Megan Schwartz Email & Phone Number

Rosemont, Illinois, United States

Chicago, Illinois, United States

Certified Microsoft Dynamics 365 implementation specialist that managed implementation and configuration enhancement projects and supported various client's post-implementation. • Supported client portfolio and sales greater 1M through demos, sales, and business development, and lead generation• Served as lead configuration consultant across seven implementations representing 300k in overall revenue• Led Microsoft Dynamics 365 configuration, PowerPages, Outlook App, SharePoint integration, Workflows, Business Rules, Model-Driven Apps• Executed work order estimates and presented to clients• Supported implementation execution through Agile Methodology and served in the role of scrum master, developed user stories, delivered sprint playbacks, and managed issues through tools like Jira and Confluence• Supported Microsoft Dynamics 365 release reviews and communication to clients• Deployed solution configuration between environments and completed quality control testing

Chicago, Illinois, United States

The Association of Diabetes Care & Education Specialists (ADCES) is an interprofessional membership organization dedicated to improving prediabetes, diabetes and cardiometabolic care through innovative education, management and support.As the Project Manager and Business Analyst, I was responsible for the overall project management and planning activities for all technical projects. I ensured that the software development projects met all the intended needs of the business plan, developed and implemented test cases/scenarios to accurately test all aspects of the system and maintained detailed and accurate documentation for all project standards.

Chicago, Illinois, United States

Community Brands provides a connected network of solutions that enable mission-driven organizations to thrive. Our software powers non-profits, associations, and K-12 schools to engage the people they serve through programs and events; raise funds to enable their mission; and manage their financials and operations. Our family of brands are bound by a common purpose to serve the organizations that make our communities a better place to live.

Naperville, Il

Planstone provides software and services to continuing education sponsors and their learners. We specialize in supporting live events and online learning for the medical academic community, association industry and corporate business clients. Planstone has been a proven technology solutions vendor since 2003 and is continually releasing innovative new products and upgrades, all carefully designed to enhance your productivity and professionalism. Planstone provides CME/CEU credit tracking, evaluations, handout management, speaker management and related applications, speaker and course online evaluations, paper evaluation services, pre and post testing, online report archive, online certificates, COI disclosure management, online test authoring, handout upload and publication, speaker management, abstract management, itinerary builder, mobile computing support, system integration and customization.

Greater Chicago Area

I was an Operations Manager within SmithBucklin’s Business + Trade Industry Practice, I served as the team lead to the Automotive Oil Change Association and National Needlearts Association. My experience within SmithBucklin spanned over six different industries, multiple client accounts, and various job responsibilities. My proficiencies and experience in business operations, leadership development, project and financials management, and analytics helped add value to each of SmithBucklin’s clients. Responsibilities included:• Manage client relationships across different industries and interfaced with C-Suite and Senior Executives• Coordinate and execute client services that include board meetings, conferences, trade shows, and education seminars• Facilitate relationship building and interaction among association members, committees, board members, and industry partners • Manage and traine junior resources on project responsibilities• Lead senior executive committees in the development of educational seminars that trains hundreds of employees• Create project plans and execute the process and procedures in support of association expansion • Initiate and lead association membership recruitment program, manage member dues, and generate monthly financial reporting• Manage client budgets and own revenue/expense performance, annual audit compliance, and financial analysis• Manage association’s CMS platform and generate monthly analytics and trend reporting • Collect and organize large client data sets to support strategic planning and decision support• Maintain monthly and annual financial performance, procurement, membership, and sponsorship analysis

Greater Chicago Area

I was a Coordinator within SmithBucklin’s Business + Trade Industry Practice, I served as the Membership and Operations team lead of the Automotive Oil Change Association, National Needlearts Association and Wallcoverings Association.Association Operations Coordinator:• Oversee delivery of programs and services to client associations including annual conference, membership, marketing and education programs. • Act as liaison with Board, volunteers, committees and internal service units• Coordinate board and committee meetings and supporting materials• Develop client budgets and monitor financial performance including quarterly forecast reports • Manage, mentor and evaluate staff direct reports• Travel to annual client board meetings and conferences, supervise and participate in on-site activities

Greater Chicago Area

Served as Senior Associate to world’s largest association management company• Manage yearly, external audit, reviewing all budgeted programs • Lead project management of membership services and outreach/growth, chapter relations and website updates• Coordinated and maintained member communications including: coding and distributing marketing emails, drafting content for communications and analyzing email marketing reports • Assisted with the planning and implementing of client's trade shows including: marketing for the event, reviewing registration reports and creating charts to convey trends, and monitoring financials to ensure budgeted goals are met.• Creation and management of the budget: oversight of monthly allocations, regular re-forecasts and reporting• Collection, organization, and presentation of data to support the strategic decision making process of the Board of Directors, directing growth of the organization• Manage and collaborate with various SmithBucklin service units including Marketing & Communications, Financial Management & Accounting, IT, and Convention and Trade Show Services to implement projects.

Greater Chicago Area

Served as Associate to world’s largest association management company• Coordinate and implements all communication, e-communication and marketing programs• Enhance service to clients through mastery of Lyris, Dream Weaver, Cision, and AWF• Maintain and update associations’ Web sites and iMIS database• Review monthly financials and manage accounts receivable and payable• Oversee the annual membership dues process, including recruitment and retention• Provide top customer service as the front-line contact for associations • Liaison between service units, board members and association membership• Assist with the preparation of conferences, board meetings and seminars

Greater Chicago Area

Served as Marketing Communications Intern to world’s largest association management company• Managed time and resources through creation of editorial calendars• Maintained quality contacts through the production and update of target databases• Helped client associations educate and market through press releases, conference articles, and flyers• Provided effective association communications through e-mail management and press release blasts

Greater Chicago Area

Served as the Event Coordinator to enhance public relations practitioners, student development and furthered the PRSSA mission through campus event organization and fundraiser promotion.

Bismarck, North Dakota Area

Served as the Public Relations Intern assisting a full service marketing and communications firm.• Researched and wrote news releases for client companies• Produced written material for conference brochures and flyers• Assisted in team coordination of special events (example local cancer fund-raiser) • Managed distribution of printed materials

Greater Chicago Area

Served as an Office Assistant with Depaul University's Housing Facilities.• Developed organizational system to assist manager• Provided quality service through proficiency in Microsoft Excel, Publisher, and Word• Designed informative publications for summer conferences