• Serve as a point of contact for internal stakeholders, ensuring effective communication and collaboration across departments. • Prepare and distribute reports, summaries, and internal communications to support program execution and interdepartmental coordination. • Maintain accurate documentation of program activities, updates, and outcomes using internal tracking systems and tools. • Collaborate with team members to track project milestones, ensuring timely completion of tasks and follow-ups. • Support process improvement initiatives by documenting workflows, identifying inefficiencies, and recommending enhancements.

• Schedule, coordinate, and run CE events from setup through close, ensuring each event stays on its required timeline. • Serve as the single point of contact for Title Agents – confirming event details, securing sign-in/sign-out sheets, attendee lists, and surveys, and following up persistently until each item is received. • Coordinate instructors and CE vendors: confirm bookings, collect W-9s, manage handouts and materials, and resolve logistics. • Coordinate with WFG sales reps to tie each event to the correct rep/territory and route survey results to reps and their managers. • Execute the full event email cadence (from pre-event registration through post-event credit/follow-up communications) accurately and on schedule. • Coordinate registration site setup and marketing kit requests/distribution, and track marketing status per event. • Pull and monitor registration reports, track counts against thresholds, and flag low-registration events for go/no-go decisions. • Process CE credits: issue certificates and self-report rosters to state regulatory bodies where required. • Prepare and assemble regulatory filings and provider/instructor/course approval packets for leadership review and sign-off. • Maintain organized records for state audits and recordkeeping requirements. • Produce the monthly Program Report and analysis that demonstrate the impact of the

• Support the recruitment of residents and advanced practice providers • Foster relationships with universities and professional organizations

• Provides structured coordination and operational support for complex state or federally funded health initiatives. • Supports PMO-led program execution by maintaining integrated schedules, tracking action items, and reinforcing documentation and reporting workflows across workstreams. • Maintains structured trackers for milestones, deliverables, procurement activities, subrecipient documentation, and reporting deadlines. • Organizes and maintains contract files, grant documentation, and compliance records to support audit-ready program implementation. • Coordinates recurring meeting cadences, prepares agendas and briefing materials, documents decisions and action items, and tracks follow-up across internal teams and external partners. • Supports technical assistance (TA) activities by coordinating onboarding sessions, maintaining TA request logs, organizing materials, and tracking follow-up actions. • Assists with reporting preparation, documentation reconciliation, and task sequencing during high-volume implementation periods. • Contributes to disciplined program governance in compliance-driven environments requiring strong organization, attention to detail, and the ability to manage multiple concurrent priorities.