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Events & field marketing portfolio

Make the moment.
Build the momentum.

I’m Ericka Pope. I bring event strategy and hands-on execution together to create meaningful connections—and keep the focus on business impact.

Explore my work
B2B SaaS & wealth technologyPrivate markets conferencesStrategy through execution
Business impact

A portfolio with purpose.

At Addepar, I managed an approximately $1.5M annual events budget, connecting program decisions to sales priorities and measurable outcomes.

2,181
Marketing qualified leads
732
Sales accepted opportunities
$9.9M
Closed-won ARR associated with events
~$1.5M
Annual events budget managed

2025 Addepar event program results. Revenue reflects program-level reporting, rather than a claim that events alone generated every closed-won deal.

Selected work

From industry presence
to personal connection.

A selection of the programs I managed at Addepar, from major wealth management conferences to the private markets circuit.

More conferences, community programs & event promotion

Two Addepar representatives at an Institutional Investor tabletop exhibit
Institutional investing · 2026

Institutional Investor
Alpha Edge

An institutional investing event exploring alternatives, portfolio resilience, and the changing needs of allocators.

View the event recap
Addepar representatives beside a branded tabletop exhibit at the Focus Financial summit
Industry sponsorship · 2026

Focus Financial
Annual Summit

Addepar participated as a bronze sponsor, connecting in person with firms across the wealth management community.

View the summit recap
Customer community · 2025

Miami Community Meetup

The Miami program paired product discussions with feedback on reporting priorities. Among attendees, 30% prioritized scaling reporting, 24% specialized-service reports, and 21% better report content.

View the 2025 meetup recap
Addepar community meetup attendees in discussion around tables in Chicago
Customer community · 2025

Chicago Community Meetup

A client discussion on AI, workflows, and how firms can translate emerging technology into day-to-day value.

View the meetup recap
Institutional community meetup guests networking on a terrace in New York City
Institutional community · 2025

NYC Institutional Community Meetup

Clients gathered to discuss private market investing, technology, and AI, including the role of data quality and operational automation.

View the meetup recap

See the welcome experience

Welcome sign at the NYC Institutional Community Meetup
Addepar representatives at the Deals and Dealmakers Summit exhibit
Industry conference · 2025

Deals & Dealmakers Summit

An Echelon Partners event connecting the team with industry leaders around M&A advisory, investment banking, and capital raising.

View the event recap

See the pre-event announcement

The invitation directed attendees to Addepar’s booth during the August 26–28 summit.

View the announcement
Addepar exhibit at the ABA Wealth Management and Trust Conference
Banking & wealth · 2025

ABA Wealth Management & Trust Conference

A San Diego conference presence at Kiosk 103, with pre-event and on-site invitations to connect with the team.

View the on-site post

See the pre-event announcement

View the announcement

More regional programs & sponsorships

Private wealth · 2024

Private Wealth Latin America & Caribbean Forum

A contributing sponsorship for the October 22–23 forum in Miami.

View the forum announcement
Latin America · 2025

Panama City Reception

An April 2 invitation for regional networking, insights, and conversations with Addepar experts.

View the invitation
Latin America · 2025

Uruguay Kick Off

A sponsorship showcasing local partnerships and creating conversations about the wealth management outlook.

View the event recap
Industry sponsorship · 2025

Barron’s Advisor Independent Summit

An opportunity to connect with RIAs and independent advisors around industry trends, M&A, and talent.

View the summit recap
Thought leadership · London · 2025

A Meeting of Minds

A wealth management and private banking roundtable on implementing AI while preserving personal client relationships.

View the roundtable announcement
Event promotion

Build interest before the room fills.

Customer community · 2025

Austin Community Meetup

The Austin meetup paired Addepar product experts with SumIt Software. Attendee polling showed two leading reporting priorities: 45% selected scaling the process and 45% selected better content.

View the 2025 meetup recap
SPHERE EAM Digital Week panel promotion on data sovereignty and AI in wealth management, with Karel Tant and Etienne de Bejarry

SPHERE EAM Digital Week

Speaking-session promotion for Zurich and Geneva, connecting the event audience with Addepar’s perspective on data sovereignty and proprietary AI.

View the session post
Addepar Pershing Elite Advisor Summit promotion for March 4 to 6, 2026 at Montage Palmetto Bluff

Pershing Elite Advisor Summit

A pre-event announcement for Addepar’s silver sponsorship at the March 2026 summit in Bluffton, South Carolina.

View the summit announcement

2025 program: Sea Island, Georgia

The 2025 summit brought the team together with wealth management firms to discuss client experience and technology that supports growth.

View the event announcement · View the recap

Addepar and Opto Investments webinar invitation featuring Joe Lonsdale, Janeen France, and Jacob Miller

Addepar × Opto Investments

A partner webinar on American innovation and private markets for RIAs, family offices, and private banks.

View the webinar invitation
Addepar and Bipsync webinar invitation on aligning research and portfolio data

Addepar × Bipsync

A partner webinar exploring research and portfolio management tools, operational workflows, and practical AI implementation.

View the webinar invitation
Addepar London community reception invitation

London Community Reception

A July 2 gathering designed to bring community members, Addepar experts, and industry peers together.

View the reception invitation

2024 program: Annual London Reception

An annual reception brought clients, partners, and the Addepar team together around the changing investment landscape.

View the 2024 recap
Partner webinar · 2024

Addepar × Wealth.com

A webinar invitation focused on bringing data integration into modern estate planning.

View the webinar invitation
Private markets experience

Familiar with the circuit.
Focused on the audience.

I managed Addepar’s presence at LPGP Connect, SuperReturn, and PEI Group events—experience that sits alongside my broader wealth technology portfolio.

Private equityInstitutional investorsExecutive engagement
LPGP Connect
SuperReturn
PEI Group
Intelex · EHS & sustainability

Connection beyond
the conference floor.

Community engagement with environmental, health, and safety professionals.

Intelex · Digital programs

Webinars & live demos

Educational programs focused on risk management, construction safety, and frontline communication.

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

Thoughtful experiences.
Measurable momentum.

Event and field marketing that brings strategy, creativity, and execution together.