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CPE & Committee Staff Liaison

NEW MEXICO SOCIETY OF CPAS


Location:
Albuquerque
Date:
06/26/2017
2017-06-262017-07-26
Job Type:
Employee
Job Status:
Full Time
Categories:
  • Customer Service
  • General Office
NEW MEXICO SOCIETY OF CPAS
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Job Details

The New Mexico Society of CPAs (NMSCPA), based in Albuquerque, New Mexico is seeking a CPE and Committee Staff Liaison. NMSCPA is a statewide professional association comprised of CPAs in public accounting, business and industry, government, education, and the nonprofit sector. This position develops, plans and executes the Continuing Professional Education (CPE) program for the NMSCPAs.    A bachelor degree (or higher) is required. Salary and compensation package is commensurate with experience. A JOB DESCRIPTION follows.

Applications and resumes should be submitted to robert@nmscpa.org.

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TITLE: CPE & COMMITTEE STAFF LIAISON

DATE: July 2017

 

ORGANIZATION MISSION

The New Mexico Society of CPAs is a statewide association uniting professionals who provide their time, talents and resources towards strengthening and enhancing the CPA profession in New Mexico.

FUNCTION OF CPE & COMMITTEE STAFF LIAISON

The position requires a "hands-on team player" with the ability to positively and professionally interact with management, co-workers, and members by exhibiting a friendly and courteous demeanor, being flexible with scheduling, promptly responding to requests, and actively sharing in the responsibility for Society projects, tasks and assignments in a timely manner.

This job description is intended to indicate the kinds of tasks and levels of work difficulty, which will be required and shall not be construed as declaring what specific duties and responsibilities this particular position shall be.  The use of a particular expression or illustrations describing duties shall not be construed to exclude other duties not mentioned that are of a similar kind or level of difficulty.

CPE - Duties & Responsibilities:

  • Shares in the day-to-day responsibility of maintaining effective operations and administration of the Society.
  • Develops, plans, and executes the Foundation's Continuing Professional Education program, including but not limited to:  scheduling all seminars and conferences, arranging appropriate facilities for all programs; timely and cost effective ordering of courses; acquisition of qualified instructors; budgeting and other liaison to ensure successful programs from start to finish.
  • Maintains adequate records of courses and instructors, course registration fees, attendance, expenses, and yearly summaries of the Foundation's programs.
  • Responsible for payment of NMSCPA Foundation bills; preparation of annual Foundation budget.
  • Provides assistance to chapters and firms, as required, to arrange for CPE instruction.
  • Develops and implements marketing and promotional materials for CPE including articles, CPE Digest, web posting, newsletters, brochures and other CPE publications.
  • Maintains liaisons with AICPA, NM Public Accountancy Board, other State Societies, other accounting organizations and professional groups in order to keep abreast of changes, foster a cooperative spirit and encourage, as appropriate co-sponsorship of programs.
  • Plans with the President special meetings of the society; make arrangements for meeting space, speakers and meals.
  • Assures timely turn around on CPE registrations, payments of bills, set-up of the classroom and lunch arrangements, ordering of CPE supplies, inventory and returns of course manuals and evaluations summaries.
  • Works with Member services section and project teams to provide assistance in development of projects, notices, recruitment of team members and scheduling of members.
  • Assist with special projects.

Committees

                Young CPAs

  • Meet with committee twice a year
  • Correspondence with committee regarding details/budgeting
  • Promote and advertise events (4 annually)
  • Execute and attend events

 

                Leadership Academy

  • Log incoming applications
  • Correspondence with firms and applicants
  • Correspondence with planning committee regarding details (agenda, networking events, etc)
  • Coordinate arrangements with hotel regarding meeting space, rooms, AV, food and beverage
  • Work with instructor to ensure success of program

 

                Scholarships and Scholarship Committee

  • Create scholarship application on WizeHive platform
  • Maintain the scholarship platform
  • Send applications for review to committee
  • Meet with committee
  • Collect RSVPs from

 

                Outstanding Member Awards and Awards Committee

  • Meet with committee to develop and execute a marketing plan to collect award nominations
  • Call for applications
  • Promote application and reach out to firms for nominations
  • Gather applicant info and send to committee
  • Correspond with firms and individuals who have questions about nominations
  • Meet with committee to select award nominees

 

Society

  • Tasks for the Annual Business Meeting:

-          Create ballot for Leadership slate

-          Track votes for new Board members

-          Purchase gift or gift card for outgoing chair

-          Order & purchase glass award for outgoing chair

-          Design and print the program

-          Design and print a one-page flyer promoting Leadership Academy

 


Requirements

MINIMUM QUALIFICATIONS

  • Must have a bachelor’s degree.
  • Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
  • Must possess excellent written and verbal communication skills; organization and problem solving skills; and be able to interact with internal and external customers.
  • Must be able to handle multiple tasks and operate and function with proactive behavior and self-motivation.
  • Must project a professional image. 
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