Position Responsibilities

Plan and coordinate events (both in-person and virtual) in conjunction with the EVP, Membership and EVP, Knowledge Sharing.
Anticipate event needs, manage event planning calendar and scheduling, discern work priorities, monitor event timelines ensuring deadlines are met.
Lead the call for sessions process: update and send invitations, organize responses, recruit reviewers, prepare ranking sheets, organize reviewer responses.
Manage event registration: update web site content, track comp codes, handle all registration inquiries, provide registration information to Meeting Planner in a readily usable form and on a timely basis, conduct on-site registration and manage attendee issues.
Manage Conference breakout session presenters: communicate key dates, gather speaker needs, handle inquiries, communicate needs to Meeting Planner.
Manage internal and external requests for meeting space at the conference hotel: create request forms, communicate with those making requests, and coordinate approved requests with Meeting Planner for space assignment.
Maintain inventory of event-related items (e.g., name badges, lanyards, binders), prepare meeting materials such as agendas and name badges, ensure training binders are properly assembled, and ensure materials are shipped to event location on time.
Lead attendee evaluation process for all events. Prepare summary reports for staff and Board.

Bachelor’s degree or 5-7 years of work experience in lieu of a degree.
1-3 years of professional experience in event or project management.
Professional event planning experience of events up to 1,500 people
Knowledge of the CDFI industry is strongly preferred.
Experience drafting original audience-specific communications for management review and publication required.
Must be proficient with MS Office Suite products.
Excellent organizational and problem-solving skills with a keen eye for detail.
Ability to manage multiple projects simultaneously with ease and efficiency under minimal supervision.
Ability to work constructively with a diverse audience.
Light to moderate travel required (5-10% of the time).
No extraordinary physical requirements beyond the ability to travel.

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