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Senior Meetings, Events, and Travel Planner

Forvis Mazars, LLP
United States, North Carolina, Charlotte
Jun 03, 2026


General information
Name
Senior Meetings, Events, and Travel Planner
Posting Title
Senior Meetings, Events, and Travel Planner
Ref #
2236840
Date Published
Tuesday, June 2, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Internal Firm Services
Advertised Location
US-NC-Charlotte
Working time
Full Time

Description & Requirements
The Internal Meetings and Events Senior Associate is responsible for coordinating meetings and training events of varying size and scale for the firm, in addition to supporting the firm's travel program. The ideal candidate has a minimum of 8 years within a corporate meeting and event role, is a team player, detail oriented with exceptional organizational and project management skills as well as the ability to multitask and prioritize effectively. This role collaborates with leaders across the firm to provide best-in-class meetings and events.
What You Will Do:
  • Collaborate with event owners to understand the objectives and requirements of each event
  • Develop and manage meeting event budgets, including invoice reconciliation and budget tracking
  • Source and negotiate contracts with suppliers and service providers
  • Build and maintain event registration and conference websites, communications, and conference apps, in partnership with the Event Technologist on the team
  • Plan all logistical aspects of meetings and events including but not limited to setup requirements, production, ground transportation, hotel accommodations, food and beverage / BEO, entertainment, offsite events, evening activities, and registration components.
  • Collaborate with other planners on the team on best practices, in some cases supporting each other in the planning and execution of the firm's larger programs.
  • Corporate Travel experience preferred, with expertise in vendor relationships and Concur system reporting, in addition to providing support through various tools including online resource center updates and timely responses to travel service desk emails.
  • Develop and maintain relationships with key stakeholders, both internal and external vendors, as well as other industry professionals.
  • Review and process event invoices for accuracy * Train new team members * Leads more complex meetings and events
  • Provide onsite execution of meetings when necessary - travel required (approx. 20%, ranging from overnight up to a week at a time)
Minimum Qualifications:
  • Bachelor's Degree
  • 3+ years of relevant experience
  • Events industry and meeting planning standards
  • Multimedia and audio-visual equipment
  • Advanced Microsoft Office suite application skills
  • Proactive self-starter who is an enthusiastic team player
  • High attention to detail and client service focused
  • Change-agile
  • Ability to multi-task
  • Strong project management and organization skills with the ability to work efficiently, multi-task, and meet deadlines
  • Excellent verbal and written communication skills
  • Negotiation skills
Preferred Qualifications:
  • 5+ years of relevant experience
  • Certified Meeting Professional certification
  • Cvent knowledge and experience
  • Travel industry knowledge
#LI-CLTSP
#LI-KB1

About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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