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. Perform other related duties and assignments as needed. 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
