Meeting Management Software

Meeting Cards in the Age of Moderation

Tuesday, March 9, 2010 by Kevin Iwamoto

A new report out on commercial card spending notes that 2009 is the first year since purchasing cards were introduced to see a drop in overall spending. In fact, it was a year of decline for the commercial card industry on the whole, which, for more than a decade has posted double-digit spending growth figures.

According to the report, "this explosive growth was driven mainly by the administrative cost savings that card programs were able to deliver. Throughout the decade, as complementary technologies such as program management systems improved, card programs delivered still greater costs savings by improving transparency of spend, particularly in the area of MRO and T&E related purchasing. Taken together, these benefits sparked a secular movement away from costlier paper-based purchasing to more efficient electronic purchasing."

After reading this, I can't help but think how meeting cards -- as part of a comprehensive strategic meetings management program (SMMP) -- have helped countless numbers of companies:

a) discover the scope of their meetings spend separate from T&E,
b) use the data to create policies and rules around purchasing to implement more control,
c) apply what they've learned to increase bargaining power with their meetings suppliers.

Further, meeting cards linked to SMMP technology are powerful tools to help reduce administrative processes, such as budgeting and reconciliation of supplier bills. Card data is pretty solid in the eyes of the CFO, too, and auditors also like the ability to track spend that is documented.

I'm afraid the report, published in the online publication Commercial Payments International doesn't offer too rosy a picture of recovery for spending. It says spend won't keep pace with GDP growth. Not great news for card companies.

But T&E restrictions and purchasing policies that companies have implemented and strengthened won't be abandoned, either. And as I've said many times before, that's good news. The focus -- even when good times return -- will remain on strategic management of spend, whether it's on T&E, meetings or widgets. Ultimately, I think the power of cards as spend management tools will once again drive up spending levels.

Commercial cards are the instruments of purchasing power that employees hold in their hands -- the first line of defense in spend control. And, when the transaction is complete, cards are the great provider of data that companies need to manage costs. And, in the case of meeting cards, companies can add extra power to the cards by integrating them into their overall SMMP.

The best news about all of this is that if you are in danger of paying a claw back to your credit card provider, due to travel freezes negatively impacting your card spend thresholds for an annual incentive pay out, then issuing meeting cards and funneling their spend volume through your card program may actually help you to meet your basis point hurdles and earn an annual incentive, or at minimum, pay less of a claw back to your card provider. Having managed a very large multinational card program prior to my new life at StarCite, this is an area that you can definitely leverage to your company’s advantage.

Making Procurement Initiatives Work

Friday, March 5, 2010 by Kevin Iwamoto

This week I was in Charlotte, N.C., attending ProcureCon Indirect, a conference for executives who manage procurement of indirect spend, such as travel and meetings services. It was a great opportunity to meet and network with these folks (About 100 procurement executives came from over 44 companies!) and learn what kinds of challenges they face in reaping system-wide efficiencies and savings from procurement.

I sat on a panel, "Driving Change from the Bottom Up Towards Strategic Indirect Sourcing," along with Brett Mauser, Director Sourcing Strategy & Best Practices for Winn-Dixie Stores, Inc., and Jason Kwan, CPO, VP Global Strategic Sourcing, Manpower, Inc. Judging from the
questions the audience posed to the three of us, I'm certain attendees picked up some great best practices for change management -- what works, what doesn't and the landmines to avoid along the way.

At ProcureCon, I did a lot of thinking about my days at Hewlett-Packard, where as a Global Category Manager for Corporate Card, Hotels and Meetings, I worked with HP’s management across the world negotiating travel contracts and creating and implementing worldwide purchasing and supplier strategies. One of the significant best practices I could share was to be aware of the myth of the "M" word, that is, "mandate." A lot of procurement folks get a false sense of security that once they get an executive mandate that directs employees to comply with a new strategic initiative, such as using preferred suppliers only or following a designated process, then everything has fallen into place. All is and will be golden.

WRONG! In my experience, even with a mandate, people still operate like there is none. Even if you have CEO-, CPO- or CFO-level support for your project or initiative, it doesn’t guarantee that your offices overseas will comply -- and that's due to a lot of reasons. It might be due to laws or regulations in place in a particular country or region. Or, it could come down to a simple case of who's got more authority; a lot of times a country's general manager or highest level executive has more influence over employees there than a C-level
executive back in the U.S. -- home to headquarters. Bottom line is, you can’t assume everyone will fall in line and comply without any resistance or change management plan in place.

In Germany, for example, nothing can move forward without approval of employee representative bodies called Works Councils, present in nearly all companies larger than 250 employees. So, even if you're armed with the "M" word from headquarters, you're still required to get local-level sponsorship and support. Bottom line: there’s no magic and immediate panacea for change management -- with or without the "M" word supporting you. You still have to do targeted communications regularly, as well as engage and enlist support from various countries and regions around the world.

Going beyond the issue of a mandate, remember that every company, based on their own corporate culture, has varying degrees of acceptance when it comes to change management. The most successful makers of change pro-actively survey the landscape for points of pain, potential pushback areas, managers and others who may offer resistance. Successful change-makers seek critical feedback and information from stakeholders and internal customers, and then they carefully craft project plans, timelines, milestones and deliverables -- along with appropriate communication -- to ensure that all stakeholders on whatever level of authority are aware of both the benefits and progress of the project or change management process.

At the conference, someone asked if it was better to carry

a stick or carrot to drive change. Actually, the answer is both! At HP, I always positioned senior management as the stick bearers, while my team and I positioned ourselves as carrot bearers -- actually it was
more donuts, bagels and Starbucks coffee (When meeting with stakeholders, food goes a long way towards establishing a collaborative environment and an atmosphere of trust.).

If more procurement professionals accepted the reality that they also have to be sales people in order to get optimum adoption and maximize change management, the process itself would be less laborious and definitely more successful.

