiple internal teams to meet vendor deadlines, overseeing the delivery and installation of 26000ft² of graphic materialsHeavily focused on sustainability initiatives, working with print vendors to ensure utilization of recyclable substrates, discussing appropriate disposal methods of non-recyclable substrates and repurposing when possible, and gathering in-depth post-show data to report on sustainability efforts made across various show sectors
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Sales Operations Specialist
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Sep 2017 - Aug 2019
Duties included extracting and preparing extensive data tracking reports for a sales team of over 20 people, maintaining a sophisticated client database, and evaluating effectiveness of sales processes to ensure productivity and profitability. During my time in this position, I successfully spearheaded an information based project that coincided with a business proposal, which initiated company-wide changes to improve business processes, customer experience, and increase ROI. Additionally, I developed extensive documentation of policies and procedures, improving the on-boarding process for new hires.
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Sales Operations Coordinator
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Nov 2016 - Sep 2017
Duties included partnering with senior management to resolve operational needs for the business, managing contracting process and completing audits to ensure consistency across data platforms, and providing exhibitor portal assistance to clients to ensure a satisfactory event and client ROI.
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Grand Geneva Resort & Spa
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United States
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Hospitality
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200 - 300 Employee
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Activity Coordinator
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Dec 2015 - Jul 2016
Duties included creating and marketing daily, weekly, and monthly event schedules, developing, implementing, and staffing unique activities for resort guests, and extensive evaluation of the success of activities provided. Duties included creating and marketing daily, weekly, and monthly event schedules, developing, implementing, and staffing unique activities for resort guests, and extensive evaluation of the success of activities provided.
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Education
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University of Wisconsin-Whitewater
Bachelor’s Degree, Communications/Public Relations -
Collège International de Cannes
Non degree program-Study Abroad, French Language and History