Event & Meeting Management Fundamentals

Event & Meeting Management Fundamentals Certificate

Course Overview

If you’re looking to become an event or meeting planner, or you’ve been planning events for a while but never got proper training, this is the ultimate course for you. Here you’ll get a thorough understanding of how events work, why people and companies host events, how the industry is configured, and how to strategically plan and coordinate a typical event from A to Z. This course will cover the role of events in today’s world, budgets and goals, workflow management, venue selection and negotiation, room layouts and seating formats, food and beverage, entertainment and speakers, design and decor, transportation and logistics, registration and check-in, hybrid meetings, apps and technology, basic lighting, audio visual, and more.


  • Understand how to create an event that achieves specific objectives for the host/client.
  • Design a planning process that incorporates budgeting, project management, communication and evaluation tools.
  • Have an understanding of the various event elements (food and beverage, design, entertainment, site selection, etc.) and how to cost-effectively employ them.
  • Understand the role of the planner on site at the event, and the mindset necessary to oversee successful event coordination.

Scroll down to see more details including the weekly outline.

Event Leadership Institute has been approved by the Events Industry Council (EIC) as a Preferred Provider of continuing education on all professional development certificate courses, which qualifies for CMP continuing education credit. Determination of continuing education credit eligibility or Preferred Provider status does not imply EIC’s endorsement or assessment of education quality.

Learn From An Industry Leader

Instructor Kevin White, CSEP has been a storyteller his entire life. That love of capturing attention and engaging people is what brought him to a decades-long career in experiential design. In 2011 he founded XPL, a boundary-pushing agency that delivers bold, powerful live events that transform audiences around the world. Kevin’s commitment to his industry is demonstrated by his willingness to give back. He was selected by his peers to serve as international president of the International Live Events Association (ILEA).




View Kevin's Profile

Week 1 : Overview of Events & Meetings

Defining Events; Humans and Events; Industry Overview; Event Market Segments; The Power of Events; Careers and Roles

Week 2 : Strategic Planning & Design

Phases of Event Design; Establishing Objectives; Getting Clients to Understand; Discovery Sessions; Event History; Know Your Audience; Live Format Selection; Proposal Writing

Week 3 : Project Management

Project Goal Setting; Timeline Management; Timeline Building; Resource Management; SWOT Analysis; Project Pitfalls; Ongoing and Post-Event Evaluation

Week 4 : Financial Management

Budget 101; Income and Expense Analysis; Fixed v Variable Costs; Costs – Venue; Costs – Event Services; Return on Investment; Best Practices

Week 5 : Risk Management & Contracts

Contracts Overview; Negotiation Basics; Negotiation Techniques; The Americans with Disabilities Act (ADA); Risk Assessment; Risk Types; Emergency Response

Week 6 : Site Selection & Management

Destination Selection; Venue Selection; Site Inspections; Temporary Spaces; Spatial Form v Function; Building out a space; Indoor v Outdoor; Standard Room Designs; Design Software

Week 7 : Event Marketing

Marketing Plan Objectives; The Promotion Mix; Mobile Apps and Social Media; Leveraging Technology; Measuring Return on Marketing Investment

Week 8 : Hospitality, Food & Beverage Services

Food and Beverage Overview; F&B Service and Billing Terms; Transportation; Safety and Security; Hospitality Services; Religious Services; Family Integration; Translation Services

Week 9 : Entertainment & Production

Role and Types of Entertainment; Entertainment Considerations and Contracts; Speaker Tips; Content Capture and Use; Virtual and Hybrid Meetings; Audio, Video, Lighting, and Staging

Week 10 : On-Site Operations

Service and Staff; Day of Philosophy; Loading In; Management Structure; Communications; Loading Out; Sustainable Philosophy: Greener Venues and Services Managing Change; Course Conclusion

What students say about ELI certificate courses

  • "“I learned so much from this course, and am proud to put having taken it on my resume. I would absolutely recommend it to others.”"

    Libby Richardson
    Events Manager, United Way of Central and Northeastern Connecticut
  • "“This is an amazing course, and you are doing a FABULOUS job with the training!!! Even though I’ve been meeting planning for over 20 years, I am learning so much detail!""

    Tami Forcellina
  • "“Thank you for this great course! I have been a program manager for Medical education programs for over 8 years and it has been helpful to think about events other than educational meetings!“"

    Valeta Creason Wahl
    Program Associate, Univerisity of Nebraska, College of Nursing
  • "“When evaluating new candidates for full time or freelance staff, one of the first things we take into consideration is the person’s legitimate, industry-specific education. A certificate from E.L.I. tells us they are on the right track.”"

    Rob Hulsmeyer
    Partner, Empire Force Events
  • "“A credential from the Event Leadership Institute carries a lot of weight with us. Given the quality and depth of their content, we know they train people for the rigorous demands of our industry, and come to work ready to hit the ground running.”"

    Adam Sloyer
    Managing Director, Sequence Events

The Event Leadership Institute stands behind all of its content. If you feel you didn't learn what you expected to in this course, just let us know within 30 days of your last lesson and we'll give you a full refund. Click here to view our refund policy and full terms & conditions.

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