• Partner with the BD team to plan, coordinate, and execute events that build relationships and generate partner-firm opportunities, including dinners, sporting events, happy hours, and roundtables. • Manage logistics including reservations, invitations, RSVPs, travel coordination, agendas, and onsite execution. • Collaborate with Brand & Marketing to develop presentation materials, leave-behinds, event SWAG, and elevated branded experiences. • Track event performance, target engagement, and ROI; deliver clear post-event reporting and recommendations. • Own Crete’s presence at accounting and industry conferences from start to finish. • Register Crete and partner firm attendees, coordinate travel, and manage on-site schedules. • Lead booth production, setup, and teardown, ensuring a polished and modern experience with support from internal teams. • Manage SWAG inventory, giveaways, raffles, signage, and all experiential elements. • Review attendee lists to identify prospective partner firms. • Assist BD in outreach to schedule meetings, coffees, dinners, and networking touchpoints before and during events. • Maintain accurate records of all prospects, meetings, and interactions. • Enter, update, and maintain lead information in Affinity, HubSpot, and other CRM tools. • Track event metrics including attendance, target engagement rates, and BD pipeline influence. • Provide post-event analysis with insights and recommendations for future improvements. • Serve as the connective tissue between Business Development and Brand & Marketing. • Ensure event experiences reflect Crete’s brand standards, messaging, tone, and story. • Work closely with Growth Ops, Regional VPs, and partner firm leaders as needed for planning and execution.