7 Traits Every Trade Show / Meeting / Event Planner Must Have
I have been in the event industry for 12 years, yet never realized that having to plan a funeral would be the most important event in which I have participated. My grandpa passed away unexpectedly last week, and my grandma, parents, and I were blessed to work with a funeral director who really cared about ensuring that Papa (as I nicknamed him as a child) had a ceremony that reflected him and his life. I am usually in the planner role as opposed to the planee role, and I have to say it was a very interesting experience to be on the other side of the table. While there, several traits of Scott Humes at Bopp Chapel became the reason why I trusted him so much and put confidence in his ability.
HAVE COMPASSION AND PATIENCE Gang-Gang (what I named my grandma as a child), my parents, and I were at a very fragile state of mind while planning Papa’s funeral…we were in shock, we were heartbroken, we felt lost and confused, we were exhausted, and we felt like we were in a fog. Scott recognized our grief, and took the time to figure out how we needed him to “handle us” with all of the decisions we had to make during the funeral preparations. He knew when we were able to proceed with the next decision; he knew when he needed to give us space to discuss and come to a conclusion; and he knew when we just needed to take a moment to ourselves. He did not get exasperated if we took a longer than usual amount of time, nor did he act uncomfortable if we had tears in our eyes. He recognized our emotions and allowed us to feel them, and he never made us feel rushed or as if we were wasting his time.
READ THE PERSONALITY OF YOUR CLIENT Gang-Gang, my parents, and I all have different personalities and different experiences with death, but we were working as a unified group to plan Papa’s funeral. Because we were all in such shock, we all had different moments of strength and weakness and Scott recognized who was most appropriate in any given moment to be able to understand what he was saying. He instinctively knew how to address us individually and what he could or could not say to each of us. And because of this, we were able to make decisions very calmly and plan a day that would make Papa proud.
USE EASY-TO-UNDERSTAND WORDS Although all 4 of us are intelligent people, we were working in a medium that was brand new to us. Scott was working with something that he does every day. However, he recognized that we were unfamiliar with some terminology and consequently used words that were easy for us to understand. He took the time to explain anything that we did not understand, and he never once made us feel stupid for asking a question or for needing additional clarification.
EXPLAIN THE CONTRACT LINE BY LINE Little did I realize how many options one has while planning a funeral, and a contract was the last thing I expected to see. But it makes perfect sense as a funeral is an event with a contractor (the funeral parlor) and several sub-contractors (the church, coffin manufacturer, cemetery, organist, soloist, guest book manufacturer, prayer card printer, etc.). Bopp Chapel’s contract was a sort of check-list, and Scott took us through it line by line. He explained each and every one of our options, and never pressured us into something that we did not want or need. If we did not have a decision right away about a particular line item, he helped us weigh the pros and cons to come to the best decision. And he always told us the price of a line item before we agreed to it. When we got to the bottom line, he made sure that we understood what we had “ordered” and the total price we would be billed. We never felt taken advantage of and we confident that Papa would be so proud of the decisions we made for him.
OFFER TO BE THERE FOR QUESTIONS / CONCERNS Scott recognized how overwhelmed we were and that this was a new experience for each of us. He made sure that we felt comfortable calling him at any time with any questions or concerns, no matter how trivial they seemed. When we did call, he did not become exasperated with us no matter how ridiculous our question sounded to him, nor did he mock us if we asked for clarification on something multiple times. Our #1 priority was planning an event that would pay tribute to Papa and be representative of him…Scott had never met Papa, yet his priority was the same as ours and he made sure that all of our requests were satisfied. In turn, we counted on his expertise to guide us through decisions that were unfamiliar to us.
ANTICIPATE YOUR CLIENT’S REQUESTS There were many times that I thought of something “after the fact,” approached Scott, and was so happy to hear that he had already taken care of it. This took pressure off of me and allowed me to concentrate my efforts on my family and on the celebration of Papa’s life. Scott got to know each of us very quickly in a condensed amount of time and found things he could do for us that were representative of our personalities and our wishes for Papa’s funeral. And the best thing was that he did them before we even thought about them, or he did them for us with the knowledge that we would never have thought of them in the first place since this was such an unfamiliar situation for us.
TAKE CARE OF DETAILS WITHOUT BEING ASKED My #1 priority on the day of Papa’s funeral was taking care of Gang-Gang and my mom, so the last thing I wanted to do was worry about the details of the day. Scott “ran the show” and allowed me to focus my time and attention on my family…not worrying about the details put my mind at ease and gave me confidence in his ability to do what we wanted and needed to be done.
Even though many of these traits seem like common sense, I was surprised at how much of an impression they made on me, especially during such a difficult time. We put together Papa’s funeral in 2 days yet a trade show, meeting, or event takes months to plan. If it made such an impression on me that Scott was able to do all of this for us in such a condensed amount of time, imagine the impression we can make on our clients while working together for months, if not years!!
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[...] March 29, 2010 I have been in the event industry for 12 years, yet never realized that having to plan a funeral would be the most important event in which I have participated. My grandpa passed away unexpectedly last week, and my grandma, parents, and I were blesse … Continue reading … [...]

Wonderful post, Emilie. Thank you so much for taking the time to share these very useful insights. We should never forget that the most important part of meeting the needs of any client has to do with how we relate to them on a human level. You’ve done an excellent job of explaining how Scott did that for your family at a very difficult time.
