The Business of Meetings

Eric Rozenberg
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If you are an independent business owner in the meeting and event space, this podcast is for you! Your host, Eric Rozenberg has created this show to bring you strategies, tips, and tactics to help your business grow. With more than 20 years in the event industry and planning events for Fortune 100 companies, Eric is prepared to let you in on the insider tactics so you can be successful too!

  1. 3D AGO

    313: Leading Through Uncertainty: How Event Business Owners Take Back Control with Eric Rozenberg

    Today, Eric addresses the uncertainty we're experiencing in the world. Uncertainty has become the new normal, and our industry has shifted fundamentally with buyers being more cautious, procurement tighter than ever, and AI reshaping how we work. However, that uncertainty also provides opportunities. Our Industry Has Changed Permanently You must be cautious about every buying decision. Procurement teams are asking tougher questions. AI is transforming how work gets done. At the same time, as technology increases, so does the desire for real human connection. With many owners retiring and no clear successors in place, consolidation is creating space for those who are prepared. There is disruption, but there are also real opportunities. A Fragile  Business If everything in your business relies on you, the business is vulnerable. Tough markets reveal when revenue is inconsistent, messaging is unclear, or too much income depends on one client. They also show when the owner has become the bottleneck. A business that can perform well only when conditions are easy is not well-structured. It is running on momentum. Building it as if you might sell it one day forces you to delegate, build stronger systems, and create long-term stability. Clarity Clarity is your competitive advantage. Uncertain times expose weak positioning, unclear offers, revenue concentration, and emotional decision-making. If you cannot quickly explain who you serve, the problem you solve, and why you're different, you will struggle when budgets tighten.  Emotional Reactions Undermine Growth When pressure rises, it's easy to react. Panic marketing, heavy discounting, agreeing to everything, overworking, or avoiding financial reviews may feel productive, but they erode value. Operating in survival mode replaces strategy with short-term fixes. And hope, no matter how positive, is not a viable financial plan. Five Non-Negotiables Five areas deserve consistent attention: financial clarity, focused positioning, a predictable revenue engine, disciplined time management, and emotional control. Those are leadership fundamentals, and when they are strong, uncertainty becomes manageable. Financial Clarity Know your monthly break-even. Know your six-month runway. Understand your cash flow forecast and your pipeline. Review your KPIs weekly. You don't have to prepare every report yourself, but you must understand the numbers. When you know where you stand, uncertainty loses much of its power. Focused Positioning Generalists struggle in tight markets. Be clear about who you serve, the problems you solve, and why your experience makes you the right choice. If you can explain your positioning confidently in 30 seconds, you're already ahead. Clear positioning attracts the right clients and filters out the wrong ones. A Predictable Revenue Engine Referrals are valuable, but they are not enough for consistent growth. Track your indicators, your calls, meetings, proposals, conversion rates, and follow-ups. Put simple systems in place so the business does not rely solely on your personal energy. The less the day-to-day business operations depend on you, the more valuable and sustainable the business becomes. Blocking Time Block time for revenue-generating work. Block time for strategic thinking. Block time to review your numbers. Block time for team alignment and mentorship. If growth matters, it needs space in your calendar. Calm Is Contagious Your team and clients take their cues from you. When you remain calm and steady, they feel reassured. When you react emotionally, your instability spreads. Entrepreneurship will always have its highs and lows. Calm, steady leadership creates confidence in any situation. A 30-Day Reset Audit your financial runway. Clean your pipeline and assign realistic probabilities. Clarify your core offer in one sentence. Remove at least one low-margin distraction. Schedule weekly CEO time. Small, consistent structure creates meaningful momentum. Conclusion Uncertainty is a reality, and consolidation is accelerating. Those with structure, clarity, and discipline will benefit; those without them will struggle. Whether you run a solo business or lead a large team, processes, financial visibility, and calm leadership are essential. Focus on what you can control, build the structure, and keep moving forward. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter

