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Graphic representation on opertional improvements.

Graphic representation on opertional improvements.

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  • 1. Jim Schultze, CMP Bankable Expertise & Leadership
  • 2.
    • Director of Events – Financial and Insurance Conference Planners (FICP) as a manager for SmithBucklin
    • Increased sponsorship revenue by 12% (over $80K), selling all available opportunities for the 1st time in 5 years while decreasing service issues by over 45%.
    • Revised operations process changing vendors to create better price points, leveraging by scale for best value on products & services, saving the organization over $50K on annual conferences.
    • Introduced several eco-friendly practices to client events highlighting need for cost-effective ‘green’ events with yearly savings of over $20K.
    • Automated silent auctions for client event eliminating over $2K in administrative costs.
    • In addition to primary client duties, handled special assignments to include contract negotiator for high-profile clients, event manager for internal client events (7-11 per year) and internal employee events to include the company holiday party with charitable fundraising aspects generating over $40K each year.
    • Achievements as FICP Director of Events:
    2006 - 2008
  • 3. Audited Figures from 2006 – 2007; Info from 2008 is unaudited. This does not reflect allocations from Strategic Partnership.         $215,500 214,600 283,000 Total Sponsorship Income as of 9.30.08: ( IN-KIND AND CASH VALUE) 96% 104% 103% # of Sponsorship Opportunities Sold: 50 55 60 # of Sponsorship Opportunities Available: 2006 2007 2008   FICP 3-Year Education Forum - Sponsorship History (This document illustrates, although the number of sponsorship opportunities increased from year to year, FICP’s percentage of sales and revenues were exceeded each year.)
  • 4. Audited Figures from 2006 – 2007; Info from 2008 is unaudited. This does not reflect allocations from Strategic Partnership.         $1.58 M $1.62 M $1.71 M Total Sponsorship Income as of 9.30.08: ( IN-KIND AND CASH VALUE) 103% 103% 104% Number of Sponsorship Opportunities Sold: 98 99 103 Number of Sponsorship Opportunities Available: 2006 2007 2008   FICP 3-Year Annual Conference - Sponsorship History (This document illustrates, although the number of sponsorship opportunities increased from year to year, FICP’s percentage of sales and revenues were exceeded each year.)
  • 5. Sponsorship Revenue Per Year (In-kind & Cash)
  • 6. Event Profit
  • 7. Housing Trends
  • 8. Registration Trends
  • 9.
    • Formation of New Sponsorship Committee
    • Update of New 2009 Sponsorship Model
      • Increased acknowledgments especially for higher end sponsors
      • Leveling the Playing Field (Creating Equity & Transparency)
      • Enhancing Financial Foundation and Credibility
    • Update to Strategic Partnership for 2009 with ROI
    • 100% Collection (Processes to 95+% Collection in advance of events)
    • New RFP Best Practices and Contracting Process to Protect FICP Liabilities and Exposure
    • Increased the Overall Number of Educational Opportunities at Major Events
    Other Achievements
  • 10. FICP Has Managed to Achieve Upward Trends in Many Areas Such as:
    • Housing
    • Registration
    • # of Sponsors & # of Sponsorship Opportunities
    • Educational Offerings at Events
    • Increases (10% +) in Satisfaction Ratings
  • 11.
    • Project Manager , Gavel International
    • Coordinated meetings, incentive events and conventions (10-30 events per year) for 20 - 5,500 guests including promotion & registration, search & contracting of facilities, services and lodging, plus oversight for security, catering, transportation, and entertainment, every event delivered within budget (up to $5 M).
    • Managed staff groups from 2 to 25 including oversight for functional areas as listed above.
    • Streamlined enrollment & billing processes for a 7+% increase in cost effectiveness yearly.
    • Consistently identified added sales opportunities with current clients and top generator of new sales leads.
