Technology and Program Operations Coordinator
TPSU The Plan Sponsor University
Aug 2024 - Current (2 years 2 months)
coordinate the planning, execution, and support of fiduciary education programs delivered nationwide to retirement plan sponsors. I oversee program operations from pre-event preparation to post-event follow-up, ensuring a seamless and tech-enabled experience for all stakeholders. Designing and editing program presentations using PowerPoint and Canva, ensuring content is visually engaging, branded, and tailored for each event’s agenda.Collaborating across departments (marketing, sales, speaker relations, logistics) to facilitate invitation design, contract workflows, sponsorship tracking, and CE credit follow-up.