Education Program and Event Coordinator

About the role

The Wisconsin Institute of CPAs (WICPA) is the premier professional organization representing CPAs, accounting, and business professionals. With nearly 7,000 members, WICPA seeks a customer‑service‑oriented education and event program planner for accounting and business professionals. The position plans, coordinates, and oversees assigned seminars, on‑demand sessions, breakfast programs, and networking/special events, while providing administrative and clerical support for other programs, conferences, and events—including registration, onsite assistance, member support, and facility/instructor coordination. Responsibilities also include researching, obtaining, and retaining vendors, updating publications and website references, reviewing contracts annually, proofing and editing education communications, and handling accounting and clerical support such as training‑center rentals.

Responsibilities

• Provides exceptional customer service and serves as the primary contact for education programs and events.
• Researches, develops, and implements processes to select appropriate courses, vendors, and speakers for assigned educational programs.
• Ensures programs increase customers’ competencies and deliver positive educational and networking experiences.
• Organizes and coordinates programs, special events, speakers, facilities, catering, contracts, onsites, program descriptions, signage, and assigned seminar and breakfast programs.
• Serves as key onsite staff to assist, prepare, and oversee the success of events.
• Researches new vendors and develops relationships to provide commission‑based programs.
• Evaluates and negotiates favorable contracts with vendors and suppliers for facilities, catering, audiovisual, hotel, and other needs.
• Provides technical and logistical support both internally and onsite.
• Accurately maintains program and event files in the database and on the website.
• Processes all transactions related to education and event programs.
• Maintains an Outlook calendar for all events, programs, and rentals.
• Creates and updates databases and spreadsheet reports for projects.
• Prepares, proofs, and edits materials for accuracy, spelling, grammar, and punctuation, following marketing and AP style guides.
• Keeps documentation and processes updated.
• Identifies ways to increase member satisfaction.
• Provides backup for Professional Development Center rentals and contracts.
• Backs up the main phone line and mail.

Requirements

• Bachelor’s degree from an accredited institution in Business, Administration, Communications, Hospitality, or Marketing.
• Minimum 3 years of experience in customer service, event planning, and administrative/clerical responsibilities.
• Demonstrated exceptional customer service.
• Strong organizational, project‑management, attention‑to‑detail, and problem‑solving skills.
• Exemplary business writing and verbal communication skills.
• High performance and professionalism with staff, members, and vendors.
• Advanced knowledge of Microsoft Office, data entry, and report management.
• Good judgment and critical thinking in a fast‑paced work environment.
• Ability to work independently and in a team‑oriented setting.
• Valid driver’s license, reliable transportation, and ability to travel as scheduled.
• Willingness to work additional time as required, including occasional before/after work hours for events and overnights.

Pay

Competitive compensation package, including compensation based on experience.

Benefits

• Medical, Dental, Vision, and Life insurance.
• 401(k) plan with 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.

Schedule

8 a.m. to 5:00 p.m. office hours (with elective Friday afternoons off in summer).