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Includes Credits Includes a Live Web Event on 11/16/2027 at 8:30 AM (CST)
This class will be conducted VIRTUALLY through Zoom on 11/16/27 from 8:30am - 2:30pm CST. You will have an optional up to 30-minutes study period and 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam instructions and exam password will be provided to you at the end of the day. *CEMs who are recertifying or those taking the course as not part of the CEM program are not required to take the exam. You must have a webcam to take this course. COURSE DESCRIPTION: Site selection is a crucial first step in producing a successful exhibition or event. This includes the process of choosing both a geographical location and a facility for an exhibition or event. Site selection consists of advanced detailed planning, including access for attendees of all populations, organizational goals and objectives, exhibitor/attendee needs, and transportation. Careful consideration should be given to all factors that could impact the success of the overall exhibition.
This class will be conducted VIRTUALLY through Zoom on 11/16/27 from 8:30am - 2:30pm CST. There will be an optional 30-minute study period followed by an hour for the exam. Those that are recertifying, not taking the exam or taking the course as not part of the CEM program will end their day at 2:30pm CST.
You are required to read the workbook before class. It is located under the “Workbook” tab.
You must have a webcam to take this class.
COURSE DESCRIPTION:
Site selection is a crucial first step in producing a successful exhibition or event. This includes the process of choosing both a geographical location and a facility for an exhibition or event. Site selection consists of advanced detailed planning, including access for attendees of all populations, organizational goals and objectives, exhibitor/attendee needs, and transportation. Careful consideration should be given to all factors that could impact the success of the overall exhibition.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
- Evaluate and select a geographical location and a facility that meets the goals of the stakeholder, as well as the exhibition and/or event
- Differentiate between the types of facilities that host exhibitions and/or events
- Discuss the similarities and differences between U.S. and non-U.S. facilities
- Articulate the value and economic impact of the exhibition on the host city
- Identify potential revenue streams for facilities to aid in negotiations
- Discuss and apply the key components of conducting a site visit
- Gain an understanding of the essential elements required in a request for proposal (RFP)
- Discuss the importance of both strategic and operational aspects of site selection
- Identify members of the site-selection committee
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Register
- Freeman Member - $279.20
- Member - $349
- Non-member - $490
- More Information
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Includes Credits Includes a Live Web Event on 10/19/2027 at 8:30 AM (CDT)
This class will be conducted VIRTUALLY through Zoom on 10/19/27 from 8:30am - 2:30pm CST. You will have an optional up to 30-minutes study period and 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam instructions and exam password will be provided to you at the end of the day. *CEMs who are recertifying or those taking the course as not part of the CEM program are not required to take the exam. You must have a webcam to take this course. COURSE DESCRIPTION: In order to ensure the success of an event or exhibition, there are vital elements involved in the planning process that should be conducted from the ground up. No matter how successful or well respected an exhibition may be, it should be presented as if it were a first-time event – it is the marketing and selling equivalent of zero-based budgeting. This involves highlighting an event’s features and benefits, understanding the phases of the sales cycle and the need to support sales efforts with the appropriate tools and resources, and preparing the exhibition prospectus in a comprehensive and engaging way.
This class will be conducted VIRTUALLY through Zoom on 10/19/27 from 8:30am - 2:30pm CST. There will be an optional 30-minute study period followed by an hour for the exam. Those that are recertifying, not taking the exam or taking the course as not part of the CEM program will end their day at 2:30pm CST.
You are required to read the workbook before class. It is located under the “Workbook and Schedule” tab.
You must have a webcam to take this class.