    24 min

  2. MAR 3

    312: From Vegas Nights to VC Dinners: Building Rooms that Move Capital with Megan Gross

    Today, we are excited to welcome entrepreneur Megan Gross, founder of The Bonsoir, a boutique events firm that curates high-touch small events to bring startups and investors together. Megan is currently based in the San Francisco Bay Area and is expanding into South Florida. In this episode, she shares her journey, highlighting small, personalized events as the future of business relationships. Megan's Journey After college, Megan moved to Las Vegas to work for nightclubs, restaurants, and a major pool party. Drawn by a lifelong dream to live in Paris, she worked at the exclusive club Matignon near the Champs-Élysées as a VIP host. Although it failed to unfold as planned, it redirected her to the Bay Area, where she immersed herself in the startup ecosystem. After working on a platform of extraordinary experiences and then at Mastercard, she launched The Bonsoir as a niche, designing intimate gatherings for founders and investors,  blending hospitality and bold creativity. Bold Risks Megan believes in trusting her instincts and taking big risks, even without every detail in place. Her move to Paris and then into entrepreneurship were not calculated step-by-step strategies. They were decisions rooted in her conviction. Things did not always work out as expected, but each step redirected her toward something more aligned with her. A Competitive Advantage From the years she spent working at nightclubs, restaurants, and large-scale pool parties, Megan learned relationship skills that corporate settings seldom provide. Reading a room, remembering names, managing personalities, and creating the right energy are all directly applicable to business. As technology and automation grow, these human-centered skills become even more valuable in a digital-first world, where authentic connections truly stand out. Building Without Traditional Frameworks Launching her company without agency or corporate training forced Megan to create her own systems. Although it initially felt like a disadvantage, it allowed her to innovate beyond standard industry templates. She sources vendors from unexpected places, leverages global relationships, and builds unconventional events. The Purpose–People–Process Framework Connection can be engineered when purpose, people, and processes align. Purpose defines the specific goal of the gathering. People determine who must be in the room—and who should not. The process covers every touchpoint, from invitation wording to seating charts to follow-up. When those circles intersect, connections form intentionally rather than by accident. The Gather Method Megan's GATHER method is an acronym for her six event strategy components: Guest List, Atmosphere, Timing, High Touch, End Game, and Relationships. The Guest List is the most critical decision. Atmosphere sets the emotional tone. Timing ensures real interaction, and High Touch keeps her experiences personal and intentional. The End Game clarifies measurable outcomes, and Relationships are Megan's ultimate objective, with the event serving as the vehicle instead of the destination. Why Smaller Is More Powerful Megan believes intimacy drives impact. Her ideal event has fewer than 20 people, as that allows depth of conversation and meaningful follow-ups. Instead of a massive gathering, she recommends smaller, recurring events that build layered relationships over time. Scarcity and selectivity tend to elevate perceived value and strengthen engagement. Scaling a High-Touch Business Scaling micro-events presents unique challenges. Megan addressed this by productizing her dinner format, standardizing structure while keeping personalization intact. She built operational systems and hired leadership support, even when stepping away from production felt difficult. Delegation allowed her to grow without compromising on quality. Why AI Increases the Demand for In-Person Events As AI accelerates digital interaction, in-person gatherings become more valuable. When it becomes increasingly difficult to distinguish what is real online, physical presence can build trust. Technology may automate communication, but it cannot replicate a shared human experience. BIO: Megan Gross is the founder of The Bon Soir, a boutique events firm that brings together investors and startups through smart, high-touch events that build trust and accelerate deal flow. Her training comes from running high-pressure nightclubs in Las Vegas. She later worked at a unicorn startup acquired by Mastercard, helped launch Mastercard's global Priceless Experiences platform, led a global community dining initiative at Airbnb, and built The Bon Soir into a go-to event partner for venture firms. She is based in the San Francisco Bay Area, hosts The Supper Club in San Francisco, curates private dinners for funds, and produces one of the largest events in the VC platform community. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Megan Gross On LinkedIn The Bon Soir

    32 min

  3. FEB 24

    311: Overwhelmed is Not a Time Problem, It Is a Leadership Problem!

