Event: Infosec World (Sep 24-27) Orlando, FL

[Drew-P-drawers]

This issue contains confidential information.

Name of event

InfoSec World

Date(s) of event

Sep 25-27

Type of event

Lead Gen

Location

Lake Buena Vista, Florida

General reasoning

"Now in its 29th year, InfoSec World is known as the "Business of Security" conference bringing together practitioners and executives for multiple days of top-notch education, networking and more!"

Number of attendees

Prospectus

https://drive.google.com/file/d/1eu9ooQ4wTQQkZeslg0ybtJbIp5O_BCs5/view?usp=drive_link

Expected Cost

• Cost of sponsorship 6.000 (Silver)
• Cost of swag
  • Tshirts sent from Postal
  • Swag bag entry (2,000 sticker sheets) $1738
• Travel total:

Recommended team & travel breakdown

• Jin travel and lodging $325 per night
• JD travel and lodging $325 per night
• Zay travel and lodging $325 per night
• Dave travel and lodging $325 per night
• Brad travel and lodging

• Total assumption:

Conference open/close

Total estimated cost:

Expected return

Review by/ eyes on

• [x] Sales - Alex Mitchell
• [x] Marketing - Mike McNeil
• [x] BizOps - Joanne Stableford

How?

• [ ] Post on social media using #InfoSecWorld (Their Twitter is @InfoSec_)
  • [ ] Have Mike and Zach do this by putting it in their puppet show agendas
• [x] Review sponsor resources
• [x] Submit form to confirm onsite scanner in booth by 08-25
• [x] Freeman Advance Warehouse Ship Day 08-25
• [x] Early bird pricing on furnishings/services 08-28
• [x] Access to sponsor graphic
• [x] Register staff (JD, Dave, Zay, Jin) by 09-01
• [ ] Last day for Freeman to accept warehouse shipment 09-18
• [ ] Freeman will be onsite to accept shipments being sent to the show site at 7:00 AM 09-24
• [x] Last day to order lead retrieval 09-26
• [ ] List of participants will be sent week of 10-9
• [ ] Move-in: Sunday September 24th 7am-7pm
• [ ] Move Out: Tuesday September 26 7pmpm-11pm
• [ ] Pick up exhibitor badges

  Expo hall schedule

  The Expo will open at 9:15 AM on Monday, September 25 and be open for 2 full days closing at the conclusion of the Networking Reception and Passport to Prizes on Tuesday evening, September 26 at 7:00 PM

Exhibitor badge pickup

Exhibitor badges should be picked up at Main Registration in the Coronado Foyer. Additionally, a representative from American Trade Show (ATS) Services will also be available onsite to assist Exhibitors with any questions or issues related to lead retrieval services at a Service Desk in the Expo Hall.

Booth shipping information

A. Advance Freight Receiving Start Date: Friday, August 25, 2023 COMPANY NAME AND DESIGNATED BOOTH # 526 INFOSEC WORLD CONF & EXPO C/O FREEMAN 10088 General Dr.
Orlando, FL 32824

Materials arriving after Monday, September 18, 2023 will be received at the warehouse with an additional after deadline charge.

Show-site Freight Receiving Starts: Sunday, September 24, 2023 at 7:00 AM Freeman Show-site Shipping Address below: COMPANY NAME AND DESIGNATED BOOTH # INFOSEC WORLD CONF & EXPO C/O FREEMAN Disney’s Coronado Springs Resort 1001 W Buena Vista Drive Lake Buena Vista, FL 32830

How?

• [x] Propose event

  • [x] Verify EVENT_NAME is actually happening this year.
    • [x] Verify the name of the event is correct above in "Goal".
    • [x] Verify the city where the event will take place is correct above in "Goal".
    • [x] Verify the dates of the event are correct above in "Goal".
  • [x] Figure out what kind of engagement we want with this event and fill it in below.
    • Engagement type: just sponsor
    • [x] Look at the website and determine the audience of the conference. Decide whether to proceed or close this issue.
    • [x] Look for "Call for proposals" on website.
    • TODO: work out the process for CFPs here later (involve mikermcneil in writing this part up)
    • [x] After ruling out a speaking gig, request a sponsorship prospectus and wait until we get it.

  • [x] Determine who will staff this event from Fleet.

    • [x] Determine the number of Fleeties required to staff the event based on the length of the event and Field Marketer's intuition. Enter that number below.

    • Number of fleeties required: 1

    • Here are Fleet's default picks for each role at events:

      • Booth picks: Drew Baker, JD Strong, Alex Mitchell, Kathy Satterlee, Tom Ostertag, Ringo
      • Backup picks: JD Strong, Zach Wasserman, Dave Herder, a sales rep

    • [x] Research local Fleeties located in the city.

    • [x] Decide who will attend and include it below.

