Training Group Coordinator FAQ

Table of contents:

Registration
Payments
Program
Virtual Platform
CPD Credits
Group Coordination

Registration

 

What is included in the Great Value [Day Pass] package? 

 

With a Great Value package, attendees will have access to:

  • Keynote session for your selected day
  • All concurrent sessions for the selected day of the conference, with each day having a different theme
  • Plus Envision Kick Off Monday sessions for your selected day
  • Virtual Exhibit Hall
  • Networking and Gamification
  • Speed Mentoring
  • All recorded sessions for the selected day, including sessions they did not view live, available on-demand to watch at your convenience.

 

What is included in the Best Value [All Access] package option?

 

With a Best Value package, attendees will have access to:

  • All Keynote sessions
  • All concurrent sessions
  • All Envision Kick Off Monday sessions
  • Virtual Exhibit Hall
  • Networking and Gamification
  • Speed Mentoring
  • All recorded sessions, including sessions they did not view live, available on-demand to watch at your convenience.

 

What is the difference between “Day Pass” and “All Access”?

 

A Day Pass allows attendees access to all concurrent and keynote sessions from one of the four days of the conference and a selection of applicable daily Kick Off sessions, along with access to on-demand recordings from your selected day. The All Access Pass gives access to all sessions of the conference and all of their on-demand recordings.

 

What value are you receiving for PDWeek 2021?

 

With PDWeek 2021 being fully virtual, we are able to offer these two amazing options at the greatest rate we have ever been able to offer all with flexible learning and unlimited session attendance. Due to popular demand, we are extending the Early Bird Registration until JULY 30th!

  • The Group Early Bird Day Pass at $445 +tax (after group discount of $50 per pass) will provide your attendee a minimum of 16 excellent hours of learning versus the 15 hours of learning they would have received in 2019 with a purchase of a 2-Day Pass costing $830 +tax at the group early bird rate.
  • The Group Early Bird All Access Pass at $645 +tax will provide your attendee a minimum of 47 hours of learning versus the 37.5 hours of learning received in 2019 for the 5-day (all access pass) costing $2025 +tax at the group early bird rate.  


Both pass types offer time zone friendly, flexible on-demand learning so learners can balance work with their learning.  All recorded sessions will be available on-demand for 3 months following PD Week so your learner can stream at their pace any sessions they were not able to watch live during PD Week!

 

How can I register for the PDWeek 2021?

 

We recommend that attendees verify whether their employer is organizing a group purchase of conference passes. If that’s the case, please contact the group coordinator who will be able to complete the registration in your name. 

As an individual buyer, an attendee may complete the registration online via the PDWeek 2021 conference platform. 

If you are a group coordinator, please review the step-by-step registration process here.

 

Can I purchase a pass for more than one day?

 

If an attendee would like to attend the conference for 2+ days, the All Access Pass is the best option, at just $200 more than the $445 Early Bird Day Pass (= Early Bird Day Pass regular price of $495 less group discount of $50). We recommend purchasing an All Access Pass at the Early Bird price of $645 (= Early Bird All Access Pass regular price of $695 less group discount of $50), which provides access to all conference programming.

 

Do names of registrants need to be provided at the time of registration?

 

If an attendee is purchasing an individual pass for themselves, they will need to provide their contact details at the time of registration.

If purchasing passes for a group, you don’t need to provide each registrant’s info when you buy the block of passes, they can be inputted later on. You will also have the flexibility to swap registrant names right up to the day before the start of the event should you require.

 

Can login information be shared between individual registrants? 

 

Login access rights are specific to the registered individual; only the person whose name is tied to the registration will receive the CPD certificate.

 

What is the group registration process (step-by-step)?

 

  1. Group Coordinators registered with FMI will receive a registration package, including a link to the PDWeek order form (if not registered with us as a group Coordinator, contact us at registrar@fmi.ca);
  2. Please send the filled in order form back to registrar@fmi.ca (note that at that time, the names of individual attendees are not required);
  3. The fmi team will create an account for you and apply the group discount;
  4. Once the account is created on your behalf, the fmi team will send you:
    1. Your invoice for prompt payment,
    2. Your Attendee Portal login information,
    3. A Step-by-Step guide to navigate the Attendee Portal where you will assign attendee names to your purchased registrations, and can modify as often as you like.

