Managing CEU event requests efficiently ensures that presenters and providers maximize their time while delivering high-quality educational sessions. Here are some best practices to follow when handling requests that come in through the CEU Events platform.
As soon as a request is received, the presenter should review the details provided by the requestee. All the necessary information can be found under the ‘Requests’ menu. By clicking on the ‘Create Event’ button, you can access detailed contact information and the estimated number of attendees.
Before proceeding, it’s important to assess whether the requesting company aligns with your business goals. If the company is a good fit, reach out to the requestee to arrange a date and time for the CEU session. Sessions can be conducted in person or via webinar—choose the format that makes the most sense for your organization.
Once the event details are confirmed, we recommend converting the request into an event. Here’s a step-by-step guide on how to do this.
If your account is set up with multiple territories selected for the admin only, you can reassign the request to a particular instructor who will then handle the pre-qualification process. Learn how to reassign requests here.
Some requests may come from firms that are too small to justify a dedicated 1-on-1 event. In these cases, consider the following options:
While on-demand courses provide flexibility, the most impactful learning happens during live, instructor-led sessions. These sessions allow for direct interaction with industry experts, fostering meaningful discussions and building valuable business relationships.
By following these best practices, you can ensure that every CEU request is handled efficiently while providing the best possible educational experience for attendees.