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Great Events - Growing and Scaling Your Sales Kickoff Strategy with Morningstar

Growing and Scaling Your Sales Kickoff Strategy with Morningstar

04/03/24 • 25 min

Great Events

What are you doing to improve the effectiveness of your SKO event planning?

In this episode of Great Events, join host Alyssa Peltier as she dives into a discussion with Caroline DeCamp and Becca Martinson from Morningstar. They share their insights and experiences in planning and executing Sales Kickoffs (SKOs) and other large-scale events.

The conversation covers various aspects of SKO planning, including challenges related to attendance, scaling content regionally, engaging stakeholders, measuring event success, and planning for the future.

Whether you aim to make your events more inclusive, leverage AI for content creation, or effectively measure their impact, this conversation offers the guidance you need.

Here are a few takeaways:

  • Implement strategies to accommodate demand to manage scope creep in event attendance effectively. It is essential to maintain exclusivity and relevance throughout the process.
  • To enhance inclusivity in event experiences, implement closed captions and quiet areas for attendees
  • To streamline event planning processes, improve efficiency, and facilitate data-driven decision-making, implement AI
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What are you doing to improve the effectiveness of your SKO event planning?

In this episode of Great Events, join host Alyssa Peltier as she dives into a discussion with Caroline DeCamp and Becca Martinson from Morningstar. They share their insights and experiences in planning and executing Sales Kickoffs (SKOs) and other large-scale events.

The conversation covers various aspects of SKO planning, including challenges related to attendance, scaling content regionally, engaging stakeholders, measuring event success, and planning for the future.

Whether you aim to make your events more inclusive, leverage AI for content creation, or effectively measure their impact, this conversation offers the guidance you need.

Here are a few takeaways:

  • Implement strategies to accommodate demand to manage scope creep in event attendance effectively. It is essential to maintain exclusivity and relevance throughout the process.
  • To enhance inclusivity in event experiences, implement closed captions and quiet areas for attendees
  • To streamline event planning processes, improve efficiency, and facilitate data-driven decision-making, implement AI

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It's not just about logistics—it’s about crafting event narratives that truly resonate with your audience.

This is a philosophy that @Traci DePuy, CMO of PCMA, encourages us to follow.

In this episode of Great Events, @Rachel Andrews and Traci explore crafting impactful experiences and professional growth within the events industry.

Traci reveals the multifaceted nature of event success, weaving together strategic alignment, technological innovation, and personal development.

She discusses the critical elements that contribute to the success of impactful events. Using examples like EdgeIcon in Detroit and the SEMA summit in Seattle, she illustrates how aligning objectives, branding, and location can reshape expectations and drive success.

You won’t want to miss it.

Here are a few takeaways:

  • By embracing AI tools like Spark, you can make your event planning easier and more impactful
  • Boost attendee engagement and create memorable experiences by aligning your event objectives, branding, and location
  • To build a strong support network within the events industry for mentorship, identify key stakeholders, and research existing networks

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Why Group Travel is so Much More Than Just Advocacy

Why does Group Travel matter so much?



In a world full of Zoom and digital dial-ins, what makes in-person connection so essential?

Well, in this episode of Great Events, hosts Rachel Andrews and Felicia Asiedu discuss those very questions—and usher in Global Meetings Industry Day— with Ishma Haider, VP of Group Travel at the US Travel Association.

From defining the whats and whys of the Association to the broader roles of advocacy and in-person global events, it’s the perfect conversation to kick off GMID 2024.

Here are some key takeaways:

  • There are a wide variety of resources available to members of the US Travel Association. Take a closer look at all the areas this organization impacts and how it can help you in your corner of the industry.
  • To breathe innovation into events, it’s important to keep a pulse on what the industry wants. Events like IPW are a great way to do just that.
  • When the travel industry thrives, America thrives. In 2023, travelers in the US spent 1.3 trillion, producing an economic footprint of 2.8 trillion and supporting more than 15 million American jobs. And in the meetings and events space, 2023 travel contributed 119 billion in spending to the US economy.

Additional Resources:

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