Stop Defending Your Event Budget.Start Proving Your Strategic Value.
Get free, instant access to the 3-part Event Portfolio Mastery Series: workshops, slide decks, and frameworks to move you from logistics coordinator to strategic advisor.
An honest question: If your leadership cut your event budget by 20% tomorrow, would you know exactly which events to keep and which to cut, backed by data they trust?
*Available for free only until December 31, 2025, then part of a paid program.
What You’ll Get:
Workshop 1: Creating Portfolio Foundations
Learn why portfolio thinking isn’t optional and complete the maturity assessment that shows exactly where your organization stands. You’ll shift from “roast beef metrics” to investment language that leadership actually understands.
Workshop 2: Building Portfolio Intelligence
Transform your event data into strategic intelligence with practical measurement frameworks. Stop drowning in spreadsheets and start making data-driven decisions with confidence.
Workshop 3: Architecting Portfolio Strategy
Master the frameworks that get executive buy-in for tough portfolio decisions. You’ll learn to speak business strategy, not event logistics.
Who is this for?
This series is for event managers and marketing directors who:
- Manage multiple events annually (whether 3 or 30+)
- Have data but struggle to extract strategic insights
- Want executive buy-in for portfolio decisions
- Are ready to move from "event operator" to "strategic advisor"
About Your Instructor: Stephenie Lintl-McLean
Corporate Event Strategist | Portfolio Optimization Specialist
With 25 years of experience including serving as Senior Manager of Event Strategy at Fidelity International (managing portfolios across 26 markets), Stephenie specializes in transforming events from tactical activities into strategic business investments.
Her distinctive principle is “Strategic alignment first”. Organizations cannot measure what matters until they understand what matters to their business objectives. This is the methodology that’s helped both Fortune 500 companies and rapid-growth scale-ups alike make confident portfolio decisions backed by data.
Through Beyond Branding Events, she helps organizations move from cost-center thinking to strategically-managed portfolios that drive the impacts that matter to YOUR business.
FAQ
I'm already overwhelmed. Do I really have time for 3 hours of training?
Fair question. The thing is, you’re spending hours defending budget decisions you can’t back up with data. You’re in meetings where you can’t answer basic questions about portfolio performance. You’re creating reports that leadership doesn’t read because they’re full of “roast beef metrics.”
This series will save you time by giving you the frameworks to make faster, more confident decisions, and communicate them in half the words.
Will this work for my organization size?
Yes. Whether you’re managing 3 events or 30+, the principles are the same. A portfolio of 3 strategic events deserves the same professional management as a portfolio of 30. The frameworks scale perfectly, you’re just applying them to your specific context.
How quickly can I access the workshops?
Immediately. The moment you click “Get Access”, you’ll be redirected to the replay page where all 3 workshops are ready to watch. No waiting.
My organization isn't sophisticated enough for this.
Actually, that makes this even more valuable. If you’re at an early-stage organization, these frameworks help you build the RIGHT foundation from the start avoiding the costly mistakes that more mature portfolios are now trying to fix.
What if I'm not technical or data-savvy?
You don’t need to be. These frameworks are designed for event professionals, not data scientists. If you can use Excel and understand basic business concepts, you can implement everything in this series. No coding, no complex statistics. Just smarter strategic thinking.
Is this just another set of templates I won't use?
No. This is a complete methodology with decision-making frameworks, not just fill-in-the-blank templates. You’ll understand the why behind every framework, which means you can adapt them to your specific organizational context. That’s what makes them valuable and actionable.
Additional Ways to Work Together
Stay Connected
Portfolio Maturity Assessment
After you watch the workshops, take the comprehensive Portfolio Maturity Assessment to benchmark your organization across six critical dimensions: Strategic Foundation, Measurement Sophistication, Decision-Making Framework, Resource Allocation Logic, Executive Communication, and Organizational Integration.
Strategic Consulting
Ready for hands-on support implementing these frameworks? Beyond Branding Events offers specialized event portfolio optimization consulting including:
- Strategic portfolio audits and optimization recommendations
- Executive workshop facilitation
- Measurement system design and implementation
- Portfolio decision-making support
Interested in consulting? Schedule a discovery call.