[CPAGeeks] automating CPE certificate generation for internal trainings
- From: Michael Butler <mbutler@xxxxxxxxxx>
- To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
- Date: Wed, 3 Jun 2020 21:14:06 +0000
We're looking to automate our CPE certificate generation for our internal
trainings. We'd like to emulate how the larger accounting companies do their
webinars/trainings, pose polling questions and tests to qualify attendance, and
then automatically generate the CPE certificates and email them with minimal
admin input. Currently, it's a manually intensive process for our admin to
process all the signatures/sign ups, manually generate CPE certificates for
each attendee etc. I'm curious how other firms have automated this. Let me know
if you have any suggestions. I have seen some 3rd party products that can
assist such as 'CE Platform For
Webinars<https://www.eventur.com/for-webinars/>'.
We currently use standard WebEx for meetings mostly, and I recently learned
that we have access to WebEx Events and WebEx Training type meetings as well
that seem to incorporate at least some of these elements, ie: ability to
poll/ask test questions, provide course materials, agendas, surveys. We're open
to switching webinar platforms as well if that provides more flexibility. We
also utilize CCH CPELINK<https://www.cchcpelink.com/> to manage our user's CPE
requirements.
Michael Butler
Director - Information Technology
KBF CPAs LLP
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Irvine, CA 92618
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949.529.3979 - Fax
mbutler@xxxxxxxxxx<mailto:mbutler@xxxxxxxxxx>
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