If you are in the financial, legal, medical or many other professional fields, you need to consume regular continuing education to maintain your license. Managing CEUs as an individual or organizations gets complicated in a hurry when there are multiple jurisdictions mandating requirements. Learn 5 Best Practices to solve!

1. Best Practices Managing Complex
Continuing Education
June 4, 2015
John Leh
CEO, Lead Analyst, Talented Learning
Bill Snowdon
CTO, eLogic Learning

2. Agenda
• Introduction to Continuing Education
• Size of CE Market
• CE Tools and Technologies
• Top 5 Best Practices Managing Complex CEUs
• Complex CEO Management Demo
• Question and Answer

3. Today’s Presenters
John Leh, CEO & Lead Analyst, Talented Learning
• 20 years LMS and eLearning experience
• Independent learning tech analyst, blogger and presenter
Bill Snowdon, CTO, eLogic Learning
• 20 years experience directing technology vision
• Leads functionality initiatives and new product development

4. • Extended enterprise (EE) learning news,
research and consulting
• Founded in 2014 -- Independent analysts
• Research vendors, technology and best
practices
• Weekly blog and webinar on all things EE
Learning
• LMS Requirement definition and selection
services
Who is Talented Learning?

5. 5
• Headquarters – Tampa, Florida
• Founded in 2001
• Private, Debt Free, Financially Stable and
Profitable
E-Learning 24/7
Top 3 LMS – 2015
Top 5 LMS – 2014
Top 10 LMS – 2013, 2012
Capterra
Top 20 LMS – 2014
Bloomin’ Brands
Purveyor of the Year –
2011, 2012
Sage Software
Innovations Award
Mindleaders/Skillsoft
Innovative Partner Award
ABOUT US AWARDS
OUR CLIENTS
• Premier Client List
• Over 5 Million Users
• Fully Invested in our Client’s Success.
• Customer Service Orientation (Client For Life)
Who is eLogic Learning?

6. Survey -- What are the Biggest Challenges in
Managing Continuing Education?
• Reporting
• Managing state requirements
• Notification of learners of requirements and due dates
• Working with our accreditation bodies
• Other (put in chat)

7. What is Continuing
Education?
• Continuing education is defined as
training provided to adults after they
have left the formal education process
• Informal --Lynda.com course online or
completing a MOOC
• Formal --Earning your Project
Management Professional certificate or
maintaining a professional degree
• CE, CEU, CLE, CME, CPD, CPE, Contact
Hours

8. What Is in a Name? Types of Certification and CE
• Corporate
• Knowledge skills and abilities to do a job
• Limited portability
• Example: New product or new hire certification
• Easy to manage
• Product Specific
• Time-limited and very portable
• Prevalent in IT with versions of software/hardware
• Example: Microsoft Certified Systems Engineer – Cisco Certified Network
Associate
• Tougher to manage
• Profession Wide
• Awarded by government or accreditation body
• Virtually every profession globally
• Example: MD, Electrician, Pilot
• Toughest to manage – multiple jurisdictions

9. CE Required for Many, Many Professions
Healthcare
• Physicians
• Nurses
• Pharmacists
Business
• Accountants
• Lawyers
• Actuaries
Real Estate
• Agents
• Appraisers
• Broker
Education
• Teachers
• Aids
• Administration
Occupational
• Realtor
• Food service
• Drivers
Public Safety
• Architects
• Surveyors
• Engineering

10. Size of Continuing Ed Market
• 2014 US Census Bureau Report “Measuring Alternative Education Credentials: 2012”
• 46 Million US adults held a professional certificate or license
• 19 Million have education certificate
• 25% of US population hold a certificate
• $47 Billion in US spending alone
• 90% /10% Instructor delivered vs. self-paced eLearning
Guestimate: 10 hours a year average = ½ billion hours of CE content delivered per year!
Comparison: Josh Bersin estimates LMS market 2.4Billion

