- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
Occupations with related tasks Save Table: XLSX CSV
- Identify and build relationships with potential donors.
- Write and send letters of thanks to donors.
- Develop and maintain media contact lists.
- Secure commitments of participation or donation from individuals or corporate donors.
- Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
- Create or update donor databases.
- Develop strategies to encourage new or increased contributions.
- Develop or implement fundraising activities, such as annual giving campaigns or direct mail programs.
- Compile or develop materials to submit to granting or other funding organizations.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Develop fundraising activity plans that maximize participation or contributions and minimize costs.
- Direct or supervise fundraising staff, including volunteer staff members.
- Establish fundraising or participation goals for special events or specified time periods.
- Monitor progress of fundraising drives.
- Recruit sponsors, participants, or volunteers for fundraising events.
- Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
- Attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.
- Write reports or prepare presentations to communicate fundraising program data.
- Explain the tax advantages of contributions to potential donors.
- Design or produce materials such as posters, Web sites, or newsletters to promote, market, or advertise fundraising events.
- Write speeches, press releases, or other promotional materials to increase awareness of the causes, missions, or goals of organizations seeking funds.
- Monitor budgets, expense reports, or other financial data for fundraising organizations.
- Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
- Direct or coordinate Web-based fundraising activities, such as online auctions or donation Web sites.
- Secure speakers for charitable events, community meetings, or conferences to increase awareness of charitable, nonprofit, or political causes.
- Develop corporate fundraising programs, such as employer gift-matching.
- Coordinate transportation or delivery of materials, supplies, or donations for fundraising events.
- Prepare materials such as fundraising envelopes, bid sheets, or gift bags for charitable events.
- Identify and build relationships with potential donors.
- Write and send letters of thanks to donors.
- Develop and maintain media contact lists.
- Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.
- Collect fees, commissions, or other payments, according to contract terms.
- Send samples of clients' work and other promotional material to potential employers to obtain auditions, sponsorships, or endorsement deals.
- Keep informed of industry trends and deals.
- Conduct auditions or interviews to evaluate potential clients.
- Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Schedule promotional or performance engagements for clients.
- Arrange meetings concerning issues involving their clients.
- Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.
- Hire trainers or coaches to advise clients on performance matters, such as training techniques or performance presentations.
- Prepare periodic accounting statements for clients.
- Obtain information about or inspect performance facilities, equipment, and accommodations to ensure that they meet specifications.
- Advise clients on financial and legal matters, such as investments and taxes.
- Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.
- Recruit and maintain client bases.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Monitor financial market trends to ensure that client plans are responsive.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Recruit and maintain client bases.
- Maintain and develop positive business relationships with a customer's key personnel involved in, or directly relevant to, a logistics activity.
- Develop an understanding of customers' needs and take actions to ensure that such needs are met.
- Manage subcontractor activities, reviewing proposals, developing performance specifications, and serving as liaisons between subcontractors and organizations.
- Develop proposals that include documentation for estimates.
- Review logistics performance with customers against targets, benchmarks, and service agreements.
- Direct availability and allocation of materials, supplies, and finished products.
- Redesign the movement of goods to maximize value and minimize costs.
- Explain proposed solutions to customers, management, or other interested parties through written proposals and oral presentations.
- Direct team activities, establishing task priorities, scheduling and tracking work assignments, providing guidance, and ensuring the availability of resources.
- Perform managerial duties such as hiring and training employees and overseeing facility needs or requirements.
- Collaborate with other departments as necessary to meet customer requirements, to take advantage of sales opportunities or, in the case of shortages, to minimize negative impacts on a business.
- Report project plans, progress, and results.
- Protect and control proprietary materials.
- Stay informed of logistics technology advances and apply appropriate technology to improve logistics processes.
- Develop and implement technical project management tools, such as plans, schedules, and responsibility and compliance matrices.
- Provide project management services, including the provision and analysis of technical data.
- Manage the logistical aspects of product life cycles, including coordination or provisioning of samples, and the minimization of obsolescence.
- Perform system lifecycle cost analysis and develop component studies.
- Plan, organize, and execute logistics support activities, such as maintenance planning, repair analysis, and test equipment recommendations.
- Participate in the assessment and review of design alternatives and design change proposal impacts.
- Direct and support the compilation and analysis of technical source data necessary for product development.
- Support the development of training materials and technical manuals.
- Maintain and develop positive business relationships with a customer's key personnel involved in, or directly relevant to, a logistics activity.
- Maintain relationships with customs brokers in other ports to expedite clearing of cargo.
- Prepare and process import and export documentation according to customs regulations, laws, or procedures.
- Clear goods through customs and to their destinations for clients.
- Pay, or arrange for payment of, taxes and duties on shipments.
- Calculate duty and tariff payments owed on shipments.
- Request or compile necessary import documentation, such as customs invoices, certificates of origin, and cargo-control documents.
- Classify goods according to tariff coding system.
- Stay abreast of changes in import or export laws or regulations by reading current literature, attending meetings or conferences, or conferring with colleagues.
- Sign documents on behalf of clients, using powers of attorney.
- Advise customers on import and export restrictions, tariff systems, insurance requirements, quotas, or other customs-related matters.
- Post bonds for the products being imported or assist clients in obtaining bonds.
- Quote duty and tax rates on goods to be imported, based on federal tariffs and excise taxes.
- Arrange for transportation, warehousing, or product distribution of imported or exported products.
- Monitor or trace the location of goods.
- Confer with officials in various agencies to facilitate clearance of goods through customs and quarantine.
- Inform importers and exporters of steps to reduce duties and taxes.
- Obtain line releases for frequent shippers of low-risk commodities, high-volume entries, or multiple-container loads.
- Provide advice on transportation options, types of carriers, or shipping routes.
- Contract with freight forwarders for destination services.
- Apply for tariff concessions or for duty drawbacks and other refunds.
- Insure cargo against loss, damage, or pilferage.
- Prepare papers for shippers to appeal duty charges.
- Suggest best methods of packaging or labeling products.
- Maintain relationships with customs brokers in other ports to expedite clearing of cargo.
- Develop and maintain client relationships.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
- Develop and maintain client relationships.
