Ericka Pope · Events & Field Marketing

Make the moment.
Build the momentum.

I bring strategy, sales partnership, and hands-on execution to B2B event programs—from large industry conferences to focused customer experiences.

Explore selected work
Addepar team at Future Proof Festival
Addepar · Intelex Technologies · Simplify ComplianceNorth America · EMEA · APAC
Scope & impact

Global programs.
Business purpose.

At Addepar, I managed approximately 75 external events annually and an annual events budget of approximately $1.5 million.

~75
External events per year
2,181
Marketing qualified leads
732
Sales accepted opportunities
~$9.9M
Associated closed-won ARR

Lead, opportunity, and revenue figures reflect the 2025 Addepar events program. ARR means annual recurring revenue. Revenue is associated with the program and is not attributed solely to events.

Strategy & sales partnership

Account-first planning, sponsorship selection, partner collaboration, and executive engagement.

End-to-end operations

Production, vendors, contracts, budgets, invoicing, and preparation for on-site teams.

Measurement & follow-through

Lead and opportunity reporting, sales follow-up alignment, and learning that informs the next program.

Selected work

Experiences with intention.

A selection across conferences, customer programs, experiential gatherings, and internal events. Program photos and details are drawn from the original company posts.

PEI NEXUS 2025 panel with speakers and the seated audiencePEI NEXUS 2025 session display introducing the emerging managers panel
Addepar · 2025

Private markets programs

Managed Addepar's presence at leading private-markets conferences, including SuperReturn, LPGP Connect, and PEI Group events.

Responsibilities spanned sponsorship evaluation, investment planning, target-account alignment with Sales, event activation, and post-event performance measurement. Focused on creating meaningful opportunities to engage institutional audiences and strengthen relationships across the private-markets ecosystem.

Sponsorship strategy · Target-account planning · Sales partnership

View original company post

Pictured: PEI NEXUS 2025 panel and session display.

Future Proof Festival — event photo 1Addepar outdoor booth at Future Proof Festival with branded tents, seating, and reception counterFuture Proof Festival — event photo 2Hand-scooped ice cream in an Addepar-branded cup at Future Proof FestivalCustom drink menu and branded stirrers for Addepar, eMoney, and LuminaryGuests networking on the outdoor terrace at the Future Proof Festival partner receptionWelcome signage at the Addepar, eMoney, and Luminary partner reception
Addepar · 2025

Future Proof Festival

A sponsorship presence designed around the wealth management community, with on-site conversations and a partner reception.

These experiences were selected to create approachable touchpoints during the outdoor festival and extend conversations into a partner setting, supporting Addepar’s objectives of engaging wealth management audiences and strengthening prospect, client, and partner relationships.

Local vendor activation: Hand-scooped ice cream served in Addepar-branded cups added a refreshing touch to the outdoor festival experience.

Conference sponsorship · Local vendor activation · Partner engagement

Partner reception: Coordinated welcome signage, a custom drink menu, and branded stirrers carried Addepar, eMoney, and Luminary branding throughout the experience.

View original company post
Event team at the Addepar booth at IMPACTSchwab IMPACT — event photo 2Addepar booth layout with seating and a product demonstration screenLeather embossing machine used for the personalized activationSocks packaged with Addepar, wealth.com, and Wealthbox co-brandingOne-on-one product conversation at the Addepar boothNetworking at the Schwab IMPACT 2025 partner reception
Addepar · 2025

Schwab IMPACT

A branded conference presence with a leather embossing activation and opportunities for the team to connect with advisors.

Brand activation · Advisor engagement

View original company post

Co-branded attendee gifts: Socks packaged with Addepar, wealth.com, and Wealthbox branding complemented the Schwab IMPACT 2025 experience.

Institutional community gathering — event photo 1Institutional community gathering — event photo 2
Addepar · 2025

Institutional community gathering

A New York community event that brought institutional professionals together for conversation and connection.

Community building · Relationship development

View original company post
Women, Wine & Wagers — event photo 1Women, Wine & Wagers — event photo 2
Addepar · 2025

Women, Wine & Wagers

An experiential gathering that combined networking with an interactive poker experience.

Experiential events · Audience engagement

View original company post
Intelex at 30: User Conference — event photo 1Intelex at 30: User Conference — event photo 2
Intelex · 2022

Intelex at 30: User Conference

A Nashville user conference combining education, customer connections, and a celebration of Intelex’s 30th anniversary.

