Reviews National Registry applications, CPE programs, and sponsor audits for compliance with NASBA standards and instructional quality. Provides guidance and training to Account Managers, develops job aids and documentation, responds to sponsor and regulatory inquiries, maintains Salesforce and Form Assembly workflows, researches educational practices, and supports Registry communications and administrative projects.

Leads enterprise technology execution as an extension of the CIO, overseeing data and analytics, responsible AI, process automation, outsourced IT services, digital product delivery, and technology operations. Manages roadmaps, governance, vendors, budgets, contracts, risks, cross-functional initiatives, and executive communications. Drives process redesign, adoption, continuous improvement, and measurable business outcomes while supervising employees, contractors, consultants, and external providers.

Manages and maintains National Candidate Database records for the Uniform CPA Examination. Resolves data validation and payment issues, processes candidate notices and scores, generates reports, supports accountancy boards and candidates, provides database and CBT process training, and delivers customer service by phone and email. The role also protects confidential information, maintains accurate candidate records, assists with examination administration, and may travel to proctor exams.