To read about some other procurement best practices, click on this whitepaper link that covers integrating corporate travel, procurement and meetings management strategies.

SMMP Tech Benefits -- So Simple to See

Wednesday, March 3, 2010 by Kevin Iwamoto

There's a new story in Corporate & Incentive Travel magazine that, from the outset, gets to the heart of why automation is so important to a strategic meetings management program. The first few paragraphs highlight how a professional meeting planner used to source for hotels -- manually, that is. That meant lots of faxing, calling and emailing.

Now, however, after adopting SMMP technology, she sends RFPs "with the push of a button" and in 24 to 48 hours she receives replies in a centralized format, enabling her customers to make important decisions about meetings costs and services. "It makes it easier on our budgets and saves companies money because they get the best deal,"
says the planner in the story. More importantly, using her technology-driven process, she’s creating a side benefit of leaving a sourcing documentation trail that will stand up in any future internal and/or external audit.

When planners who actually use SMMP solutions tell their stories, it's so simple to see what it's all about: efficiency, cost savings, control!

I was also very honored that the magazine called me for a quote, and I got to speak about the increasing importance of SMMP automation in helping organizations track event costs, especially TARP recipients and pharmaceutical companies under the watch of legislative or industry oversight.

How many of you are still using spreadsheets, phones and faxes to source for and plan your meetings? "When you multiply the number of planners in a large corporation who handle hundreds of meetings a year that way, it's easy to see the large amount of inefficiency there," I noted in the article.

I’d say it’s pretty unusual If you’re not under the gun to reduce meetings budgets at your company. Perhaps it's time to think about adopting SMMP automation to help you make a dent in costs, boost efficiency and extend control.

For more information, check out a replay of a recent webinar on the connection between technology and an SMMP.

Good Luck! Debi Scholar

Monday, March 1, 2010 by Kevin Iwamoto

When I think of Debi Scholar, two things come to mind. One is waiting for her in an airport-bound overheated black sedan in Dallas. But another, more significant thought is about her long, distinguished career in the business travel and meetings industry, and how much she's helped corporate and meetings managers build best practices.

Debi, who for 13 years was PricewaterhouseCoopers' (PwC) Lead for Travel and Entertainment Expenses strategic management and cost reduction, late last week se

nt me and others in the industry a note to say she's decided to go solo and open her own consulting practice. Debi is someone that I have tremendous respect for and admiration. At PwC, Debi became a sought-after industry expert on both SMM and virtual meetings, and she emphasized the difference between SMM and meeting planning management (SMM takes an enterprise-wide approach to managing meetings). Many of you know her as an industry thought leader, and she was recently recognized by Corporate Meetings and Incentives magazine as one of the founding thought leaders for SMMP.

Now, Debi's embarking on a new phase of her career, launching her own independent consulting practice, and I want to wish her the best of luck, not that she will need it, as she is so well respected in this industry and is known for her in-depth knowledge of the travel industry and suppliers. She consults with Fortune 1000 companies on expense management categories such as airlines, hotels, meetings, ground transportation, corporate card programs, travel management companies, and entertainment assets such as country club memberships, venue suites, boxes and tickets. Debi is a pioneer in the face-to face and virtual meetings industry; she began using virtual tech a dozen years ago to connect distant participants. She was the first Meeting Director to have included virtual meetings under her direction back in 2002, and since, has become a leading expert in how to effectively drive virtual meeting adoption to reduce travel costs and complement or reduce face-to-face meetings.

There’s so many great things about Debi that I could share -- but I'm sure that many of you already know her well, as she's rarely out of the public spotlight. So what I will share is this: there’s no one with more passion about SMM than Debi. She’s a master educator and presenter, and her depth of knowledge is tremendous. I know she will do well in her new career endeavor because her name immediately comes to mind for people who seek the best consultation.

Oh, and by the way, I won't leave you hanging about the overheated limo story. Here it is: I first met Debi while impatiently waiting for her in a sedan waiting to embark for Dallas Fort Worth airport. We had both been on the speaker’s agenda for the annual Texas BTA Education Day, and I had presented earlier. The chapter organizers had efficiently booked Debi and I into a single sedan bound for the airport, and she was scheduled to leave directly after her panel. Of course her panel ran late, and my airport security clearance time was diminishing minute by minute. The sedan was hot, and I was getting cranky and impatient. The driver finally turned on the air conditioning because I threatened to start stripping to stay cool and dry. Finally, we both saw a petite blond woman with her roll-aboard baggage exiting the hotel looking like she was running late and looking for a ride, and sure enough, it was Debi. Long story short, she settled in the car; we introduced ourselves, became instant friends and managed to make our flights home.

Congratulations, Debi, and I look forward to seeing you in New York on March 15-16 at the upcoming NBTA Strategic Travel Symposium (I'll be moderating a session on Building a More Strategic Meetings Management Program, and Debi will participate, along with Tamara Gordon, formerly with Boston Scientific and United Healthcare, as well as Jami Stapelmann of Estee Lauder. You’ll get a chance to hear some SMMP wisdom firsthand; so see you all there!).

Outlook for Corporate Meetings Health

Wednesday, February 24, 2010 by Kevin Iwamoto

More signs that meetings are on the mend!

A MeetingNews story about their recent survey of 220 meetings managers has put it this way: "The findings represent the first time in more than a year that the majority of group budgets are growing or holding steady, and support a growing sense that things are improving in the meetings business shared by hoteliers, industry associations, corporate travel buyers and meetings planners."

The survey found that, while 40% of respondents decreased meetings spending in the past six months, only 19% plan to do so in the next six. More than half expect meetings spending to stay flat in the coming half-year period.

