Professional Learning Specialist

Texas Society of Certified Public Accountants

ADDISON, TX

JOB DETAILS
SKILLS
Accounting, Billing, Budgeting, Conference Management, Conferences, Content Development, Dental Insurance, Detail Oriented, Event Management, Expense Tracking, Finance, Focus Groups, Health Insurance, High School Diploma, Higher Education, Interpersonal Skills, Lift/Move 50 Pounds, Logistics, Marketing Communications, Marketing Plan, Microsoft Office, Organizational Skills, Plan Meetings, Program Planning, Record Keeping, Revenue Management, Revenue Planning, Time Management, Training/Teaching, Training/Teaching Curriculum, Tuition Fees, Vision Plan, Willing to Travel
LOCATION
ADDISON, TX
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Training & development
  • Tuition assistance
  • Vision insurance
  • Wellness resources

PRIMARY FUNCTION:

Manage multiple TXCPA and AcctoFi meetings, conferences, and events, including development of education curriculum expansion of AcctoFi’s learning opportunities for members and others in the accounting and finance profession. 

SPECIFIC RESPONSIBILITIES:

CONFERENCE AND EVENT PLANNING AND PRODUCTION
Oversee all areas of program planning and development for assigned events. Including but not limited to:  
  • Working with the conference/event committees to develop a content plan and major logistics.
  • Coordinating speakers, materials, and sponsorships.
  • Serving as primary contact/liaison with host facility.
  • Managing the revenue and attendance targets for each assigned program.
  • Working with the Marketing and Communications team to implement a marketing plan for each program.
  • Overseeing expenses for each program, ensuring the accuracy of invoices and initiating payments for event expenses. 
PROGRAM DEVELOPMENT
  • Collaborate with Manager, Learning to develop and implement new learning delivery techniques, curriculum outlines, and learning paths. 
  • Research and recommend new topics for development of new program offerings.
Serve as staff liaison performing responsibilities and duties as outlined in the TXCPA Volunteer Policies and Procedures Manualfor Conference Committees and any other committees or focus groups as assigned.

Serve as a backup conference and event coordinator for other meetings as needed. 

Assist with annual Learning/CPE program and conference budget process.

Perform other duties as assigned.


MINIMUM QUALIFICATIONS
  • High school diploma or equivalent.
  • Two or more years' experience in the meeting/events industry or with a professional association.
  • Two or more years’ experience with development of education content.
  • Must be detail oriented and organized, with exceptional time management skills.
  • Self-motivated, creative, and able to thrive in a fast-paced environment, both independently and as part of a team.
  • Proficient in Microsoft Office with the ability to learn other software that is integral to the position.
  • Experience in budgeting and record keeping.
  • Ability to travel overnight and weekends.
  • Ability to lift up to 50 lbs. 
PREFERRED QUALIFICATIONS
  • One or more years of college-level course work.
  • CMP (Certified Meeting Planner) designation. 
  • Strong interpersonal skills.

 

Flexible work from home options available.

About the Company

T

Texas Society of Certified Public Accountants