Case Study: Lincoln Financial Group achieves rapid enterprise-wide meeting risk management and event visibility with Cvent

Lincoln Financial Group - Customer Case Study

Lincoln Financial Group’s Strategic Meetings Management team, led by Steven Shultz, faced a sudden crisis when COVID-19 exposed gaps in event reporting and risk visibility. With leadership needing immediate insight into which meetings to postpone, cancel, move virtual, or protect for revenue impact, the team had to quickly centralize data and create new operating procedures to manage spend and attendee safety.

Working with their Cvent Client Success Advisor, they built a Meeting Cancellation and Postponement Management process form, added three new event planning statuses, and rolled out the solution enterprise-wide in under a week (with training deployed in three days). The change delivered immediate visibility across functions, automated reporting and planner updates, preserved data integrity, and enabled faster, strategic decisions about meetings and spend.

Lincoln Financial Group

Steve Shultz

Head of Strategic Meetings Management