Learn how LCvista’s integration with Conferences i/o can completely automate the attendance tracking process for all of your firm’s Group Based CPE Events -- Group Live, Virtual and Hybrid. Join us for this session where we'll showcase: - Best practices for managing Group Live, Virtual and Hybrid CPE Events - How to set up an integration between LCvista and Conferences I/O - How to sync attendance, polling, and code words data - How to automate credit calculations using built-in rulesets in LCvista - Leveraging Conferences I/O with webcast providers like Zoom and MS Teams - Future enhancements on the roadmap What’s LCvista? LCvista is the leading learning and continuing professional education compliance management solution provider for the accounting industry. More than half of the top 30 accounting firms depend on LCvista’s compliance solution and full product suite to meet their evolving learning and development needs. What’s Conferences i/o? Conferences i/o is an Attendance Tracking and Engagement platform designed specifically for the Accounting / CPE industry. You may have seen their CEO present at the recent NASBA Summit.

1. Automate Your CPE
Attendance Tracking Workflow
Group Live, Virtual and Hybrid Events

2. Participate During the Webinar

3. Participate During the Webinar
Directly from
Zoom
Scan QR code using mobile
device

4. Check-in Ask Questions Respond to Polls

5. Which product(s) does your organization
currently use?
A) LCvista
B) Conferences i/o
C) Both
D) Neither
Poll

7. Why we are hosting this webinar…
1. Clarify the FULL capabilities of the integration
2. Educate about both products
3. Inform about recent changes and future improvements

8. Intros
John Pytel Lisa Chamberlain

10. Best-in-Class Attendance
Tracking & Engagement
For All Group Based
CPE Events
Internal External
Hybrid
In
Person
Virtual
Classroom Conference

11. Conferences i/o Will Improve the CPE Learning
Experience For All Stakeholders
CPE Compliance
Team
Learners
Instructors
Learning
Team

12. One Platform For All Group Based CPE Events

13. Group Live
jaccountant@email.com

14. Group Live

16. Attendance Reporting: Group Live

17. LMS Integration for
Group Live

18. LMS Integration: Group Live

19. LMS Integration: Group Live
Enter Your CIO URL Here

20. LMS Integration: Group Live

21. LMS Integration: Multi-Session Events

22. LMS Integration: Multi-Session Events - Bulk Uploads

23. Group Internet (Virtual)

24. Zoom App Now Available!

25. Microsoft Teams

26. Webex

28. Open your browser
and go to:
lcv.cnf.io
OR just point your phone’s
camera at the QR Code

29. Polls CPE Codes
CPE Code #1
381
Ethics
Group Internet NASBA Compliance

30. CPE Codes

32. We are not discouraging the use of content related polls…

35. Which of these devices is Conferences i/o NOT compatible with?

37. Which of these pain-points related to using
webcast polls resonate with you?
Poll
A) Needing to manually create polls from scratch each time
B) Instructor or moderator required to manually launch polls
C) Forgetting to launch polls
D) Multi-hour sessions: Knowing which polls belong to which hour or FOS
E) Manual effort required to export reports and calculate credit
F) Poor reporting / reporting not designed for CPE purposes

39. No Need to Create Polls From Scratch

40. Polls integrate seamlessly and automatically launch

41. Polls can be tied to a specific FOS

42. No Messy Data or Manual Creation of Certificates
• Reporting designed specifically for CPE
• Direct Integration to LCvista
• Auto credit calculation & certificate issuance (if needed)

43. Attendance Reporting: Group Internet

44. LMS Integration for
Group Internet

45. LMS Integration: Group Internet

46. LMS Integration: Group Internet

47. Hybrid

48. Hybrid

49. Hybrid

50. Hybrid

51. Hybrid

52. When the Delivery Format for a
session is set to Hybrid…

53. Attendees will be prompted to
select their Attendance Method
upon checking-in

54. Each learner’s attendance method
(in-person or virtual) is tied to their
data

55. LMS Integration for
Hybrid

56. LMS Integration: Hybrid

57. Run Credit Adjustment
Reconcile Attendance For Any Event in Three
Steps…
1 Capture Attendance 3
Sync Back to LCvista
2

58. Demo of Integration

59. Future Roadmap

60. Roadmap
‣ Multi-Session Certificates
‣ Linked Sessions
‣ Multiple integrations per session
‣ Timed Agenda >> Polls or CPE Codes by FOS (eventually)
‣ Always looking for other efficiency gains based on client feedback

61. Poll Available

63. AI Poll Generator Concept
Upload
Presentation
AI Suggests Relevant
Questions
Automatically
create as polls
Give AI
instructions

64. How Valuable Would The Ability to Automatically
Generate Relevant, Content Related Poll Questions
Be For Your Organization?
Poll

66. Are you interested in helping
us as we prototype this
functionality?
Poll

67. FAQs

68. Where Can I Go With Questions?
LCvista maintains a knowledge based article containing
frequently asked questions.
https://support.lcvista.com/knowledge/conferences-i-o-faq

69. Does Conferences i/o also offer the ability to
issue certificates?
Yes but they are not auto stored within LMS. You will primarily
issue certs from LCV but CIO certificates may be useful in a few
cases…
● External events
● Combined Session Certificates (until LCV enhancement)

71. Does Conferences i/o also have the ability to
auto-adjust credits using credit rules?
Yes. You will primarily use LCV credit rules but CIO may be
useful in a few cases…
● External events
● Multiple FOS sessions (until LCV enhancement)

73. Can the integration work with Compliance Only
Customers?
Yes. If you use the LCvista Compliance product alongside a 3rd
party LMS, you can still use the integration to process CPE
directly in LCvista. In this case:
● Anything that happens before the event will be managed
in your LMS
● Anything that happens after the event will be managed in
LCvista.

74. Multi-Session vs. Hybrid Clarification
● A hybrid event is considered a single program in LCvista. For
example, a program with a group live and a group internet based
session. Best practice is to create a program with each session
representing a single delivery method so that users can select their
attendance method when enrolling.
● A multi-session event can be set-up a number of ways in LCvista
depending on the features you want to leverage:
○ Learning Plan for conference style events
○ Multiple Programs for events that are both hybrid and multi-session
○ Single Program with multiple sessions for simpler events

75. Q&A

76. Conferences i/o