Episodi
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Would you like to know how to create a truly unforgettable business experience?
Today, Eric explores the power of engagement and explains how to design unique experiences, sharing insights from an inspiring conference and an example of a past touchpoint that left a lasting impact.
Stay tuned for valuable strategies to enhance your engagement and create unforgettable experiences.
Focusing on What Never Changes
Jeff Bezos focuses on what remains constant because Amazon customers always want lower prices and faster delivery. Applying that to the meetings and events industry, Eric identifies two unchanging factors- the need for in-person gatherings, as nothing replaces human connection, and the demand for unique experiences, as people constantly seek unforgettable one-of-a-kind moments.
Examples of Unique Experiences
Eric has organized events in over 50 countries, creating exceptional experiences that people will never forget. A standout example is the 1998 FIFA World Cup, where he ensured his clients had premium tickets, even amid the chaos of ticket fraud. The highlight was a Three Tenors concert under the Eiffel Tower. Another remarkable event he designed was a unique dining experience across multiple hotel locations.
Insights from the MMT Mastermind Conference
Eric recently attended his favorite annual conference, the MMT Mastermind Talk, founded by Jason Gaignard. This event is exceptional due to its year-round engagement, ensuring attendees stay connected beyond the conference. Personalized seating based on in-depth intake forms fosters meaningful conversations, while a carefully curated agenda balances inspiring keynotes with interactive sessions. The conference also offers abundant networking opportunities, leaving participants feeling deeply connected, motivated, and eager to return year after year.
Key Takeaways for Business Owners
Eric highlights the importance of being intentional about designing engagement. By curating thoughtful touchpoints and creating exclusive experiences, businesses can forge deep connections and ensure long-term success. He encourages business owners to break free from the cycle of short-term projects and focus on building sustainable, thriving enterprises.
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How can you consistently delight your customers while also providing exceptional value?
In business, relationships are everything. Companies prioritizing customer delight set themselves apart, creating lasting impressions and strong customer loyalty.
Stay tuned as Eric shares practical insights and examples to help you surprise, delight, and elevate your customer interactions.
The Power of Small, Thoughtful Gestures
The answer to delighting customers lies in making personal yet meaningful connections. A memorable experience might come from a simple, thoughtful action. For instance, Eric recalls how a small gesture when traveling– a message about his favorite TV show being available in his hotel room, left him with a lasting impression, proving that even a small effort can make customers feel special.
Identifying and Improving TouchPoints
To truly delight customers, you need to analyze every interaction with them. Mapping out the touch points throughout the entire customer journey allows you to gain insight into potential areas of improvement. By asking, "What could I have done differently?" business owners can uncover opportunities to surprise their customers, enhance their experiences, and exceed their expectations.
Surprising Customers with the Unexpected
Routine gestures, like sending a Christmas card, might be well-intentioned but fail to stand out. To make a lasting impression, surprise your customers with something unexpected, like recognizing a personal milestone or commemorating a specific event in their company. That can make a big difference, as those thoughtful touches demonstrate your attention to detail and show your customers that you value them.
Leveraging Expertise for Strategic Value
Customer delight also comes from using your expertise to provide additional value. By aligning your services with your customers' goals and strategies, you can shift from being a service provider to becoming their strategic partner.
Customers will appreciate your proactive approach and genuine desire to support their success, and that will strengthen their relationship and build trust.
Tough Love and Assertive Support
Sometimes, you need to be assertive to help your customers. Offering honest feedback and sharing your expertise, even when that feels difficult, shows that you have their best interests at heart. Taking the initiative to speak up when necessary, even if it means pointing out potential issues, demonstrates your commitment and reliability, which can deepen their trust and improve future outcomes.
Bio: Eric Rozenberg
Eric is a business builder and the founder of Event Business Formula, the only platform exclusively dedicated to helping and supporting business owners in the Meetings & Events Industry. He has helped thousands of entrepreneurs grow and manage their business better.
For two decades in a previous life, Eric has consulted with Fortune 500 companies and produced award-winning sales meetings, incentive trips, product launches, and conferences in more than 50 countries across diverse industries.
His podcast, "The Business of Meetings", is the first podcast in the Meetings & Events Industry dedicated to business owners and the largest source of free information with over 240 episodes and fabulous guests.
