JOB SUMMARY: Under the supervision of the Director, Professional Development, works with volunteers, speakers, vendors, and staff to plan, implement, and deliver professional development offerings. Manages SOA and/or partnered meetings and seminars held in conjunction with these meetings or standalone. Coordinates the cross-functional area roles and serves as the PD Administrator and point of contact for the content development and presenter management of meetings, seminars, symposia, and webcasts. Provides input to the curriculum and content unit in process reviews, improvements, and documentation. Collaborates with other departments on initiatives affecting PD curriculum and content and/or organizational processes and procedures on an as needed basis; secures input and feedback from the PD team. Formulates policies as needed. Provides direction, input, and implementation of initiatives from the Professional Development Committee (PDC).
Discuss terms of partnerships with joint sponsors of programs and prepare the Memo of Understanding for each program, if necessary.
Develop, direct, and manage the budget for each program (meetings, symposia, seminars, and webcasts).
Develop, manage, and maintain the project plan for assigned events in collaboration with cross-functional teams comprised of staff from departments including Education (PD logistics), Section and Practice Advancement, Marketing and Communication.
Accountable for the overall success of the program and for ensuring other team members are on schedule with the timeline.
Using sound business judgment, make operational decisions to ensure delivery of an event is aligned to the program’s goals/objectives. Consult with other team members as needed.
Serve as the key contact to the partner, committee and/or presenters and develop, manage, and maintain the project plan for content development of the program.
Execute assigned steps in the project plan (such as collection of agenda, content, Personify entry, update and issue presenter correspondence, ensure presenters are registered, collect and post handouts, prepare/coordinate shipment).
Work with outside vendors coordinating corresponding event app, recruitment and collection tools, and virtual platforms.
Schedule, plan, and conduct meetings for the program team (whether formal or informal).
Update program project plan and record decisions in appropriate organizational forms. Distribute information to all program team members.
Travel to assigned seminars and symposia, conduct on-site responsibilities including verifying room set-ups, audio visual needs, monitor catering arrangements, manage on-site registration for presenters and attendees and troubleshoot.
Monitor virtual meetings, manage presenters, and troubleshoot.
Conduct program evaluation capturing plus/deltas of the program with other team members.
Review the evaluations and incorporate all findings into identified opportunities for improvements in organizational efficiency and effectiveness.
Responsible for completing post-event activities such as presenter reconciliation, evaluations, and recordings.
Launch new initiatives, establishing procedures and protocols.
Establish process performance objectives.
Provide input, revise, or develop, and document business processes for PD content development and delivery.
Where appropriate, lead the implementation of process improvements including liaising and training the PD team and other department staff.
Learn and apply new, SOA-approved technology tools to perform job responsibilities.
Conduct vendor research, if necessary.
Perform as a team member while executing duties.
Understand the policies and guidelines of the SOA and ensure volunteers and presenters have the information they need to understand and comply. This would apply to copyrights, reproductions, speakers’ fees, and reimbursement.
Engage the appropriate members of the program team to resolve any issues on behalf of the volunteers.
EDUCATION AND EXPERIENCE REQUIRED (an equivalent amount of training, education and experience will be considered)
Bachelor’s Degree in Business Administration, Project Management or Hospitality Management
Experience in planning Professional Development programs and knowledge of project management preferred
Association experience is preferred
KNOWLEDGE, SKILLS AND ABILITIES including competencies that may be representative but not all inclusive of those commonly associated with this position.
Adapt quickly to a constantly changing environment.
Provide excellent service and teamwork with staff, members, and volunteer leaders whose objectives and knowledge base may vary.
Follow through on assignments and meet deadlines.
Effective negotiating skills.
Communicate effectively with staff and volunteers.
Work effectively independently and as a member of a team.
Manage multiple tasks simultaneously.
Make objective decisions using sound judgment.
Ability to provide timely and accurate follow up on assignments.
About Society of Actuaries
Join our growing professional membership and credentialing association and put your talents to work. We have over 30,000 members in the actuarial profession throughout the world who work in the areas of consulting, insurance, finance, healthcare and business. Our staff of 150 strives to provide the highest level of service to our members in everything we do from education, to credentialing exams to research and communication. We are located in Schaumburg, across from The Streets of Woodfield, conveniently adjacent to I-90, 355 and 290. Our office is accessible on public transportation from Chicago, via the blue line and Pace Bus. Our benefits include BCBS Health Insurance, Dental, Vision, a generous retirement contribution, work-out facility in the building, health club reimbursement, opportunities for professional development including tuition reimbursement and internal and external training opportunities.