 

Payments

 

What are the important dates to know related to registration, payments, and changes and cancellations?

 

  • Early Bird deadline: June 30, 2021  EARLY BIRD PRICING EXTENDED: JULY 30, 2021 !
  • Advanced Rate applies:  August 1 – Sept 30, 2021
  • Virtual Onsite Rate applies: Oct 1 – Event week

Please note that in order to secure the rate associated with each of these time frames, the order needs to be placed in the platform prior to the end date for each respective price period, and payment needs to be processed within 30 days following your order to hold that rate.

As a group training coordinator, you can secure the rate you wish and order/buy as many PDWeek passes as you like without requiring attendee information at the time of purchase. The spots can then be assigned in the registration platform and edits can be made right up until the day prior to the event. 

Should you need to cancel a registration altogether, you can do so until September 30, 2021, your refund will be issued less the processing fee. After this date you will only have the option of reassigning the spot to another individual. 

 

What are the accepted methods of payment?

 

As group coordinator, you receive an invoice once your account is created, with payment options and instructions included on the invoice.

You can pay by:  Direct Deposit, Cheque or Credit Card (smaller orders only).

Please note that if paying by Direct Deposit, we will require that you submit the Proof of Payment to our team at payments@fmi.ca. This is needed because at our end, Government of Canada deposits do not include any details on the payment other than the amount. Your assistance sharing details is essential to assisting us in matching your payment to your invoice, so we can then “activate” the registrations in the system.

To hold the rate, payments must be paid within 30 days and no later than the day prior to the event, whichever comes first, for the registration access to remain active.

 

Are tickets refundable, if they are not required?

 

Purchases are refundable before September 30, 2021, less the processing fee. After this date, tickets can be transferred to another user, but not refunded.

 

Is tax added to the posted registration cost?

 

Yes, tax is added in addition to the cost of each registration.

 

What are the taxes?

 

Virtual event registration is taxed based on the attendee’s province of residence. See below for the full breakdown per province.

NL    15%

PE    15%

NS    15%

NB    15%

QC    5%

ON    13%

MB    5%
SK    5%

AB    5%

BC    5%

YT    5%

NT    5%

NU    5%

 

Program

 

What is the format of PDWeek 2021? 

 

PD Week 2021 will be in a virtual format.

New for 2021, we will be introducing a dedicated Envision Kick Off Monday, Nov 22. This day will include our special Executive session (by invite only) as well as our popular CFO Speed Mentoring and some exciting new Kick Off Monday sessions! The CFO Speed mentoring and Envision Kick Off Monday sessions are available to all registrants packages (please note space is limited for Speed Mentoring). New for this year, we are hoping to add CAE Speed Mentoring as well

Each day of the conference will contain several sessions focused on one of the following themes (one theme per day of the conference):

  • Hot Topics, e.g.: Post-Pandemic World, Environment, Ethics
  • Leading Practices in Comptrollership, e.g.: Internal Audit, Costing, Environment, Social and Governance (ESG) Reporting
  • Technology, Innovation, and Experimentation, e.g.: Data Analytics, Blockchain, Automation
  • Mobilizing Peoplee.g.: Mental Health, Diversity and Inclusion, Communication, Remote Work

For example, if Tuesday’s theme is Hot Topics, the bulk of the presentations will be focused specifically on this subject matter – this is similar to what delegates have come to expect in previous PDWeek events. The difference this year is they would have the benefit of additional Envision Kick Off Monday content plus some subjects beyond what is outlined in the theme of their day. This additional content would include a variety of sessions on topics such as Communications, Ethics, Health and Wellness etc.

 

What is the PD Week Envision Kick Off Monday?

 

The PD Week Envision Kick Off Monday is the conference Kick Off day on Monday, November 22, 2021. The Envision Kick Off Monday will showcase a rich mix of subject matter experts from both industry and government. These practical sessions will provide delegates a range of leading practices already in application, while providing insights from those that have been there, including lessons learned and tips from the trenches.

