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Event Strategy & Marketing OperationsZenith Risk Strategies, Conference Director
May 2025 to May 2026
Gwen Diede, Professional Portfolio 2025 to 2026. Dallas Summit contract $13,566, executed and reconciled. Hilton Head, Chicago and Denver delivered launch-ready on the documented system.
Five conferences, built from nothing
No conference, no sponsor framework, no CRM. Broker Hot Seat, and the system that filled the rooms.
5
Conferences built
75
RSVPs, 56 firms, 2025 Summit
37
Executives, Dallas 2026
170+
Contacts staged
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The situationZenith had no conference, no sponsor framework, and no CRM. Executives had no reason to show up, and the team had no system to invite, track, or follow up with them.
02
What she builtCreated an original executive format, Broker Hot Seat, that gave brokers a reason to be in the room. Built the sponsorship prospectus and venue contracts around it, then stood up an Apollo.io CRM from zero to stage 170+ contacts and run the invitation pipeline.
03
What shippedFive conferences built in twelve months. The 2025 Summit drew 75 RSVPs across 56 firms; Dallas 2026 brought 37 executives into the room. Hilton Head, Chicago and Denver shipped launch-ready on the same documented system.
- Broker Hot Seat, an original executive format
- Sponsorship prospectus and venue contracts
- An Apollo.io CRM, set up from scratch
- 30+ marketing assets shipped monthly