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Checklist for Arranging Professional Update Session

Professional Update sessions are normally held on the third Tuesday of the month, starting at 5.00 and lasting for around an hour.
  • Book venue
  • Confirm speaker
  • Get speaker bio and precis of talk for flyer
  • Find out speaker requirements re overheads, handouts etc and ensure they will be met (findout if they are prepared to put notes/overheads on the website)
  • Make arrangements for RSVP - we usually make the closing time around 24 hours before the session so that numbers can be confirmed for catering purposes.
  • Distribute flyer (email where possible, if time, post to those members we don't have email addresses for), make sure it goes to person who is handling RSVP as well - usually about a week before the session, any earlier and people tend to forget.
  • Distribute information to IIA - they won't distribute attachments, need to extract key information and put it in the body of an email.
  • Arrange for the chapter website to be updated with details of session
  • Order refreshments and arrange for them to be served
  • Arrange someone to introduce and thank speaker
  • Arrange speaker gift
  • Use RSVP list to create attendance sheet and arrange to have it displayed at the session, request attendees to sign it so we have a record of CPE hours in case of later audit.
  • Tell attendees that anyone who is not a member can add their name to the contact list and they will be sent details of future sessions - have a list they can enter their name on.
  • Have ISACA materials on display - handouts, ISACA promotional material and possibly latest books purchased on display
  • Confirm that someone will be present at the end of the course to answer questions, clean up etc
  • At the end of the session collect the signed attendance sheet and contact list and pass to Secretary