The Member Engagement Representative is a member of the COCPA Operations Team. The Member Engagement Representative is primarily responsible for encouraging and creating member engagement opportunities within the COCPA membership for students and faculty while also supporting the Educational Foundation.
Serves as staff liaison, providing event planning, administrative support, COCPA web page management, and coordination for a new accounting faculty group.
Works with the faculty to plan the annual Accounting Educators Conference, including but not limited to:
Determining dates and location
Working with Blue Ocean Ideas (BOI) to promote the event to college faculty
Assisting with setting up the event, questions, and execution
Posting the event survey
Prepares and coordinates the distribution of a quarterly faculty newsletter
Regularly updates the faculty contact list
Identifies student member prospects and promotes membership
Provides support to students on issues related to student membership
Serves as staff liaison, providing event planning, administrative support, COCPA web page management, and coordination for a new student group
Coordinates Spring Career and Student Interview Days and Surgent Mock CPA Exams Day, including but not limited to:
Determining dates and processes
Working with BOI to promote the events to firms, college faculty, and students
Assisting with setting up and executing the event and answering questions
Posting the event survey
Coordinates and assists with presentations at college accounting student groups
Assists with planning and coordinating Student Night events for chapters that want to host a program
Prepares materials and presentations for student programs
Provides support to the Educational Foundation, including but not limited to:
Administering the scholarship application and review process for one annual merit-based scholarship program and one new two-year transfer student program
Coordinating the Gold Key Award program, including: facilitating nominations, preparing certificates, selecting and shipping awards, scheduling awards ceremonies, and preparing presentation materials
Supporting the Scholars Mentoring Program
Supporting the Educational Foundation Board of Trustees
Facilitating student-faculty communication
Manages the Talent Platform, including but not limited to:
Responding to employer questions
Developing an engagement and promotion strategy with BOI
Attends Young Professionals Council meetings
Covers lunch and breaks for the front desk on Mondays
Assists with phone and Intercom when needed
Agrees to abide by the COCPA Core Values:
We are Adaptable and Courageous – Be afraid and do it anyway.
We are inquisitive, creative, and willing to experiment. We choose to be courageous in our conversations, behaviors, and actions even when it’s uncomfortable. Together, we tackle the challenges before us and adapt our processes, programming, services, and relationships to sustain and grow our organization for the future.
We Practice a Can Do Attitude – Yes we can!
We embrace opportunities and challenges with persistence, humor, grace, and a sprinkling of joy. We approach requests with an open mind and willingness to do what it takes to get the job done. We encourage and support others in the work they do. Experiment with something new? Have fun, too? Yes we can. Yes we can. Yes we can.
We Are Engaged and Dependable – Count me. Count on us.
We work hard, individually and together. We connect with and contribute to our team and the profession we serve. We are self-motivated and proactive. We focus on being solutions-oriented.
We Deliver Professional High Quality Work – Excellence is the norm.
We are personally and collectively accountable for producing our best work to the best of our ability. We pay attention to the details. We hold ourselves and each other responsible for delivering timely, accurate, and informative work products and resources.
We are Member/People Focused – people come first at COCPA.
We’re here to make a difference for members, often in unexpected ways. Whether through education, resources, connections, or solutions to problems and answers to questions, we support COCPA members in being successful.
We treat all people with respect, seek to understand, listen effectively, routinely give the benefit of the doubt, and embrace being compassionate and caring. We are resilient team players who understand and support each other in both our personal and professional lives.
SCHEDULE AND BENEFITS
Anticipated 25 hours of work per week.
COCPA office hours are Monday through Thursday 7:30 am-5:00 pm and Friday 7:30 am-noon. Hours and schedule will be determined jointly and approved by the Director of Member and Business Development within COCPA office hours.
Remote work hours available by election and with supervisor approval.
Paid holidays: Scheduled hours during the following organization holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and the Friday following, Christmas Day. One paid prorated floating holiday available for either Martin Luther King Day or Presidents Day or Juneteenth Day and one paid prorated floating holiday available for use in November or December.
40 hours of paid sick leave per year.
50 hours of paid vacation in the first year of employment (5 additional hours earned per year up to a total maximum of four equivalent work weeks).
Four equivalent work weeks of paid FMLA leave available upon qualification.
Customer service skills required:
Commitment to the core value, “We are Member/People Focused”
Excellent communication skills
Poised, personable, and professional manner on the phone and in person
Ability to maintain comprehensive knowledge of COCPA and its membership requirements, services, resources, and programs
Ability to respond to member needs efficiently and effectively
Data processing skills required:
Data input accuracy
Database management skills
Knowledge of association management systems and ability to learn new systems
Responsible management of financial data and financial assets
Basic math skills
Strong attention to detail
Experience with Google Office Suite
General skills required:
Ability to work within the Entrepreneurial Operating System (EOS) process
Strong punctuality and dependability
Ability to be self directed
Ability to manage and prioritize multiple projects/tasks
Ability to use office equipment such as a personal computer, computer printer, desktop calculator, scanner, copier
Ability to write clear and grammatically correct emails, letters, and documentation
Strong problem-solving and information-management skills
Ability to exhibit strong judgment when handling confidential information
Ability to apply a high degree of organization
Ability to meet deadlines and follow up on required tasks
About Colorado Society of Certified Public Accountants
The Colorado Society of Certified Public Accountants began in 1904 and, to this day, remains the only statewide, not-for-profit, professional association dedicated to equipping and empowering Colorado’s CPAs. By providing more than 1,500 continuing professional education (CPE) course offerings every year, CPE customization options, on-demand e-learning selections, volunteer opportunities, and member networking, COCPA fosters success for individual CPAs as well as the furtherance of the profession as a whole.