His first book, Meeting at C-Level, is the first book on the Why? of a meeting. It has been endorsed by 20 of the most influential leaders from the corporate and association worlds.
His second book, Before It’s Too Late, A Love Letter to My Daughters and America, is a story of grit, perseverance, and courage. It describes why and how he and his wife brought their daughters to America and why it is the greatest country on Earth.
Eric was the first European to serve as Chairman of the International Board of Meetings Professional International (MPI).
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Episodi mancanti?
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Running a business of your own is not for the faint-hearted.
To be successfully self-employed, business owners must develop the resilience to stress most people find overwhelming.
Stay tuned to learn about mindset shifts entrepreneurs need to make to grow successful businesses.
Adaptability is Essential
Entrepreneurs must be willing to change and adapt if they want to be successful. Sticking to old, familiar methods can lead to stagnation, so they must embrace new ways of thinking, working, and problem-solving to stay competitive and grow their businesses.
A Long-Term Vision Provides Stability
Entrepreneurship is like a roller coaster. A clear, long-term vision helps business owners stay grounded and focused during challenging times. Regularly revisiting their ultimate goal will allow entrepreneurs to navigate obstacles with more resilience and ensure that their short-term struggles do not derail their long-term success.
Confidence Over Comparison
Imposter syndrome can lead even the most accomplished professionals to doubt their abilities. Rather than comparing themselves to others, business owners should focus on their journeys, achievements, and progress. Defining success through their values rather than external benchmarks gives business owners a far more fulfilling and sustainable business experience.
Building the Right Team
No entrepreneur has ever succeeded alone. Delegation is crucial for growth, so business owners need to trust their teams to handle responsibilities effectively. Empowering others gives business owners time to focus on areas where they can add the most value. So, even if employees fail to execute tasks just as you, the business owner, would, what ultimately matters is client satisfaction and overall business progress.
Success is Personal
In a world that glorifies billion-dollar startups, it is easy to feel that small-scale success is not enough. However, the reality is that the vast majority of businesses operate on a much smaller scale. Success is about creating something meaningful and sustainable. So, instead of measuring their success through revenue alone, entrepreneurs should focus on building businesses that align with their goals, values, and desired lifestyle.
Final Thought
Eric reminds business owners that to be successfully self-employed, they need to get comfortable with stress levels that would destroy most others.
Embracing challenge, change, and uncertainty is part of the entrepreneurial journey. So, keep working on your business, trust the process, and develop a mindset to support your continued success.
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Do your company values genuinely shape the way you run your business?
Today, Eric dives into how to build a company culture to align with the values of your business and ensure they determine how you operate within your business.
Join us to learn the significance of upholding your company values, even when it involves making difficult choices or sacrificing some revenue.
Turning Down Business for Ethical Reasons
Eric begins by sharing three stories to illustrate the importance of sticking to the core values of a business.
In the first story, he faced a dilemma when a major pharmaceutical client wanted to hold a sales meeting in Vienna just as a controversial political leader had taken power in Austria. Despite needing the business, Eric stood by his principles and refused to organize the event. After discussing his concerns with his client, he was allowed to keep their business and chose a different destination.
Looking back, Eric realizes he could also have accepted the job and donated some of the revenue to an organization opposing that ideology.
Quality Over Cost
In another story, Eric lost a bid because his pricing was too high for a senior project, even though it aligned with industry standards. Months later, the same company was dissatisfied with their chosen provider and asked him to step in for a critical sales meeting. Eric and his team worked all night to deliver an exceptional event. However, when it was time to discuss future projects, the procurement officer insisted on a 30% fee reduction. Refusing to undervalue his work, Eric walked away from the deal. He learned later that the company dismissed the procurement officer.
Letting Go of a Toxic Team Member
Eric had to make a tough personnel decision when a project manager he knew personally before hiring her turned out to be toxic to the team. She often criticized others and fostered a negative atmosphere. So Eric let her go, even though she was highly skilled, prioritizing company culture over individual talent. The immediate improvement in team morale confirmed that he had made the right choice.
Defining and Living by Company Values
For all business owners, establishing values is the key to guiding their choices regarding clients, vendors, hiring, and overall company culture. Business owners build a foundation for long-term success and sustainable growth when their values have been well-defined and consistently applied.