COURSE DESCRIPTION:
In order to ensure the success of an event or exhibition, there are vital elements involved in the planning process that should be conducted from the ground up. No matter how successful or well respected an exhibition may be, it should be presented as if it were a first-time event – it is the marketing and selling equivalent of zero-based budgeting. This involves highlighting an event’s features and benefits, understanding the phases of the sales cycle and the need to support sales efforts with the appropriate tools and resources, and preparing the exhibition prospectus in a comprehensive and engaging way.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
- Describe the exhibition sales process
- Identify and describe the key steps in the sales cycle
- Explain the importance of relationship selling in the sales process
- Identify different pricing strategies
- Understand partnership and sponsorship sale processes
- Explain the importance of providing stakeholders with measurable Return on Investment (ROI)
- Explain what is involved in creating an international sales strategy
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Register
- Freeman Member - $279.20
- Member - $349
- Non-member - $490
- More Information
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Includes Credits Includes a Live Web Event on 10/14/2027 at 1:00 PM (CDT)
Join us for the Independent Organizer Insights Hour for participants that are not working for an association in which participants will be the subject matter experts! This session's topic will be focused on sharing lessons learned from participant's toughest days and lessons learned. Participants share their most difficult event experiences, the tactics they used to handle them and the lessons they took away. This session is specifically designed for Independent Organizers who do not work for an association.
Join us for the Independent Organizer Insights Hour for participants that are not working for an association in which participants will be the subject matter experts! This session's topic will be focused on sharing lessons learned from participant's toughest days and lessons learned. Participants share their most difficult event experiences, the tactics they used to handle them and the lessons they took away.
Turn on your camera and microphone, share best practices and brainstorm solutions to challenges specific to independent organizers. This session is live only and will not be recorded so participants are able to have a safe space to share, so register early. Whether you’re looking to refine your strategies or simply curious about new ideas, this session promises to be both interactive and practical. You won’t want to miss out on the key insights or to share with your peers!
Registration is capped at 60 participants so make sure to sign up early to reserve your spot! This session is specifically designed for Independent Organizers who do not work for an association. This session is eligible for 1 clock hour towards their CEM recertification.
Jody M. Shaw, CMP, CEM, PMP, MS, Prosci
Director of Learning Experiences
IAEE
Jody M. Shaw, CMP, CEM, PMP, MS, Prosci, is the Director of Learning Experiences for the International Association of Exhibitions and Events (IAEE). She joined IAEE in June 2025 and she is responsible for educational logistics for webinars and annual conferences. She oversees the IAEE Learning Management System (LMS) and assists with the IAEE Education Committee, Expo! Expo! and the IAEE Leadership Institute, and leads the IAEE's Independent Organizer and IAEE's Emerging Leaders programming. Throughout Jody's career education, events, innovation, and creating a positive impact for non-profits have always been her focus. Jody's experience in events for the last two decades has ranged from overseeing innovative and nimble small events with 60 attendees to large in-person events with up to 25k attendees. Her project management experience has included re-designing Learning Management Systems, creating automated workflows, and large-scale multi-year and multi-Million-Dollar capital improvement projects.
This session is eligible for 1 clock hours towards CEM Recertification.
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Register
- Freeman Member - Free!
- Member - Free!
- Non-member - $49
- IAEE Member Organizer - Free!
- Non-member Organizer - $49
- More Information
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Register
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Includes Credits Includes a Live Web Event on 10/07/2027 at 8:30 AM (CDT)
This class will be conducted VIRTUALLY through Zoom on 10/7/27 from 8:30am - 2:30pm CST. You will have an optional up to 30-minutes study period and 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam instructions and exam password will be provided to you at the end of the day. *CEMs who are recertifying or those taking the course as not part of the CEM program are not required to take the exam. You must have a webcam to take this course. COURSE DESCRIPTION: In order for organizations that plan, manage or own exhibitions and events to remain competitive, they must continually define and review their strategies. This includes measuring where an event falls within a particular market segment, developing plans to ensure business continuity, and positioning an exhibition or event for success.
This class will be conducted VIRTUALLY through Zoom on 10/7/27 from 8:30am - 2:30pm CST.
You will have an optional up to 30-minute study period followed by 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam Instructions and exam password will be provided to you at the end of the day.
You are required to read the workbook before class. It is located under the “Workbook & Schedule” tab.
You must have a webcam to take this class.
