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Conferences.io CPE Attendance Tracking - NASBA Registry Summit

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Conferences.io CPE Attendance Tracking - NASBA Registry Summit

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Conferences.io presentation from the 2021 NASBA Summit. CPE Attendance Tracking and Engagement for all group CPE events.

Topics discussed in this presentation
• The future of CPE event tracking
• Increasing audience engagement for live, virtual and hybrid CPE training programs
• Automating poll creation and deployment
• How to speed up reconciliation by 80%
• How to automate CPE certificate creation without an LMS
• Making compliance easier for live, virtual and hybrid CPE training programs
• Integrate CPE compliance tools you need into your existing LMS
• How to make CPE reporting easy
• Using Conferences.io audience tracking and engagement tool with Zoom and Webex

➡️ Register for a free demo at cpeattendancetrackingtool.com

About Conferences.io
Our customers spend 80% less time tracking attendance and calculating credit with Conferences.io The Virginia Society of CPAs reduced the time spent reconciling CPE attendance by 80% after transitioning to Conferences i/o. What previously took a combined 320 hours per year between seminars and conferences was reduced to only 70 hours.

Conferences.io presentation from the 2021 NASBA Summit. CPE Attendance Tracking and Engagement for all group CPE events.

Topics discussed in this presentation
• The future of CPE event tracking
• Increasing audience engagement for live, virtual and hybrid CPE training programs
• Automating poll creation and deployment
• How to speed up reconciliation by 80%
• How to automate CPE certificate creation without an LMS
• Making compliance easier for live, virtual and hybrid CPE training programs
• Integrate CPE compliance tools you need into your existing LMS
• How to make CPE reporting easy
• Using Conferences.io audience tracking and engagement tool with Zoom and Webex

➡️ Register for a free demo at cpeattendancetrackingtool.com

About Conferences.io
Our customers spend 80% less time tracking attendance and calculating credit with Conferences.io The Virginia Society of CPAs reduced the time spent reconciling CPE attendance by 80% after transitioning to Conferences i/o. What previously took a combined 320 hours per year between seminars and conferences was reduced to only 70 hours.

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Conferences.io CPE Attendance Tracking - NASBA Registry Summit