Bio: Eric Rozenberg
Eric is a business builder and the founder of Event Business Formula, the only platform exclusively dedicated to helping and supporting business owners in the Meetings & Events Industry. He has helped thousands of entrepreneurs grow and manage their business better.
For two decades in a previous life, Eric has consulted with Fortune 500 companies and produced award-winning sales meetings, incentive trips, product launches, and conferences in more than 50 countries across diverse industries.
His podcast "The Business of Meetings" is the first podcast in the Meetings & Events Industry dedicated to business owners and the largest source of free information with over 240 episodes and fabulous guests.
His first book, Meeting at C-Level, is the first book on the Why? of a meeting. It has been endorsed by 20 of the most influential leaders from the corporate and association worlds.
His second book, Before It’s Too Late, A Love Letter to My Daughters and America, is a story of grit, perseverance, and courage. It describes why and how he and his wife brought their daughters to America and why it is the greatest country on Earth.
Eric was the first European to serve as Chairman of the International Board of Meetings Professional International (MPI).
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The Business of Meetings – Episode 256: Own Your Success: How to Stay Accountable and Get Results with Eric Rozenberg
Today, Eric dives into the importance of accountability in achieving success.
Drawing from his past experiences, he highlights the transformative power of accountability in driving exceptional results.
Example from Student Days: Planning vs. Execution
There is a huge difference between creating a study plan and executing a study plan with accountability. To illustrate the importance of staying committed to goals despite external temptations, Eric shares a personal anecdote from his student days in Belgium, explaining how he planned for his exams meticulously but still got distracted by a tennis championship.
Leadership at ISEC: Board Accountability
Eric learned the value of accountability through regular board meetings in his leadership role at ISEC. Working with an advisory board of senior executives from Fortune 100 companies, he and his team were tasked with presenting updates on their progress, addressing challenges, and aligning their efforts with the goals of the organization. Knowing that he had to answer to various high-level stakeholders, the quarterly meetings motivated him to stay focused and deliver results, reinforcing the importance of continuous self-assessment and course correction in achieving success.
Business Leadership: Advisory Boards and Self-Accountability
Eric applied the lessons he learned at ISEC about accountability to his entrepreneurial journey in his quarterly meetings with advisors, industry experts, and professionals from unrelated fields. Through those regular meetings and openly sharing his successes and challenges, he ensured that he remained focused on his goals and made informed decisions. That strengthened his businesses and highlighted the importance of transparency and external perspectives in maintaining accountability and driving growth.
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The Business of Meetings – Episode 255 - 2025 Business Deals: What Buyers and Sellers Need to Know with Ami Kassar
We are delighted to welcome Ami Kassar, the founder and CEO of MultiFunding, as our guest today. Ami is a member of the EO and the president of the EO Philadelphia chapter, and he brings a wealth of expertise and experience.
With the shift in administration, most business owners are curious about the future of mergers and acquisitions for small businesses. Some owners are considering selling, while others are looking to buy. Ami is here to shed light on this important topic and share his insights. Join us for his expert perspective on what lies ahead for small businesses.
Founding MultiFunding
In 2010, after losing his corporate position as Chief Innovation Officer at the largest credit card issuer for small businesses, Ami started MultiFunding. During the Great Recession, he got laid off by the company he was working for after helping them terminate 960 employees. It was a sobering experience he vowed never to repeat. On his first day unemployed, Ami withdrew his home equity credit line and founded MultiFunding to help entrepreneurs access optimal debt solutions while maintaining control of their businesses.
Core Values
The core value at MultiFunding is to deal with entrepreneurs in the same way their team members would prefer themselves. That principle underpins every decision, from hiring to firing. The company fosters a transparent culture where employees either thrive within three months or move on. MultiFunding always upholds the standard of only offering advice that the team would follow themselves.
The SBA Loan Advantage
Today, 95% of their work at MultiFunding involves Small Business Administration (SBA) loans, which are often the best option for entrepreneurs seeking to grow responsibly. SBA loans allow lenders to offer riskier loans with government guarantees, typically up to 75% of the loan value in case of default. Ami clarifies that being declined by one lender does not mean disqualification from SBA programs, as many institutions with varying criteria participate in that market.