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Emilie Barta Reply:
March 30th, 2010 at 10:10 pm
Thank you for your comment and compliment, Jenise. You are absolutely correct that as event professionals we must relate to our clients on a human level. Working with Scott was a great reminder of this!
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Thank you so much, Ms. Barta, for a touching and informative post.
Having lost my Grandfather, and being in the event profession, it fell to me to design the event and details. It was a job I took gladly, as it allowed me to assure that his ‘home going’ would be up to his standards, and to mine.
Even while fulfilling the role of ‘event professional’, participant, comforter and family representative, I wouldn’t have done it any other way. It worked for me, and, frankly, gave me a job to do, which distracted me, somewhat, from my grieving process. There was ‘work’ to be done.
I am so thrilled, however, that you found an ‘angel’ to assure that you and your family were well cared for at such a terrible time of challenge.
I thank you again for your insight. You mentioned points of great importance which I have implemented during and since my Grandfather’s death. It is those keys which allow us to create and manage funereal events for our clients which provide them with similar comforts.
Best to you and to your family.
MW Savant
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Emilie Barta Reply:
March 30th, 2010 at 10:04 pm
Thank you so much for your touching portrayal of your grieving process at the time of your grandfather’s passing…it sounds like both of us used the work that we love to do to help us cope with our grief.
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Emilie, I am so sorry to hear about your grandpa. I know this was quite sudden. Surprised you had time to put these thoughts together, but glad you did. Our thoughts are with you!
I don’t think we realize how many jobs are really “event planning.” Funerals, car repairs, or lunch at your favorite restaurant. If everyone could take the same attitude as your funeral director, I think we’d have a lot more satisfied customers.
Take care!
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Emilie Barta Reply:
March 30th, 2010 at 9:26 pm
Thank you for your comment and your sympathy, Heidi. When the shock and numbness of what happened wore off, I needed something to keep my mind occupied…helping to plan Papa’s funeral, supporting my mom, and keeping Gang-Gang calm and safe helped me cope with this tragedy.
You bring up a great point…so many jobs incorporate event planning into their daily activities, and I only hope that these individuals take the time and attention that Scott took with my family. Wouldn’t it be great for everyone to always be a satisfied customer?!?!
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You’re right, these 7 traits can carry over in ALL that we do. Great article for all who can relate.
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Emilie Barta Reply:
March 30th, 2010 at 8:53 pm
Thank you for your comment and compliment, Irma!
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Hi Emilie, I am sorry to hear about your Papa. You have turned your sorrow into an excellent description of what your experience being a client is like. You and your family were very lucky to be in good hands with a great events professional.
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Emilie Barta Reply:
March 30th, 2010 at 8:53 pm
Thank you for your comment and your condolences, Debra…it was quite the experience being on the opposite side of the table as I normally am. My family was very blessed to work with such a wonderful event professional, and I only hope that my clients feel the way about me that I feel about Scott!
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Dear Emilie,
I’m sorry for your loss. I lost my “Pa” (father) 2 years ago in July…and I too had to plan his funeral with my brother and mother in tow. I’m sorry to say that I had the exact opposite experience with our funeral planner than you did with yours.
When my Dad died my aunt advised me that during this process to channel my “dark humor” – something my brother and I are fairly good at – Mom, not so much. So imagine when we were ushered into the “conference room” and the receptionist tilted a chair against the table as we were sitting down, announcing that this was where Don sits. We knew right then that we’d better muster that dark humor or we were sunk.
Don was more interested in driving the train than the feelings of myself, my brother and my mother. It was a traditional Jewish funeral which meant certain laws and traditions had to be abided by – we bury our dead within 24-48 hours of passing, never on a Friday evening or a Saturday. There is a ritual called “Tehara” that must be performed. Don was inflexible and argumentative, especially when it came down to the traditional Jewish laws and traditions that were so important to my mother. He was unfriendly and unkind in the most insidious way – with a sacharrine coating. Traditionally Jews are buried in a plain pine box – something he talked my mother out of using a “shock” method – showing her the most expensive caskets first and when my brother mentioned this particular tradition is flamboyantly flipped to the back page, showcasing not so pretty but traditional and plain pine boxes setting my mother off into an emotional tailspin.
Although this seems like I am angry I truly am not, I am laughing at the whole situation, even now. Brother and I have coined a term “pulling a Don” when we deal with certain difficult people. I know my Dad was doubled over in laughter – this kind of humor was just up his alley.
Thank you for sharing your experiences and how it applies in the event industry – in any service industry as a matter of fact. And thank you for letting me tell my Don story – every now and again I need a good chuckle.
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Emilie Barta Reply:
April 7th, 2010 at 10:38 am
I am so sorry to hear that you had such a horrible experience, Nicole. It makes me that much more appreciative of the positive experience that my family and I had. I sincerely hope that you and your brother do not run into many people who “pull a Don,” but know that when you do, Pa is laughing along with you!
Thank you for sharing your story…I am so happy that you had a good chuckle in doing so!!
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Thank you so much for the article. I am in charge of a Conference and Trade Show every year. Your article has really helped me. Thank You! Candy
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Emilie Barta Reply:
April 7th, 2010 at 10:33 am
I am so happy to have helped, Candy…thank you so much for the comment!
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