I wasn’t surprised to read, too, that 17% had actually spent more on m

eetings in the last six months -- as I've been seeing a lot of anecdotal evidence of more activity at companies I talk to. Our bookings growth in 2009 certainly testifies to that.

And a separate survey of 26 corporate travel buyers at the recent NBTA Masters Program
found that, in 2010, 35% planned to spend more on meetings than last year.

These and other encouraging statistics, such as some recent positive news by individual hotel companies, all point to an opportunity to get really focused on capturing all your meeting spend through a single solution for budgeting, sourcing, booking and other strategic tasks, such as attendee management.

Because if a turn-around is coming, there's no going back to unmanaged meetings. It's just not smart.

Wisdom from The Masters

Monday, February 22, 2010 by Kevin Iwamoto

Last week, our CEO Greg Dukat and I spent one-and-a-half days at NBTA's The Masters Program in Washington, D.C., with other industry leaders.

In case you aren't familiar with the Masters, it's an annual event attended by CEOs and leaders from every segment of the travel industry, a great experience to learn market insights and network. Once again, kudos to Chris White and NBTA for organizing and producing yet another quality educational event.

Before I share some take-aways that I got from the conference I’m going to do something a little unorthodox and give a shout out and hello to Nick Romano, President of SignUp4, and John Arenas, CEO of Worktopia -- two gentlemen I was able to spend some time with and share some laughs. By the way, they both confessed that they read my blog (Sorry guys, I had to put that in here!). Who said competitors have to be adversarial and can’t have a sense of humor?

At the Masters, there were so many interesting and thought-provoking discussions and interactions. But I think the best part of the event is the networking that takes place between industry leaders during the coffee breaks and reception. Strategic meetings management was discussed several times over the course of the conference, and it was clear that, after years of just talking about meetings management as a concept, it's finally going mainstream, and 2010 is its milestone year.

NBTA President Craig Banikowski shared that 53% of travel professionals planned to deploy SMMPs for their companies this year. This stat comes from NBTA's 2010 US Business Travel Buyers' Forecast, and there's an equally amazing number behind it: 67%. That's the level of increase from those who planned an SMMP in 2009.

More “rock your world” stats, this time from Joel Secondy, the Deputy Assistant Secretary for Services, International Trade Administration, at the U.S. Department of Commerce. He said that travel and meetings:

- Contribute $1.3T (yes, trillion) to the economy
- Represent 2.7% of Gross Domestic Product
- Employ 8.2 million Americans

I think the best statement made by anyone at the conference was that the travel and meetings sector is the linchpin for supply chain, financing, employment and other factors necessary for an economic recovery. And I have more faith than ever that managing meetings with best practices that promote cost-control and ROI will not only erase the guilt over having meetings, but also stimulate the economy.

Strategic Meetings Management: Full Steam Ahead

Friday, February 19, 2010 by Jessie Berry

Our previous post covered the VIPs of SMM who have championed the advantages of implementing a strategic meetings management program and have been involved since the very conception of SMM. While we’re on the topic, it would be pertinent to share some surprising research gathered by Meetings&Conventions magazine regarding SMM and organizations’ use (or lack thereof!) of such a program.

The article, ‘Wanted—A Policy for Meetings’ featured in the February 2010 issue of M&C, reported that only 29% of organizations have formal meeting management programs in place, and, of those, only 11% reported that those meetings comply with all their guidelines. 40% weren’t even familiar with the term “SMMP.” When asked about their company’s SMM “Work in Progress,” 33% said that they did not have an SMMP in place and were not planning on adopting one, which doesn’t seem that significant until you compare it to the other responses under that category: 14% have an SMMP, 25% aren’t familiar with the term, 20% do not have one but have discussed it, and only 8% are currently working toward implementing one. That means that organizations who do not have an SMMP and are not planning on implementing one are in the clear majority; however there are many of us in the industry who would like to see those numbers reversed.

SMM has taken hold within the meetings and events industry, and it’s now more important than ever to be educated on what the program is and what it can do for an organization, especially within an economically unstable environment. If you’re one of the organizations that has yet to delve into SMM or is at least considering it within your company, you may be wondering where to even begin.

Because SMM requires a significant change in the way a meetings department operates, it’s essential to start off with firm footing or the program will be impossible to launch. A poorly planned program will, at best, fail to gain enough support to get off the ground, and at worst will disrupt existing operations and leave the department in worse shape than it was before the program was adopted. How do you avoid a disastrous implementation attempt at an SMMP? Build a solid business plan.

StarCite can show you how with our “7 Step Guide to Initiating a Strategic Meetings Management Program” and “Garnering Executive Support: Building Your Business Plan for Strategic Meetings Management” whitepapers, which will provide you with the guidelines and practical steps you need to take in order to not only get started with your SMMP but also gain the support of your executive team to make it happen.

As the previous post illustrates, strategic meetings management is now considered a necessity rather than a luxury for organizations, and the fact that SMM now has its own certification course speaks volumes of the impact it has had within the industry. As SMM starts to gain more steam, now is a great on time to get on board and realize the benefits it can bring your organization.

Social Media Needs Strategic Management, Too

Friday, February 19, 2010 by Kevin Iwamoto

When I first wrote about using social media tools, such as Twitter at meetings, attendees were using the technology to tweet back and forth during event sessions about how the presentation was going, exchanging opinions and then collaborating to propose questions to the panelists or presenter. How industrious and efficient!

Now, social media tools are taking on greater importance in overall strategic meetings management, according to an article in MeetingNews. While planners have been busy using social media to do things l

ike integrate the tools into their online registration and conference sites and send out speaker and logistical information, organizations are making broader decisions about how and why to use the tools in their meetings programs.

That's a smart move because you'll want to make sure planners and their attendees are using social media to support your SMMP goals and increase your program value -- as well as adhere to corporate guidelines and policies around internal and external communications.