11. Healthcare Leads the Way
Culinary Arts
Protective Services
Public and Social Services
Transportation
Engineering
Cosmetology
Construction and Manufacturing
Mechanic and Repair
IT, Computer, Technology
Business Management and Support
Education
Healthcare
0 5 10 15 20 25 30
% of Continuing Education Market
“Measuring Alternative Educational Credentials: 2012,” Ewert and Kominski, Jan. 2014, U.S. Census Bureau

12. Statistics from ACCME on 2014 CMEs
245+ Million
Hours of CME
Consumed

13. So What is Complex Certification?
Simple Certification
• One accreditation body
• 1 course = 1 CEU
• 1 Certificate per course
Complex Certification
• Many accreditation bodies
• State by state variations
• Dynamic certificate generation
• 1 course = X credit in PA and Y credit in NY
• Varying tracking and reporting standards
• Certification duration
• Compliance window
• Reporting deadline

14. Survey: What Industry Has the Most Complex
CEUs to Manage?
• Accountants
• Lawyers
• Doctors
• Nurses
• Architects

15. Certified Public Accountants (CPE) Credit
Requirements State Examples
Florida New Jersey
Credit Hours Required 80 hours 120 with minimum of 20
year
Specialty Credits Required -4 hours of ethics
-24 hours if in Government
Auditing
-20 hours in
accounting/auditing
-4 hours of ethics
-72 hours in technical
subjects
--60 hours need to be in
person instruction
--24 hours of Auditing if in
attest function
Length of Reporting Period 2 Years 3 Years
Reporting Date June 30 December 31
Minutes per Credit Hour 50 50

16. Continuing Medical Education (CME) Credit
Example State Requirements
CMEs Required Window AMA/AOA/A
AFP/ACOG
Category 1
Hours
Alabama 24 hours 2 years 24
Alaska 50 hours 2 years 25
Arkansas 20 hours 1 year 20
California 100 hours 4 years 100

17. Continuing Legal Education (CLE) Credit
Example State Requirements
Pennsylvania Rhode Island
Credit Hours Required 12 hours per reporting
period
10 hours per reporting
period
Specialty Credits Required 2 2 hours of ethics
Length of Reporting Period 1 Year 1 Year
Compliance Date June 30
Compliance Group Attorneys assigned to 1 of
3 arbitrary groups with
due dates
All attorneys
Reporting Date April 30, August 31 and
December 31
June 30
Report 30 Days Grace June 30
Approved Formats No recorded programs
Minutes per Credit Hour 60 50 – Divide total number
of minutes of content by 5

18. Technologies to Help Manage CEUs?
• Custom built software
• Spreadsheets
• Industry Specific CEU Trackers
• Association Management System
• Survey Engine
• Assessment Engine
• 600+ Learning Management Systems
• Good at simple
• Not so good at complex
• Industry specialists for CEU providers not organizations

19. Best Practice #1:
Learn your CE Ecosystem

20. Your Cast of CE Players
CE Providers
• Universities and Colleges
• Vocational Schools
• Training Companies and
Associations
CE Consumers
• Employees
• Customers
• Professionals
Organizational CE Manager
• Manage own accredited content
• Manage employee compliance
• Buy 3rd Party
Accreditation Bodies
• Government
• Industry Boards
• Associations

21. Accreditation Bodies Drive the Complexity
• Boards, Government, States, Associations
• Jurisdiction requirements for # of hours required
• Content types/categories accepted
• Specialty content requirements
• Length of reporting period
• Reporting date

22. Best Practice #2:
Conduct an Technology and Business Process Audit

23. The Pot Roast Story
Why Do You Do Things the Way You Do?

24. Technology and Business Process Audit
• What do you do now and why?
• What technology do you use?
• Text, reporting, LMS, spreadsheets
• Association management system, CRM
• Surveys and assessments
• eCommerce
• What are the manual admin process?
• Learner notification, reporting, commerce, retrieving training records,
accreditation board reporting
• What is the cost for the above?

