Senior Meeting Planner and Curriculum Specialist

Dan Stipanuk

***********@*****.*** • 607-***-**** • Chicago, IL

PROFESSIONAL EXPERIENCE

BDO USA, P.C., Chicago, IL 2012– Present

Senior Meeting Planner

● Plan and execute diverse firm events, including conferences, internal trainings, executive board meetings, and corporate dinners, overseeing all aspects from invitations, speaker logistics, entertainment, catering, AV, and signage to site selection, setup, and on-site coordination for gatherings of 5 to 2,000 attendees.

● Manage event budgets ($10M+ yearly), including forecasting, vendor negotiations, contract reviews, and invoice reconciliation; consistently deliver cost-effective solutions while ensuring compliance with policies, ESG standards, and safety guidelines.

● Oversee event technology and communications, managing registration platforms, email confirmations, data hygiene, and event marketing materials to maximize engagement and streamline attendee experiences.

● Serve as liaison for stakeholders, vendors, and attendees, providing exceptional customer service, coordinating travel and lodging logistics, and cultivating strong relationships with hotels, venues, and service providers nationwide.

● Collaborate cross-functionally with HR, marketing, and business leaders to align events with company culture and objectives, ensuring inclusivity, attendee engagement, and brand consistency across all programs.

● Continuously evaluate and innovate event delivery, gathering post-event feedback, and integrating industry best practices to enhance program quality, attendee satisfaction, and long-term impact.

Curriculum Specialist

● Design, review, and maintain firm-wide curriculum content across live and virtual platforms, ensuring consistency and alignment with business needs.

● Facilitate and instruct courses for employees across U.S. geographic regions, business lines, and levels, delivering engaging learning experiences tailored to diverse audiences.

● Leverage participant feedback and data insights to evaluate program effectiveness, refine curriculum, and implement continuous improvements for future sessions. Senior Media Producer

● Schedule, build, and host virtual live training sessions across multiple web platforms, ensuring seamless delivery and a high-quality learning experience for firm-wide audiences.

● Manage CPE compliance and administrative workflows within ServiceNow, including processing credits, tracking attendance, and maintaining accurate training records.

● Serve as lead onboarding trainer for the second wave of media producers, developing resources and providing mentorship to accelerate team readiness and consistency. Meeting & Event Services Senior Coordinator

● Coordinated national training logistics, overseeing air/ground transportation, hotel arrangements, and vendor relationships to ensure smooth on-site operations.

● Managed event materials and technology, including registration sites, mobile apps, and shipping/archiving of supplies and print collateral. Alliance Services Coordinator

● Facilitated collaboration between Alliance firms and BDO local offices, strengthening partnerships and ensuring alignment on services, resources, and client support.

● Coordinated information sharing and firm resources, helping local offices leverage Alliance capabilities to serve clients better.

EDUCATION

Colby College, Waterville, ME 2009

Bachelor of Arts, History

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