About this role
PRIMARY FUNCTION:
Coordinate the planning, logistics, administration and execution of in-person and virtual learning programs to ensure programs are delivered accurately, efficiently and professionally and provide an exceptional experience for learners, members, speakers, sponsors and volunteers.
SPECIFIC RESPONSIBILITIES:
• Manage program logistics from initial planning through execution and post-event reconciliation, using established timelines, checklists and procedures to ensure all details are completed accurately and on schedule.
• Coordinate with venues, speakers, vendors, sponsors, volunteers and internal staff regarding program logistics, deadlines and requirements.
• Develop and maintain detailed event timelines, production schedules, room specifications, speaker information and other program documentation.
• Track multiple programs and deadlines simultaneously, proactively identifying outstanding items and following through to completion.
• Serve as a day-of/program logistics contact, troubleshooting issues and ensuring a professional experience for attendees, speakers and volunteers.
• Coordinate speaker logistics, including agreements, biographies, presentation materials, session descriptions and learning objectives and other program requirements as applicable.
• Ensure accurate program information is entered and maintained across registration, learning and event technology platforms.
• Support compliance with continuing professional education requirements, including attendance documentation, evaluations, certificates and required program records.
• Review invoices, track program expenses and assist with budget reconciliation.
• Identify opportunities to improve event processes, checklists and standard operating procedures.
• Perform other duties as assigned.
MINIMUM QUALIFICATIONS:
• Three years of related experience in event planning, meeting coordination, program administration, or a related role.
• Demonstrated ability to manage multiple programs, projects, deadlines and competing priorities simultaneously with a high degree of accuracy.
• Exceptional attention to detail, organizational skills and follow-through.
• Strong written and verbal communication and interpersonal skills.
• Ability to anticipate needs, identify potential issues and independently resolve routine problems.
• Ability to work effectively both independently and collaboratively in a fast-paced, deadline-driven environment.
• Strong customer-service orientation and ability to interact professionally with members, speakers, volunteers, vendors and other stakeholders.
• Advanced computer skills, including proficiency with Microsoft Office Suite and the ability to learn new events and learning technology platforms.
• Ability to maintain a high degree of professionalism and discretion.
• Ability to travel overnight approximately 10% and occasionally work evenings or weekends in support of programs.
PREFERRED BACKGROUND:
• Bachelor’s degree in business, marketing, communications, or a related field.
• Previous experience working in an association.
• Experience coordinating conferences, professional education programs, meetings or other multi-faceted events.
• Association Management System (AMS) experience.
• Experience with the CPA profession or a similar licensed profession.