Dave Hansen

#announcements - August 15, 2023 at 01:21 PM

Hi @Bree Bunzel - @Mary Green (Owner CMAweekly) is right, I am doing this! We are private, so don't have shareholders, but we are building mini case studies for our board meetings. It's maybe 2-3/quarter... nothing crazy. We include a little bio about the client, their activations (i.e. sits on CAB, participated in x, y, z, served as a reference, etc.), relevant testimonials or other quotes, and finally any impact on revenue (attribution tied back to renewal/growth). Each case study is 1 slide in a broader deck... nothing more! They've played well and are now in the quarterly deck I present across the company... this also led to our board wanting a tour of our community. A couple of them even joined, but that's another story for a different day! 🙂

#welcome - June 23, 2023 at 01:18 PM

Welcome @Greg Wasserman - It's not in my profile picture, but the W is flying in my office! Looking forward to the London series this weekend.

#announcements - June 22, 2023 at 04:22 PM

LOL... we cater specifically to ethics and compliance professionals so this is my life. From the data I've collected on what people can and can't accept, it's all over the board. From a $20 gift that must be shareable across the whole company (what?!) to no limit as long as it's not in consideration of business being conducted. That said, gift cards are a last resort for us, but generally frowned upon. We defer to swag, access to special services, or comped services.

#announcements - June 22, 2023 at 04:18 PM

So much great advice - I would add a couple more: 1. Consider ABM: Fancy paper invites (wedding style) or a personalized letter from your CEO (or other recognizable leader) to the people you know you want there can go a long way! 2. Don't forgot comms DURING the event (when you get there). Some of my favorite emails to write are the recap of yesterday, what's ahead today emails. It's extra work onsite, but can be impactful!