The article quoted a meetings tech consultant who said that companies are formulating policies on who will be responsible for the technology, which tools to implement and how to attract users. I work with some of our customers to accomplish the same thing, encouraging them to own this space as part of their travel and meetings programs; it’s all about enterprise mobility remember?

Understandably, there's a certain degree of cautiousness out there to implement an organization-wide tool. In the story, one association executive which used Twitter to satisfy members' needs to communicate in real-time and distribute conference material, acknowledged that "there is a fear of lack of control, and you don't have control over social media. It is an open forum, people can say what they want to say, and that makes people nervous. Our strategy is definitely cautious, but we are getting there."

In the meantime, social media continues to revolutionize how people and organizations communicate. Consider some of these statistics I found on the blog Socialnomics:

- 96% of "Generation Y" members have joined a social network;
- It took 38 years for radio to reach 50 million listeners, but Facebook added 100 million users in less than 9 months;
- 78% of consumers trust peer recommendations, but only 14% trust advertising.

Yes, social media is cool, and it can streamline planning processes, enrich content, facilitate instant feedback to help you measure ROI -- and even attract new event sponsorship opportunities. But be careful to choose tools that match your SMMP goals and company policies, and make it a priority to appoint a watchdog who monitors how your employees or association members use -- or abuse -- the tools.

I'd call it exercising "enthusiastic caution."

Strategic Meetings Management: Aim for the Whole Package

Wednesday, February 10, 2010 by Kevin Iwamoto

Because Technology sits in the middle of the NBTA's SMMP Model, I think some people in the business travel and meetings industry confuse it with the term "strategic meetings management." Often, in conversations with folks at conferences or even meeting with some prospective clients, I find myself explaining that SMM is way more than just the technology that allows companies to streamline meeting planning and budgeting, search competitively for suppliers, take care of attendees, enforce policy, analyze spend data and other important meeting management tasks.

To build a true, comprehensive end-to-end SMMP, you need to construct a meetings management strategy that reflects your company's values and ethics and lays out goals for areas as varied as cost-savings and preferred supplier relationships. And of course, you want to make sure that you have a policy in place that supports and enforces your meetings management program and is endorsed by senior executives.

My point in mentioning this is that it disturbs me to see very well-intentioned corporate meetings and procurement executives -- especially those just getting started centralizing meetings procurement and planning -- place so much emphasis on putting automation in place that they forget about the very challenging strategic tasks involved in building an SMMP.

That's why when considering implementing a meetings technology platform, it makes sense to expand the breadth of your efforts and make sure that you have the knowledge and know-how to implement a true SMMP:

- Do you need help implementing best-practices, such as strategies for optimal sourcing?
- What are the best policies, processes, usage goals, communication plans to get the word out about the SMMP to employees and elicit participation?
- How do you track and monitor spending?

In my travels, I've met with many executives that have rolled out failed technology initiatives without doing due diligence on how to roll them out effectively. There is always some degree of regret, and often those companies have to go through more change management by changing suppliers mid-contract. A technology provider has an obligation to their customers to provide consultative expertise, best practices, and a range of services. If you are just buying technology focusing only on price, you’re missing the bigger picture and sacrificing enterprise adoption -- your proverbial penny-wise and pound foolish scenario. Your technology supplier needs to partner with you and understand your business objectives, challenges and work hand-in-hand with you to ensure that training, adoption, risk mitigation, data reporting and all of those other important functions and processes are properly in place and operating efficiently.

If you're considering strategic meetings management technology, the best advice I can give is be thorough and consider the back-end support and guidance you'll need as well as the front-end of how the online solution will work. It'll make all the difference in creating a comprehensive end-to-end program, or what I call a true SMMP.

StarCite Annual Meeting News: Bookings Soar in 2009

Monday, February 8, 2010 by Kevin Iwamoto

Last week was StarCite's annual associate meeting in Philadelphia. It was my second associate meeting, and what a difference a year makes. Who knew that 2009 would be such a horrible year for so many people and companies. Although it was a very tough year, it was a great year for strategic meetings management and meetings management technology.

Meetings management came out of the shadows and stepped on to center stage and into the spotlight due to the scrutiny of meetings spend and ROI by the public and senior executives. 2009 was a very good year for StarCite, but it was also great for companies that wanted to get their meetings spend under control, implement efficient sourcing, planning, budgeting and attendee management automation and create purchasing leverage

with hotels and other suppliers. Our CEO Greg Dukat kicked off the meeting by sharing that StarCite had a record number of customer renewals and expansions (many with multi-year contracts). And we signed on a dozen or so new enterprise accounts, the names of which I can't reveal. One of them, however, is among the largest global companies on the planet.

Second, I don't usually reveal information like this in my posts, but the demand was so great among cash-strapped companies last year for new ways to actually hold important sales and corporate events (despite misguided public criticism of events as wasteful) that there was a mass embrace of strategic tools, for example, e-sourcing. As a result, StarCite far outpaced its operational objectives for meetings bookings in 2009 (The rate of increase from 2008 was in the triple digits, and that's all the detail I can share without getting in trouble.).

Aside from higher demand, what drove this growth? The company also made a number of strategic partnerships to bring new functionality and enhancements to our technology during 2009. For example, buyers can now take virtual tours of many of the 93,00-plus properties in StarCite's Marketplace through our deal with VFM Leonardo. That means companies are saving money by skipping in-person site inspections. Another example: to bring the benefits of automated meeting planning and management technology to independent meeting planners and travel agents, we aligned with the meetings marketing organization Acclaim Meetings. And Experient, one of the world’s largest meeting planning firms, last year agreed to use our platform for meetings management, international sourcing and attendee management.

Again, I can't reveal specifics, but expect more key agreements with business partners in 2010 – all with one thing in mind: to bring new value and functionality to our platform. And that'll give customers yet more control of meetings costs and buying power.

