Case Study: Lincoln Financial Group achieves $1.4M in savings and 22% higher meeting attendance with Cvent

Lincoln Financial Group - Customer Case Study

Lincoln Financial Group, led by Strategic Meetings Management head Steve Shultz, needed better control and visibility into the budgets, reporting, sourcing and overall administration of its meetings program. Fragmented “point” solutions forced the team to pull data from multiple systems, consuming time that could be spent on higher-value, strategic work.

By adopting Cvent’s end-to-end platform, Lincoln gained centralized spend visibility, improved compliance and engagement, and reduced costs by consolidating meetings and transient travel data to leverage enterprise buying power. The program now manages 450 meetings annually, drove a 22% increase in attendance and delivered $1.4 million in savings, while mobile apps and in-event tools (polling, live Q&A, gamification) boosted attendee experience.

Lincoln Financial Group

Steve Shultz

Head of Strategic Meetings Management