Communications Request Form

Communications Request Form

Name*

Email Address*

Request Type

Select

Meeting Request Form

Please complete all questions as thoroughly as possible to identify your needs.

What type of meeting are you planning?

In person meeting

Virtual meeting

Committee/Group/Event*

Meeting Location*

Note: For NASBA office meetings, please submit your attendee list to Gene Holt at gholt@nasba.org.

If outside of Nashville, please indicate your preferred city?

Number of Attendees*

If attendee numbers vary on multiple day meetings, please provide daily totals.

Preferred Date*

Alternate Date

Meeting Schedule*

Please provide initial meeting itinerary and schedule of events.

What services do you need?*

Select

Room Setup*

Select or enter value

Select all audio/visual items needed*

Select

Any other meeting details not covered?

Catering Requests

Note: Beverages will be provided automatically each day.

What types of meals would you like to serve?*

Select

Lodging Arrival

Lodging Departure

How many hotel rooms are needed per night?*

The hotel contract will be based on the number of hotel rooms provided below.

Restaurant Reservations

Please provide the date, time, and number of guests for each requested reservation. Also, please include type (e.g. Steakhouse, Italian, etc.) and logistical requests.

Notes/Comments

Program Name

This will be used to title the meeting in Zoom.

How many days will the program take place?

One Day

Multiple Days

Meeting Date

Multiple Meeting Dates

Time & Time Zone

Include the meeting's start time, end time and time zone. If held over multiple days, please include the start and end time for each day. (Example: 5/8/21 - 10:00 a.m. to 11:00 a.m. Central Time)

Will attendees register for the meeting?

Yes, via Zoom

Yes, via the NASBA database

I don't know

Type of Program

Webinar (One-way communication - attendees cannot see each other and engagement is limited to chat and Q&A)

Meeting (Two-way communication - attendees can see each other and communicate easily)

What questions would you like to include in the registration? (Example: email address, state, member type, etc.)

Will the meeting be recorded?

Yes

Host Email

Provide the name, title and email address of the meeting host.

Alternate Host(s) Email

Additional hosts can assist with in-meeting management including answering Q&A, chat monitoring, etc.

Panelist Email(s)

Please provide the name, title and email address for each panel member (if applicable).

Will the program schedule include Q&A?

Yes

What questions can participants view?

Answered questions only

All questions

Allow participant to "up vote" submitted questions

Yes

Allow participants to comment on questions

Yes

Will the speakers provide poll questions?

Yes

Do you want to send an email advertising this virtual meeting?

Yes

Quick Poll Request Form

Please complete each of the questions below regarding your Quick Poll/Survey, and allow up to three (3) business days for your request to be completed.

Once your template has been created, you will receive an email that includes a link to test and approve the Quick Poll/Survey. Note: Quick Polls/Surveys will not be launched without receiving prior approval from the requester. The start and end date may be adjusted based on requests currently in the queue.

At the close of your Quick Poll/Survey, you will receive a report detailing the results.

Should you have questions, please email Associate Director, Communications, Cassandra Gray (cgray@nasba.org).

Video Project Request Form

Whether promoting your Board of Accountancy’s exam application process or educating licensees on enforcement, NASBA’s Communication Department can produce custom multimedia projects to suit your board’s/department's needs. Projects range from the production of public service announcements (PSAs) and promotional/whiteboard videos, to voice-over and editing services. To get the process started, please follow the steps below.

Complete the following Multimedia Request Form, submitting one form per video request. Once complete, click on the Submit button below.
Once received, the content will be reviewed, a pre-production meeting will be set up to discuss details (i.e. talent, location, due date, etc.) and a production timeline will be established.
Once the shoot and edit process is complete, a draft will be sent to you for review and final approval. Clients will be given (2) two opportunities to submit revisions.
If edits are needed, the client is asked to submit an email detailing all needed revisions. If the project does not require edits, the client is asked to submit final approval via email. Once approved, the project will be sent to the client via email, with a link added to NASBA’s Vimeo page.