    As a business owner, are you feeling overwhelmed? Eric believes that overwhelm is seldom about having too much to do. It happens when business owners fail to structure their time as a CEO should and instead react emotionally rather than lead strategically. Overwhelm Overwhelm often comes from reacting instead of leading. Jumping in to fix problems, answer clients, and put out fires feels productive, but it keeps you stuck working in the business instead of on it. Responsiveness is often mistaken for leadership, but constant firefighting is not a strategic approach to leading a team. Role Confusion As a business owner, you wear multiple hats. Without clearly defining which role you are playing at any given time, your brain never switches off. Constant mental switching is unsustainable. Blocking time for specific responsibilities will reduce mental clutter and restore focus. Decisions Not Made Unmade decisions accumulate over time. Niche, service scope, pricing, team expectations, and client expectations all require clarity. When they are not addressed at the right time, they pile up. Constantly facing all the decisions that need to be made saps your energy and heightens overwhelm. Doubt Amplification Revenue is a rollercoaster, not a straight line. When challenges arise, doubt surfaces. Questions like "Am I good enough?" or "What if this doesn't work?" begin to amplify. Every entrepreneur faces doubt, but it becomes dangerous when it takes over and paralyses you. Priority Integrity The issue is not time management but priority integrity. Without clear priorities, confusion grows. Business owners have three levels of work: survival work for their clients, stability work on their systems and financial clarity, and growth work on their marketing, sales pipelines, team development, and scalability. Most business owners tend to get stuck at the survival level. Building Value and Freedom Long-term value is created by focusing on growth and building a scalable model. The less involved you are in daily activities, the higher the value of your business. A transferable business must be structured and team-based, rather than relying on a single person to manage all the chaos. Time Blocking Decide what truly matters over the next 90 days, choose one objective that will make your revenue more predictable, and focus on it. Then, create some non-negotiable CEO time- at least two 90-minute blocks per week, with no interruptions. Use that time to strategize, review your pipeline, refine your pricing, design systems, and prepare playbooks. And every night, define three meaningful outcomes for the next day. Remember to focus on the outcomes, not the tasks. Creating Clarity Doubt often shows up when you raise prices, invest in support, delegate responsibility, or start saying no. Growth is uncomfortable, and that discomfort can easily be misinterpreted as a sign that something is wrong. The key is to separate emotion from evidence. Instead of relying on how things feel, look at the data: the size of your pipeline, your conversion rate, your margins, client retention, and your key performance indicators. Build a dashboard, review it consistently, and let the facts guide you. Clarity comes from evidence, not emotion. Energy and Leadership Overwhelm is often a sign that your energy is depleted. Sleep, training, learning, and setting aside uninterrupted focus time are essential. Constant accessibility destroys your ability to think strategically. If you do not have time to think, you will not have time to lead. Practical Actions to Reduce Overwhelm Block your time and focus on priorities. Create a list with five activities to eliminate and three to delegate within 30 days. Build systems for predictable revenue across sales and execution. Focus on what you should delegate so that you can focus on representing the business and maintaining client relationships. Create accountability with your peers through coaching or with a structured review. Overwhelm is often the byproduct of avoiding leadership.  Always remember that high performers don't do it alone. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter

    24 min

  4. FEB 17

    310: Build It to Sell It — Even if You Never Will with Eric Rozenberg

    Today, we're talking about ways to structure your business to be sold, even if you're not actively thinking of selling. In this episode, Eric breaks down the five critical elements you need to consider to make a business sellable. Stay tuned for five game-changing elements that will help you build a valuable and scalable business that runs successfully, with or without you. Can It Be Sold? If your business cannot be sold, you don't own a business — you own a job. The real test is simple: what happens if you disappear for 90 days? A true business will survive your absence. That standard forces you to build something transferable, stable, and valuable. Predictable Revenue Creates Stability You need clear visibility into where your future income will come from. Contracted recurring revenue is the gold standard, and repeat clients follow closely behind that. Revenue predictability allows you to plan investments, manage your cash flow, and reduce risk. Diverse Client Base Avoid over-relying on any single client. Overreliance on a single client erodes a business's value and increases its vulnerability. It's best to diversify your client base so that no single client accounts for more than 20% of your profit. Documenting Processes Document everything. If your systems are not documented, the company has little transferable value. A sales playbook defines your positioning, messaging, objections, and communication style. Standard operating procedures outline your service delivery. Onboarding systems create consistency for clients and vendors. Financial dashboards track KPIs, leading indicators, and lagging indicators. Strong Leadership A business that depends entirely on you is fragile, whereas a business supported by capable people is resilient. Delegation increases your business's scalability and protects you from burnout. If no one else can run your sales, operations, or administration, you become a bottleneck. Strong leadership involves building a team that can take on the business's responsibilities.  Clean Financials Buyers look for clarity, transparency, and realistic compensation structures. Messy books reduce confidence and valuation. Always separate your personal expenses from your professional expenses. Maintain a clean profit and loss for the last three years, at least. Understand your margins per project. Create cash flow plans for every confirmed project and consolidate them into a company-wide forecast. Strategic Positioning Know your niche. Be clear on how you differentiate yourself. A "me too" business competes on price, and a strategically positioned business competes on value. Brand equity, specialization, and a clear point of difference will increase your profitability and make your business more attractive to buyers. Freedom The less the business depends on you, the more valuable it becomes, and the more leverage you gain to shape your future. A sellable business gives you the freedom to focus on what you do best. It reduces stress, allowing you to work on the business instead of constantly working in it. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter

    15 min

  5. FEB 10

    309: Leaning In when You Don't Have the Map: Lucy Giovando Watts on Entrepreneurship & Serendipity

    We are absolutely thrilled to welcome the remarkable Lucy Giovando Watts, Vice President of Sales and Marketing at Streamlinevents, as today's guest. Stay tuned as Lucy shares her journey, offers insights from her work at Streamlinevents, and tells us why serendipity often matters more than we realize. Streamlinevents Streamlinevents is a full-service corporate event agency in Emeryville, California, with over 24 years of industry experience. The team partners with corporate clients on sales kickoffs, incentive programs, user conferences, and complex meetings. The company is powered by the best-of-the-best event managers, technologists, creatives, and sourcing experts who thrive in an industry defined by constant motion. Lucy's Journey Lucy began her career in politics, working for a member of Congress and supporting political events, where she discovered her passion for live experiences. She then joined the tech sector in Silicon Valley, rising from event manager to Global Events Director, where she produced worldwide events. After that, she founded her own boutique event management company, which she ran for over 13 years, and later co-founded an event technology startup. Lucy briefly worked in association management before joining Streamline Events as Vice President of Sales and Marketing. Entrepreneurship and Getting Comfortable With Discomfort Building businesses taught Lucy that growth occurs outside of our comfort zones. For her, launching a startup meant daily exposure to sales, pitching, demos, and investors, along with the risk of failure. Over time, discomfort became normal, and fear was no longer a signal to stop. Instead, it became proof of forward motion. The Power of Saying Yes Lucy's decision to attend a reception she considered missing set off a chain reaction that led to pitch competitions, partnerships, press coverage, integrations, and ultimately an acquisition offer for her startup. That experience reinforced the value of openness and action, even when confidence lags behind opportunity, proving that even small yeses can unlock outcomes no amount of planning could ever predict. Serendipity Openness to chance encounters, conversations, and unplanned moments can play a role in one's career and in a company's growth. Serendipity does not replace preparation, but it rewards those who show up, engage, and are willing to act before they feel fully ready. Imposter Syndrome Lucy highlights how the perfectionistic mindset and people-pleasing culture in the hospitality industry can amplify imposter syndrome, particularly for women. Experience taught her that waiting to feel "ready enough" can become a barrier. Momentum comes from acting before you're certain and recognizing that doubt does not disqualify your capability. Creativity  Lucy reframed her identity by finding areas of creativity in problem-solving, strategy, leadership, and idea synthesis. Creativity blossoms when people allow time for mental space, pull inspiration from unexpected sources, and disconnect from constant digital noise. Human Connection in an AI-Driven World Technology and AI can enhance efficiency, but they cannot replace in-person connection. Conferences, incentives, and live events fulfill a fundamental human need for belonging, trust, and spontaneous interaction. As digital tools expand, the value of face-to-face experiences continues to strengthen rather than diminish. Leadership, Safety Nets, and Being Bold Strong leadership creates safety nets that empower teams to take risks. When people know their leaders have their backs, they are more willing to experiment, speak up, and innovate. At Streamline Events, leaders encourage bold thinking, creative exploration, and professional visibility through speaking, writing, and idea-sharing, while modeling that same courage themselves. Bio: Lucy Giovando Watts Lucy Giovando Watts is Vice President of Sales & Marketing at Streamlinevents, a woman-and minority-owned events agency delivering innovative, sustainable, and inclusive events worldwide. With over 20 years of experience leading global teams, managing event companies, and founding her own event tech startup, Lucy brings deep expertise in strategy, operations, and financial management. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Lucy Giovando Watts On LinkedIn Streamlinevents Email Lucy: Lucy.gw@streamlinevents.com

