Conferences.io presentation from the 2022 NASBA Summit. CPE Attendance Tracking and Learner Engagement in the Post Pandemic Era. Topics discussed in this presentation • The future of CPE event attendance 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, Webex and Microsoft Teams ➡️ 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. NASBA Compliant Attendance Tracking solutions for all in-person, virtual and hybrid CPE events.

1. CPE Attendance Tracking & Learner
Engagement in the Post Pandemic Era

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

3. nasba.cnf.io

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Poll
Which Best Describe’s Your Organization
A) Accounting / Law Firm
B) Member-Based
C)Other

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Poll
What is your relationship to Conferences i/o
A) Current Customer
B) Former Customer
C)Not a Customer but Familiar With the Tool
D)Not Familiar At All

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

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“My team LOVES their new
digital sign-in system”
- Director, L&D

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“Conferences i/o saves us
countless hours of work dealing
with CPE attendance for our
conferences
… not to mention thousands of
dollars we save on badge
scanners!”
- Director of Education

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LMS / AMS Integrations
Prolaera Cornerstone OnDemand

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Before
After
0 80 160 240 320
Hours Spent Reconciling CPE Attendance
Seminar Conference >
>
320 Hours
Per year
55 Hours
Per year

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Before
After
0 80 160 240 320
Hours Spent Reconciling CPE Attendance
Seminar Conference
> 80%
Reduction in
time spent

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Other Major Benefits
‣ “Time and recourse savings are UNBELIEVABLE”
‣ Process of reconciling credit & issuing certificates rapidly increased
‣ Seminars: 3 days —> Same day
‣ Conferences: 2 weeks —> Next day
‣ Very positive feedback from Membership
‣ Increased Accountability & Compliance - Fewer attendees trying to sneak out early
‣ Enhanced Learner Engagement

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By the end of 2019 the accounting industry had become our
single largest customer segment. 10,000 CPE events per year
were using Conferences i/o.
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 knew we weren’t going to
stay 100% virtual forever but
that virtual was here to stay

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L&D Teams Needed to Prepare For a Combination of Formats

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Poll
By Year’s End, Which CPE Event Formats Will
Your Organization Have Offered in 2022?
A) In Person / Group Live
B) Virtual / Group Internet
C)Hybrid

28. Expectations From 2021 Summit

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NASBA Compliance Standards Differ
Group
Live
Group
Internet
Based
Hybrid

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The Instructional Design Differs
2 Way Interaction
One-to-Many Lecture

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Ability to Participate Differs

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Multiple Different Platforms & Technology Are Required
GIB Internal GIB External
GIB Conference
Certificates
LMS & Compliance
Group Live Class
Group Live Conference

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Group Live
Group Internet based
Classroom
Hybrid
Conferences
Multi-office
Compliance
Engagement
Learning
Sign-in Sheets
Attendance checks
webcast platform
Badge scanners
Live-streaming
Nasba LMS Integration

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Our new mission was to calm the chaos.
No matter what the new normal looked like.

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The Best-in-Class
Solution For All Group
Based CPE Events Internal External
Hybrid
In Person Virtual
Classroom Conference

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Product Tour

37. Group Live (In-Person)

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Kiosk Mode
‣ Designed for classroom style or
single-track events
‣ Digital replacement of a sign-in
sheet
‣ Registered attendees can be pre-
loaded

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Self Reporting Mode
‣ Designed for conferences. Replacement of
CPE Form.
‣ Attendees use their own device to self
report sessions attended
‣ Requires check-out codes for NASBA
compliance

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Self Check-in Mode
‣ Works for any event format
‣ Attendees use their own device
‣ Real-time check-in and check-out

42. Group Internet (Virtual)

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Which Platform(s) Does Your Organization Use
For Its Virtual CPE Events?
Poll

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Virtual Platform
Integrations

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Microsoft Teams

47. Webex
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48. Zoom Now (really really close to being) Available!
Participate at nasba.cnf.io

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Hopin

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

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What Method Has Your Organization Been Using
for the Participation Checks for Virtual CPE?
A) Content Related Poll Questions
B) Non Content Related Poll Questions
C) Automated “Are you still here?” popups
D) Codewords / Keywords
E) Other
Poll

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Codewords
Polls
Scan QR code or navigate
to https://webinar.cnf.io
CPE Code #1
381
Ethics

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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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Which of these pain-points related to using
virtual platform 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

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No Need to Create Polls From Scratch

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Scan QR code or navigate
to https://webinar.cnf.io
CPE Code #1
381
Ethics
Auto-generated Codes Auto-generated PowerPoint Slides
No Need to Create Polls From Scratch

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Polls integrate seamlessly and automatically launch

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Pre-Built Slides to Display Codewords

66. Codeword #1
CPE
524
Scan QR code or navigate to
https://cpa.cnf.io

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Polls and Codewords can be tied to a specific FOS

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No Messy Data or Manual Creation of Certificates
• Reporting designed specifically for CPE
• Auto credit calculation
• Direct Integration to LMS
• Automated certificate creation and delivery

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Attendance Reporting

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Automated Credit Adjustment

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Automated Credit Adjustment

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73. Run Credit Adjustment
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Reconcile Attendance For Any Event in
Three Steps…
1 Capture Attendance 2
Sync Back to LMS or
Issue Certificates Directly
3

74. Hybrid

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Poll
Do you expect to offer more or less Hybrid CPE
moving forward?
A) More Hybrid
B) Less Hybrid
C) The Same

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Poll
What’s the reasoning behind your answer?
Why will your organization be offering more or
less Hybrid?

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

83. Check-in the same way

84. Participate in the same Q&A

85. Respond to the same polls

86. Reporting in one place

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

88. Their Delivery Format is tied to
the rest of their CPE Attendance
data

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Criteria-Based Credit Adjustment

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Live Demo of Credit Adjustment

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Other Recent Product
Improvements

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Audio Alerts For Polls Poll Completions Indicator

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Non Anonymous Q&A

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Duplicate Check-in Merging

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Concurrent Check-in Detection

96. Q&A