Executive Conferences
Broker Hot Seat
One inaugural summit. A four-city Summer Series. The executive event format Zenith now owns.
Project Overview
Built the executive event function from zero at Zenith Risk Strategies. Produced the inaugural 2025 Cost Containment Summit, then architected the 2026 four-city Summer Series (Dallas · Hilton Head · Chicago · Denver) on one repeatable operating system.
The Challenge
Broker conferences had become interchangeable. Zenith needed a format senior brokers would clear their calendar for, and an internal team that could repeat it across four cities without scaling headcount.
My Role
What I owned end-to-end.
- 01Event format design, run of show, and day-of production
- 02Speaker recruitment, prep packets, and on-stage flow
- 03Sponsor positioning, packages, and activation
- 04Vendor management, venue RFPs, and event financials
- 05Attendee list, RSVP, and check-in operations
- 06Pre, on-site, and post-event content engine
Strategy
The thinking before the doing.
Format as differentiation
Built the Broker Hot Seat, a candid on-stage interview structure that put working brokers in the spotlight instead of vendor keynotes. The format became the marketing.
One OS, four cities
Codified vendor approvals, RFP pipelines, speaker packets, run of show, and financial trackers so Dallas, Hilton Head, Chicago, and Denver all launch from the same working baseline.
Content wrapped around the day
Treated every event as a content shoot: pre-event positioning, on-site capture, and a documented post-event distribution runway that keeps the story alive for weeks.
Execution
How it actually got built.
Three workstreams that turned the strategy into a working system — with the artifacts to prove it.
Vendor management & logistics
Built the vendor approval system and production document. AV, F&B, transitions, contingency cues, and city-specific logistics so each event day runs itself.
Attendee management
Master invite list, RSVP tracking, and check-in pipeline. Segmented by persona (Broker, TPA, CFO/HR, Physician) and synced from Apollo to on-site check-in.
Speaker coordination
Speaker tracker and prep packets. Bio, session outline, AV requirements, travel, and day-of schedule for every contracted speaker across the series.
Deliverables
What was handed over.
- 01Broker Hot Seat format & playbook
- 02Run of show + production binder per city
- 03Sponsor packages, prospectus, and activation guides
- 04Vendor approvals, RFP, and venue pipeline
- 05Master invite list, RSVP, and check-in system
- 06Per-event and master financial trackers
- 07Pre, on-site, and post-event content plans
Resources
Documents & related pages.
Selected Artifacts
Outcome
A repeatable executive event format Zenith now owns across four cities, with the operating system and content runway to match. Captive Consultancy of the Year Finalist (Captive Review Awards), submission authored in-house.
5
Events produced (2025 – 2026)
200+
Total attendees across series
4
Cities on one operating system