Financial Planning and Analysis

• Lead the long-range strategy and vision for financial aid professional convenings to advance College Board’s mission, strengthen product retention, and drive engagement.
• Lead end-to-end planning and project management for professional development events, including virtual webinars, national conferences, regional sessions, and institutional training.
• In partnership with Director of Financial Aid Marketing and Communications, co-lead conference design and positioning, including defining event goals, content strategy, format, and attendee experience.
• Manage event logistics including vendor selection and management, content development, contracts, onsite support, registration, and audiovisual, committee/speaker travel, and hotel room blocks.
• Identify and execute strategies and new best practices that result in measurable growth of event engagement, customer satisfaction, and conversion.
• Coordinate with internal and external stakeholders to manage speaker engagement, session proposals, content development, outreach, scheduling, content alignment, and preparation to ensure a cohesive and impactful event experience.
• Provide travel support for advisory committees including managing rooming lists, airfare, and reimbursements.
• Drive strategy aimed at streamlining event planning processes and improving the end-to-end attendee experience.
• Oversee site selection and virtual platform setup; manage vendor and venue coordination, registration, day-of execution, and travel support for committee members, presenters, and staff.
• Draft and maintain run-of-show documents, production timelines, and internal staffing plans to ensure flawless delivery.
• Own accountability for meeting event KPIs such as NPS, registration growth, and revenue targets.
• Serve as a thought partner to product and marketing leadership on how convenings can accelerate product adoption and user satisfaction.
• Develop and oversee event budget planning.
• Coordinate payments and reconciliations of events related transactions.
• Develop and maintain event revenue and modeling.
• Make budget recommendations for cost savings and revenue growth based on past event performance and vendor negotiations.
• Manage event technology platforms (e.g., Zoom, Cvent, etc …) including registration, attendee engagement, and Salesforce integrations.
• Ensure accessibility, consistency, and ease of use across all convening tools.
• Troubleshoot technical issues during events and serve as the primary liaison for platform support and vendor partners.
• Develop and execute attendee surveys and maintain post-event analytics to inform training and support strategies .
• Manage event scheduling and registration logistics .
• Evaluate and recommend software systems to improve operational efficiency and attendee experience.
• Work closely with Director of Financial Aid Marketing and Communications to deploy events promotions and align brand presence.
• Develop and maintain exhibiting toolkits and assets.
• Support exhibiting strategies and ancillary meetings including securing conference and events booth space, assets, and contracts.
• Support staff team engagements including securing meeting spaces and coordinating staff travel.
• Lead planning for national exhibiting presence to support sales enablement and customer acquisition strategies.

Director, Financial Aid – Events Planning

Junior Finance and Administration Manager

Business Finance Centre Team Manager

Regional Business Finance Centre Partner

Senior Financial Analyst

FP&A Manager