Elaina Lonidier

Roles supported: Vice President; Executive Vice President, Electronic Health Records (EHR); Director, EHR; Director, Business Development

Partnering departments: Business Development, Sales, Finance, Regional Vice President and Account Executives, Legal, and Membership/Audit

• Oversaw onboarding of newly contracted members regarding HIPAA/Legal compliance
• Lead organizer and planning of a national User Group for quarterly meetings
• Partnered with executive team and management to facilitate meetings
• Planned and executed annual EHR Symposium (national meeting)
• Created quality monthly, weekly and quarterly reports illustrating metrics for progress of projects for mass communications and internal reporting
• Maintained and organized archives of contracts and project documentation
• Lead organizer of meeting minutes along with member votes and surveys
• Drafted materials including newsletters and other mass emails to members
• Scheduled appointments with stakeholders and internal team for focus group feedback and data 

Key Accomplishments:

• Implemented an archive system within Share Point and Confluence to streamline and combine workflows for Product Management and Business Development resulting in faster production times.  
• Launched a research initiative for enterprise-wide CRM options for Sales team for new products resulting in a streamlined process for new and classic products.   

Roles supported:  Chief Executive Officer, Chief Operations Officer, Executive Board

Partnering departments: Communications, Membership, Finance, Errors & Omissions, Education

• Orchestrated company activities, programs, and daily operations in accordance with Executive Committee guidelines and goals Partnered with C-level executives to manage company events, conferences, conventions, and education outreach.
• Planned yearly programs and venues per established protocols.
• Participated in meetings and recorded all minutes and member votes.
• Drafted itineraries for Board and member meetings as needed, in addition to profit and loss statements for submission to COO Created reports pertaining to continuing education credits prior to filing with the state.
• Managed association databases, surveys, forms, event participant payments, invoicing, and reports to ensure accurate records Generated promotional materials including newsletters, surveys, and press releases.
• Scheduled appointments with distinguished stakeholders including state and congressional legislators and lawmakers on behalf of the CEO.
• Coordinated lodging and arrangements event attendees including general admission and VIP-status participants.
• Monitored event setup including onsite audiovisual (A/V) equipment needs, course or event materials, and facilitator needs

Key Accomplishments:

• Curated courses, expanded the catalog, and substantially increased education revenue by 130% per annum as Acting Manager of the company's Education Department.
• Closely tracked supply usage and expenditures and encouraged initiatives for meeting materials and office supply cost reduction.
• Suggested an online membership database issued from national headquarters, currently in use throughout the company.
• Developed numerous new processes to foster enterprise-wide productivity in workflow, in addition to training manuals for staff members including the COO and EVP, now standard for the company.

Roles Supported:  President, AESI and Board of Directors:  Metro Alliance of Independent Insurance Agents (local), Estate Planners of North GA (local), Life Insurance Direct Marketing Association (national), Construction Financial Management Association (local)

• Monitored processing for company ethics code, as well as amendments to bylaws
• Served on the Scholarship Committee task force, and held responsibility for sponsorship recognition, outreach, and payments. Prepared agendas for board and membership meetings, and recorded all meeting activities for transcription and archival. Generated and archived CE sign-in sheets, nametags, signage, attendance certificates and other check in needs
• Created and disseminated press releases, newsletters, surveys, promotional materials, and mass mailings for legislators, members, and non-members
• Imported and updated designations and contacts on a monthly basis; sought out new and dormant contacts to drive business.
• Scheduled events, conference calls, meetings, and conferences

Key Accomplishments

• Researched MAIIA’s annual spending and proposed adjusting expenditures on member meetings to keep within budget saving the association an average of $8k per year
• Developed a cost-effective outreach initiative to drive new membership enrollment
• Spearheaded a campaign aimed at sponsors that secured a significant amount in funding in one week

English & Literature