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  • Wednesday, August 22, 2018 2:31 PM | Anonymous

    How to Apply:

    Job Title: CPE & Training Coordinator

    Date Posted: 8/9/2018

    Area/Specialty: Continuing Professional Education/

    Location: Portland, ME

    Job Description

    As one of the largest, independent certified public accounting and management consulting firms in Northern New England and a top 100 firm in the country, BerryDunn is uniquely qualified to provide audit, accounting, tax, wealth management, valuation and, information technology and government consulting services to a wide range of industries, government entities, individuals, estates and trusts. With over 300 employees and 5 locations in Maine, New Hampshire, West Virginia, and Arizona, and access to extensive professional accounting services and business advisors worldwide through membership in HLB International, we have the talent and resources needed to provide the answers our clients demand.

    Clients trust our advice and our work because we know their industry and their business. Our people develop technical and industry-specific skills to give our clients every advantage. Our firm culture is team-based, with plenty of opportunity for individuals to pursue challenging and interesting career goals while maintaining a work-personal life balance that fits for them and their families.

    BerryDunn is seeking a qualified full-time Continuing Professional Education (CPE) and Training Coordinator for our Portland office. For this Continuing Professional Education (CPE) and Training Coordinator outstanding customer service and communication skills are required. The individual must be diplomatic and maintain flexibility in order to respond to changing situations. The Continuing Professional Education (CPE) and Training Coordinator will establish and maintain relationships with nearly every person in the firm. This person should be personable, flexible, very comfortable with detail-oriented work, and self-managing of their time to meet the objectives of their role.

    Job Responsibilities


    • Create records for all CPE qualified learning events (seminars, conferences, webinars, and special and/or external events) using the established tracking and storage process
    • Develop, disseminate, and proactively collect sign-in sheets for all internal seminars
    • Create evaluations for in-house seminars, conferences, seminars and other events that require CPE
    • Reconcile attendance and awarded CPE for events where CPE credit is awarded by the firm
    • Maintain CPE relevant event documentation in the Document Management System.
    • Oversee course adjustments (cancellations, postponements, etc.), serving as a contact person for registrants, tracking communications to ensure message has been received by each registrant and following through as needed


    • Complete all tasks indicated on New Hire form
    • Ensure all technology, scan card, info sheet with passwords are completed prior to orientation.
    • Update Orientation materials as content changes
    • Create custom agendas and orientation manual for each new employee
    • Coordinate orientation agenda with practice/dept. contact, including day 1 lunch date set-up
    • Manage schedules for all Orientation presenters
    • Conduct course evaluation process for all sessions and creates reports from the data


    • Manage the onboarding program for administrative professionals, including: scheduling, facilitation, and material updates, possible presenting, and communication to Office Managers/supervisors.
    Training coordination
    • Manages all aspects of training logistics for L&D sponsored learning sessions via Logistics Tracker file.
    • Manages all learning session information into LMS system (Checkpoint Learning)
    • Manages all aspects of course registrations
    • Manages all learning session materials for L&D sponsored events, being aware of all possible attendee’s locations
    • Manages remote attendee participation and support technology
    • Provide producer/coordinator services (includes sign-in tracking and technology support) for L&D events on the day of session
    • Support all L&D projects and initiatives as needed


    • Bachelor’s Degree highly preferred
    • Strong math skills (calculate time intervals)
    • Experienced and comfortable (intermediate user) with various software and applications.
    • Ex. Outlook, Word, Excel, PowerPoint, Adobe Acrobat
    • Adept at learning new software tools
    • CEU/CPE administration/familiarity preferred
    • 2-4 years of previous professional office work experience
    • Strong attention to detail necessary


  • Monday, July 02, 2018 12:20 PM | Anonymous member (Administrator)

    This person will be responsible for leading a training team supporting Sales & Service at the Brunswick, ME site and will be responsible for all aspects of call center training including stakeholder consulting, training team development and coaching, completion tracking and results assessment and leadership development.

    This person will report to the Senior Training Manager.  He or she will be expected to quickly develop an understanding of Sales and Service operations, processes, and needs. This person must be comfortable running training for large audiences of all tenures and levels and will be expected to coach and develop training specialists.    


    • Partner with contact center management team to build and drive training schedule to align with business objectives, and growth projections in assigned locations
    • Manage and coach a team of trainers at the Brunswick, ME location to develop their facilitation skills
    • Oversee delivery and maintenance of training programs for the following Sales and Service audiences:
      • New hire onboarding
      • Upskill training for existing staff
      • New and tenured manager development
    • Work in tandem with operations managers to ensure alignment of training programs with ongoing coaching and quality assurance effort for the site

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