Company: checklist for a live-streamed webinar conference (attendees pre-registering on CE Zoom)

Checklists for both Free and Paid Live-Streamed Webinars

Prior to Your Conference

1. Add your course on CE Zoom. (How to add a conference/multi-course event)
   1. Verification Code: Make sure your verification code does not have any special characters (&*$~!?) or spaces.
   2. Joining Link: DO NOT FORGET to add the direct unique live streaming link for each course within the course notes section in the add a course screen. This is important as this is how CE Zoom tech support can assist your attendees when they reach out for help, plus this information will be emailed to the attendees 1 hour prior to the start of the live-streamed course. If you wish to not input your direct webinar link you must input the information on how each attendee can obtain the direct webinar link (such as an external registration link that will give them the joining link) along with a contact email that will be returning emails at the beginning of the course to help attendees get connected to your event.
2. AGD PACE join providership (if applicable)
   1. Send signed AGD Joint Provider Agreement to Tori@cezoom.com
   2. Send signed Image of Authenticity Doc to Tori@cezoom.com
   3. Send PowerPoint for review to Tori@cezoom.com 14 days prior to the event for approval (PowerPoint and PDF file will be accepted, we will not accept video presentations)
3. Send out the What to Expect Letter to the attendees the day before the course/event. Please do not alter the verification instructions or the attendees will have trouble getting their certificate.
4. Update and forward the attached Verification slide to each presenter with their course information and verification code. This is just a template that needs to be updated for each course. The course verification code can be found as follows: 

• • Log into your CE Zoom company account
  • Click on My Courses then Live Courses
  • The verification code will be displayed under the column titled Credit Verification Code

Day of the Conference:

1. Make sure you set your live streaming software to collect analytics on the times each attendee is connected. (You will only confirm attendees that meet the minimum time requirement)
2. Please have the contact email available to return emails for all attendees that need assistance joining your live streaming event.
3. At the beginning of each course please announce:
   1. A verification code will be displayed and announced at the concussion of the course. it is very important each attendee obtains this code.
   2. The verification code will not be re-issued so it is important that each attendee receives the code prior to disconnecting. (to follow AGD guidelines we can not re-issue verification codes)
   3. Let attendees know if they get disconnected to please reconnect and how 
   4. All attendees must attend a minimum of X min to be confirmed to receive credit (minimum time = 50 min per hour for instruction). Announce you will only be releasing CE certificates to those that attended the minimum time requirement and verified with the verification code announced at the end of the course.
4. At the conclusion of the course:
   1. Display the verification code for a minimum of 5 min and verbally announce the verification code multiple times.
   2. Prompt attendees to log into their CE Zoom accounts, verify the course with the verification code, and take any required survey/test.
5. If all these steps have been completed, their CE Certificate will be in their "Records" under "Manage CE" in their CE Zoom account once their attendance has been confirmed.

After the Conference

Attendee Registration Instructions for Free Live-Streamed Webinar Conference or Live-Streamed Webinar Conference that has a paid registration managed offsite of CE Zoom.

1. Click the registration link above
2. Click Register
3. Click yes if you are already a CE Zoom member, log in and skip to #6, click unsure/no if you are new to CE Zoom, or are unsure if you have a CE Zoom account.
4. Click register as a professional
5. Select your state, license type, and enter in the 1st 4 letters of your name (first or last) and click search.  If your name is found, click select and log in, if your name is not found, click “don't see your name?  "Click here to register” and continue through the registration form.
6. Select all the courses you wish to attend
7. Click Register

Attendee Registration Instructions for Paid Live-Streamed Webinar Conference when the registration is managed through CE Zoom

1. Click the registration link above
2. Click register
3. Click yes if you are already a CE Zoom member, log in and skip to #6,  click unsure/no if you are new to CE Zoom, or are unsure if you have a CE Zoom account.
4. Click register as a professional
5. Select your state, license type, and enter in the 1st 4 letters of your name (first or last) and click search. If your name is found, click select and log in, if your name is not found, click “don't see your name?  "Click here to register” and continue through the registration form.
6. Select your profession and agenda and continue through the registration
7. Agree to the terms and submit payment

Attendee Verification Instructions for your Attendees assuming they preregistered

1. Log into your CE Zoom account at www.cezoom.com. If you are new to CE Zoom you created a CE Zoom account when you registered for this event.
2. From your dashboard under scheduled courses click the green verify button associated with the course you attended. If your screen is zoomed in you may have to scroll down to see your scheduled courses. Please note each course has its own unique verification code.
3. Enter the verification code announced at the conclusion of the course, check any membership associations and enter your member number (if applicable), and submit. Please note if you are an AGD member and you do not enter your correct 6 digit member number, the offering company will not be able to submit your record to AGD.
4. Take any required survey/test
5. Repeat for each course you attended