COURSE DESCRIPTION:
In order for organizations that plan, manage or own exhibitions and events to remain competitive, they must continually define and review their strategies. This includes measuring where an event falls within a particular market segment, developing plans to ensure business continuity, and positioning an exhibition or event for success.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
PART ONE: DEFINE EXHIBITIONS
- Use the CEIR Census and CEIR Index Report to gain an understanding of the current scope and performance of the exhibition industry
- Understand the differences between business-to-business and business-to-consumer exhibitions
- Explain the roles of the exhibition organizer, attendee and exhibitor
- Identify the purposes for corporate private exhibitions and events and understand their target audiences
- Discuss the principal ways that exhibitions can be grown
PART TWO: STRATEGIC ENTERPRISE MANAGEMENT: PROCESS AND OUTCOMES
- Define strategic enterprise management (SEM)
- Compare the various models of strategic planning
- Identify and define the major components of a strategic plan
- Understand experience design principles to optimize the overall experience of stakeholders and attendees
- Understand how to incorporate principles of EDI, sustainability, and health and safety into event design
- Describe a basic strategic planning process
- Differentiate between strategic enterprise management and the strategic planning process
- Explain the benefits of strategic planning and management
PART THREE: PROJECT MANAGEMENT: MANAGING SUCCESSFUL EXHIBITIONS
- Identify the major elements in the project management process
- Demonstrate the role of project management in developing goals and objectives
- Identify the elements in a work breakdown structure
- Identify the requirements necessary to effectively manage and motivate a project management team
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Register
- Freeman Member - $279.20
- Member - $349
- Non-member - $490
- More Information
-
Includes Credits Includes a Live Web Event on 09/21/2027 at 8:30 AM (CDT)
This class will be conducted VIRTUALLY through Zoom on 9/21/27 from 8:30am - 2:30pm CST. You will have an optional up to 30-minutes study period and 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam instructions and exam password will be provided to you at the end of the day. *CEMs who are recertifying or those taking the course as not part of the CEM program are not required to take the exam. You must have a webcam to take this course. COURSE DESCRIPTION: Risk management is a continuing process that identifies, analyzes, evaluates, and addresses exposures and monitors risk. This involves evaluating the security needs for an event and if a crisis should occur, having a crisis management team in place to manage it.
This class will be conducted VIRTUALLY through Zoom on 9/21/27 from 8:30am - 2:30pm CST.
You will have an optional up to 30-minute study period followed by 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam Instructions and exam password will be provided to you at the end of the day.
You are required to read the workbook before class. It is located under the “Workbook & Schedule” tab.
You must have a webcam to take this class.
COURSE DESCRIPTION:
Risk management is a continuing process that identifies, analyzes, evaluates, and addresses exposures and monitors risk. This involves evaluating the security needs for an event and if a crisis should occur, having a crisis management team in place to manage it.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
PART ONE: Security
- List security components of site selection
- Identify the security needs of exhibitions and events
- Identify essential elements of a request for proposal for a security vendor
- Evaluate security requests for proposal responses to hire a competent security contractor
PART TWO: Risk Management
- Explain the principles of risk management as related to insurance coverage
- List types of events and exhibition insurance
- Explain the concept of event cancellation insurance
- Generalize the importance of requiring certificates of insurance from exhibitors
- Explore the concept of protecting against losses
PART THREE: Crisis Management
- Define a crisis and understand how to prepare for a variety of crises
- Develop the basics of a crisis management plan
- Identify various types of threats
- Identify evaluation procedures for a crisis management plan
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Register
- Freeman Member - $279.20
- Member - $349
- Non-member - $490
- More Information
-
Includes Credits Includes a Live Web Event on 09/09/2027 at 8:30 AM (CDT)
This class will be conducted VIRTUALLY through Zoom on 9/9/27 from 8:30am - 2:30pm CST. You will have an optional up to 30-minutes study period and 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam instructions and exam password will be provided to you at the end of the day. *CEMs who are recertifying or those taking the course as not part of the CEM program are not required to take the exam. You must have a webcam to take this course. COURSE DESCRIPTION: Today’s exhibition professional has more to do than simply manage an exhibition. In reality, an exhibition professional is responsible for several crucial service-related elements. Two of the service fundamentals inherent in most events are arranging for accommodations for guests (“housing”) and identifying which guests will be allowed access to which portion of an event (“registration”). Planning must begin early to ensure housing and registration are easily assessed and do not become a hindrance to attending the event. When managed well, housing and registration can enhance an event and create an incentive for future attendance.
