INSITE, BNY Mellon's premier event with a 25-year legacy, annually draws over 3000 attendees from the financial advice community, including clients and prospects of BNY Mellon/Pershing from the U.S. and over 20 countries. Participants at INSITE explore future trends in financial services, discover innovative business growth approaches, gain inspiration to enhance client experiences, and engage with a world-class exhibit hall featuring 140+ asset management firms and technology providers.

For over a decade, I've led comprehensive program management, brand development, creative direction, onsite experience, and production for INSITE. Managing a multi-million dollar budget, I coordinate numerous vendor relationships simultaneously, ensuring alignment among internal and external stakeholders. The process begins with ideation alongside business stakeholders to establish a theme and objective, followed by collaboration with my creative team to craft a visual identity. INSITE is a year-round project, involving pre-event promotion, onsite activations, and post-event follow-ups.

Leading a team of over 100 stakeholders internally and externally, I closely collaborate with our head of sponsorships to design the expo hall floorplan, fulfill sponsorships, and curate content from sponsors and technology partners for showcase stages and breakout sessions. Mainstage keynote sessions feature celebrities, industry speakers, and luminaries. It's my responsibility to liaise with speakers, identify their content and graphic needs, and produce visuals for the main stage. I conduct rehearsals with senior executives, ensuring a flawless event experience over three days, maintaining control over the intricate production schedule encompassing hundreds of deliverables.

The grand finale, "INSITE at Night," transforms a local venue into an unforgettable experience, complete with entertainment, music, games/activities, and culinary delights, providing a spectacular conclusion to the event.