Programming will include:

  • Hours of dynamic Envision Kick Off sessions – from industry leaders showcasing advances in practice
  • CFO/CAE Speed mentoring sessions
  • Executive Sessions – by invitation only
  • FORD (Financial Officer Recruitment and Development) Graduation ceremony (and possibly IARD – Internal Audit Recruitment and Development – Graduation as well)

Regardless of the ticket type purchased, attendees will have access to the CFO/CAE Speed Mentoring sessions. 

 

Virtual Platform

 

What are some features of the online event platform?

 

We have carefully selected a top calibre interactive virtual platform – a Canadian company, Pheedloop, to ensure you have an outstanding and engaging on-line experience, including features such as:

  • A single sign-on portal rich with interactivity, live streaming, polling and Q&A
  • Personalized attendee profiles: attendees will be able to add their pictures, contact information, social media links, etc., once they receive their virtual access login (approximately two weeks before the event start date)
  • Sessions can be scheduled in attendees’ personal calendars
  • Interactive Exhibits
  • Peer networking with multiple chat options — keep the chat running while navigating different sessions
  • Gamification – attendees can earn points towards prizes
  • Watch every session in the official language of your choice: English or French.

 

How do I access the sessions? 

 

Sessions can be accessed via our single sign-on conference platform. Live session videos will be embedded within your account. Upon registering, each attendee will receive further information by email.

Please note that payment must be processed prior to the event date – attendees will have no access to the Virtual event without payment being received in advance and verified in the system by fmi*igf.

Fmi*igf recommends using Google Chrome, Mozilla Firefox or Microsoft Edge browsers to view the PD Week 2021 website, to register and to attend the live PD Week event. We do not recommend using Microsoft Internet Explorer as it does not support the platform.

 

Are session recordings available to view post-conference?

 

PDWeek 2021 offers flexible engagement – attendees can watch sessions live or on demand at their leisure– to earn their CPD credits. With a Day Pass, attendees will have access to all the on-demand sessions for the day they registered for plus the Envision Kick Off Monday sessions assigned to that day. The All Access Pass gives them access to ALL of the conference sessions and all the Envision Kick Off Monday sessions. 

Attendees will have access and can still earn their CPD hours by watching the on-demand sessions over the three months following the event, up to February 28, 2022.

 

What if I have to stop viewing the conference to do work? 

 

It’s ok to pause or stop viewing. Each access pass includes access to recorded on-demand sessions, so attendees can stream at their own pace until February 28, 2022.

 

When will my attendees be able to access the online platform?

 

Online access (username, password and link) to the Virtual Event will be provided a couple of weeks prior to November 22 to all paid registrants. These credentials will allow an attendee to go into their profile and add their picture, contact information, social media links etc., in advance of attending.

 

CPD credits

 

Will CPD certificates be issued?

 

Yes, CPD certificates will be issued at the end of the on-demand period, after February 28, 2022, and will be split by calendar year according to when the attendee accessed the learning materials.

 

How many CPD hours can be completed each day of the conference? 

 

By purchasing a Day Pass, attendees have access to a minimum of 16 hours of CPD credits, which means that they can earn double the learningmore than twice the CPD credits for a day of learning than in previous years (in 2019 one day pass provided up to 7.5 hours of CPD). 

With the All Access Pass, attendees can earn a minimum of 47 hours of CPDs, at an amazing value of just under $14 per hour of CPD.

 

How will attendees access their earned CPD information?

 

Our system will generate CPD Certificates based on attendee login. The certificates will be generated at the end of the On-Demand period, i.e. in March of 2022, and will be split by calendar year according to when the attendee accessed the learning materials.

 

How can an attendee earn 16 CPD hours with a single Day Pass?

 

Each Day there are multiple sessions taking place concurrently.  At an in-person event, an attendee can only pick one session from the concurrent choices running in each time slot.   With this year’s event being a virtual format, delegates will be able to watch the concurrent session of their choosing live, and also have access to all remaining recorded sessions on demand (up to 3 months following the event).

In addition to their chosen day’s programming, Day Pass delegates will also have access to Envision Kick Off Monday’s content included as part of your registration package.  These sessions will also include an option for on demand access for any sessions that are not attended live (up to 3 months following the event).

 

What are CPD credits used for?

 

If you are a member of a professional designation (like CPA or CIA), where you are required to take a certain amount of learning and development annually as part of retaining your professional designation, the Career Professional Development hours certification is your proof of the learning hours earned through FMI events.

