Director

• Fully own the strategy, launch, and development for the CPE program
• Create new CPE modules that are strategically aligned with Choreo’s business objectives
• Manage the logistics, scheduling, attendance monitoring, reporting of credits and recordkeeping according to licensing requirements
• Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year
• Support broader CPA industry organization (AICPA, Accounting Today, Journal of Accountancy, etc.) partnerships by co-creating/promoting CPE and other content for lead gen, thought leadership and relationship-building opportunities
• Develop a strong working relationship/rapport with advisors delivering CPE
• Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA)
• Maintain Choreo’s CPE license in good standing with NASBA
• Ensure advisor presenter registration with NASBA and coordinate advisor presenter training
• Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements
• Keep detailed records of each session and participating attendees
• Following each session, provide credit certificates to participants, and report credits to NASBA
• Collect and respond to advisor and participant feedback regarding session value and new content, and make strategic recommendations for improvements
• Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience
• Support advisors in relationship-building with partners receiving CPE from Choreo
• Partner with the broader marketing team to build awareness and following for Choreo CPE as a value-add, including industry webinars/lead gen efforts

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