At the end of the day, the secret to any company’s success is its people. Greg Dukat believes in that, and as he and I have discussed over many a meal, if we celebrate the successes of our people, success will also result for the company. At the meeting, we gave recognition to our top performers, and I was so happy watching them get their dues in front of their peers and management. It was exciting seeing the progress all the talented StarCite people around the world made possible, especially given the trough the industry was in in 2009.

Despite the challenges, our company was fortunate and managed to pull out a great year -- thanks to our associates, our partners and most importantly, our customers. We have, and I’m not exaggerating, the best quality customers in the world.

So a big congratulations to all of our top performers, and you can bet I will keep you updated on our progress during 2010, too!

Evangelizing About Strategic Meetings Management -- Anytime, Anywhere

Thursday, February 4, 2010 by Kevin Iwamoto

Some people are media s

hy. I guess they don't like the idea that whatever they say has the potential to be published. And so they go to great pains to set up interviews at ideal times of the day, with lots of quiet around them and a prepared script in front of them.

That's definitely not the case with me. Tuesday, I was quoted in The New York Times article "New Meetings Industry Emerges After a Boom and Bust," and I was most happy to talk about how important strategic meetings management is in today's environment. The story talks about the falloff in meetings demand, the change from lavish to toned-down entertainment and the move toward virtual meetings.

“We try to help companies understand that they have to be more strategic about their travel and meetings spending, and that there has to be a lot more transparency on that spending communicated to senior executives,” I told reporter Joe Sharkey.

I was happy to contribute my views about how the meetings business has changed from the pre-Great Recession heydays to today's more moderate events -- where the emphasis is on savvy meetings procurement processes, controlled spend and measuring return on investment.

But, let me tell you, you would have laughed had you seen the actual interview. Joe contacted me on my mobile phone as I was boarding a flight, carry-on in one hand, boarding pass in another, PA announcements blaring above me and a line of people ahead and behind me. It was definitely not a controlled setting. But, despite the sounds of crying babies and flight boarding instructions and the jostling of the crowd, I did my best to field his questions. Whoever said that multi-tasking is not a valuable skill would’ve changed their views watching me in action!

Thanks for calling, Joe! Read the entire article and catch more quotes on how strategic meetings management is changing corporate meetings for the better.

Congrats to the VIP's of SMM

Wednesday, January 27, 2010 by Jessie Berry

Strategic Meetings Management has finally come of age within the meetings and events industry, partly due to the economic pressures of the recession which encouraged companies to gain visibility and control of their meetings and meetings spend. Luckily, SMM was right there to guide them and ensure that their meetings process was streamlined, efficient, and able to achieve maximum cost savings. In addition to the economy, strategic meetings management has emerged thanks to several industry pioneers. Corporate & Incentive Travel magazine has recognized the success of SMM and highlighted these four key players in its rise from luxury to necessity.

The magazine touted Kari Kesler, Debi Scholar, Tracy Wilt, and StarCite’s own Kevin Iwamoto as SMM’s “Movers and Shakers” in the wake of the first ever Strategic Meetings Management Certification course, completed this November by 20 industry professionals. A bit about each “VIP” of SMM:

• Kari Kesler was involved in the birth of SMM and saw the certification course come to fruition through the efforts of NBTA. She was honored to actually teach the course and encourages meeting professionals to get certified, as SMM is the future of the industry.
• Debi Scholar is a sought-after industry expert on both SMM and virtual meetings and emphasizes the difference between strategic meetings management and meeting planning management, the main difference being that SMM takes an enterprise-wide approach to managing meetings.
• Tracy Wilt, manager of global travel & meetings management for Xerox Corporation, is a leading force in the meetings industry and suggests building a strong business case for SMM to guarantee its success within your company.
• Kevin Iwamoto, VP of Enterprise Strategy for StarCite, was a pioneer in the SMMP evolution and helped create the SMMC program alongside NTBA. He strives to raise awareness about the benefits of SMM and help companies realize the disadvantage they’re putting themselves in if they don’t adopt and implement a strategic meetings management program. Iwamoto is dedicated to evangelizing the concept of SMMP and to helping companies deploy the program globally.

These four industry leaders have paved the way for SMM to take hold within the industry and really begin to make an impression on companies’ bottom lines. Between their dedication to the program as well as the economic constraints companies have been facing, the industry is now enjoying the maturity of strategic meetings management. Congratulations to the VIPs of SMM; you have truly shaped and changed our industry for the better!

If you would like to know more about strategic meetings management, check out this webinar or this whitepaper on building a business case for SMMP, or click here for an overview of SMM.

Meetings Media Profiles SMMC Attendees

Monday, January 25, 2010 by Kevin Iwamoto

The November-December issue of Insurance & Financial Meetings Management ran a story about the new Strategic Meetings Management Certification (SMMC) program, and how it will "change the meetings industry forever." I'm pleased to share the link to the story with you, and I hope you get a few minutes to read it because it also profiles some of the participants of the first core week of instruction, which took place back in November.

Some of the comments from the first SMMC students are just so impressive. For example, there's Lasse Haugaard, who works for the Danish pharmaceutical company Novo Nordisk. He came all the way to Atlanta because he's been charged with implementing an SMMP, and he said: “Obviously, it takes a lot of work to get an overview of the meetings activities in a company with more than 25,000 employees worldwide. I’ve been finding it difficult to find people who are at the same stage as me. And this is my primary reason (for coming): to seek inspiration from NBTA.”

Lasse attended my first European SMMP Roundtable in London last spring. He was very eager to learn what he could about SMMP, and when I shared that there would be a SMMP certification from NBTA he was very interested in finding out more. Looks like he followed up!