25. Do You Know What Your Current Vendors Can Do?
• When was the last time you got a current
demonstration from your technology
partners?
• Opportunities to find that they can do more
than you think or more than a few years ago
• Ask for a 1 – 2 day visit from vendor to do a
status check
• Sunset duplicate system
• Duplicate systems = duplicate costs (license,
admin and support)
• Example – Survey, testing and authoring are
core components in modern LMS solutions

26. Best Practice #3:
Stay Current with Technology Landscape

27. Never Stop Researching Technology
Landscape
• Complex CEUs can’t be fully automated -- yet
• How close can you get?
• New technology and capability every day
• Join industry social groups
• Find like minded professionals
• Learn best practices
• Hear vendor stories
• Attend a Tradeshow, Subscribe to Blogs
• Your responsibility to continually educated yourself on the industry
Don’t be afraid to switch out learning technology solutions
when you reach the appropriate cost/benefit level

28. Basic LMS Support for Managing CE
Organizations Managing Employee CE
• Name credit types
• Associate with class
• Assign content to individuals, job roles or organization
• Completion reporting entered into another system
• Certificates
Selling or Providing CE
• Free or paid courses
• CE content to individual learners or organizations
• Ecommerce functionality including shopping cart and checkout
• Progress reports

29. Intermediate LMS Support for Managing CE
Organizations Managing Employee CE
• Unlimited credit types per learning event
• Learners select credit type they want
• Configurable due dates and credit duration rules
• Prerequisites and bundles
Selling or Providing CE
• Receive and share data from AMS, Virtual Tools, eCommerce,
CRM, ERP
• Client dashboards and automated reporting delivery
• Coupons, discounts, promotions
• Self reported learning

30. Advanced LMS Support to Manage CE
Organizations Managing Employee CE
• Credit and value awarded based on custom learner profile fields
• Badge swipe, mobile swipe, attendance codes
• Management of categories of content type and content limits
• eSignatures, audit trails and content versioning
• Integration with 3rd party compliance tools (LearnLive)
Selling or Providing CE
• Auto accreditation body reporting for provider and individuals
• Psychometric analysis reports for pre-post assessments, test item
efficacy and learner evaluations
• Peer rankings on assessments
• Dynamic certificates

31. Under the Hood
• Quick demonstration of
complex CEU management
• Assigning credits
• Support for multiple credit
types
• Accreditation reporting

32. Best Practice #4:
Integrate, Integrate, Integrate

33. Leverage Integrations to Automate Workflow
• Eliminate duplicate or triplicate entry
• Share profile data
• Leverage social media to create
accounts
• Display content options and notification
in other systems
• Sell content in multiple locations
• Drive targeted marketing
LMS
CE Tracking
Spreadsheets
HRIS
SSO
AMS
ERP
eCommerce
CRM

34. Best Practice #5:
Automate Reporting

35. Automate Reporting Ideas
• Benefits individuals, organizations, CE providers and
the accreditation bodies
• Allow learners to store external CEU activities and
appropriate accreditation information
• In Medical all PARS fields or all NASBA fields for seamless
reporting
• Automate or provide users XML form to provide to
accreditation body
• Include ability to support informal learning activities (xAPI)
• Schedule reports for auto delivery
• Test item and evaluation analysis
• Financial and ecommerce reporting
• Progress reporting for individuals, teams and organizations
• Data dump for 3rd party reporting via other
organization systems

36. Conclusion
• The global CE market is huge
• Jurisdictions and industry drive CE complexity
• Few organizations are 100% automated
• Eliminate manual process
• Top 5 Best Practices
• Learn CE Ecosystem
• Conduct a tech and business process audit
• Keep current with tech landscape
• Integrate, integrate, integrate
• Automate reporting

37. Questions?John Leh
JohnLeh@TalentedLearning.com
@JohnLeh
Bill Snowdon
BRS@elogiclearning.com
@BRS_Bill
Questions?