Wisconsin Institute of CPAs (WICPA) · 1 week ago
Education Program & Event Coordinator
Waukesha, WI
Full-time
Onsite
Mid Level
3+ years expThe Wisconsin Institute of CPAs (WICPA) is the premier professional organization representing CPAs, accounting, and business professionals. They are seeking a customer service-oriented education and event program planner responsible for planning and coordinating seminars and events for accounting professionals, ensuring high quality and innovative programs.
AccountingFinance
Responsibilities
Provides exceptional customer service and serves as contact for education programs and events
Researches, develops and implements processes to select appropriate courses, vendors, and speakers to present at assigned educational programs. Ensures the development of successful programs designed to increase customers’ competencies and provide positive educational and networking experiences
Organizes and coordinates programs, assigned special events, speakers, facility, catering, contracts, onsites, program descriptions, signage and assigned seminar and breakfast programs. Serve as key onsite staff to assist, prepare and oversee success of events
Researches new vendors and maintains and develops new relationships with vendors to provide commission based programs
Evaluates and negotiates favorable contracts with vendors and suppliers for facility, catering, audiovisual, hotel and other needs
Provides technical and logistical support both internally as well as onsite
Accurately maintain program and event files in database and on the website
Accurately processes all transactions related to education and event programs
Maintains Outlook calendar for all events, programs and rentals
Creates and/or updates databases and spreadsheet reports for projects
Prepare, proof and edit materials as needed for accuracy, spelling, grammar and punctuation. Follows marketing and AP style guides as appropriate
Keeps documentation and processes updated
Finds ways to increase member satisfaction
Backup for Professional Development Center rentals and contracts
Backs up main phone line and mail
Qualification
Required
Bachelor's degree from an accredited institution in Business, Administration, Communications, Hospitality or Marketing
Minimum 3 years previous experience in customer service, event planning, administrative and clerical responsibilities
Demonstrates exceptional customer service
Must possess strong organizational, project management, attention to detail, and problem-solving skills
Exemplary business writing and verbal communication skills
Exhibits high performance and professionalism with staff, members and vendors
Advanced knowledge and experience in Microsoft Office, data entry, and report management
Demonstrates good judgement and critical thinking in a high performance, fast-paced work environment
Must be able to work independently and in a team-oriented environment
Must possess a valid driver's license and reliable source of transportation and must be able to travel as scheduled
Must be able to work additional time as required including occasional before and after work hours for events and overnights
Benefits
Medical, Dental, Vision and Life insurance
401(k) plan plus generous employer contribution
Paid vacation, holiday, and personal time
Professional development opportunities
Collaborative culture and team activities
Casual attire acceptable on non-meeting/event dates
Company
Wisconsin Institute of CPAs (WICPA)
The Wisconsin Institute of Certified Public Accountants (WICPA) is the premier Wisconsin organization representing CPAs, accounting and business professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tammy Hofstede
President & CEO
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