Another participant, Amy Harris, who's VP of SMM for SunTrust Banks, noted: “I’m charged with managing a successful program that grows and changes with the needs of my company. “With the knowledge I gained from the course, along with the perspective I gained from speaking with so many other leaders in our industry, I’ve gained a lot of confidence in my ability to face the challenges ahead.”

Insurance & Financial Meetings also ra

n a picture (below) of the student body of the first core week, including StarCite's own Senior Director of Product Development Jane Wolfe (second row, second from right). The story also quoted Kari Kesler Knoll, who is a key principal in developing the curriculum and teaching SMMC, as well as a dear friend. She's President and Chief Strategist at KK Strategic Solutions (She's center, back row.) “We’re laying the groundwork for future experts to enable every business to be best-in-class," Kari said. "And we’re seeing that the industry and the people in it really want improved structure."

I was also very humbled when the magazine graciously quoted me and mentioned my history with NBTA. I told them that "companies that place a high value on managing meeting spend have a better chance of establishing effective programs than companies that don’t place as much value on procurement." I added: "It’s about discipline and fiscal responsibility. And it’s not a one-size-fits-all approach. To be effective, a strategic meetings program has to be structured to meet the needs of each particular company, and it should be structured with the participation of those involved in meetings in that company.”

Thanks to Insurance & Financial Meetings for giving a big-picture view of the importance of SMMPs and the new SMMC designation, as well as for some great testimony from the first group of industry professionals! Nice to see such a big turnout, too!

Meetings Don't Have to Produce a Ton of Carbon

Friday, January 22, 2010 by Kevin Iwamoto

I'm a big believer and advocate of green meetings, so when I came across this figure below, it startled me and motivated me to share some thoughts.

Seems that very large events held in a central location can produce over a ton of carbon per attendee, according to a whitepaper from ClimatePath, an organization that provides industry solutions to help event planners, consumer brands, travel providers, and other businesses measure and reduce the climate impact of their business activities. As you can guess, the major carbon produced from an in-person meeting, such as a conference or convention, comes from airline miles. But ClimatePath also figures in emissions from airport transfers, driving and hotel stays.

Now the good news. ClimatePath says that more regional events can produce up to 70% less emissions. And by going virtual, for example, via technologies such as TelePresence or Webex, an event can reduce its carbon footprint by 90%.

The point is here that meeting organizers and planners have options. Meeting managers and planners hold the key to creating earth-friendly events. For example, you can use e-sourcing to research and RFP green hotels. And you can create policies that mandate or encourage analysis of when virtual or face-to-face events would be suitable over a large, central event. Heck, even if your company must go with a large event, you can pick a central location with good public transportation to cut down on your carbon footprint.

Bottom line: just because your organization needs to hold meetings, it doesn't mean that carbon emission contribution is inevitable. We still have choices in making events as green as possible.

Check out this free webinar for more information on creating green meetings while achieving your cost-control goals.

FutureWatch: Slugging it Out with Fewer Dollars, Staff

Friday, January 15, 2010 by Kevin Iwamoto

Doing more with fewer dollars and less support staff is a common theme in the meetings management industry these days (Actually, this is pretty common among most industries -- at least judging from complaints I hear from friends in other lines of business.). So I wasn't surprised to read a new FutureWatch study that found one in five corporate planners polled are doing more with less, and 14% are concerned about a lack of staff and too much responsibility.

FutureWatch, an annual study by Meeting Professionals International (MPI) and American Express, says that these issues have replaced last year's worries over the economy and falling attendance. So the realities have sunk in, and we're dealing with them, says a summary of FutureWatch, which I read about on management.travel.

But the good news for our industry overall is that the 356 corporate planners polled are expecting nearly 4% more meetings and and 11.7% more participants at their events this year versus last (although, ironically, that'll mean even more work for the already over-stretched). And a good amount of both suppliers (41%) and planners (28%) interviewed expect industry conditions to improve gradually this year.

And if you don't already know this from your own experience, meetings will not return to the way it was before the Great Recession, says the survey. The majority of planners (967 overall meeting planners were polled) expect this year to concentrate on more stringent budget controls, improved operating efficiencies and closer attention to value and ROI of meetings, among other things.

Those are good developments and reflect increasing awareness of strategic meetings management and the planning, budgeting and meetings management software behind it that drives results. Another bonus from technology is that it actually cuts planners’ and managers’ workloads – as it automates routine sourcing, budget-making, attendee management and other tasks.

So, from my perspective, the main message of this year's FutureWatch is that when the going gets tough, the tough get going. And even though we've got our hands full, we as an industry have come to a healthier respect for doing meetings right – the managed way!

Check out this whitepaper on how meetings technology can reduce your work load and help you better manage meetings, too.

New Poll: Less Travel, More Buying Opportunities

Friday, January 8, 2010 by Kevin Iwamoto

Out of a discouraging new story on Purchasing.com, comes a bit of good silver-lining-type news for 2010 -- in terms of business and meetings travel.

Purchasing magazine reports on a new USA Today-sponsored Gallup poll that says Americans aren't likely to travel more than they did in 2009 -- despite the "optimism being expressed by travel industry leaders and market analysts who have said the slowly improving economy would increase demand for airline tickets, rental cars and such services as hotel meetings and business-gathering catering."

The story made reference to NBTA's recent forecast that corporate travel would grow next year (69% of buyers thought corporate travel would grow), but also features a quote from American Express, which this fall had forecast rising business travel spend and more sophisticated meetings management as 2010 trends, now predicting that demand for most travel services likely won't return to pre-recession record levels anytime soon.

OK. So, despite the positive signs we may see around us, such as Wall Street's climbing numbers, it's still going be a struggle getting business travelers in the air and meeting rooms filled. But there's a silver lining. Featured in the story was PricewaterhouseCoopers' U.S. lodging forecast that American hotel occupancy levels fell in 2009 to 55.2%, versus a peak of 63.3% in 2006. And that metric will rise to just 55.8% in 2010.

