Education Program and Event Coordinator

Wisconsin Institute of CPAs (WICPA); Waukesha (WI); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid vacation, holidays, personal time

Office hours 8am–5pm

Casual attire

Collaborative culture

Job summary

Wisconsin Institute of Certified Public Accountants (WICPA) invites applications for an education and event program planner. The role focuses on planning and coordinating seminars, on-demand and breakfast programs, networking events, and related administrative tasks.

You will research vendors, update publications and contracts, oversee on-site logistics, and ensure high-quality programs for accounting and business professionals at the state level.

Qualifications

• Bachelor’s degree in Business, Administration, Communications, Hospitality or Marketing.
• Minimum 3 years of customer service and event planning experience.
• Strong organizational and problem-solving abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Provide exceptional customer service and serve as contact for education programs and events.
• Develop processes to select courses, vendors, and speakers to present at assigned educational programs.
• Coordinate programs, events, speakers, facility, catering, contracts and onsites.
• Develop relationships with vendors to provide commission-based programs.
• Evaluate and negotiate contracts for facility, catering, audiovisual, hotel and other needs.
• Maintain program files and process transactions related to education and events.

Skills

Customer service

Event planning

Administrative tasks

Attention to detail

Vendor coordination

Communication skills

Education

Bachelor's degree in Business, Administration, Communications, Hospitality or Marketing

Tools

Microsoft Office

Data entry

Contract management

Job description

Wisconsin Institute of Certified Public Accountants

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, onsites, 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, 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.

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
• Paid vacation, holiday, and personal time
• 8 a.m. to 5:00 p.m. office hours (with elective Friday afternoons off in summer)
• Collaborative culture and team activities
• Casual attire acceptable on non-meeting/event dates