If not a member of a professional designation, the Certificate can simply be used to show your employer that you attended the learning they paid for.

 

 

Group Coordination

 

How do I qualify for Group Registration?

 

To qualify for Group Registration you must register a minimum of 5 participants.

 

Can I complete a group registration by myself?

 

Yes, a group coordinator can complete the registration for their group online. Please see the step-by-step process below. 

 

What is the group registration process (step-by-step)?

 

  1. Group Coordinators registered with FMI will receive a registration package, including a link to the PDWeek order form (if not registered with us as a group Coordinator, contact us at registrar@fmi.ca);
  2. Please send the filled in order form back to registrar@fmi.ca (note that at that time, the names of individual attendees are not required);
  3. The fmi team will create an account for you and apply the group discount;
  4. Once the account is created on your behalf, the fmi team will send you:
    1. Your invoice for prompt payment,
    2. Your Attendee Portal login information,
    3. A Step-by-Step guide to navigate the Attendee Portal where you will assign attendee names to your purchased registrations, and can modify as often as you like.

Do names of registrants need to be provided at the time of registration?  

 

If purchasing passes for a group, our new virtual platform ensures that you don’t need to provide each registrant’s name and details upfront. You can identify the amount of passes you wish to purchase, order them to secure the Early Bird rate, and then assign the passes later on. The platform also allows you full flexibility in editing/updating registrants at a later date. You will be able to make changes until the day before the event.

 

How will I be able to assign my individual attendees to the different tickets that I purchased?

 

After you register for PD Week as a group coordinator by filling out an order form we will have sent you by email and sending it back to us, we will email you your login information to access your online event Attendee Portal account. If you do not receive the Attendee Portal login soon after your invoice please contact us at registrar@fmi.ca.

Once in the Portal, select the Purchases option (on the left-hand side) and follow the interface to fill out each attendee’s information and assign them tickets. Please note that each attendee that is assigned a ticket by you will immediately receive a personal confirmation email. It is extremely important that every individual has a unique email address, as that is what is used to create their personal login for the virtual event. Should you duplicate email addresses, no-one will receive the access information.

You do not need to assign all tickets at the same time. You can go in as often as you like and assign tickets as you gather the attendee information.

If you have assigned a ticket and find that it needs to be reassigned to someone else, you can do that too – simply find the one to be reassigned and change the details.

Please process your payment within 30 days following your order.  In the meantime, you will have full access to the attendee portal, however, tickets will only be activated in the system for access to the virtual event once full payment for your order has been received by fmi*igf. If we are within 30 days of the event date, please contact us to expedite processing.

Note: if you have not received the PD Week 2021 group coordinator order form, please contact us at registrar@fmi.ca

 

Do you offer a group discount?

 

Yes, for groups of 5 or more, we offer a discount of $50 off of the published price during each of the three registration time windows. For more information, please review the group pricing table below.

 

If employees I have registered for a Day Pass change their minds on which day of the conference they would like to attend, what should I do?

 

You can change the registration of any individual for whom you have purchased conference passes to another day at any time prior to the day before the start of the event. 

 

As a group coordinator, I need to report on attendance – will I have the ability to see/change attendee selections?

 

Yes, you will be able to see and change the selections of everyone you have registered thanks to the virtual platform for the event, up to the day before the event begins.

 

I need to purchase registrations for multiple cost centres, but I don’t know yet how many to allot to each. How can I manage invoicing to these multiple cost centres with a broad purchase of tickets?

 

To separate and pay by cost centre, each cost centre group order would need to be processed as a separate registration; each such registration will be assigned its own invoice.

Alternatively, you can do one large group buy for all your cost centres, and then allocate the charges internally on your end.  This has the added benefit of allowing you one access sign-in to make any and all changes to your registrants, and a larger group to make swaps with if you have one registrant who wants to trade days with another.

 

For group coordination, how can we have visibility to what other coordinators in my team are doing?

 

Please reach out to us at registrar@fmi.ca; our team members will do their best to provide you with the information you require.

 

If registered as a group, can registrants self-manage changes or does the coordinator have to manage the changes?

 

If registered as a group, any changes need to be managed by the group coordinator who processed the registration using your unique access code.