  1. 1. The Future of CPE Event Technology
  2. 2. Open your browser and go to nasba.cnf.io OR just point your phone’s camera at the QR code
  3. 3. Participate at nasba.cnf.io Which best describes your organization? A) Accounting or Law Firm B) Association / State Society C) Other - NASBA Sponsor D) Non Sponsor / Industry Supplier
  4. 4. Participate at nasba.cnf.io
  5. 5. Participate at nasba.cnf.io A Brief History of Conferences i/o
  6. 6. Participate at nasba.cnf.io We Started With Engagement For Live (in-person) Events 2013
  7. 7. Participate at nasba.cnf.io Organizations Naturally Started Adopting Our Tool In Continuing Education Settings. Our CPA customer base began to grow. 2013
  8. 8. Participate at nasba.cnf.io We Helped Satisfy NASBA Group Live Requirements For Engagement, Q&A and Session Evaluations 2013
  9. 9. Participate at nasba.cnf.io We Launched Our Attendance Tracking Solution Designed For Group Live Programs 2013 2018
  10. 10. Participate at nasba.cnf.io Conferences i/o saves us countless hours of work dealing with CPE attendance for our conferences … not to mention the tens of thousands of dollars we save on badge scanners!” - Director of L&D “
  11. 11. Participate at nasba.cnf.io LMS / AMS Integrations
  12. 12. Participate at nasba.cnf.io
  13. 13. Participate at nasba.cnf.io
  14. 14. Participate at nasba.cnf.io
  15. 15. Participate at nasba.cnf.io By the end of 2019 the accounting industry had become our single largest customer segment — over 10,000 events per year 2013 2018 2019
  16. 16. Participate at nasba.cnf.io 2013 And then COVID Hit… 2018 2019 2020
  17. 17. Participate at nasba.cnf.io Live Events Became Extinct
  18. 18. Participate at nasba.cnf.io We’re not going to stay 100% virtual forever but virtual is here to stay
  19. 19. Participate at nasba.cnf.io Your future CPE programs will be a combination of formats
  20. 20. Participate at nasba.cnf.io NASBA Compliance Standards Differ Group Live Group Internet Based Hybrid
  21. 21. Participate at nasba.cnf.io
  22. 22. Participate at nasba.cnf.io Ability to participate differs
  23. 23. Participate at nasba.cnf.io Multiple Different Platforms & Technology Are Required Certificates Group Live Class Group Live Conference GIB Internal GIB Conference GIB External LMS & Compliance
  24. 24. Participate at nasba.cnf.io
  25. 25. Participate at nasba.cnf.io Our vision is to calm the chaos. No matter what the new normal looks like.
  26. 26. Participate at nasba.cnf.io Internal External The single attendance tracking & engagement solution for all live CPE events Hybrid Group Live Group Internet Based Classroom Conference
  27. 27. Participate at nasba.cnf.io
  28. 28. Participate at nasba.cnf.io Engagement Q&A Evaluations
  29. 29. Participate at nasba.cnf.io NASBA Standards ‣Same as Group Live plus… ‣Attention Verification Checks (3 per credit hour)
  30. 30. Participate at nasba.cnf.io How does your org satisfy the attention verification check requirement? A) Content Related Polls B) Non Content Related Polls C) Codewords / Keywords D) Other (screenshot of attendee list, etc.) E) Not Applicable
  31. 31. Participate at nasba.cnf.io
  32. 32. Participate at nasba.cnf.io What is your biggest takeaway from today’s session?
  33. 33. Participate at nasba.cnf.io What is your favorite movie quote?
  34. 34. Participate at nasba.cnf.io Brainstorm Polls
  35. 35. Participate at nasba.cnf.io
  36. 36. Participate at nasba.cnf.io Which of these devices is Conferences i/o NOT compatible with?
  37. 37. Participate at nasba.cnf.io
  38. 38. Participate at nasba.cnf.io ‣ Manually creating polls from scratch each time ‣Instructor or moderator required to manually launch polls ‣ Forgetting to launch polls ‣ Multi-hour sessions: Knowing which polls belong to which hour or FOS ‣If no LMS integration — Compiling data and issuing certificates can be a nightmare ‣Necessity of using multiple platforms due to functionality differences / limitations Pain Points Using Webcast Polls for Attendance Checks
  39. 39. Participate at nasba.cnf.io No Need to Create Polls From Scratch Every Time
  40. 40. Participate at nasba.cnf.io Polls integrate seamlessly and automatically launch
  41. 41. Participate at nasba.cnf.io Polls can be tied to a specific FOS
  42. 42. Participate at nasba.cnf.io No Messy Data or Manual Creation of Certificates • LMS Integrations • Automated certificate creation and delivery • Auto credit calculation • Attendance Reports Designed for CPE
  43. 43. Participate at nasba.cnf.io Meet Codewords. Our Newest Attendance Tracking Solution
  44. 44. Participate at nasba.cnf.io Admins set the # of codewords needed for the session (per FOS) How It Works..
  45. 45. Participate at nasba.cnf.io Admins set the # of codewords needed for the session (per FOS) CIO auto generates codewords & slides
  46. 46. Participate at nasba.cnf.io
  47. 47. Participate at nasba.cnf.io Admins set the # of codewords needed for the session (per FOS) CIO auto generates codewords & slides Slides are inserted into presentation
  48. 48. Participate at nasba.cnf.io
  49. 49. Participate at nasba.cnf.io Admins set the # of codewords needed for the session (per FOS) CIO auto generates codewords & slides Slides inserted into presentation Attendees submit codewords during session
  50. 50. Participate at nasba.cnf.io
  51. 51. Participate at nasba.cnf.io Admins set the # of codewords needed for the session (per FOS) CIO auto generates codewords & slides Slides inserted into presentation Attendees submit codewords during session CIO reports codes completed
  52. 52. Participate at nasba.cnf.io
  53. 53. Participate at nasba.cnf.io 0 of 0 (0%) Codewords Correct Credits Polls Responded To Virtual 3 of 3 (100%) 0 of 3 (0%) Attendance Method Credit and eligibility calculation are automated, down to the field of study
  54. 54. Participate at nasba.cnf.io Admins set the # of codewords needed for the session (per FOS) CIO auto generates codewords & slides Slides inserted into presentation Attendees submit codewords during session CIO auto calculates credits earned (by FOS) Data is sent back to LMS or certificates are sent from CIO
  55. 55. Participate at nasba.cnf.io We are not discouraging the use of content related polls…
  56. 56. Participate at nasba.cnf.io Compliance Learning
  57. 57. Participate at nasba.cnf.io Which webcast platform(s) does your organization use or plan to use for CPE?
  58. 58. Participate at nasba.cnf.io
  59. 59. Participate at nasba.cnf.io
  60. 60. Participate at nasba.cnf.io
  61. 61. Participate at nasba.cnf.io
  62. 62. Participate at nasba.cnf.io
  63. 63. Participate at nasba.cnf.io
  64. 64. Participate at nasba.cnf.io
  65. 65. Participate at nasba.cnf.io
  66. 66. Participate at nasba.cnf.io
  67. 67. Participate at nasba.cnf.io
  68. 68. Participate at nasba.cnf.io ‣ The 2nd device experience works great! ‣ Never going to be able to integrate with every platform ‣ Can’t be at the mercy of virtual platforms ‣ In person attendance won’t remain extinct forever… 2nd Device Experience
  69. 69. Participate at nasba.cnf.io Convenient But, it’s not exactly…
  70. 70. Participate at nasba.cnf.io This
  71. 71. Participate at nasba.cnf.io Conferences i/o bridges the gap to allow everyone to participate TOGETHER. Regardless of how they’re attending.
  72. 72. Participate at nasba.cnf.io Check-in the same way
  73. 73. Participate at nasba.cnf.io Participate in the same Q&A
  74. 74. Participate at nasba.cnf.io Respond to the same polls
  75. 75. Participate at nasba.cnf.io Evaluate the same survey
  76. 76. Participate at nasba.cnf.io Making this Feel more like
  77. 77. Participate at nasba.cnf.io
  78. 78. Participate at nasba.cnf.io
  79. 79. Participate at nasba.cnf.io Hybrid Settings
  80. 80. Participate at nasba.cnf.io 0 of 0 (0%) In-Person 0 of 3 (0%) 0 of 3 (0%) Tue Sep 01, 1:00pm Tue Sep 01, 3:00pm 1 Jane Doe jane.doe@email.com 0 of 0 (0%) Codewords Correct Credits Polls Responded To Virtual 3 of 3 (100%) 0 of 3 (0%) Attendance Method Tue Sep 01, 1:00pm Tue Sep 01, 3:01pm
  81. 81. Q&A Click Here For a Full Q&A Recap (with answers)
  82. 82. Interested In Learning More? Email john@conferences.io Schedule a Product Demo Choose a Day & Time Here Visit us online CPE Specific Website General Website

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