The Event Manager is a proactive, organized individual who helps AFA manage a growing portfolio of financial services conferences, trade shows, and hospitality events. This role requires someone who loves planning, stays two steps ahead, and can keep a lot of moving parts running smoothly, from research and logistics to budgets and on-site support planning.

This part-time role works closely with the SVP of Marketing, the sales team, and our content and sales enablement teams to ensure every event is buttoned up, on-brand, and driving value for the business.

Conference & Trade Show Management

• Research, document, and track conferences across financial services, including credit union, banking, and select healthcare events.
• Maintain AFA’s event master spreadsheet with up-to-date information: dates, locations, contacts, recommended attendees,registration links, deadlines, sponsorship options, descriptions, and related notes.
• Secure contact lists and event materials from organizers and share with the sales team and content team.
• Provide monthly updates onall conferences and trade shows for inclusion inthe digital marketing report.

‍

Logistics & Sales Team Support

• Coordinate travel details for attending team members.
• Prepare pre-conference meeting agendas; schedule prep sessions with the SVP of Marketing and the sales team.
• Track, ship, and manage booth assets, banners, technology, and promo materials.
• Provide on-going logistics updates to attendees before each event.

‍

Budget & Vendor Management

• Track all event-related expenses and maintain the events budget.
• Review, organize, and submit invoices for payment.
• Research, evaluate, and negotiate sponsorship opportunities; provide clear recommendations to the SVP of Marketing.
• Build andmaintain relationships with key stakeholders.

‍

Hospitality & On-Site Experience

• Assist in planning receptions, client dinners, and channel-partner co-hosted events.
• Research and recommend venues, menus, food/beverage selections, and event spaces.
• Coordinate ancillary event activities (e.g., golf outings or local experiences) for sales executives and leadership.

‍

Reporting & Performance Tracking

• Build and maintain KPIs to evaluate event performance, ROI, and overall impact.
• Track post-event outcomes and share relevant insights with sales and marketing leadership.
• Identify process gaps and opportunities for efficiencies across key business functions.
• Partner with Business Transformation leadership to uplift organizational maturity in planning, prioritization, execution, and communication.

• Exceptional communication skills –written, verbal, and visual – with the ability to translate complexity into clarity.
• Exceptional organizational and project planning skills.
• Able to manage up,down, and across multiple teams with varying levels of sophistication.
• High emotional intelligence; collaborative, proactive, solutions-oriented.
• Comfortable navigating ambiguity and building structure.
• Demonstrated experience leading complex, multi-stakeholder initiatives.
• Experience working in a growth-stage, fast-paced, resource-constrained environment.
• Ability to convert strategic priorities into actionable project plans and roadmaps.
• High level of personal integrity, accountability, and the ability to maintain confidentiality.

• 8 -10 years of event management or event operations experience required.
• Experience in financial services or credit unions is helpful but not required.
• Strong organizational skills and exceptional attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage budgets, track expenses, and keep accurate records.
• Comfortable working independently, proactively, and on tight timelines.
• Strong ability to prioritize and manage multiple events at once.
• Proficiency with spreadsheets, project-tracking tools, and basic budgeting.