Not such good news for hotels but better for organizations looking to negotiate favorably on sleeping and meeting rooms. As I've said a few times in this blog, if you're a meetings or procurement manager, with numbers like these, it's never too late to approach preferred vendors and work out more favorable deals. You'll both benefit -- and that's the best kind of arrangement.

How Will The Sunshine Act Affect Your Medical Meetings Reporting?

Tuesday, January 5, 2010 by Kevin Iwamoto

If you're a meetings manager at a drug company or medical device manufacturer, it would be a smart move to get up to speed on just how the so-called Sunshine Act, a bill sponsored by Senators Charles Grassley (Republican-Iowa) and Herbert Kohl (Democrat-Wisconsin), is going to affect your strategic meetings management program...and what you should do to prepare if it passes and becomes the law.

And let me forewarn you, there’s good and bad.

The Sunshine Act requires drug companies and medical device manufacturers to disclose quarterly to the Secretary of Health and Human Services details on anything of value given to physicians, such as payments, gifts, honoraria, or travel. It applies to companies with more than $100 million in annual revenue, and it aims to create a single, national system for the reporting of information (versus the current hodgepodge of individual state and industry regulations that now exist). The bill would set up standard processes to report on the:

- Identity / location of individual
- Amount spent
- Dates of spend
- Type of expenditure (e.g. food, travel, gifts)

If it passes, the Sunshine Act will require a sea change in the way meetings managers at health care providers capture and collect the meetings-related spending that their companies need to comply with new federal HCP reporting rules. The bill will affect our industry in particular, as meetings and events are, by far, the largest type of health care provider-attributable spend.

Right now, many pharmaceutical and health care companies with their own HCP reporting solutions pay huge sums to third-parties to capture meeting spend information. Or, worse, companies are using old-fashioned, paper-driven processes to store and capture data. But clearly, if health-care providers don't wish to be overwhelmed by the demand for comprehensive meetings data aggregation, they'll have to adopt new, more efficient and automated ways to get the information they need to be in reporting compliance. This is especially risky for companies who do not have a consolidated meetings/events program nor any technology solution to assist with all of the data capture and reporting.

My advice for meetings managers at health care providers is to:
- Work with your purchasing and compliance officers and others (for example, generals counsel and travel managers) to nail down the specifics of what the Sunshine Act will require from you;
- Investigate technology that will easily and efficiently capture the meeting spend data you need and integrate with your own HCP reporting solution;
- Make sure that the HCP meetings reporting technology you're considering can also be configured to specific policies that your compliance organization sets around how regulations are interpreted and followed (because this can vary from company to company).

Also, it's very important to consider whether the automation you're considering will work smoothly with your existing, overall processes for HCP regulatory reporting. For example, StarCite's HCP reporting for meetings tracks all meetings spend on behalf of HCPs, utilizing the tool's Attendee Management, Spend Management and Business Intelligence Reporting modules. HCP meetings reporting integrates with your company's own HCP reporting solution.

In the very near future, watch for a new StarCite whitepaper on changes to come in HCP meetings-related reporting! Once it's published, I'll share a link to it here.

A Tribute to 2009's Strategic Meetings Management Leaders

Monday, January 4, 2010 by Kevin Iwamoto

As we begin 2010, I want to take a moment to mention some of the tremendous accomplishments of some very exceptional meetings managers during 2009.

Last year was truly the 'Year of the Meeting!' as our own business travel industry, the major media and the government all put a huge focus on corporate events and strategic meetings management. Some of it was positive, like the launch of NBTA's Strategic Meetings Management Certification (SMMC) program. And some of the attention was negative, like the misguided focus by the press and in government circles on corporate events as extravagant investments in recessionary times (when in fact it's been proven that meetings contribute enormously to a company's bottom line.

But aside from these major trends last year, were stories of some very hard-working and talented people who created or improved upon innovative strategic meetings management programs (SMMPs) at their companies. While I don't have large enough space in this format to mention them all, I want to draw your attention to some highlights:

Many were featured in Corporate Meetings & Incentives magazine's "20 Changemakers,” including:

- Louann Cashill, Meeting Services Manager at Toyota Motor Sales, U.S.A. (Louann significantly expanded centralized and automated hotel sourcing throughout her organization and worked pro-actively with hotels to re-book contracted space that planners had canceled for future meetings and re-negotiate credits.

- Lee Ann Adams Mikeman, VP, Conference Planning & Special Events, Science Applications International Corp. (Lee Ann and her team are streamlining the meetings payment process to track payments and reconciliations via their meetings technology system. She's also integrating her firm's online booking tool for air ticketing with the meetings technology platform.

- Other "Changemakers" who created outstanding meetings solutions for their firms included: Debbie Andersen, Senior Manager, Americas, Meetings & Conventions at Siemens Healthcare Diagnostics; Jeff Calmus, AVP, Conference & Event Planning at MetLife; Susan Lichtenstein, Director of Travel and Global Meeting Solutions at Cisco Systems Inc.; Donna Foppoli-Patrick, Manager, Group Meetings, Events, and Travel, Medtronic Inc.; Marybeth Roberts, Director of Global Meeting Management, Amgen; Tom Tolvé, Senior Manager, Meeting Operations, Novo Nordisk; Tracey Wilt, Manager, Global Travel & Meeting Management for Xerox; Alice Woychik, Director of Meeting Solutions at Novartis Pharmaceuticals Corporation.

Learn the full details of how these meetings executives enhanced their management programs by reading the full article in Corporate Meetings & Incentives!