This class will be conducted VIRTUALLY through Zoom on 9/9/27 from 8:30am - 2:30pm CST.
You will have an optional up to 30-minute study period followed by 60 minutes for the exam. If you do not take your exam after class, you will have 90 days to take it. Exam Instructions and exam password will be provided to you at the end of the day.
You are required to read the workbook before class. It is located under the “Workbook & Schedule” tab.
You must have a webcam to take this class.
COURSE DESCRIPTION:
Today’s exhibition professional has more to do than simply manage an exhibition. In reality, an exhibition professional is responsible for several crucial service-related elements. Two of the service fundamentals inherent in most events are arranging for accommodations for guests (“housing”) and identifying which guests will be allowed access to which portion of an event (“registration”). Planning must begin early to ensure housing and registration are easily assessed and do not become a hindrance to attending the event. When managed well, housing and registration can enhance an event and create an incentive for future attendance.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
- Identify key elements of planning and managing registration and housing
- Describe differences between exhibitors and attendees in housing needs and booking habits
- Describe differences in registration policies and processes for exhibitors and attendees
- Evaluate housing and registration event management options
- Develop basic housing and registration planning timelines
- Demonstrate knowledge of financial and contractual commitments
- Understand how to manage housing and registration data (e.g., GDPR, data privacy, data protection, data security)
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Register
- Freeman Member - $279.20
- Member - $349
- Non-member - $490
- More Information
-
Includes Credits Includes a Live Web Event on 08/19/2027 at 1:00 PM (CDT)
Join us for the Independent Organizer Insights Hour in which participants will be the subject matter experts! This session's topic will be focused on the steps participants took when creating something new and the lessons they learned along the way. Discussions will be diving into change management best practices when creating new processes, transitioning away from something previously done, and creating new events from scratch. This is your time to turn on your video cameras and microphones, share best practices and brainstorm solutions to ongoing industry challenges specific to independent organizers. This session is specifically designed for Independent Organizers that do not work for an association.
Join us for the Independent Organizer Insights Hour in which participants will be the subject matter experts! This session's topic will be focused on the steps participants took when creating something new and the lessons they learned along the way. Discussions will be diving into change management best practices when creating new processes, transitioning away from something previously done, and creating new events from scratch.
This is your time to turn on your video cameras and microphones, share best practices and brainstorm solutions to ongoing industry challenges specific to independent organizers. Whether you’re looking to refine your strategies or simply curious about new ideas, this session promises to be both interactive and practical. This session won’t be recorded nor available on-demand. All participants must attend virtually during the live session. You won’t want to miss out on the key insights or to share with your peers!
Registration is capped at 60 participants so make sure to sign up early to reserve your spot! This session is specifically designed for Independent Organizers that do not work for an association. This session is eligible for 1 clock hour towards their CEM recertification.
Registration is capped at 60 participants so make sure to sign up early to reserve your spot! This session is specifically designed for Independent Organizers who do not work for an association. This session is eligible for 1 clock hour towards their CEM recertification.
Jody M. Shaw, CMP, CEM, PMP, MS, Prosci
Director of Learning Experiences
IAEE
Jody M. Shaw, CMP, CEM, PMP, MS, Prosci, is the Director of Learning Experiences for the International Association of Exhibitions and Events (IAEE). She joined IAEE in June 2025 and she is responsible for educational logistics for webinars and annual conferences. She oversees the IAEE Learning Management System (LMS) and assists with the IAEE Education Committee, Expo! Expo! and the IAEE Leadership Institute, and leads the IAEE's Independent Organizer and IAEE's Emerging Leaders programming. Throughout Jody's career education, events, innovation, and creating a positive impact for non-profits have always been her focus. Jody's experience in events for the last two decades has ranged from overseeing innovative and nimble small events with 60 attendees to large in-person events with up to 25k attendees. Her project management experience has included re-designing Learning Management Systems, creating automated workflows, and large-scale multi-year and multi-Million-Dollar capital improvement projects.
