Conference Planning Services

Course or Conference Consulting – CPL will meet with the planning committee to provide guidance, toolkits and problem solving for successful outcome.

Fiscal Management – CPL will provide financial oversight on the course or conference to include: budget development & oversight, AR/AP services, compliance with UNM Procurement, and post-event reconciliation.

Day of Coordination + Registration Portal – CPL will provide course or conference consulting services to work with planning committee and staff, in addition an event planner will assist your staff on the conference day(s) during registration hours and at the end of the course or conference certificate process.

Conference Planning & Management – CPL event planner will join the planning committee to guide & manage the operations of the course or conference with a well defined SOW to include but not limited to: Accreditation Management (submittal, compliance, speaker management, certification)

Budget & Financial Management (revenues & expenses adhering to UNM policy)

• Contract Negotiation & Execution (hotels, AV, catering, speakers, sponsors, vendors…)
• Marketing Development, Creation & Execution (brochure, website, social media, broadcast email, lists & sources, all collateral materials)
• Onsite Staffing (professional staff for day of logistics)
• Post-Course/Conference Closeout and Reporting
• Registration Management (online & manual processing of attendees, speakers, exhibitors)

Registration Processing, Hosting of Event Webpage – CPL will create a portal to accept credit cards, will process payments by check, as well as UNM Tuition Remission forms. Event webpage content to be provided by client. A Journal Voucher will be processed with any remaining funds after the event.

Registration Portal – CPL will create a portal to accept credit cards. Payments by check and UNM Tuition Remission Forms will also be processed. A Journal Voucher will be processed with any remaining funds after the event. Event Webpage – Content provided by client. Setup, launch and reporting provided by CPL.

Processing Tuition Remission Forms – CPL will process the UNM Tuition Remission Forms. A Journal Voucher will be processed with any remaining funds after the event.

Processing Credit Cards – CPL will process the credit card payments. Credit card statement sent to department to correspond with attendee. A Journal Voucher will be processed with any remaining funds after the event. Grants Support Fee, each (grant submissions) – Client will provide CPL with information for online Grant. CPL will monitor the grant and reconcile it after the event. A Journal Voucher will be processed with any remaining funds after the event.