And then there were others, singled out elsewhere, such as in Business Travel News, both for their outstanding contributions to their own companies and the industry at large, including:

- Debbie Dayton, Global Head of Travel Related Services at Deutsche Bank, who was named BTN's 2009 International Travel Manager of the Year. Debbie, along with VP and meetings program project leader Shawn Radek, made great strides last year consolidating and automating business and meetings travel processes worldwide. The bank, automated budgeting, requests for proposals (RFPs), reporting, reconciliation and data modules. In just one improvement, Deutsche Bank's automated budgeting now projects the total cost of an event, including transportation spending -- before the meeting is approved. Further, the bank stays on top of things by pre-loading average negotiated hotel rates, airfares, F&B costs and other metrics biannually.

- Cynthia Shumate, Executive Director of Global Travel and Meeting Services, Estee Lauder, who was featured in BTN's 2009 Large Market Benchmarking Report for creating a new SMMP. Cynthia's program now covers U.S. meetings -- about 12 large, annual gatherings of up to 350 attendees, plus thousands of smaller meetings for employee training and product launches. Expanding internationally is on the horizon. Among accomplishments, Shumate has centralized registration and sourcing of meetings, deployed a single meetings technology platform, created a central policy and launched a meetings charge card.

There are so many other meeting, procurement and travel executives that brought strategic meetings management improvements to their firms in 2009. In doing so, they elevated our whole industry. It's unfortunate that I can't mention them all -- because you'd be reading this post all day. But my sincerest appreciation for being leaders in our industry goes out to you all, even if you're not singled out here. You know who you are!

Let's continue the progress we're making in creating new, higher standards in indirect expense management for corporate meetings and events, and let's make 2010 another 'Year of the Meeting!'

Don't Miss Buyers' Market Opportunities

Wednesday, December 23, 2009 by Kevin Iwamoto

Whenever I speak with companies about their travel and meetings programs I always ask about their future projects and initiatives. I also ask, "what’s the hold-up?"

The usual answers are lack of budget, no support from senior executives, lack of bandwidth and resources and inability to articulate ROI. These are all challenging situations and each have their own requisite due diligence and work attached. But I have to be candid and say that, in this current economic climate, if you are not taking advantage of the existing buyers’ marketplace, you may be losing an opportunity to help your company leapfrog its competition when the economy turns around. You will also miss a rapidly closing window of opportunity to leverage your buyer’s advantage, as all signs are pointing to the economy recovering mostly in 2010. Don’t believe me?

The latest news from the Airlines Reporting Corp is that corporate travel finally seems to be in recovery mode. A story in Management.travel reported that ARC transaction figures from the largest travel management companies in November improved 6% year-over-year, the first positive numbers from that group in more than a year. Also, the story said that most of the largest U.S. carriers reported year-over-year growth for system-wide traffic in November.

Even though this is just a measure of airline traffic, there are other signs out there that a business travel recovery is in the making. Take the BTN story on the latest American Express Business Travel Monitor. It notes that while hotel rates in the third quarter continued to fall on a yearly basis, the pace of decline quarter-over-quarter has slowed substantially. And, in October, the average domestic daily hotel rate registered its first monthly growth since the fourth quarter of 2008.

Don't you think it's time then to take full advantage of the still-existing buyer's market to push through deals for 2010 and beyond -- while the pendulum is still swinging in your favor?

Here are my top reasons to make haste:

1 - The most obvious is budgetary. If we're in a recovery, it's still nascent. Besides, your meetings budget has probably not received any great infusion of new funds, if you're like a lot of meeting managers I know. So, there are still plenty of opportunities out there with suppliers, for example, hotels, to lock in relatively low rates as the recovery strengthens. This will allow you to do more with your budget, whether it's more content, upgraded F&B or even more meetings. Another point: If you wanted to establish a standard addendum with the hotel chains, now is the right time -- when they are looking for ways to lock up customer loyalty and revenues.

2 - Perhaps your competitors won't miss this buying opportunity (a window that appears to be rapidly closing). That's something to think about as they – with their limited budgets -- are pushing ahead and negotiating more training sessions, internal meetings or conferences with customers. All those extra meetings they were able to buy could play a key role in producing smarter employees or better products, and your company could lose its competitive edge down the line.

As we seem to be turning the corner, it's more important than ever to examine your meetings sourcing and buying habits -- not only to make sure they're as efficient as possible, but also so that you can find the most competitive rates and best value out there. Time and again, e-sourcing has proven the best solution. In fact, research shows that companies that use automated sourcing can reduce strategic sourcing costs from 4.8% to up to 8% of their meetings outlay. To find out more about e-sourcing and its benefits, check out this StarCite whitepaper.

Don’t procrastinate! Your opportunity to drive through backburner initiatives and projects is NOW. When things are slower, suppliers are more open to new and different ways to do business, and your senior management is also looking for ways to be more efficient. If you miss this window, you will pay the price when the economy recovers. Remember, everything is cyclical and if you miss this cycle, who knows when the next buyer’s market will come around. You don’t want to be doing the “shoulda, coulda, woulda” routine when this cycle is over.

Next SMMC Courses Scheduled for March, June

Monday, December 21, 2009 by Kevin Iwamoto

It's encouraging to see that interest in the NBTA's new Strategic Meetings Management Certification program (SMMC) is growing!

In my travels around the country and the world, I've talked to a lot of meetings and procurement managers about SMMC's Core Week curriculum. The inaugural Core Week was taught at Emory University in Atlanta in November. And I'm very impressed by the curiosity out there for more information on course content and when the next round of classes will start. Some of you have also sent comments to me via this blog requesting more information, and I thank you for your messages.

Given the heightened interest, I thought it would be a good idea to post some "next-step" information here:

Schedule of SMMC Core Week classes for 2010:
Core Week 1 March 8-12
Core Week 2 June 7-11

Location:
The SMMC Program will continue at the Emory Conference Center in Atlanta.

This course of study is a milestone for meetings management, and I encourage everybody to go for it. For more information, check out NBTA's SMMC site.