PKF O'Connor Davies

  • Firm Continuing Professional Education (“CPE”) Administrator

    Job Locations US-NY-Harrison
    # of Openings
    1
    Category
    Administrative
  • Overview

    The Firm CPE Administrator is responsible for the overall administration of the Firm’s Continuing Professional Education program. This individual will be responsible for effectively assisting the Partner in Charge of Learning & Development in managing all aspects of firm wide compliance with PKFOD’s CPE requirements for its professionals and compliance requirements relating to NASBA, NYS and NJ CPE Sponsorship Licenses.

    Essential Duties

    • Responsible for maintenance of PKFOD’s compliance management software system – Checkpoint Learning (CPL).
    • Maintain database of PKFOD Professionals – approximately 600 files
        • New Hire Set-Up
        • Transfers (office and industry)
        • Updating regulators - State CPA licenses, industry regulations (Yellow Book, Employee Benefit Plan, Tax Quality Control Document, Firm Requirements,
        • Off Boarding Terminated Employees
    • Oversee office CPE Administrators and serve as a resource for CPL system questions and field of study questions.
    • Manage PKFOD’s CPL Subscription Program; assign subscriptions to new employees including providing them information on how to use the system and serving as a main point of contact when an employee has an issue or question.
    • Conduct on-going Compliance Reporting, periodic reporting for Partner in Charge of CPE regarding various regulators, annual reporting for Partner in Charge of Quality Control regarding compliance with Firm’s requirements, responsible for providing compliance reports during triennial peer review.
    • Overall responsible for compliance with requirements of NASBA, NYS and NJ CPE Sponsorship License.
    • Coordination with marketing department for invitations to Firm Symposiums for compliance with NASBA requirements.
    • PKFOD Internal course offerings:
      • Coordination with Partner/Manager designated as “Program Coordinator” for each course to ensure that all program development and technical review forms are completed prior to the course.
      • Set up course in the CPL system and coordinate logistics (send out invitation, check on registrations, generate sign-in sheet, generate name tags/tents, determine CPE credits and field of study for all regulators, arrange for IT Support on day of event, arrange for webinar support and coordinate with Office CPE administrators and generate certificates for trainings.
      • Facilitate webinars for internet based courses – including running Go-To-Webinar software and launching polling questions.
    • Responsible for maintaining record retention database and ensuring compliance.

    Qualifications

    • 3+ years of relevant experience, preferably in a Public Accounting Firm or similar role.
    • Bachelor’s degree from an accredited college or university.
    • Experience with training individuals on a process or program is preferred.
    • Ability to effectively communicate both written and verbally with individuals of all levels.
    • Excellent organizational skills.
    • Ability to work independently.
    • Ability to resolve conflict.
    • Proficient in Microsoft Office is required.
    • Experience with a Learning Management System (ideally Checkpoint Learning) is preferred.
    • Ability to multi-task items simultaneously.
    • Ability to communicate with assigned Partners and other client servers regarding project issues/questions, deadlines, project load and prioritization.
    • Occasional travel to other PKFOD offices may be required.

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