Conference as a Service (CaaS) by Momentum is a complete end-to-end solution that delivers a professionally developed and executed event without taxing any of your internal resources. Our decades of professional event experience provides any individual or organization with a ready-made, outsourced event team who are expert at delivering top-quality events and a vision for growth. Our leadership team has more than 60 years of combined event experience, so we can worry about your conference strategy and execution so you don’t have to.

2. About Momentum
We’re Momentum, The What's Next Event Company™ that relentlessly pursues the future trends that will
impact your industry, company and profession.
Key Stats:
● Launched in 2012
● 150+ B2B events produced
● Sector Expertise: Enterprise Technology, Legal & Regulatory & Partner Events
● Industry Expertise: Financial Services, Technology, Retail & CPG, Food & Beverage, Energy,
Healthcare
● Active Event Partners: The Wharton School, Entrepreneur Magazine, Columbia University,
Nasdaq, Loyola University, Data & Marketing Association, Node Health, Social Starts, Plug and
Play, Nasdaq

3. Key Leadership
Ben Greenzweig
CEO & Co-Founder
Marni Edelhart
VP, Content & Experience
Bryon Main
COO
Danielle Gonzalez
Sales Director
60+ combined years of leadership events experience.
Ownership will be directly vested in the success of this campaign.

4. Why Conference As A Service?
Let’s face it, event organizing can be a massive drain on any individual or business, but it takes a special toll where conference
development is not your core offering or speciality. Scalability is hard to achieve, and the size of staff required to professional
deliver a top-quality event if often too large to carry full-time, so businesses resort to allocating the responsibilities to internal
resources where attention and effort is diverted from the enterprise’s core business functions.
Have you ever found yourself asking questions like these?
● I wish you had the opportunity to outsource every function of conference organization, from content to marketing,
sales to operations, but how do I find all the pieces and ensure they work well together?
● I have an idea for a conference but how do I take this vision to reality?
● I currently run an event but how do I grow revenue, profit and attendance?
Fortunately, there’s Conference as a Service (CaaS) by Momentum, a complete end-to-end solution that delivers a
professionally developed and executed event without taxing any of your internal resources. Our decades of professional event
experience provides any individual or organization with a ready-made, outsourced event team who are expert at delivering
top-quality events and a vision for growth. Our leadership team has more than 60 years of combined event experience, so we
can worry about your conference strategy and execution so you don’t have to.

5. What We Do
Our services can include any or all of the following:
Content Development: We can research with the target market, validate your ideas and present an unbiased, third-party developed commercial
program.
Audience Development: Audience development is one of Momentum’s defining services. Our organization manages a sophisticated marketing
approach, powered by Salesforce.com and integrated with a highly trained and effective audience development team trained on the latest social
selling techniques that speak to decision makers every day. We are direct marketing experts and our approach is targeted, specific and meticulous.
Digital Marketing: From animated podcasts to an “always updated” event website designed from the ground up for SEO, we develop collateral used
to drive attendee registrations, engagement and awareness. Infobrochures, logos, sponsorship prospectuses and more, Momentum is designed to
run fast and lean while not compromising on quality.
Sponsorship: We research with prospective sponsors as well as competitive event sponsors in order to best determine the levels of sponsorship that
will have the most appeal, generate customized proposals tailored to the specific needs of the sponsors in order to ensure maximum value is
realized and deliver superior activation and customer service throughout the entire relationship.

6. What Else We Do
Customer Services & Operations: Event inquiries, collections, full management of the venue RFP process, contract negotiations, management of the
F&B spend and menu, room block management, badges, social events, signage and more – these details add up quickly but fortunately,
Momentum’s team has run 1000s of events and knows how to manage the process with ease to ensure nothing slips through the cracks.
On-Site: Rest easy, Momentum has you covered. We provide a full onsite team and know how to hire local staff when we need more help. We
manage the registration desk, speaker green room and attend to the needs of every attendee and VIP. We even ship our own supplies so your team
doesn’t need to bring anything to the event.
“Knowledge@Wharton has worked with Momentum for years and I have been deeply impressed by their deep knowledge of the events
world, as well as the creativity, passion, thoughtfulness and professionalism they bring to everything that they do. They set high
standards and work incredibly hard to surpass them. Knowledge@Wharton is proud to work with Momentum. I expect we will be
working together for a long time."
Mukul Pandya
Executive Director/Editor-in-chief, Knowledge@Wharton
The Wharton School, University of Pennsylvania

7. The Old Way
The Legacy Model: In order to produce a successful, professionally run conference that can be scaled for organic growth, one
often needs a team that includes:
● Conference Producer
● Conference Coordinator
● Marketing Manager
● Marketing Coordinator
● Meeting Planner
● Business Development Manager
● Account Manager
● Accounting, Payments & Collections
● Web Development
● Database Manager
● Customer Service Manager
That’s a lot of overhead for an event and unless you’ve achieved an economy of scale, it becomes increasingly expensive to
service your existing business, to say nothing of growing it.

8. The New Way, The Momentum Way
The CaaS Model: Say goodbye to massive overheads, misappropriated software and projects that aren’t
aligned with the skills of your workforce and say hello to CaaS by Momentum that provides all the
necessary operational support for your conference including:
● Budget management based on industry best practices
● Up to 25,000 freshly research and accurate (90%+
guaranteed) contact records, complete with full contact
information*
● Access to the bespoke Salesforce-powered conference project
management program
● A tailored, multi-channel, Marketo based email marketing
campaign
● A fully integrated event website, integrated with registration,
adroll and full chat bot functionality.
● A dedicated content manager**
● A dedicated marketing manager
● A dedicated sponsorship sales manager
● A dedicated account manager
● A dedicated meeting planner for sourcing, RFP and negotiations
● Customer service
● Payments, accounting and collections
● Post-event analytics report including:
● Booking patterns
● Email performance
● Website analytics
● Marketing analytics
● Digital engagements
● Traffic sources
● Keyword referrals
● AdRoll performance
*Larger data builds are possible but subject to a different cost structure
**Some partners want to produce their own event but use Momentum as a project manager and/or sounding board for the content development and speaker acquisition. Our scalable model
can accommodate any content relationship the client deems fit.

9. We’re Powered by the Latest Martech
Salesforce.com | Marketo | Google | Drift | Cvent | Expensify | Bill.com | Ringlead | Proprietary Data Cleansing, Sourcing & Appending SaaS Partner | Alexa

10. Come Join The Very Best
Momentum has proudly
provided CaaS to some of the
leading corporations, media
companies, trade associations
and universities. Contact us
today so that we can learn
more about your objectives
and design the appropriate
solution catered to your
specific needs and see why
these organizations trust their
events to Momentum.