Education Programs & Event Planning Coordinator

Wisconsin Institute of CPAs (WICPA)

Founded in 1905, the Wisconsin Institute of Certified Public Accountants (WICPA) is the premier professional association for Wisconsin accounting and business professionals. With more than 7,000 members in public accounting, business and industry, government, nonprofit and education, the WICPA serves the diverse needs of members by enhancing professional competency; promoting the value of members and the profession; advocating on behalf of the profession; and building community among members.

Position Details

Education Programs & Event Planning Coordinator
Southeast Wisconsin
Waukesha, WI

Responsible for planning, coordinating, and overseeing assigned seminars, special events, networking events, on-demand, online, and breakfast programs including registrations, onsites, member support, facility and instructor coordination and negotiating favorable contracts. Assists with conferences and larger events. Proofing and editing all education communications for accuracy and message. Maintain and build new relationships with vendors. Responsible for accurately entering transactions, maintaining educational programs in database, coding and tracking seminar expenses, training center rentals, and other duties.


  • Researches, develops and implements processes to select appropriate courses, vendors, and speakers to present all educational programs.
  • Ensures the development of successful programs designed to increase customers' competencies and provides positive educational and networking experiences.
  • Evaluates and negotiates favorable contracts with vendors and suppliers for facility, catering, audiovisual, hotel and other needs.
  • Organizes and coordinates in-person and online programs, speakers, facility, catering, contracts, onsites, signage for conferences and assigned seminar and breakfast programs and special events.
  • Accurately completes and updates speaker checklists, follows up on program content and materials.
  • Gathers and organizes copy for content; verifies details and logistics.
  • Serve as key onsite staff to assist, prepare and oversee success of events.
  • Accurately processes all registrations and transactions. Tracks program expenses. Updates spreadsheets.
  • Enters new programs and fees in database system. Responsible for maintaining current and accurate information and format in database and website. Maintains event information in organized, accurate and detailed manner.
  • Gathers and proofs content for annual education programs publication for accuracy and apply AP and/or marketing style.
  • Researches and identifies growth opportunities, such as enhancing programs, adding programs, exploring new formats, etc.
  • Develops a network and looks for possibility of joint programs (and reaches out to other groups) with other associations, chambers of commerce, etc.
  • Research, recommend and implement current, emerging, and future technologies for production and sale of programs.
  • Researches and identifies growth opportunities, such as enhancing established programs, adding programs, exploring new formats, etc.
  • Responsible for training center rentals.
  • Backs up main phone line and mail.


  • Must possess a minimum of a Bachelor's Degree in marketing, communication, business, meeting or event planning, 
  • Must possess at least 3 years of previous experience in business, meeting and event planning, program selection, marketing, or equivalent skills and abilities;
  • Exhibits accounting and financial skills to include budgeting and analysis;
  • Must provide high level customer service to members and vendors.
  • Must exhibit ability to professionally negotiate contracts with outside vendors, possess exceptional customer service skills;
  • Computer abilities including Microsoft Word, Excel, Outlook, PowerPoint, Adobe Pro, and data entry.
  • Exhibits exceptional ability to communicate effectively both orally as well as in written format, including preparing, proofing, and editing written copy for brochures, website, and marketing materials;
  • High level of organization skills, accuracy, attention to detail and ability to multitask;
  • Must possess a valid driver’s license, have a reliable source of transportation and must be able to travel as scheduled and work overtime as needed.

Competitive compensation package including:

  • Compensation range low $40's 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 depending on program schedules (with elective Friday afternoons off in summer)
  • Professional development opportunities
  • Collaborative culture and team activities
  • Casual attire accpetable on non-meeting/event dates

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