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Case Study

How Echidna Giving turned a high-stakes advisory board meeting into a seamless gathering.

When Echidna Giving’s advisory board gathered near San Francisco, Wilder managed every moving piece, from vendor coordination to executive dining, allowing leadership to focus on the conversations that mattered most.

24

Team Members

100+

Planning Details Managed

3

Partnered Events

Client

Echidna Giving

Duration

4 days

Location

San Francisco 

Number of people

24 employees

The Challenge

What Was Getting in the Way

Echidna Giving wasn’t looking to reinvent its advisory board meeting. They needed a trusted partner who could help deliver a well-organized event while reducing the pressure on the internal team responsible for making it happen.

With senior leadership, board members, and outside vendors all involved, even small details carried added importance. After previous meetings left room for improvement, Echidna Giving wanted this gathering to feel more organized, more polished, and less stressful for everyone involved, especially the planner coordinating it all.

The Approach

What We Did Together

Together, Wilder and Echidna Giving designed a meeting that balanced productive board sessions with thoughtfully selected experiences outside the conference room. Located just outside San Francisco, the venue kept the group close to the organization’s headquarters while providing a comfortable setting for focused discussions.

Wilder coordinated every aspect of the event, from meeting logistics and vendor management to seating, décor, and off-site experiences, including a visit to the Berkeley Sculpture Garden and an art class tailored to the group’s schedule. As attendee travel plans shifted and dinner preferences evolved, Wilder adapted quickly, securing a restaurant in Palo Alto that exceeded the board’s expectations despite weeks of changing requests.

The Outcome

What Changed

By the end of the meeting, Echidna Giving had exactly what it set out to achieve: a well-executed event that allowed leadership to focus on meaningful conversations instead of logistical details.

Guests gathered together on a client retreat
Runners on a mountain trail during a retreat

RETURN ON INVESTMENT

Results at a Glance

Reduced planning stress by managing vendors, logistics, and last-minute changes

Enjoyed a private dining experience as a team

Balanced productive board sessions with thoughtfully selected cultural experiences

Another retreat experience that set the standard for the next

Adapted quickly to international travel disruptions and evolving  preferences

A seamless advisory board meeting through end-to-end planning and coordination

Your team deserves a moment they’ll talk about for years.

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