Megan Millett, MBA
Events & Member Services Manager at CFA Society Minnesota- Claim this Profile
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Bio
Credentials
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Investment Foundations Certificate
CFA InstituteApr, 2021- Nov, 2024
Experience
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CFA Society Minnesota
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United States
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Financial Services
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1 - 100 Employee
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Events & Member Services Manager
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Jan 2021 - Present
Program Management• Oversee strategy/success of all Society programming – such as the Annual Dinner, Intellisight Conference, the New Charterholder Dinner, Putting Investors First Initiative, CFA Institute Research Challenge, Midwest Regional and professional learning opportunities - Vetting, booking, and scheduling of events, coordinating with speakers and venues - Managing the registration and event evaluation process - Determining appropriate meeting materials, place cards/name tags, event, and promotional signage - Coordinating marketing content • Be the staff liaison to the Programs and Career Development/Advocacy Committees• Manage event budgets, report to, and obtain expenditure approval from Executive Director on programs and eventsMember Management • Serve and support 1,400 society members and ~800 annual CFA Candidates - Be the first point of contact for general email inquiries to the Society• Co-develop and administer member recruitment, engagement, and retention plans• Be the staff liaison to the Membership Committee - Be the lead contact on events in these categories - Manage event budgets, report to, and obtain expenditure approval from Executive Director on programs and eventsOrganizational Relationships Management• Co-lead sponsorship acquisition and execution with the Executive Director (annual and event sponsorship) • Lead collaboration efforts with CFA Institute, other CFA Societies, and like-minded associations (CAIA, CMT, FPA, etc.) • Lead Dakotas outreach efforts to create financial centers in North Dakota and South Dakota • Creating ongoing partnerships with various providers of professional learning opportunities
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Member Services & Communications Manager
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Feb 2020 - Jan 2021
Member Management· Serve and support 1,400 society members and ~800 annual CFA Candidates o Be the first point of contact for general email inquiries to the Society· Develop and administer member recruitment, engagement and retention plans· Be the staff liaison to the Membership/Ethics and Education Committees o Be the lead contact on events in these categories o Manage event budgets, report to and obtain expenditure approval from Executive Director on programs and eventsProgram Management· Administer multiple programs, each designed to support and advance the careers of our society members (e.g. networking requests, university outreach, exam candidate support)· Onboarding new volunteers (matching to roles, introducing to Society)Communications· Edit and publish weekly e-newsletter, last chance communications and event reminders· Develop/coordinate content for social media platforms· Lead website update efforts· Create/update marketing materials
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Admin & Events Assistant
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Jul 2019 - Feb 2020
Administrative and marketing support for educational and social events presented by the Society.Typical tasks include: - Create programs that increase engagement and interaction within the most popular social media channels, including Twitter, Facebook, LinkedIn, and Instagram. - Use graphic design skills and tools to create graphics for social media and web use - Participate in team meetings and creative brainstorm sessions - Use of Salesforce and Constant Contact to communicate to Society members
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Thursday Musical
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United States
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Musicians
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Operations Manager
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Sep 2016 - Feb 2020
- Responsible for the overall coordination of the Thursday Musical office which includes tracking membership data, updating the website, sending monthly e-news, concert series support for over 100 concerts per season, newsletter, member directory, incoming mail and checks, communications and bulk mailings, Young Artist Scholarship program data and recital programs. - Ensure the smooth operation of all Thursday Musical programs, while serving as the primary liaison with members, students, and volunteers, providing high-level customer service. - Identify problems and opportunities, prioritizing and collaboratively managing solutions/implementations.- Work independently and as part of a team of volunteers. Reports to President and Board of Directors.- Coordinate the season brochure, newsletter, member directory, and concert programs including proofing, designing/sending to designer, and sending to printer.- Research prospective advertisers and acquire for newsletter and directory. - Publicity support via press contacts, email campaigns, website, and social media.
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Skylark Opera
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United States
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Music
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1 - 100 Employee
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Administrative Manager
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Jan 2019 - Jan 2020
- Financial Management: Works with the Board and Artistic Director to develop annual and production budgets to support the organization’s programmatic and institutional priorities.- Planning: Works with the Artistic Director, Board and other staff to create and execute long-termmarketing and fundraising strategies.- Develops the annual budget presentation, along with the Artistic Director, and presents to the Boardfor consideration and approval.- Responsible for monthly financial reporting, budget performance, forecasting, paying bills, QuickBookstracking, cash flow projections and maintenance of the accounting systems.- Supervise contracted marketing and ticketing staff.- Prepare and execute contracts for performers.
