Summary :

The Training & Event Coordinator reports to the Training & Events Manager, oversees all aspects of events. The coordinator provides logistical and strategic support for training initiatives and events, creates engaging in-person and virtual learning experiences, and actively cultivates relationships with member credit unions, industry business partners, and industry speakers .

Essential Duties and Responsibilities :

• Develop and maintain relationships with industry leading speakers to ensure ICUS is booking engaging and relevant talent.
• Secure event speakers, negotiate fees, prepare contract agreements, and initiate payment processes.
• Facilitate legal review and approval of event-related contracts.
• Develop education materials for virtual and face-to-face meetings and workshops.
• Monitor industry trends to identify new opportunities and topical education needs to develop content and contract appropriate speakers.
• Collaborate with industry partners such as credit union leagues and trade associations to deliver impactful and valuable learning opportunities to member credit unions.
• Small and large group facilitation and public speaking engagements
• Plan, implement and lead virtual learning offerings, including but limited to, business partner product webinars, learning workshops for credit union staff, peer group discussions and motivation speaking engagements.
• Coordinate with speakers to ensure presentations and / or handouts are received and made available to attendees in a timely manner.

Perform on-site event facilitation.

• Organize event and meeting logistics, including-but not limited to-venue selection, on-site set-up, transportation, accommodation, and audiovisual requirements.
• Assist in developing event plans, timelines, and budgets according to event requirements, objectives, and budget constraints.
• Manage pre-event and on-site registration and other event coordination functions, such as printing name badges, rosters, sponsorship, and directional signs.
• Maintain speaker catalog and take a lead role in event agenda design.
• Create post-event evaluation, gather client and attendees' feedback, and identify improvement areas.
• Collaborate with the marketing team to create promotional materials, including brochures, social media content, and email campaigns.
• Assist in managing the On-Demand Training distribution and testing process for member credit unions and tracking the CU Webinar Network.
• Assist in maintaining event registrations and member records within Salesforce.
• Participate in special projects and committees and provide onsite backup support for various ICUL events as assigned.

Skills and Attributes :

• Strong creative and professional writing skills that provide relevance within the industry.
• Excellent organizational skills and the ability to manage short and long-term projects.
• Dependable with the ability to maintain a high level of trust.
• The ability to work independently and collaboratively.
• Proven troubleshooting and problem-solving skills.
• Comfortable in virtual and in-person speaking engagements.

Preferred Education and Experience :

• College Degree preferred.
• Three years to five years of similar or related experience.
• Credit Union industry experience is preferred .
• CUDE and / or FiCEP Certification Preferred
• Proficient in Microsoft Office products.
• Experience in Salesforce preferred.
• Local travel and some travel may be required for brand-sponsored or networking events.

Physical Requirements :

• Must be able to sustain prolonged periods of working on a computer.
• Must be able to move items up to 10 pounds occasionally.

Job Posted by ApplicantPro

Last updated : 2024-05-17