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.

1. The Future of CPE Event Technology

2. Open your browser
and go to
nasba.cnf.io
OR just point your
phone’s camera at
the QR code

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Which best
describes your
organization?
A) Accounting or Law Firm
B) Association / State Society
C) Other - NASBA Sponsor
D) Non Sponsor / Industry Supplier

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A Brief History of Conferences i/o

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We Started With Engagement For Live (in-person) Events
2013

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Organizations Naturally Started Adopting Our Tool In Continuing
Education Settings. Our CPA customer base began to grow.
2013

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We Helped Satisfy NASBA Group Live Requirements For
Engagement, Q&A and Session Evaluations
2013

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We Launched Our Attendance Tracking Solution Designed For
Group Live Programs
2013 2018

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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
“

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LMS / AMS Integrations

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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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2013
And then COVID Hit…
2018 2019 2020

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Live Events Became Extinct

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We’re not going to stay 100%
virtual forever but virtual is
here to stay

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Your future CPE programs will be a combination of formats

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NASBA Compliance Standards Differ
Group
Live
Group
Internet
Based
Hybrid

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Ability to participate differs

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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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Our vision is to calm the chaos.
No matter what the new normal looks
like.

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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

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Engagement Q&A Evaluations

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NASBA Standards
‣Same as Group Live plus…
‣Attention Verification Checks (3 per credit hour)

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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

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What is your biggest takeaway from today’s session?

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What is your favorite movie quote?

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Brainstorm Polls

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

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‣ 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 Need to Create Polls From Scratch Every Time

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Polls integrate seamlessly and automatically launch

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Polls can be tied to a specific FOS

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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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Meet Codewords.
Our Newest Attendance
Tracking Solution

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Admins set the #
of codewords
needed for the
session (per FOS)
How It Works..

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Admins set the #
of codewords
needed for the
session (per FOS)
CIO auto
generates
codewords & slides

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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

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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

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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

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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

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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

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We are not discouraging the use of content related polls…

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Compliance Learning

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Which webcast
platform(s) does
your organization
use or plan to use
for CPE?

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‣ 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

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Convenient
But, it’s not exactly…

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This

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Conferences i/o bridges the gap to allow everyone to
participate TOGETHER. Regardless of how they’re attending.

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Check-in the same way

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Participate in the same Q&A

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Respond to the same polls

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Evaluate the same survey

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Making this
Feel more like

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Hybrid Settings

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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

89. Q&A
Click Here For a Full Q&A Recap (with answers)

90. Interested In Learning More?
Email
john@conferences.io
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