Challenging Top-Line Growth Celebrations
Ami challenges the focus on top-line growth, as celebrated by rankings like the Inc. 5000. He argues that many fast-growing businesses are unsustainable, leading to burnout or collapse. Instead, he proposes a Sleep 5000 award to reward entrepreneurs who achieve sustainable revenue targets while maintaining a healthy work-life balance.
Selling and Buying Small Businesses
Ami advises business owners to identify their target buyers clearly, whether they are private equity, strategic investors, or individuals, and set realistic expectations for valuation. He emphasizes the importance of knowing the minimum cash required to close a sale.
Economic Outlook for 2025
Predicting economic trends for 2025 is challenging, especially with uncertainties in interest rates, tariffs, and federal policies. Ami warns against relying on forecasts, given the unpredictable domino effects of COVID-era policies and upcoming political changes. He advises entrepreneurs to focus on financial discipline and adaptability rather than chasing speculative predictions.
Bio:
Ami Kassar, founder and CEO of MultiFunding and author of The Growth Dilemma, has earned a national reputation as a thought leader in business finance. An in-demand speaker and trusted advisor to growth-focused business leaders, he has helped thousands of business owners achieve ambitious growth goals through creative and personalized funding solutions.
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Daily Blog
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Eric addresses the devastating wildfires raging in Los Angeles in this special episode. He reflects on the unfolding crisis with compassion and concern, sharing his thoughts and offering a message of resilience.
Join us as Eric speaks from the heart, acknowledging the widespread heartbreak for those who have lost their homes or had to evacuate while the situation remains far from resolved.
Connection to LA
Eric shares his early memories of Los Angeles, where he stayed with relatives as a 14-year-old, learning English by immersing himself in the culture.
Reflections on Resilience
Inspired by a poignant quote shared by a Krav Maga instructor, Eric reflects on resilience and the importance of responding to challenges in life. The quote highlights how we should define ourselves by how we move forward rather than by what we have lost.
Community Efforts Amid Disaster
Various organizations and industries, including the Los Angeles tourism sector, are rallying to provide support in the wake of the fires. Eric commends the bravery and dedication of the first responders working tirelessly to combat the crisis.
Lessons from Resilient Figures
Drawing inspiration from various stories of resilience, Eric recounts the ability of Nelson Mandela to forgive and unite, Bethany Hamilton's return to professional surfing after a shark attack, and the perseverance of J.K. Rowling in publishing Harry Potter.
Resilience the Entrepreneurial Spirit
Eric highlights the resilience required in entrepreneurship, sharing the stories of Elon Musk, Jeff Bezos, and Chris Gardner, who overcame significant setbacks to achieve remarkable success.
The Pandemic
Eric reflects on how the pandemic tested global resilience, forcing individuals and industries to adapt and persevere. He encourages small business owners to stay focused on their goals amid adversity.
Closing with Resilience and Hope
Eric closes by reciting the poem If, by Rudyard Kipling, which captures the essence of resilience. He expresses his solidarity with all those facing hardship in Los Angeles and encourages everyone to keep walking- the famous advice of Winston Churchill.
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The Business of Meetings – Episode 253 - Leveraging Partnerships: ELX CEO Nicola Kastner on How Small Businesses Can Attract Big Clients
We are thrilled to welcome Nicola Kastner as today’s guest. Nicola is the CEO of Event Leaders Exchange, an exclusive global community connecting senior corporate event leaders from large companies across diverse industries.
She has had an impressive career with leadership roles at Maritz, Carlson Wagonlit Travel, and SAP, and she has also run her own business. A seasoned traveler and visionary, she earned the Event Marketing B2B Dream Team honor, recognition as a top woman in events, and a well-deserved place in the Canadian Meeting Hall of Fame.
Nicola is motivated, passionate, and purposeful. Join us as we explore her valuable insights, diverse experiences, and inspiring vision for the future of the events industry.
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The Business of Meetings – Episode 252: From Conscious Leadership to Wellness: Kim Napolitano’s Insights on Building Great Places to Work
Welcome to our very first podcast for 2025!
We are thrilled to begin the new year with an inspiring conversation with an outstanding leader in our industry. Kim Napolitano is the Executive Director of Industry Relations and Intermediary Group Sales for Hilton Worldwide Sales. She is also a dedicated Peloton rider and a certified master practitioner of energetic medicine.