User conference · Education · Customer celebration

View original company post

Explore the complete collection

More Addepar and Intelex programs, including webinars, regional events, conference sponsorships, and additional event photography.

View all programs & photos
How I work

Sales partnership.
From the start.

Strong execution starts well before event day. My approach connects the audience, the experience, and the follow-through to a clear business purpose.

01

Plan around the right accounts

Align with sales on priorities, target audiences, and what success should look like before committing resources.

02

Turn the strategy into a plan

Connect sponsorship decisions, vendor coordination, budgets, and team preparation into a clear execution plan.

03

Create space for conversation

Bring the brand experience to life while keeping attendee engagement and sales conversations at the center.

04

Follow through and learn

Support follow-up, report on leads and opportunities, and use results to improve the next program and the broader portfolio.

About me

Strategy that connects.
Hands-on by nature.
Experiences that deliver.

I’m a B2B events and field marketing professional who connects audience strategy, sales priorities, and customer relationships to a purposeful portfolio of programs. My experience spans Addepar, Intelex Technologies, and Simplify Compliance, with work across financial technology and enterprise software.

At Addepar, I managed approximately 75 external events annually and an events budget of approximately $1.5 million, supporting North America, EMEA, and APAC. I partnered with sales to identify priority accounts and audiences, evaluate sponsorship opportunities, and focus resources on programs aligned with business goals.

I approach each program as part of a broader marketing and sales effort. That means defining success early, creating opportunities for meaningful engagement, aligning teams on follow-up, and using lead, opportunity, and revenue reporting to guide future investment. My experience also includes partner co-marketing, executive engagement, customer community programs, and the private markets conference circuit.

I bring both strategic judgment and hands-on ownership: setting priorities across a busy portfolio, balancing creative ideas with budget realities, and translating a clear business objective into an experience that supports stronger relationships and measurable progress.

Global Field Marketing & Events Manager

Field Marketing · Global Events · Demand Generation · Pipeline Growth

Explore my experience

Strategy & partnership

Portfolio planning · Account-first strategy · Sales alignment · Budget prioritization · Partner co-marketing · Executive engagement

Execution & operations

Event production · Sponsorships · Vendor management · Contracts · Budgets & invoicing

Measurement & reporting

Success metrics · Campaign performance · Lead and opportunity reporting · Pipeline & revenue reporting · Program optimization

Tools I’ve worked with

Salesforce · Pardot · Power BI · Cvent · ON24 · Monday.com · Asana · Coupa · Navan

Professional experience

Global programs. Business impact.

Field marketing, demand generation, and customer growth—supported by strategic planning, cross-functional partnership, and measurable results.

Addepar

Events Marketing Manager, Global Field Events

September 2024 – June 2026

  • Managed strategy and execution for approximately 75 annual events across the U.S., APAC, and EMEA, aligning field programs with go-to-market priorities and pipeline growth.
  • 2025 field marketing programs generated 2,181 marketing-qualified leads and 732 sales-accepted opportunities, contributing to $9.9 million in closed-won ARR.
  • Managed a $1.5 million annual event budget, including forecasting, vendor management, contract negotiations, branding, and logistics.
  • Analyzed lead generation, attendee engagement, and pipeline impact; built processes, briefing documents, and timelines for a high-volume global portfolio.

Intelex Technologies

Corporate Events Manager

August 2022 – May 2024

  • Led marketing strategy for live and virtual events, driving a 20% year-over-year increase in marketing-ready leads through multi-channel campaigns.
  • Increased MQL conversion rates by 30% by improving attendee journeys and lead engagement across trade shows and webinars.
  • Partnered with Sales and executive leadership to plan the event portfolio around business priorities and growth goals.
  • Managed sponsorships, partnerships, budgets, webinars, and a biennial user conference that achieved 95% attendee satisfaction and increased post-event engagement and upsell activity.

Simplify Compliance

Events Marketing Manager

September 2017 – August 2022

  • Drove 35% media revenue growth through audience development, product analysis, and cross-functional marketing initiatives.
  • Managed 80 annual live and virtual events and launched two recurring virtual event series informed by market trends and audience insights.
  • Led event marketing, speaker partnerships, and internal communications to increase registration and attendee engagement.
  • Managed and developed a five-person events team and led a company-wide brand transition across the event portfolio.

View my complete career history on LinkedIn

Let’s connect

Strategy, creativity,
and the work to make it happen.

Explore my experience or connect with me about an events and field marketing opportunity.

Connect with Ericka on LinkedIn