Bethany Townsend, Bba, Pace Email & Phone Number

Waukesha, Wisconsin, United States

Madison, Wisconsin, United States

• Scheduling – annual reoccurring meetings for the four principle administrators and schedule meetings upon request.
• Event Planning:o Leadership retreat – arrange venue, food, parking and set-upo Badger Challenge – sponsored by the UW Carbone Cancer Center. Elicit team name suggestions for bike/runner gear Work with the design.
• Travel expense reconciliation – ensure travelers meet submission deadlines for submission after travel by preparing initial expense reports.
• Travel – book flights/hotels utilizing Concur travel software.
• Purchase card management – weekly reconciliation for all charges on two purchase cards.
• Project managemento Telephone service coordinator – point of contact for requests for all telephone changes. o Office key management – inventory keys to determine what is missing and needs to be replaced; order keys.

Madison, Wisconsin Area

• Support the Wisconsin Commercial and Advantage teams by providing administrative support.
• Prepare tax and assurance engagement letters for over 450 clients and manage the receipt of signed letters and proper electronic filing of the letters.
• Provide support to the financial team in the preparation of financial audit reports. Ensure that proper formatting is used and edit all discrepancies; ensure that all totals are correct for the reports and finalize the.
• Work as part of the team to reformat 1000+ financial statements to the current firm standard.
• Set up clients in the Star system. Create projects for the new client for billing purposes.
• Arrange special events for the teams and participate in the preparation of conferences.

Watertown, WI

• Supported one Senior Vice President and four Vice Presidents in various locations throughout the US.
• Expenses - Prepared and submitted expense reports and assisted with local client visits.
• Scheduling – internal meetings interacting with peers from around the world. Client meetings to include obtaining meeting space, video conferencing, planning dinners and creating agendas and issuing meeting invitations.
• Expense reporting - prepared and submitted expense reports for executives, as well as colleagues both domestically and internationally.
• Event Planning - planned annual Global Sales Meeting for 150 sales executives. This included the organization of room selection, meal planning, team building activities, team dinner location and menu.
• Travel - Booked domestic and international flights, hotels and car rentals utilizing Concur.

Raleigh, NC

• Tracks, analyzes and validates all program and tradeshow costs, monitors and coordinates invoice payments.
• Arranges meetings and conferences related to international trade, planning guest speakers, agendas, scheduled break and lunch arrangements, create marketing materials, mass mailings, ordering printed materials.
• Schedule appointments for foreign trade representative (FTR).
• Create itineraries & other travel documents for each FTR when working in North Carolina.
• Prepares budget division authorization forms for staff travel by compiling the cost of each traveler’s meals, lodging, registration fees, if applicable and transportation.
• Manages the Director’s calendar and responsible for scheduling appointments and meetings according to the Director’s instructions.