With a passion for wellness and three decades of invaluable leadership experience behind her, Kim joins us today to share her insights on the best type of workplace, conscious leadership, and ways to weave wellness into every aspect of all we do.
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Hilton Worldwide
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As 2024 draws to a close, Eric takes the opportunity to share a selection of books that profoundly influenced his thinking over the past year.
Each recommended book covers a different topic, from AI to pricing, financial psychology, and geopolitics. Eric carefully selected each book to inspire you to reflect on the past year and encourage your strategic preparation for 2025 in business and life.
1. Amplify AI by Ronsley Vaz
Amplify AI, written by Ronsley Vaz, is a comprehensive guide to integrating AI into business practices.
The book is in three parts:
AI adoption, and a historical overview and common pitfalls to avoid
Using AI ethically and implementing it responsibly
The Amplified AI Pyramid outlines four critical growth areas
Ronsley’s expertise as a software engineer and business strategist shines through, making this a must-read for anyone curious about effectively leveraging AI.
2. Fearless Pricing by Casey Brown
Fearless Pricing by Casey Brown tackles one of the most vital yet challenging aspects of running a business. The book empowers readers to move beyond hourly rates and focus instead on value-based selling.
The book provides actionable strategies to:
Command fair prices
Avoid commoditization
Strengthen team confidence in pricing discussions
This book will benefit service-based business owners looking to enhance profitability and differentiation.
3. The Psychology of Money by Morgan Housel
Morgan Housel's The Psychology of Money explores the psychological aspects of financial decisions. Each chapter tells a unique story, with lessons on compounding, risk, and defining how much is enough. A standout chapter for Eric was Never Enough, which dives into the dangers of unchecked ambition in life and business.
This book encourages readers to rethink their financial goals to align them with their priorities in life.
4. The War on the West by Douglas Murray
In The War on the West, journalist Douglas Murray boldly examines contemporary societal challenges. Drawing on his firsthand experiences in conflict zones, he advocates for moral clarity and challenges prevailing narratives.
This book offers valuable insights into the sociopolitical dynamics that shape our world. The author’s dry humor and fearless commentaries make this book an engaging and thought-provoking read.
5. The End of the World is Just the Beginning by Peter Zeihan
In this book, author Peter Zeihan explores the geopolitical and economic forces currently reshaping our planet. With sections on transport, energy, demographics, and more, he provides a historical and forward-looking perspective on global trends.
This book is a wake-up call for business owners, urging them to consider long-term strategies and prepare for various global scenarios that could impact their operations.
Conclusion
These books are essential for thoughtful preparation for 2025, offering helpful insights for personal and professional growth.
Happy reading, and our best wishes for a prosperous New Year!
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The Business of Meetings – Episode 250: Revolutionizing Business Models: Insights for the Meetings and Events Industry with Alex Osterwalder
We are delighted to welcome Alex Osterwalder as our guest today. Alex is the visionary behind the groundbreaking Business Model Canvas and the founder and CEO of Strategyzer.
Join us as Alex takes us through his journey, from presenting his doctoral dissertation on business models to developing innovative tools, highlighting the power of simplicity and the value of rigorous testing.
His Journey from PhD to Strategyzer
Alex began his journey with a doctoral dissertation on business models, supervised by Yves Pigneur. Surprised by the interest his thesis received online, Alex decided to co-write a book with Yves. They self-published their book and crowdfunded the project before crowdfunding became mainstream. Their success laid the groundwork for Strategyzer.
Special Offer Mentioned:
https://strategyzer.com/business-of-meetings
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The Business of Meetings – Episode 249 – Amplify AI: Ronsley Seriojo Vaz on Harnessing Artificial Intelligence for Business Growth
We are delighted to welcome Ronsley Seriojo Vaz as today’s podcast guest.
As the host and Executive Producer of the top-rated Amplify AI and We Are Podcasts, Ronsley is a leading voice in helping organizations master the art of AI integration. He is also the author of the book Amplify AI, where he explores the transformative power of AI and its philosophy.
Join us for an engaging conversation filled with insights and innovation as Ronsley takes us on a journey into the AI world.