    40 min

  6. FEB 3

    308: "I win, Google me!" - What Business Owners Should Learn from Coach Cignetti

    Two years ago, the Hoosiers of Indiana University were losing every game. Then, in January this year, something remarkable happened - they became the 2025–26 College Football Playoff National Champions! Eric has been inspired by this incredible transformation, guided by Coach Cignetti's leadership. What stood out for him was the total absence of hype, excuses, or a victim mentality. Instead, Coach Cignetti relies on three pillars: standards, preparation, and accountability—the very principles that drive success for any business owner, and yet, they are often the things we neglect. So, inspired by the Hoosiers' journey, Eric shares five ideas today- not to challenge you, but to inspire you and get you thinking. The Anti-Excuse Philosophy Winners don't explain—they execute. Slow markets, price-sensitive clients, societal shifts, and global events will always exist and cannot be controlled. What you can control is how you react to them. When finding excuses becomes a habit, the excuse itself starts to function as the business model. So, instead, focus on moving forward, facing reality, and finding new opportunities. Standards Are Not Aspirations Standards are practical, not theoretical. They are evident in the business's day-to-day operations. They define what "good" means, how fast you respond, what quality looks like, which clients you accept, and how disciplined you are financially. Values only matter if they are lived and enforced. So, if you're tolerating average behavior, you are actively training your business to lose.  Preparation Beats Motivation Preparation matters more than motivation. High performers rely on repetition, fundamentals, and systems rather than waiting for inspiration. Reviewing the basics, using checklists, and showing up consistently will reduce stress and improve your ability to react when the unexpected happens. Readiness comes from preparation, not from waiting for perfect conditions. Confidence is built through daily repetition, not excitement. Culture Is What You Allow A business's culture is defined by what you allow, who you promote, and the behavior you either allow or ignore. Allowing toxic behavior, even once, sets a standard. Culture is also reflected in boundaries, pricing, calendars, and the willingness to say no. If a business feels chaotic, it is because chaos is being allowed and rewarded. The Scoreboard Never Lies Results tell the truth. Your revenue and margins matter, but so does your energy, health, client quality, and sanity. Being busy is not the same as winning. The market does not reward effort. It rewards outcomes. So, if the scoreboard says you're losing, it is time to change how you're playing the game.   Bio: Eric Rozenberg Eric Rozenberg is a business coach and the founder of Event Business Formula, the only platform exclusively designed to help business owners in the meetings and events industry grow and scale sustainably. He has guided thousands of entrepreneurs to improve operations, gain clarity, and achieve lasting results.  Before launching his coaching business, Eric spent over 20 years producing award-winning events—sales meetings, incentive trips, and conferences—for Fortune 500 companies in more than 50 countries.  He hosts The Business of Meetings, the industry's first and largest podcast focused on business ownership, featuring over 250 episodes with top leaders and experts.  Eric made history as the first European to serve as Chairman of the International Board of MPI (Meetings Professionals International).  He is also the author of two books: Meeting at C-Level, endorsed by 20 influential industry leaders, and Before It's Too Late, a powerful memoir about grit, family, and his journey to America.  Eric lives in South Florida and enjoys pickleball, tennis, and Krav Maga. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter

    14 min

  7. JAN 27

    307: If You're Feeling Stuck, You're Not Alone - But Here's What Actually Works with Eric Rozenberg

    Today, we're exploring the resilience entrepreneurs need to navigate the uncertainty we're all experiencing right now. In this episode, Eric explains that navigating uncertainty requires resilience, which is strengthened by taking action, embracing continuous learning, and serving others. He shares personal stories to illustrate that every business or career inevitably faces doubt, setbacks, and challenges. Tune in to discover how you can keep moving forward, even when everything feels unpredictable. Starting a Business Requires Action, Not Certainty When launching a business, there are no guarantees. Belief matters, but execution matters more. Progress comes from putting your head down, working consistently, and surrounding yourself with people who are honest, supportive, and willing to challenge you rather than flatter you. Complacency Growth stops the moment complacency begins. Staying slightly uncomfortable keeps you alert, curious, and engaged. Continuous effort and self-reflection are essential for staying sharp and avoiding stagnation. Crisis Exposes Character Coming close to losing everything during a significant event because of someone else's dishonesty was a hard lesson for Eric. What saved the situation wasn't luck or wishful thinking, but taking responsibility, being honest with his clients, and moving fast. Problem-Solving No major project ever goes exactly as planned. The ability to respond, adapt, and find solutions is not an exception in this industry. It is the job. Those who enjoy action under pressure are the ones who last. Economic Crises During downturns, survival depends on protecting top talent, staying visible, and actively maintaining relationships. Retreating increases risk. Engagement builds resilience even when timelines and recovery remain uncertain. Adaptation Is a Strategic Skill Every crisis requires assessing the environment, forming hypotheses, taking action, and adjusting along the way. Waiting for perfect information only prolongs uncertainty. Decisions create clarity. Learning Growth requires deliberate, consistent learning. Times like COVID revealed how little time most professionals dedicate to learning. Skill development, deep thinking, and education matter more than passive exposure to occasional industry content. Focus on What You Can Control We cannot control geopolitics, tariffs, and global instability. Action, learning, and contribution can. Progress comes from directing your energy toward improvement, simplification, and making a meaningful impact rather than speculation. Technology as a Tool for Growth, Not Fear AI and automation create uncertainty, but also opportunity. The goal is not to resist change, but to allow technology to simplify your processes, operate more effectively, and serve people better. The Three Anchors in Uncertainty Taking action, learning continuously, and helping others will create stability even when the world remains unpredictable. Those habits don't remove uncertainty, but they will make it more manageable. A Growth Mindset Changes Everything A growth mindset turns challenges into fuel rather than barriers. Stress, change, and disruption always bring opportunities for those willing to adapt and stay curious. Connect with Eric Rozenberg On LinkedIn Facebook Instagram On Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter

    11 min

  8. JAN 20

    306: Bootstrapping, Breakthroughs, and Belief: Launching a Business in the Meetings & Events Industry with Andrew Coelho