    • Who will attend?

      • Booth: JD
      • Backup: Dave Herder
      • Backup: Zay Hanlon
      • Backup: Jin Yi
      • Backup: Brad Macdowall

    • [x] Check the calendars of each attendee and confirm that they are available during the event dates, including required travel and booth setup/teardown on either end of it.

    • [x] Post a comment on this issue, at-mentioning each attendee in @g-marketing:

    • [x] Confirm every single attendee can make it, or replace them with confirmed attendees who can.

  • [x] Determine travel and lodging costs
    • [x] Estimate travel costs based on Employee location and fill in the data below:
    • [ ] Estimate lodging cost and fill in the data below (reminder to try and save money where you can):
    • [ ] Estimate total "per diem" cost here:
  • [x] Determine materials required for booth setup
    • [x] Does the event require the booth kit (Illuminated backdrop, power cables, Fleet tablecloth, etc.)
    • [ ] If no, describe booth recommendations based on Field Marketer's intuition.
  • [x] Evaluate sponsorship possibility
    • [x] Based on data available from the previous year, fill in data for:
      • [ ] Previous year attendance:
      • [ ] Event industry focus: (IT, Security, open-source, etc.)
      • [ ] Demographic data: (How many are students, engineers, management, director level, etc)
    • [ ] Review the event prospectus and decide whether to move forward with sponsorship (Is this event the right fit?)
      • [ ] If yes, price out sponsorship with the lowest cost option that enables a table/booth presence.
      • [ ] If no, close this issue. Leave a comment as to why it's not a good fit. (Out of budget, not the right audience, etc.)\
  • [x] Evaluate swag needed for the event
    • [x] Estimate one t-shirt for 5% of event attendees. ($18 per t-shirt). Fill in below:
    • [ ] Estimate one sticker sheet for 10% of event attendees (1.50 per sticker sheet). Fill in below:
  • [x] Investigate expected return
    • [ ] Add total travel cost (hotel, travel, per diem) here:
    • [ ] Add total swag cost here:
    • [ ] Add total sponsorship cost here:
    • [ ] Add expected MQL number here:
    • [ ] Divide total cost by expected MQL number for expected cost per MQL here:
  • [x] Get approval
    • [ ] Review event cost, audience, and expected return with department lead (Mike McNeil)
    • [ ] Event approved by head of marketing
    • [ ] If not approved, close this issue. Leave a comment as to why it isn't approved.
• [x] Start planning event logistics
  • [x] Reach out to the event organizer (Typically the same person who emailed the prospectus) and indicate interest in sponsorship
  • [x] Ask for an agreement between the event and Fleet Device Management
  • [x] Verify agreement details are correct and follow DocuSign process to send to mike@fleetdm.com for signature.
  • [x] Once the signature has been received, forward the signature to event organizers.
  • [x] Receive Invoice and forward to billing@fleetdm.com
  • [x] Create an issue for business operations to finalize payment for the forwarded invoice.
    • [ ] Fill in Request: EVENT_NAME invoice - ENGAGEMENT_TYPE
    • [ ] Fill in Goal: Marketing would like to sponsor EVENT_NAME and needs the invoice paid for INVOICE_AMOUNT
    • [ ] Fill in How: - [ ] Pay invoice
    • [ ] Upload the invoice to this issue as well.
    • [ ] Close this issue once the invoice has been paid.
  • [ ] Request exhibitor guide for the event from event organizers once the invoice is paid
    • [ ] Review each step of the exhibitor guide
    • [ ] What is the date and time of setup?
    • [ ] What is the date and time of teardown?
    • [ ] What is the pre-show receiving address?
    • [ ] Add important deadlines and dates to this issue to be completed along with this checklist here:
  • [ ] Order t-shirts: Check Postal first and see if the warehouse has enough shirts
    • [ ] If Yes, navigate to the approved items page
      • [ ] Hover over the shirt design and click on the airplane
      • [ ] Click bulk send and choose one shirt size and the expected quantity of that particular shirt size.
      • [ ] Make sure the address matches that of the event pre-show receiving address with ATTN: Fleet Device Management (And booth# if applicable)
    • [ ] If no (or we're in a hurry), navigate to [https://www.rushordertees.com/my-account/login/)
      • [ ] Login with drew@fleetdm.com
      • [ ] Choose Fleet logo design t-shirt under my designs
      • [ ] Order shirts based on the pre-determined number (~5% of total event attendees)
      • [ ] Submit the order to pre-show receiving address with ATTN: Fleet Device Management (And booth# if applicable)
    • [ ] Order stickers:
      • [ ] Go to StickerMule and login with drew@fleetdm.com (Saved in 1Password)
      • [ ] Find the reorder page after logging in.
      • [ ] Look for "Fleet sticker sheet" and set the quantity (~10% of total event attendees)
      • [ ] Complete the checkout process. Make sure the address matches that of the event pre-show receiving address with ATTN: Fleet Device Management (And booth# if applicable).
  • [x] Prepare lead collection. (Event attendees should have their badge scanned or information collected after qualified conversation >1m, demo, or for a t-shirt.)
    • [x] Event has a badge scanner
    • [ ] If no badge scanner, create a typeform (we can use this form to collect leads for t-shirts and conversations longer than 1m.)
      • [ ] Login to TypeForm using the account in 1Password
      • [ ] Within the TypeForm workspace, duplicate the "Event form template" and rename to " EVENT_NAME - EVENT_YEAR
      • [ ] Distribute TypeForm link to all attendees
  • [x] Create a slack thread in #ooooh-events with the EVENT_NAME and tag confirmed attendees.
    • [ ] Let confirmed attendees know to book their travel as soon as possible to avoid increased pricing
    • [ ] Provide recommended hotels that are close to the venue (Look for predetermined hotel blocks from the event first)
    • [x] Link to this issue in the Slack thread.
    • [ ] Include link to Slack thread here:
• [ ] 30 days before event checklist
  • [x] Double check deadlines from exhibitor guide are being or have been fulfilled
  • [x] Swag ordered?
  • [ ] Travel booked?
  • [ ] Hotels booked?
  • [ ] Travel itinerary organized?
  • [x] Booth kit scheduled for arrival?
  • [ ] Promote event on social media following social media guidelines
  • [ ] Event speaker knows their talk, presentation time, and what's required? (If Applicable)
  • [x] Lead collection prepared
• [ ] Event time
  • [ ] At least one Fleet team member arrives during set up time to prepare booth
    • [ ] Locate booth services or your main point of contact. They will help answer any event related questions (WiFi password, trash services, scissors, etc)
    • [ ] Booth kit is unpacked and backdrop is set up
    • [ ] Dark blue tablecloth is ironed/steamed and presentable for the event
    • [ ] Stickers are spread across the table
    • [ ] Lighting is set up to illuminate the backdrop (Choose colors easy on the eyes and brand relative. Think white, blue, colors in the logo, etc.)
    • [ ] At least one lead collection device is available (Badgescanner, or TypeForm on iPad, MacBook Pro, etc) at the table
      • [ ] If using TypeForm, include the link to the form in the slack thread, and this issue.
• [ ] Post event
  • [x] Pack up booth kit
  • [ ] Ship booth kit back to JD or towards the next event
  • [x] Thank everyone on the team for all their hard work 😄
  • [x] Prepare event execution report
    • [ ] Make a copy of the event execution report template
    • [ ] Rename the copy " EVENT_DATE and EVENT_NAME execution report "
    • [ ] Fill out details required on the report (What worked, what didn't work, asks for next time?)
  • [ ] Prepare captured leads (Booth scans) to be uploaded to SalesForce within 48 hours of the event
    • [ ] Lead retrieval device: Fleet event contact/organizer will check email for .csv of leads within 48 hours of event
    • [ ] Typeform leads: Login to Typeform, find the event in the workspace - > results - > responses - >download as .csv
    • [ ] Create a campaign name in SalesForce with EVENT_NAME and EVENT_YEAR
    • [ ] Upload captured leads to SalesForce
      • [ ] Login to SalesForce
      • [ ] Click leads tab - > import
      • [ ] Under "Import your Data into Salesforce" click leads - > Add new and update existing records
        • [ ] Match lead by email
        • [ ] Assign New Leads to this Source: Event
        • [ ] Assign All Leads Using this Assignment Rule: Sandbox Round Robin
        • [ ] Assign All Leads to Campaigns
        • [ ] Which Campaign field in your file do you want to match against to set the Primary Campaign lookup field? --None--
        • [ ] Which Account field in your file do you want to match against to set the Champify Past Account lookup field? --None--
        • [ ] Which Contact field in your file do you want to match against to set the Champify Past Contact lookup field? --None--
        • [ ] Which Account field in your file do you want to match against to set the Account lookup field? --None--
  • [ ] Enrich leads within 7 days of campaign creation
    • [ ] Tag SDRs to enrich these leads
    • [ ] Spot-check leads after enrichment (Either through ZoomInfo, and manual) to make sure leads are being worked and have accurate data