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We Are Podcast
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The Business of Meetings – Episode 248 Unlocking Success: The 5 Essentials You Need for 2025 with Eric Rozenberg
As the year draws toward a close, Eric shares five essential aspects you need to consider to set yourself up for success in the coming year.
Join us as Eric dives into a mix of visionary ideas and concrete steps that you can implement immediately to ensure next year is your best year ever!
1. Define Your Long-Term Vision
The foundation of success begins with a clear long-term vision. Consider why you started your business and what you want to achieve over the next 10 years. Your vision is your guiding light in the inevitable ups and downs you will experience as an entrepreneur. Even though team issues, unexpected crises, or technical glitches will likely arise, having a written vision will help you stay grounded. Review it every six months and use it as a compass during tough times. Remember, your long-term vision is not just for next year. It is your North Star for the entire journey you have ahead.
2. Set Clear and Measurable Objectives
Translate your vision into actionable, measurable objectives for the next 12 months. Goals, whether they are sales targets or strategic implementations, are there to guide your focus and energy. Be ambitious yet realistic. Aim for goals that stretch your capabilities without overwhelming your resources. Review and refine your objectives quarterly, and involve your team in your process. Sharing clear objectives ensures everyone understands their role and prevents distractions from derailing progress. Let your goals serve as a filter for prioritizing activities and staying on track.
3. Create Your Ideal Week
Map out your schedule, blocking time for family, personal health, and key business responsibilities. Life is unpredictable, so always allow some flexibility for unforeseen events. A visual plan will help you focus on what truly matters without overloading your days. Translate your ideal week into your calendar and commit to tasks like daily sales outreach. Remember, success lies in deliberate time management and ensuring that everything that matters gets done.
4. Master the Sales Process
Sales is the lifeblood of any business, and success requires systems and consistency. Develop a sales playbook that includes your pitch, common objections, scripts, and processes. Implement a CRM (Customer Relationship Management) system to track interactions and commitments. A well-defined sales process will ensure you and your team operate effectively. Block dedicated time for sales activities in your calendar and review progress regularly. When you implement the right tools and processes, your sales efforts will consistently yield results.
5. Prioritizing Your Accountability
Accountability is the glue that holds a plan together. Having an accountability buddy like a coach or a peer group or having someone to hold you responsible will ensure your consistent progress. Set weekly check-ins to review your commitments and plan upcoming actions. Remember that accountability fosters focus, forces follow-through, and keeps you aligned with your goals. It is a simple yet powerful tool for turning your plans into results.
Final Thoughts
To set yourself up for success next year, focus on a clear long-term vision, measurable objectives, an ideal week, a structured sales process, and accountability. By implementing those strategies, you will move from scattered efforts to a thriving, purposeful business.
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The Business of Meetings – Episode 247 - Mastering Digital Presence: Strategies for Success with Leslie Carruthers
We are excited to welcome Leslie Carruthers, Founder and President of The Search Guru, to the show today.
As a seasoned SEO specialist and an expert in integrating AI into marketing strategies, Leslie has vast knowledge about leveraging AI technologies for impactful business growth. She joins us today to share her entrepreneurial journey and offer valuable insights on using AI to drive a more effective and efficient approach to sales and marketing.
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We are thrilled to have Geneviève Retzlaff join us today!
After having a fulfilling career with various organizations, including seven impactful years in HR at Cirque du Soleil, Geneviève founded Grow Better Together.
In this episode, we dive into her experience with Cirque du Soleil, her work with FIFA, and her insights on venues. We also explore how organizations can structure themselves more effectively, particularly their collaboration with the meetings and events industry.
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Grow Better Together
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The Business of Meetings – Episode 245 – Inside the Mind of a Corporate Event Production Manager: Insights for Event Business Owners with Evan Babins
We are delighted to have Evan Babins joining us on the show today. Evan is the newly appointed Manager of Event Production at Scotiabank.
In this episode, Evan discusses his career path and shares practical insights for business owners on the best practices for leveraging vendor networks, securing sponsorships, and optimizing trade show opportunities.
Bio:
Evan Babins has 10 years of experience in corporate event production. Throughout his career, he has had the chance to manage event logistics and technical event production for many world-class clients like Nissan Canada, Equitable Bank, Kia Canada, Novartis, and TD Bank, to name a few. Evan has worked in the live, virtual, and hybrid event spaces, honing his craft as a top-tier event industry trendsetter. Evan has been included in BizBash's Top 250 Event Professionals, Eventex's Top 50 Most Influential Event Technology Professionals, Bizzabo's Top 55 Event Experience Leaders & Special Event Magazine's Top 20 Young Event Pros to Watch lists.