    • Created templates for contract negotiation, freelance staff contracts, hotel usage and site selection as well as improving internal accounting systems for updating clients, which improved contracting time, value of negotiations and consistency of service to clients as well as improving profit margins by 6%.
    • Consistently identified opportunities for additional sales as part of client penetration and top generator of new sales lead information.
    • Created templates for contract negotiation, staffing contracts, hotel usage and site selection as well as improving internal accounting systems for updating clients, resulting in reduced contracting time, value of negotiations and consistency of service to clients as well as improving profit margins by 6%.
    • Developed sponsorship opportunities and deliverables generated (on average) profits 10% over budgeted goals while managing limits on timelines.
    1996 - 2006
  • 12.
    • 1995: Results and Resources Manager , Ameritech
    • Supervised daily service level and made manpower adjustments based on repeated analysis, improving average service level by 8% over a three month period.
    • Revamped process for scheduling & coverage reducing tardiness & absenteeism by 7%.
    • Improved labor relations in office decreasing both grievances and absences by over 15%.
    • Coordinated multiple work sessions including facility services, security, payment tabulation, and meal service in order to reduce backlog of order errors by 40%.
    Additional Experience
  • 13.
    • Freelanced as Operational Manager for several local sports tournaments and events including the Chicago Marathon (1996 – Present) and the Chicago Bears for game-day operations (1996 – 1999).
    • Co-Chairman for community event (2000 - 2003) and event volunteer (1994 – 2003); Event draws over 25,000 people, raising over $600,000 in proceeds - Increased revenue by 10 percent yearly.
    • Make-A-Wish Foundation of Illinois Volunteer (2003 – Present).
    • Arranged 5 formal balls celebrating Marine Corps' birthday during collegiate & military career for over 300 officers and guests to include entertainment, catering and lodging.
    • Directed 8 dinners for unit officers which involved catering, guest selection, traditional observances and lodging.
    • Facilitated three symposiums including presentation production, meal service, and transportation for government officials and educators to promote the Marine Corps as a means of educational and career.
    Additional Experience
  • 14.
    • Operations Officer , Marine Corps Recruiting Station Chicago
    • Planned and directed induction of over 1,100 applicants, meeting FY 1994 and FY 1995 objectives, the only station of 9; awarded Navy Commendation Medal.
    • Controlled screening for applicants and supervised the enlistment process for over 2,500 applicants.
    • Conducted liaison with government and education institutions to promote the Marine Corps as a viable means of support and career enhancement and ensure quality of applicants.
    • Increased efficiency of processing by 20% and decreased recruit attrition by 18%.
    • Redesigned incentive program to account for production at all levels as well as account for quality indicators.
    • Personally held screening interviews for 500 plus applicants as part of quality control process, reducing discharge at recruit training by over 25%.
    • Supervised training evolutions to prepare applicants for the mental and physical demands of recruit training.
    1994 - 1995
  • 15.
    • Asst. Operations Officer , MEU Service Support Group 26, 26 Marine Expeditionary Unit
    • Recognized as top lieutenant among eight in unit while serving in a captain’s billet.
    • Directed immediate logistical support for 2600-man unit for 10 months and awarded Navy Achievement Medal for outstanding performance during deployment.
    • Authored manual for combat service support instituted for use in 1994 and used until automated in 1999.
    • Drafted & distributed manual on convoy defensive techniques for troops headed to Bosnia.
    • Developed improved procedures for non-combatant evacuations aboard ship.
    • Planned and executed operational orders for six training exercises with allied nations.
    • Responsible for all combat service support coordination during pre-deployment training
    • Drafted and implemented training program for 200-man unit including advanced explosive demolition, electronics maintenance, customs enforcement, and expert trauma treatment. (Only unit of four to meet qualification criteria despite a shortened pre-deployment period)
    • Prepared for and conducted support operations in six training exercises with allied nations; planned for humanitarian support for refugees in Bosnia; and researched and presented alternatives on drawdown plans for deployed units.