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Minnesota Orchestra
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United States
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Musicians
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1 - 100 Employee
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Concessions Supervisor
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Jul 2016 - Aug 2019
- Coordinate with Manager of Concert Enhancement/Bar Manager and other Audience Services staff to ensure smooth Concessions operations night of show / event along with any pre-event set-up needs.- Complete bartender/concession staff position sheet; Check in bartender/concession staff.- Monitor all concessions stations and act as bar-back to replenish products.- At close of concessions, enter all tips, voids and run closing register reports. - Assist with Event Manager with any closing duties. - Assume fiscal responsibility for daily sales transactions.- Ensure the bars and liquor room are restocked.- Assist as a concession position when needed.- Attend pre-event meeting, assist with set up and cleaning before and after each concert or event.- Adhere to city, state and federal regulations regarding checking proper identification for proof of age in purchasing or consuming alcoholic beverages, and providing tip declarations as required by federal guidelines.- Assist with department related projects.- Assist with the training and mentoring of concession staff. - Demonstrate excellent customer service techniques and precise knowledge of products.
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First Avenue & the 7th St. Entry
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Entertainment Providers
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1 - 100 Employee
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Supervisor/Cashier/Bartender
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Jan 2007 - Sep 2016
• Promoted rapidly due to strong customer service, problem solving and organizational skills.• Assist management with club opening duties and train new employees.• Respond to customer requests and manage event-related problems.• As cashier, manage a wide variety of events: identify the target audience, ensure that the venue is set up to meet audience and performer needs, and assign security for adequate coverage.• Tend bar in a demanding, fast moving, high profile establishment serving diverse individuals.• Provide excellent service to customers, effectively handling problems to foster repeat business.• Ensure that bar is organized and well stocked.• Monitor sales to prevent overselling and selling to underage patrons.• Earned reputation for ability to mediate conflicts before they escalate.• Respond to medical incidents to maintain the well-being of patrons.• Credited for consistent high level of sales.
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Price Houns Associates Inc
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United States
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Public Relations and Communications Services
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Digital Media Specialist
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Mar 2014 - Jul 2016
Manage “newsroom” website and blog for major client in health care industry.• Research and identify all earned media that relates to client and record and analyze impressions data.• Develop monthly reports and submit them to senior management.• Create PowerPoint presentations reporting on types and amounts of activity related to client.• Search Google Analytics, Hootsuite, Twitter, and WordPress and compile, log and analyze information.• Create organizational processes that save time and increase efficiency.• Create Tweets and monitor Twitter account as needed.• Analyze and report key performance indicators to client’s marketing and communications department.• Work with marketing team to utilize content to generate topic awareness.• Research and propose speaking engagements at industry conferences for client’s subject matter experts.• Manage and create content for website of a health care industry coalition.• Edit video and manage YouTube channel.
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Hennepin Theatre Trust
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United States
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Performing Arts
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1 - 100 Employee
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Supervisor
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Dec 2010 - Oct 2014
• Assist management with theater opening duties.• Manage and track merchandise inventory to ensure a constant in-stock condition.• Work with Hennepin Theatre Trust front-of-house managers to ensure high customer satisfaction levels.• Conduct pre-shift meetings concerning policy updates, special events and featured drinks.• Manage bar assignments and train new employees.• Run sales reports and balance bartenders’ drawers at the end of shifts• Began as Bartender/Merchandiser in 2010 and was promoted to Concessions Supervisor in 2013.
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Marketing Intern
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Feb 2013 - Apr 2013
• Perform grassroots marketing planning and implementation.• Cold call businesses to request advertising space and to engage them in Hennepin Theatre Trust’s mission and vision.• Conduct market research for a variety of plays to determine ideal advertising locations.• Plan social media marketing including creation of Facebook posts and Tweets for upcoming productions.• Create web pages for ticket give-away contests.
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Minnesota Orchestra
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United States
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Musicians
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1 - 100 Employee
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Ticket Sales Representative
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Nov 2007 - Jul 2008
• Respond to inquiries via phone, providing a variety of information to patrons.• Sell tickets to events in call center and box office.• Handle all problems, resolving them to the satisfaction of customers.• Utilize Patron Edge ticketing software for all sales. • Respond to inquiries via phone, providing a variety of information to patrons.• Sell tickets to events in call center and box office.• Handle all problems, resolving them to the satisfaction of customers.• Utilize Patron Edge ticketing software for all sales.
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South Dakota State University
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United States
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Higher Education
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700 & Above Employee
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Manager of Campanile Records
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Sep 2004 - Dec 2006
• Manage the recording booth at the new Performing Arts Center: a 1000 seat concert hall and a 500-seat theater.• Produce CDs of music department recitals for later sale.• Meet with rental clients to determine event needs including: catering, audio services, and seating.• Plan events from start to finish, creating documentation for each event.• Schedule and train recording engineers and volunteer staff for student recitals.• Reconcile CD sales and recording projects on a monthly basis.• Developed and implemented copyright procedures, documenting and researching in excess of 200 songs annually to ensure that legal processes were followed.• Documented all inventory in new building utilizing a spreadsheet and labeling system, so that items could be accessed quickly and supply and lifecycles could be tracked.
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Education
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2012 - 2014
Hamline University
Master of Business Administration (M.B.A.) -
2003 - 2006
South Dakota State University
B.S., Liberal Studies
Community