Evan is currently the Manager of Event Production at Scotiabank, one of the top 6 banks in Canada. He works on internal and external-facing events and experiences.
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Today, we are excited to welcome Adi Klevit, the CEO and founder of the Business Success Consulting Group, as our guest.
Adi's work is indispensable for any business owner. Join us to hear her story and learn from her impactful insights on the power of effective processes as she clarifies how to document each aspect of your work to allow effective delegation and support your business's growth.
Journey into Process Improvement and Industrial Engineering
Adi began her career in process improvement by choosing to study industrial engineering, drawn by the way it blended science with people-focused work. That discipline sparked her passion for creating order from chaos, which she has carried forward over nearly 30 years, working to streamline and optimize business processes.
Early Career in Process Improvement
Adi worked at a bank during her last college year, focusing on improving data accessibility and analyzing workflows for greater efficiency. That deepened her interest in process improvement and set the foundation for her career.
Transition to Entrepreneurship
Adi has always had an entrepreneurial spirit, running businesses in her youth and early professional years. With extensive experience advising and observing other entrepreneurs, she launched her own company about 14 years ago with a realistic understanding of the challenges involved.
Unexpected Challenges of Entrepreneurship
Working closely with many entrepreneurs prepared Adi for most of the hurdles she faced when founding her business. Her experience gave her insight into many common business problems, and helping other business owners tackle them prepared her for handling similar issues within her company.
Building Business Processes and Procedures
Effective processes can improve onboarding, mitigate risk, and reduce dependency on key employees. Adi emphasizes that while entrepreneurs often prioritize sales and networking, building processes is essential for operational consistency, scaling, and adding value.
Getting Teams to Follow Procedures
Adi designed an eight-step process to promote adherence to procedures across organizations. The first step involves securing buy-in from leadership and team members by clearly communicating the benefits of following established processes. The next step is assessing the personal motivations of each team member, ensuring they understand how the procedures align with their goals and the company objectives. Next, the process includes creating detailed, clear guidelines that outline each step of the procedures, making them easy to understand and implement. Training sessions will be necessary after establishing the guidelines to ensure everyone is on the same page. Regular check-ins and feedback loops help identify any challenges or misunderstandings in the implementation phase.
Open Communication
Encouraging open communication allows team members to voice concerns and suggest procedural improvements. Finally, Adi emphasizes the importance of recognition and rewards for teams that consistently follow the procedures to reinforce positive behavior and foster a culture of accountability.
Productivity Tools and Techniques
Her favorite productivity tools include ClickUp for task management, Slack for internal communication, and Descript for content creation. Adi highlights the importance of choosing tools that add value and structuring their use to avoid inefficiencies.
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We are delighted to have a true rock star in the events industry joining us today.
As the lead Events Manager of Altria, Carrie Davenport is the powerhouse behind their event management success. She has received numerous awards from various organizations in the events industry, and she also hosts a podcast called Like an #EventBoss.
Carrie brings a wealth of knowledge and experience to our conversation today. Stay tuned as she shares her expertise and passion.
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Like an #EventBoss
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We are delighted to have one of the foremost industry leaders joining us today!
As the Chief Sales Officer and Senior Vice President of MGM Resorts International, Stephanie Glanzer holds one of the most prominent and visible sales positions imaginable. She is also involved with the U.S. Travel Association and is a member of Meeting Professionals International.
Stay tuned as Stephanie shares her unique perspective on leadership and industry trends.
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MGM Resorts International
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Today, we are excited to welcome Stephen Revetria, the President of Giants Enterprises, as our guest.
Stephen has had a remarkable career. He is a trustee at the University of San Francisco. He has chaired the San Francisco Travel Association and the MPI International Board of Directors, served on the advisory board of the U.S. Department of Commerce, and even been invited to the Vatican by Pope Francis for a global conference on sport and service to humanity.
Stephen is known for his kindness and the positive energy he adds to everything he does. Join us for the wisdom and knowledge he has to share.
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