    • Responded to downsizing plans by retraining organization and adapting new equipment retaining 90+% of capability with a 20+% reduction in personnel & equipment.
    • Personally directed week long training in enhanced marksmanship, and desert survival.
    • Fulfilled additional duties to include the following: Training Officer, Intelligence Officer, Public Affairs Officer, MWR Officer, Range Officer, Combined Federal Campaign Officer and Communications Security Officer.
    1993
  • 16.
    • Transport Officer , MEU Service Support Group 26, 26 Marine Expeditionary Unit
    • Organized transportation and delivery of over 11,000 passengers, 37,600 tons of supplies, and 52,600 gallons of fuel and water while operating over 300,000 miles, accident-free ; awarded Navy Achievement Medal for results.
    • Instituted revised maintenance program thoroughly restoring over 60 vehicles to full combat readiness and maintaining a 98.7 readiness rate throughout the six month deployment.
    • Planned and supervised embarkation plans for 300 personnel, 25 vehicles, and all ancillary equipment for six month deployment, coordinating liaison between Navy and Marine Corps personnel.
    • Improved organizational efficiency by incorporating use of CD‑ROM players for HAZMAT information, communications security control, and revised maintenance reporting to minimize administrative burden.
    • Operating as Licensing Officer, implemented driving & mechanic training with upgrades for explosives.
    • Personally led 50 personnel during week-long training in enhanced marksmanship, and desert survival.
    • Fulfilled duties to include the following: MWR Officer, Range Safety Officer, Combined Federal Campaign Officer and Communications Security Officer
    1992
  • 17.
    • 1991: Platoon Commander , Bulk Vehicles
    • Organized and led multiple convoys of over 100 vehicles from local seaports to Camp Lejeune, NC.
    • Directed restoration of unit vehicles returning from Desert Shield and Desert Storm.
    • Developed training program for personnel, improving professional driving skills, opening possibilities for continued education, and empowering personnel within team to reinforce and augment basic mechanical skills.
    • Responsible for $50M in vehicle inventory.
    • Assigned as Liaison Officer for visiting dignitaries and Combined Federal Campaign Officer.
    • Volunteered a Little League coach and voted Coach of Year for age group; led all-star team to regional finals.
    • Student , Motor Transport – Logistics School. Graduated 2nd in class.
    • 1990: Student , Marine Corps Officers Basic School.
    1990 - 1991
  • 18.
    • DUKE UNIVERSITY: Bachelor of Arts – Comparative Area Studies (International Relations) 1990
    • NROTC Scholarship as well as Leadership Group and President of Semper Fidelis Club
    • Started 5K run for charity, contacting sponsors, readying advertisements, managing event
    • preparations, and supervising event with over 100 runners participating. Raised over $10K
    • in net proceeds over 2 years.
    • Intern to Director, Athletic Operations – Duties included ticketing, security, and press relations.
    • Certified Meeting Planner – Convention Liaison Council (December 1997)
    • United States Marine Corps Basic Officers Course, December 1990
    • Motor Transport Logistics Officer Course, February 1991
    • Hazmat Handling Course, August 1991
    • Maintenance Management Course, Honor Graduate, October 1991;
    • Communications Security Management Course, Honor Graduate, January 1992;
    • Safety & Leadership in Advanced Marksmanship. March 1992
    • Recruiting Management Course (Learning International -- Professional Selling Skills), July 1994.
    • Additional Information :
    • Held Secret Security Clearance for term of service and granted Top Secret Clearance as required.
    • PC fluent to include Microsoft Office and Lotus SmartSuite.
    • Provided training to personnel at all levels throughout military career.
    • PROFESSIONAL WRITING
    • Standard Operating Procedures - Combat Service Support (USMARFORLANT: 1993 – 1999)
    • Standard Operating Procedures - Combat Motor Transport Convoys (USMARFORLANT: 1993 – 1996)
    • Multiple Judge Advocate General Investigations
    Education & Writing