This session is eligible for 1 clock hours towards CEM Recertification.
-
Register
- Freeman Member - Free!
- Member - Free!
- Non-member - $49
- IAEE Member Organizer - Free!
- Non-member Organizer - $49
- More Information
-
Register
-
Includes Credits Includes a Live In-Person Event on 08/05/2027 at 8:00 AM (CDT)
This course is scheduled to take place at the Freeman Alexandria, VA office on 8/5/27 from 9:00am EST – 3:30pm EST. It is part of CEM Week. Those staying to take the exam will have an optional 30-minute study period followed by an hour for the exam. *CEMs who are recertifying and those taking the course as not part of the CEM program will be finished at 3:00pm EST. COURSE DESCRIPTION: Understanding the terminology and application of accounting, finance and budgeting fundamentals allows the exhibition organizer to make a greater contribution to the growth and financial success of the organization. It is essential to develop a budget and manage the financial strategies of the exhibition. A well-developed and well-administered budget is crucial to enabling the exhibition organizer to accurately project and monitor income and expenses, track cash flow and cost controls and ultimately measure the success of the event and the organization’s return on investment.
This course is scheduled to take place at the Freeman Alexandria, VA office on 8/5/27 from 9:00am CST – 3:30pm EST. It is part of CEM Week.
There will be an optional 30-minute study period followed by an hour for the exam. Those that are recertifying, not taking the exam or taking the course as not part of the CEM program will end their day at 3:30pm CST.
You are required to read the workbook before class. It is located under the “Workbook” tab.
Understanding the terminology and application of accounting, finance and budgeting fundamentals allows the exhibition organizer to make a greater contribution to the growth and financial success of the organization. It is essential to develop a budget and manage the financial strategies of the exhibition. A well-developed and well-administered budget is crucial to enabling the exhibition organizer to accurately project and monitor income and expenses, track cash flow and cost controls and ultimately measure the success of the event and the organization’s return on investment.
After completing this course, the participant should be able to:
PART 1 – Budget Management
- Identify and define common revenue and expense sources for exhibitions and events
- Design practical fee structures for registration, exhibits, sponsorships and advertisements
- Explain basic accounting principles
- Create an exhibition or event budget
PART 2 – Accounting Principles
- Identify key elements in financial statements used by the exhibition organizer
- Interpret financial statements to demonstrate the value of the exhibition
- Understand how to manage the master account
- Prepare and manage cash flow statements; manage and control cash
- Calculate return on investment (ROI)
PART 3 – Basics of Hotel and Venue Contracts
- Recognize the importance of proper contracts for exhibitors, facilities and vendors
- Discuss the importance of cancellation and performance clauses
- Explain force majeure and how it may impact an exhibition
- List possible concessions and explain how they are determined
- Define the terminology in standard hotel and facility contracts
- Review provisions and clauses commonly included in hotel and facility contracts
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Register
- Freeman Member - $263.20
- Member - $329
- Non-member - $470
- More Information
-
Includes Credits Includes a Live In-Person Event on 08/04/2027 at 8:00 AM (CDT)
This course is scheduled to take place at the Freeman Alexandria, VA office on 8/4/27 from 9:00am EST – 3:30pm EST. It is part of CEM Week. Those staying to take the exam will have an optional 30-minute study period followed by an hour for the exam. *CEMs who are recertifying and those taking the course as not part of the CEM program will be finished at 3:00pm EST. COURSE DESCRIPTION: In order for organizations that plan, manage or own exhibitions and events to remain competitive, they must continually define and review their strategies. This includes measuring where an event falls within a particular market segment, developing plans to ensure business continuity, and positioning an exhibition or event for success.
