• Guide patient and their caregivers through the onboarding process after enrollment • Monitor completion of dementia screening and health assessments • Coordinate tablet shipment and provide orientation to the GUIDE program • Schedule and track formal neurology evaluations with our clinical partners • Review documentation and prepare applications for CMS submission • Track progress and report status updates to internal teams • Ensure a warm handoff to Engagement Specialists and Coaches • Collaborate on software workflows • Adapt to evolving processes and contribute to continuous improvement

• 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