    We are delighted to welcome another incredible entrepreneur from our industry today. Andrew Coehlo, co-founder of Monte & Coe, joins us to share the fantastic story of his journey into corporate gifting. Stay tuned to hear about Andrew's entrepreneurial journey, his experiences, and the insight he has to share.   Andrew's Journey into Entrepreneurship After beginning his career in corporate finance, Andrew realized the environment did not suit his creative nature. Bureaucracy, resistance to change, and working in isolation drained his energy. And then, a confidence issue with an unattractive gym bag sparked the idea that eventually became Monty & Coe. With his wife's support and inspired by entrepreneurs around him, Andrew left the corporate world at 30 to focus on his business. High-quality Corporate Products The brand began with the singular purpose of creating products that make people feel confident and proud. Early designs were rough, but the intent was genuine. They committed to excellent craftsmanship, using only high-quality, authentic, natural, and sustainable materials.  Crowdfunding In 2015, the company launched a crowdfunding campaign, raising $80,000 while Andrew was still employed. The campaign validated both the product and people's willingness to buy premium goods online. It also taught their team how to market, sell, and distribute directly to customers. Shifting to Corporate Gifting Corporate interest emerged organically as companies began requesting gifts for executives and teams. Although he was initially hesitant, Andrew recognized how impersonal, generic, and disconnected from effort or achievement most corporate gifting felt. So his brand pivoted toward elevating corporate gifting into something meaningful and memorable. Turning Gifting Into an Experience The business evolved from selling products to selling experiences, focusing on personalization, choice, and emotional impact. They made gifting less about logos and more about how recipients felt, aligning perfectly with the brand's original mission of confidence and appreciation. Taking the Leap Andrew eventually left his corporate job. His decision was not impulsive as it was backed by savings, planning, and lifestyle adjustments.  Entrepreneurship                                                                                        Entrepreneurship brought constant pressure for Andrew, even during the company's strongest years. Cash flow scares, late payments, and the responsibility of supporting a growing team created intense stress. His role as a founder became more about solving new problems every single day. Why Cash Flow and Margins Matter More Than Revenue Revenue alone does not sustain a business. Cash flow determines whether you survive, and margins determine how sustainably you can grow. Examining businesses across various industries, Andrew saw that smaller, higher-margin companies often outperform larger, volume-driven ones. Adopting systems like Profit First brought structure and discipline to his money management. Community and Long-Term Perspective The events and incentives industry proved far more supportive and relationship-driven than Andrew expected. Rather than being cutthroat, people were open, generous, and willing to collaborate. The company's long-term success was built on a foundation of trust, consistent service, and a commitment to delivering quality rather than chasing quick wins. Bio: Andrew Coelho is the co-founder of Monte & Coe, a luxury accessories brand redefining what corporate gifting can be. After years in the corporate world receiving forgettable, logo-first gifts, Andrew began questioning why gifting at scale felt so impersonal, wasteful, and disconnected from the people it was meant to recognize. What started as a side hustle became a full-time pursuit after Andrew famously resigned from his corporate role on his honeymoon in Tokyo. Since then, he has focused on applying direct-to-consumer standards, craftsmanship, and intentional design to an industry that often prioritizes convenience and budget over meaning. Andrew believes that gifting is not about products, but about moments, memories, and respect. His work challenges leaders to rethink how appreciation shows up in their organizations, shifting gifting from a transactional expense to a strategic signal of values. Through Monte & Coe, Andrew helps companies move beyond generic swag and toward gifting experiences that people actually keep, use, and remember. His perspective sits at the intersection of brand, leadership, and human connection, making him a sought-after voice on modern workplace culture, thoughtful design, and the hidden impact of well-executed small decisions. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Andrew Coehlo On LinkedIn Monte & Coe Corporate Gifting

    38 min
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4.9
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About

If you are an independent business owner in the meeting and event space, this podcast is for you! Your host, Eric Rozenberg has created this show to bring you strategies, tips, and tactics to help your business grow. With more than 20 years in the event industry and planning events for Fortune 100 companies, Eric is prepared to let you in on the insider tactics so you can be successful too!

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