This course is scheduled to take place at the Freeman Alexandria, VA office on 8/4/27 from 9:00am CST – 3:30pm EST. It is part of CEM Week.
There will be an optional 30-minute study period followed by an hour for the exam. Those that are recertifying, not taking the exam or taking the course as not part of the CEM program will end their day at 3:30pm CST.
You are required to read the workbook before class. It is located under the “Workbook” tab.
COURSE DESCRIPTION:
In order for organizations that plan, manage or own exhibitions and events to remain competitive, they must continually define and review their strategies. This includes measuring where an event falls within a particular market segment, developing plans to ensure business continuity, and positioning an exhibition or event for success.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
PART ONE: DEFINE EXHIBITIONS
- Use the CEIR Census and CEIR Index Report to gain an understanding of the current scope and performance of the exhibition industry
- Understand the differences between business-to-business and business-to-consumer exhibitions
- Explain the roles of the exhibition organizer, attendee and exhibitor
- Identify the purposes for corporate private exhibitions and events and understand their target audiences
- Discuss the principal ways that exhibitions can be grown
PART TWO: STRATEGIC ENTERPRISE MANAGEMENT: PROCESS AND OUTCOMES
- Define strategic enterprise management (SEM)
- Compare the various models of strategic planning
- Identify and define the major components of a strategic plan
- Understand experience design principles to optimize the overall experience of stakeholders and attendees
- Understand how to incorporate principles of EDI, sustainability, and health and safety into event design
- Describe a basic strategic planning process
- Differentiate between strategic enterprise management and the strategic planning process
- Explain the benefits of strategic planning and management
PART THREE: PROJECT MANAGEMENT: MANAGING SUCCESSFUL EXHIBITIONS
- Identify the major elements in the project management process
- Demonstrate the role of project management in developing goals and objectives
- Identify the elements in a work breakdown structure
- Identify the requirements necessary to effectively manage and motivate a project management team
-
Register
- Freeman Member - $263.20
- Member - $329
- Non-member - $470
- More Information
-
Includes Credits Includes a Live In-Person Event on 08/02/2027 at 8:00 AM (CDT)
This course is scheduled to take place at the Freeman Alexandria, VA office on 8/2/27 from 9:00am CST – 3:30pm EST. It is part of CEM Week. Those staying to take the exam will have an optional 30-minute study period followed by an hour for the exam. *CEMs who are recertifying and those taking the course as not part of the CEM program will be finished at 3:00pm EST. COURSE DESCRIPTION: A successful exhibition or event is often produced by the efforts of multiple service providers. A substantial portion of the exhibition or event organizer’s responsibility is to evaluate, source, and contract for the services and products needed to produce a successful event.
This course is scheduled to take place at the Freeman Alexandria, VA office on 8/2/27 from 9:00am CST – 3:30pm EST. It is part of CEM Week.
There will be an optional 30-minute study period followed by an hour for the exam. Those that are recertifying, not taking the exam or taking the course as not part of the CEM program will end their day at 3:30pm CST.
You are required to read the workbook before class. It is located under the “Workbook” tab.
COURSE DESCRIPTION:
A successful exhibition or event is often produced by the efforts of multiple service providers. A substantial portion of the exhibition or event organizer’s responsibility is to evaluate, source, and contract for the services and products needed to produce a successful event.
LEARNING OBJECTIVES:
After completing this course, the participant should be able to:
- Explain the role and responsibilities of the official service contractor (OSC)
- Identify the purpose and types of specialty contractors
- Explain the role and responsibilities of an exhibitor-appointed contractor (EAC)
- Determine criteria to be used for selecting service contractors through the Request for Proposal (RFP) process
- Discuss the importance of identifying who handles what service and how this can impact services or costs
- Articulate how local labor regulations impact events, including labor rights and labor laws
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Register
- Freeman Member - $263.20
- Member - $329
- Non-member - $470
- More Information
