The Colorado Society of Certified Public Accountants (COCPA) is the statewide, not-for-profit professional association serving Colorado CPAs and the public for over 100 years. Founded in 1904, the COCPA comprises over 8,000 members, most of whom live and work in Colorado. Members are CPAs in public practice, industry, education, and government; non-CPAs on the professional staff of a Colorado CPA or CPA firm; Colorado accounting faculty; accounting professionals employed in industry; and students enrolled in a qualified accounting program.
The organization seeks a qualified candidate to succeed the current director who will retire, March 31, 2018, after almost nine years in the position and 35 years with the COCPA in various other positions. With the naming of the new Member Services Director, the position will be restructured in collaboration with the COCPA team.
The COCPA has been focused on five strategic initiatives since 2015: Content management and delivery; leadership development; innovation culture and competency (internally); member and customer service; and sustainability of the organization.
In April 2016, the COCPA moved from a PC-based environment and hardware/software to a cloud-based environment using Google Drive, apps, and laptops. In spring 2018, the COCPA will implement a new association management system to replace its legacy system, iMIS. In summer 2017, the COCPA began an office renovation which involved creating open, collaborative spaces coupled with personal workspaces for all staff which features sit/stand desks. The new office environment was completed in fall 2017.
Staff enjoy the ability to work a flexible schedule, including the ability to work remotely; paid health insurance for the employee (after the waiting period); participation in the 401k pension plan which is matched, dollar for dollar, up to 5% of the employee’s compensation; generous vacation, sick leave, and holiday time, and free parking as well as nearby access to light rail transportation.
POSITION OVERVIEW The Member Services Director works with volunteer COCPA members and staff in developing and implementing programs, activities, and resources to further the organization’s mission to support members in providing quality professional services to serve the public and encourage the best and brightest students to pursue an accounting career. The position, as mentioned previously, will be restructured to take advantage of the new director’s expertise, particularly in the areas of member and student recruitment, orientation, and retention and accounting faculty relations and support.
The new Director will supervise the member services staff - currently four individuals including the receptionist, two member services representatives, and a membership development coordinator who spends most of her time working with members in other locations across Colorado. In addition, the Director will supervise the peer review coordinator until the new peer review structure is implemented. Responsibilities include hiring, training, and supervising staff, coordinating member services efforts with others, both staff and volunteers, and participating in management team meetings with the CEO, CFO, and Continuing Professional Education Director.
QUALIFICATIONS The successful candidate will demonstrate extensive experience in working with volunteers, familiarity with the professional association environment, and a strong desire to serve. Specific criteria include: Minimum eight years experience in the association management profession General knowledge of the CPA profession Proven membership recruitment and retention experience Excellent communication skills including writing, presentations, and group collaboration Budgeting and accounting experience Proficiency in computer skills - the COCPA use Apple MacBook Pro laptops, Google Drive, and Google apps. PC experience is acceptable. College graduate desired Able to pass background and credit checks
QUALITIES The successful candidate will: Possess a friendly, open, and transparent personality, able to work well with members, volunteers, and staff Model integrity and a strong work ethic to include high performance standards for self and staff Possess effective organizational skills, be able to work on multiple projects with ease, meet deadlines consistently, and demonstrate a high degree of accuracy Be flexible and able to respond effectively in challenging situations Present a professional demeanor and appearance at all times Desire to work in a member services-centric organization undergoing transformation for success into the future
RESPONSIBILITIES Supervise the Member Services team and lead in developing, implementing, and evaluating the member services administrative activities, including: Recruitment and retention efforts to maintain and grow COCPA membership and member use of COCPA services Annual membership dues budget development, billing, and collection Membership database management, including regular update and maintenance Support of chapters located across Colorado Resume and referral services maintenance Reception desk staffing Partnership/affinity programs development and implementation Networking events support Accounting faculty and students events development and support Visit COCPA members across the state. Serve as staff liaison to the Accounting Careers Committee and other groups TBD. Manage promotion and sale of CCH tax and other publications. Assist in responding to members’ and others’ questions. Participate in management team meetings and support relationships among staff.
JOB REQUIREMENTS Use the telephone, cell phone, computer, desktop calculator, printers, copiers, and scanners. Meet deadlines. Work more than 40 hours per week for time-critical projects or during high-volume periods. Work on more than one project and shift focus from one to another as needed.
Physical requirements of the position include: Sitting, Talking, Hearing - Frequent (over ?) Using hands to touch, handle, move objects - Frequent (?) Reaching with hands or arms - Occasional (?-?) Standing, Walking - Frequent (over ?) Lifting - up to 25 lbs - Occasional (?-?) Close vision and the ability to adjust focus
Additional Salary Information: Salary dependent on background and experience.
About Colorado Society of CPAs
The Colorado Society of Certified Public Accountants (CSCPA) is the statewide, not-for-profit, professional association serving Colorado CPAs and the public for over 100 years. Founded in 1904, the CSCPA comprises over 8,500 members who live and work in Colorado, as well as across the globe.
Members are CPAs in public practice, industry, education, and government; non-CPAs on the professional staff of a Colorado CPA or CPA firm; Colorado accounting faculty; accounting professionals employed in industry; and students enrolled in a qualified accounting program at a Colorado college or university.