Kellie Green
Atlanta,GA
Summary
Proactive and meticulous event manager with 15 years of experience in the private fund industry. Highly organized and self-motivated professional experienced in content development, project management, and process improvement. Skilled in developing and implementing strategies to increase efficiency and performance. Passionate about driving business growth and creating positive work environment.
Overview
18
18
years of professional experience
Work History
Associate Director - Peer to Peer Events
PEI Group
01.2023 - Current
- I oversee the production and content development for our global portfolio of peer to peer events for private fund CFOs, COOs, CCOs, investor relations, marketing and communications professionals
- Act as project manager while working with marketing, sponsorship and event operations departments
- Develop strategy and data plans across the portfolio of eight global events
- Oversee and take full responsibility for the P&L accounts for each event within the portfolio
- Develop new conference pipelines and bring 1-3 new events to the growth planning committee annually
- Liaise with our CFO Network managers and help set membership strategy
- Develop the audience for the events alongside our dedicated in-house marketing teams
- Manage two senior producers and two junior producers
- Oversee performance management for full time direct reports
- Hire and train additional producers as needed
Senior Conference Producer & Head of CFO Portfolio
PEI Group
08.2022 - 01.2023
- Responsible for delivering PEI’s long-established and highly regarded US CFO events portfolio which included:
- Recruiting high level industry speakers to speak at these events and research and write compelling program agendas and ensure PEI’s data is being showcased where applicable
- Working alongside each program’s editorial champion to ensure alignment between their editorial expertise and event programming
- Working closely with Business Development to provide market intelligence, leads and other useful information on all events within the portfolio to help achieve agreed targets for each event
- Managing the delivery of the portfolio by working closely with the logistics team
- This includes assisting with the building and managing of a virtual event platform
- Advising our in-house delegate sales team on the portfolio of events and providing unique selling points for the programs
- Assisting where needed with outreach and virtual events with weekly touchpoints across the membership product
- Managing one junior conference producer
Conference Director
Mergers and Acquisitions
04.2021 - 07.2022
- After launching the events department at Mergers & Acquisitions as a freelancer, I was hired full time
- As the only member of the events department, I produced five full day virtual programs in 2021 and then launched five in-person events (in addition to the five virtual events) for 2022
- Program titles included: Most Influential Woman in M&A MEET & SPEAK, Best in M&A SPEAK, PE Leaders in DEI MEET & SPEAK, PE Innovators in ESG MEET & SEPAK, Rising Stars in Private Equity SPEAK, Private Equity Leadership & Talent Management MEET & SPEAK
- Responsible for all aspects of event production such as creating all program agendas, writing all event marketing copy, recruiting all speakers and event sponsors, coordaining pre-event logistics such as venue selection and catering orders
- I also scheduled and executed all panel preparation calls and was responsible for on-site/virtual event management
Freelancer
Private Equity, Real Estate & Financial Association Event Production
03.2020 - 10.2021
- Working with: ACG New York, FEI Long Island, FEI New York, iGlobal Forum, Mergers & Acquisitions, Private Equity Career News, Private Equity International, Private Equity Professional
- Webinar & virtual summit production for private equity, real estate investors, and financial associations
- Research & copywriting for private equity newsletters
- Sponsorship sales for private equity webinars
Chief Production Officer
The Capital Roundtable
02.2019 - 03.2020
- Helped create and execute the company’s annual business development plans
- Managed relationships with hundreds of private equity firms, investment bankers, c-level executives, and service providers in the private equity industry
- Developed the annual conference calendar by researching private equity subsectors and investment trends and scheduled 20-30 conferences each year
- Recruited a senior level private equity investor as the conference chairperson to spearhead each event
- Secured 20+ private equity investor, investment banker, and portfolio company executive speakers for each program
- Created the program outline and discussion content for all conference agendas
- Lead and/or assisted with conference sponsorship sales
- Managed the production team staff one senior producer, two production assistants, and one research associate
- Supported our company founders by keeping them informed of upcoming commitments and responsibilities and acted as a gatekeeper, often returning phone calls and responding to emails on their behalf
- Oversaw freelance copywriters and the creation of all marketing content
- Coordinated day of logistics like conference setup, execution, and management of on-site staff
Walk Manager
Crohn’s and Colitis Foundation of America (CCFA)
01.2009 - 07.2010
- Managed all aspects of the planning and execution of CCFA New England’s walk campaign, Take Steps
- Researched and selected venues, controlled vendor negotiations, organized event inventory, managed event budgets, recruited walk participants and supported them with their fundraising, managed event setup, execution, and follow up
- Recruited, trained, and oversaw event day volunteers and event planning committees to ensure adequate staffing and support for each event
- Successfully prepared and executed large-scale mailings to solicit event donations and sponsorships
- Assisted at several other CCFA events including informational meetings, educational symposiums, silent auction fundraisers, The CCFA Annual Anniversary Ball, and the Boston Team Challenge Half Marathon Program
Events Assistant - Office for Resource Development
Harvard University, Harvard School of Public Heath
10.2007 - 01.2009
- Managed all aspects of event preparation and follow up
- Guest list creation, venue selection, vendor negotiation, invitation design, event mailings, creation of day-of materials, recording and reporting guest response, and post event statistical analysis
- Managed event related database, the Office for Resource Development staff events calendar, and coordinated the planning and execution of all internal staff event
- Created and published office wide protocols and procedures for event management
- Managed inventory of event and office supplies, prepared expense reports, and booked travel arrangements
Marketing and Special Events Assistant
Massachusetts Office of Business Development
04.2007 - 09.2007
- Planned and executed participation in various major tradeshows, conferences, corporate recruitment dinners, and VIP events including the 2007 Made in Massachusetts Day and an event at the 2007 Deutsche Bank Golf Championship
- Event registration, event staffing, guest list creation, venue and vendor selection and negotiation, menu selection, staffing and training, event execution, and event follow up
- Planned and executed a “tradeshow training” professional development course for business development staff
Education
Masters - Business Administration, Marketing
Suffolk University
Boston, MA05.2007
B.S. - Business Administration, International Business, Management, Marketing
Saint Michael’s College
Colchester, VT05.2006
Timeline
Associate Director - Peer to Peer Events
PEI Group
01.2023 - Current
Senior Conference Producer & Head of CFO Portfolio
PEI Group
08.2022 - 01.2023
Conference Director
Mergers and Acquisitions
04.2021 - 07.2022
Freelancer
Private Equity, Real Estate & Financial Association Event Production
03.2020 - 10.2021
Chief Production Officer
The Capital Roundtable
02.2019 - 03.2020
Walk Manager
Crohn’s and Colitis Foundation of America (CCFA)
01.2009 - 07.2010
Events Assistant - Office for Resource Development
Harvard University, Harvard School of Public Heath
10.2007 - 01.2009
Marketing and Special Events Assistant
Massachusetts Office of Business Development
04.2007 - 09.2007
B.S. - Business Administration, International Business, Management, Marketing
Saint Michael’s College
Masters - Business Administration, Marketing
Suffolk University
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