Education Program and Event Coordinator

MRA Recruiting Services; Waukesha (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

Professional development

Casual attire

Job summary

The Wisconsin Institute of Certified Public Accountants in Waukesha, WI seeks an Education Program & Event Coordinator to plan and oversee seminars, breakfast programs, and networking events for accounting and business professionals. This role handles registration, onsite support, and vendor coordination, ensuring high-quality programs.

The ideal candidate will have a Bachelor’s degree and at least 3 years in customer service or event planning, with strong organizational and communication

Qualifications

• Bachelor's degree required in Business, Administration, Communications, Hospitality or Marketing.
• Minimum 3 years in customer service, event planning, administrative responsibilities.
• Exemplary business writing and verbal communication skills.
• Advanced knowledge of Microsoft Office, data entry, and report management.
• Must work well independently and in a team.

Responsibilities

• Provide exceptional customer service and act as the contact for education programs and events.
• Develop and implement processes to select courses, vendors, and speakers for educational programs.
• Organize and coordinate programs, events, speakers, facilities, catering, contracts, and onsite logistics.
• Research and develop vendor relationships to create commission-based programs.
• Negotiate favorable contracts with vendors for facility, catering, AV, and other needs.
• Provide technical and logistical support internally and onsite.
• Maintain program files in databases and on the website; process related transactions.
• Manage calendars for events and rentals; generate reports as needed.
• Prepare and edit materials for accuracy and consistency; follow AP style guides.

Skills

Customer service

Project management

Attention to detail

Problem-solving

Business writing

Verbal communication

Microsoft Office

Data entry

Report management

Teamwork

Independent work

Education

Bachelor's degree in Business/Administration/Communications/Hospitality/Marketing

Tools

Microsoft Office

Job description

Education Program & Event Coordinator

Wisconsin Institute of Certified Public Accountants

Waukesha, WI

The Wisconsin Institute of CPAs (WICPA) is the premier professional organization representing CPAs, accounting, and business professionals. With nearly 7,000 members, WICPA is dedicated to serving, building, and advocating for a diverse demographic of professional members.

We are seeking a customer service-oriented education and event program planner for accounting and business professionals. This position is primarily responsible for planning, coordinating and overseeing assigned seminar, on-demand, breakfast programs and networking/special events and providing additional administrative and clerical support with other programs, conferences and events including registration, onsite, member support and facility/instructor coordination. Responsible for researching, obtaining and retaining vendors, including updating publication and website references, and reviewing and updating contracts annually. Proofing and editing education communications and data entry. Independently researches to develop and implement high quality and innovative programs and events for accounting professionals on both a local and state level. Ensures a high quality of programs and events as well as growth and creativity of the programs and events. Is also responsible for various accounting and clerical support to the department to include training center rentals, and other duties.

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, onsite, 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.

Requirements:

• 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.

Competitive compensation package including:

• Compensation based on experience
• Medical, Dental, Vision and Life insurance
• 401(k) plan plus generous employer contribution
• Paid vacation, holiday, and personal time
• 8 a.m. to 5:00 p.m. office hours (with elective Friday afternoons off in summer)
• Professional development opportunities
• Collaborative culture and team activities
• Casual attire acceptable on non-meeting/event dates