Reports to: Managing Director, Learning and Conferences
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today’s CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.
Position Summary The Financial Planning Association is seeking a Manager, Conferences and Meetings to join the Learning and Conferences team. This role is key to designing, managing and executing high-quality national conferences and meetings for FPA, including but not limited to the Annual Conference, Retreat, NexGen Gathering and the OneFPA Chapter Leaders Conference. This role is responsible for developing and managing the goals and objectives of the program, for collaborating and partnering with staff and volunteers from program inception to completion, driving efficiencies, monitoring cost controls and remaining within budget. The Manager, Conferences and Meetings will work closely with the Managing Director, Learning and Conferences to define and implement a long-term strategy for FPA’s national conferences and meetings aligned with FPA’s strategic direction and the business mission of the organization: To advance financial planning practitioners from novice to master to leader of the profession.
Build and maintain relationships with FPA staff, volunteers and vendors
Consult with advisory groups, stakeholders, and subject-matter experts to determine the needs, scope, content and design of FPA national events that will best serve FPA members
Establish goals and objectives, in conjunction with other staff and the volunteer task force to create agenda and program component recommendations for each meeting
Coordinate SOW, develop meeting specifications and timelines for facility and vendor execution and other paperwork including program change documents
Develop, manage and maintain budgets for each meeting from inception through post-event
Develop and oversee individual registration processes for meetings
Monitor housing process, including room blocks, reservation process, pick-up, etc.
Serve as a liaison with venues, general service contractor, audio visual provider, DMC, transportation companies and other contractors to communicate and manage fulfillment of meeting specifications and requirements
Manage all onsite logistical requirements and interface with venue and vendor contacts to deliver a seamless meeting experience
In collaboration with the Strategic Partnerships Team coordinate logistics in the exhibit hall and ensure fulfillment of sponsorship benefits for all sponsorships related to events
Partner with the Marketing and Membership Team to produce marketing/printed materials needed for meetings, such as advertisements, conference programs, etc.
Participate in site identification, visits and selection
Create and maintain accurate and complete files of historical data for meetings, such as hotel room block pick-up, attendance reports, evaluation results, etc.
Research meetings industry standards and innovations to assist with setting higher standards over time with meetings execution
Respond to requests for information concerning meetings and when appropriate, serve as an event resource for members, staff and volunteers
Manage and participate in any other organizational meetings or events as directed
FPA’s Culture: A Learning Organization
By committing to be a learning organization, we believe in learning from experience and experimentation. We support the creation, acquisition and transfer of knowledge and commit to modifying our behaviors and protocols to reflect new knowledge, insights and strategies. We believe that acquiring knowledge and innovating fast enough is the key to thriving in a rapidly changing environment. We promote a learning organization work environment that is open to creative thought. We embrace the concept that solutions to ongoing work-related challenges are available inside each one of us. We cultivate and champion the ability to think critically and creatively, the ability to communicate ideas and concepts, and the ability to engage others in healthy cooperative processes that result in exquisite inquiry and action.
To realize the above, we believe in the following five core cultural values:
Skills Required to be Successful
Understanding of nonprofit organizations and/or working with volunteers
Excellent project management skills with ability to multi-task extensively in a fast-paced environment
Excellent communication skills, with an ability to tailor messages, understand the perspectives of others, share information readily, and the ability to listen as well as give feedback in a respectful and diplomatic way
Ability to work closely with staff and volunteer members with a focus on driving collaboration and operational efficiency, but also a self-starter, able to demonstrate initiative, and to think outside the box
Possess a positive attitude with ability and willingness to provide excellent customer service to internal and external stakeholders
Ability to problem-solve utilizing knowledge and experience, and think creatively and broadly to enable and implement a project or event
Willingness to travel as needed
Education and Prior Experience
Bachelor’s degree required; preferred degree in Hospitality, Tourism and/or Hotel Management
Two – five years of meetings and event management experience, significant destination knowledge beneficial
Prior work experience for a membership or trade/professional association is a plus
Certified Meeting Professional (CMP) and/or Certified in Exhibition Management (CEM) credential preferred, but not required
About Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.