---

[dherder]

@DrewBakerfdm please let me know if I can assist in pre-planning on this event.

[alexmitchelliii]

@jinny321 Please add plans here.

[alexmitchelliii]

@DrewBakerfdm Can you move items from Monday into this issue?

[alexmitchelliii]

Here's an export from Monday: https://drive.google.com/file/d/1rA9JRxVNh_dzF-pr8H6Lh_GzlRVwstcW/view?usp=drive_link

[Drew-P-drawers]

Thanks!

On Wed, Sep 6, 2023 at 3:43 PM Alex Mitchell @.***> wrote:

Here's an export from Monday: https://drive.google.com/file/d/1rA9JRxVNh_dzF-pr8H6Lh_GzlRVwstcW/view?usp=drive_link

— Reply to this email directly, view it on GitHub https://github.com/fleetdm/fleet/issues/13601#issuecomment-1708989261, or unsubscribe https://github.com/notifications/unsubscribe-auth/AVHMQCY54OGVT4GTVIRACPLXZDG6TANCNFSM6AAAAAA4E6T22I . You are receiving this because you were mentioned.Message ID: @.***>

[jinny321]

Update: Per Wendy - InfoSecWorld CS, the Brella app will be available this week. Stay tuned...

[Drew-P-drawers]

"Dear InfoSec World Sponsors,

The SC Media editorial team will be there in full force, delivering real-time coverage through a rich package of news reporting and analysis, interviews with leaders from the community, and our own informed perspective of the information coming out of the conference. We're excited to offer robust interview and content packages to amplify your presence through:

On-site interview with your SME in the CRA Studio Interview posted to SC Media and Security Weekly websites and promoted on SC Media, Security Weekly, and InfoSec World social channels Rebroadcast of interview on a Security Weekly podcast post-event MP4 video file delivered post-event InfoSec World 2023 On-Site Interview Package $3,000 Add-Ons:

Custom Brandview Article: $5,000 1,500-word article Posted to SC Media website and promoted on SC Media social channels Newsletter Sponsorship: Cost Varies by Newsletter Custom Content: More information available upon request eBooks Whitepapers For more information or secure one of these sponsorships opportunities please give me a call or simply reply to this email

We look forward to seeing you and your team at InfoSec World!

Thanks in advance!

Mike

"

Not necessarily relevant, but adding here so I don't forget.

[Drew-P-drawers]

Private Zenhub Image

JD: Cancelled order. Confirmed that a scanner is included with our booth. (Email chain as evidence on-site, if it becomes an issue.)

[spokanemac]

Registrations confirmed: Dave, Zay & Jin - They are working to transfer Jarod's reg to JD.

[jinny321]

Also FYI with the Brella app. Please see below the email I recieved. Forwarding this to ya'll as well.

The 2023 InfoSec World event mobile app is ready and available for download! As a registered participant, you are receiving this email that contains your join code to access the 2023 InfoSec World event.  To download the mobile app, or view instructions on setting up your profile, visit: www.infosecworldusa.com/isw23/mobile-app/

The 2023 InfoSec World event mobile app is ready and available for download!

As a registered participant, you are receiving this email that contains your join code to access the 2023 InfoSec World event.

To download the mobile app, or view instructions on setting up your profile, visit: www.infosecworldusa.com/isw23/mobile-app/

Your join code is: SHTEOA Once you have successfully set up your mobile app account you will be able to:

Request 1:1 meetings View the most up-to-date agenda Learn more about speakers, attendees, and solution providers View the expo floor plan Be notified of the most urgent happenings at InfoSec World 2023 For mobile app technical support, please email [mobilesupport@infosecworldusa.com](mailto:mobilesupport@infosecworldusa.com

[spokanemac]

Adding @BradMacd to this issue per @alexmitchelliii. Registration closed Sept 1. Reaching out to Aliyah to add Brad (est. cost $895) Reservations are closed for their room booking link. Room rates are up to $600/night. Looking nearby, may have to commute in.

[alexmitchelliii]

Let's not spend the extra money. I think we have the conference covered well enough. @BradMacd let's pass on this one.

[dherder]

@willmayhone88 is going to this event in my place. I have transferred the reservation this AM.

[spokanemac]

GEG ✈️ SLC ✈️ MCO 23-Sep-2023 17:15 PDT — 24-Sep-2023 06:02 EDT MCO ✈️ ATL ✈️ GEG 27-Sep-2023 07:05 EDT — 11:30 PDT

@willmayhone88 @jinny321 @zayhanlon Please add your travel times. I will have a car, so maybe we can arrange pickups at the airport for Sunday.

[spokanemac]

@BradMacd ☝️

[willmayhone88]

@spokanemac MSP ✈️ MCO 24-Sep-2023 16:40 CDT — 20:37 EDT MCO ✈️ STL ✈️ MSP 24-Sep-2023 18:30 EDT —22:45 CDT

[mikermcneil]

fyi @zayhanlon I heard that @spokanemac met someone from customer-cabu in corpsec who didn't know about Fleet yet but was interested to take advantage of that if possible, since they already have it deployed! Maybe a good conversation.

[spokanemac]

Closing. Execution report here.

[fleet-release]

In Orlando's heart, Fleet shines at InfoSec World. Knowledge blooms, secure.