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.
2. Open your browser
and go to
nasba.cnf.io
OR just point your
phone’s camera at
the QR code
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
11. 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
“
16. 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
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Multiple Different Platforms & Technology Are Required
Certificates
Group Live Class
Group Live Conference
GIB Internal
GIB Conference
GIB External
LMS & Compliance
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Internal External
The single attendance
tracking & engagement
solution for all live CPE
events
Hybrid
Group
Live
Group
Internet
Based
Classroom Conference
34. 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
44. 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
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No Messy Data or Manual Creation of Certificates
• LMS Integrations
• Automated certificate creation and delivery
• Auto credit calculation
• Attendance Reports Designed for CPE
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Admins set the #
of codewords
needed for the
session (per FOS)
CIO auto
generates
codewords &
slides
Slides are inserted
into presentation
55. 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
57. 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
59. 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
60. 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
74. 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
90. Interested In Learning More?
Email
john@conferences.io
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