Website Update Form

Please complete each of the questions below regarding your website update. If you have multiple website updates that are on different pages, please submit a website update request form for each page that needs to be updated.

Please allow up to 3 business days for your request to be completed. You will be notified once your update has been made.

Should you have questions, please email website@nasba.org.

Email Request Form

Directions: Fill out one request per email blast and attach all supporting documentation. Please provide as much detail as possible. Once complete, click on the Submit button below.

Newsletter Request Form

Newsletter requests are currently offered to Boards of Accountancy.

Are you an employee of NASBA?*

Select

Are you a Board Member or Board Staff?

Select or enter value

NASBA Department*

Board of Accountancy*

Select or enter value

Subject Line*

Every email needs a subject line that summarizes what is in the body of the email.

Main Headline

Main headline will appear in the body of the email. It may be different than the subject line.

Preheader Text

Email preheader text is a small line of text that appears after the subject line in an email inbox. Email preheaders give a short summary of the contents of an email, and may appear differently on mobile and web email clients.

From Line (Example: NASBA, Board of Accountancy, etc.)*

The 'from' line of an email shows the recipient who sent it. For example, it could be the company name, a Board of Accountancy, a person's name.

From address (Example: info@nasba.org, cpaexam@nas*

The 'from address' is the email address that is sending the email. It will also be the email address where replies are sent.

Desired Distribution Date

Please note: To give reasonable time to receive, process and begin work on your request, our staff has a 72-hour turn around time to send the first 'test' email for review and approval.

Phone Number*

Custom Distribution List

Please attach the custom list in an excel sheet to this form. Please include any internal email addresses that should receive the communication.

Select

Distribution List from Database

This distribution list is pulled from the NASBA database. Select the group(s) below that should receive the communication. Based on the group(s) you select, a list will be pulled for you.

Select

Post to nasba.org

If the content of the email needs to be posted to nasba.org, please check this box. In the comments, you can detail if it needs to be featured on the homepage.

Select

Post to Social Media

If the content of the email needs to be posted to social media, please check this box.

Select

Person(s) to Include on 'Test' Emails*

Please provide the email address only.

Reminder Email Date

Please Note: If you select a date for a reminder, the exact same email will be scheduled to go to the same audience list.

Website*

Page URL*

Level of Urgency*

Select

Describe change request*

Project Title*

What is the goal of the video?*

Target Audience

Where to post the video?

Is there an example to follow (i.e., current video from your board website or NASBA video library, etc.)? If so, please attach a link to this form.

Description*

Please be as specific as possible. Include sample scripts, talking points, desired visuals, video length and all other details. We want to see your video as a vision when reading your description.

Desired Start Date*

Desired End Date*

Quickpoll/Survey Title*

Person(s) to Test and Approve Quickpolls/Survey

Please provide the email address only.

General Inquiry

Briefly describe your request below. The Communications Team will review your request and reach out to you with the appropriate members who will be needed to complete your request.

FILE ATTACHMENTS

Accepted file types include Word, Excel, Adobe Acrobat, etc. Ten attachment max.

Note: When selecting one or more of the lists from the NASBA Database, new lists will be pulled prior to distributing each Survey/Quick Poll to ensure data accuracy. When using a Custom List, the requester MUST specify and provide the most current distribution list (Excel format is preferred). We are unable to fulfill requests stating "pull the last list used.”

Below are the category descriptions for types of file uploads.

GENERAL INQUIRY

Attach any files to support the request.

NEWSLETTER REQUEST

Attach content files to be included in the newsletter.

MEETING REQUEST

Upload meeting schedule, attendee list, specific dietary restrictions, etc.

VIDEO REQUEST

Please attach supporting documents here.

WEBSITE UPDATE REQUEST

Attach content or reference files to be included on the webpage.

QUICK POLL REQUEST

Please attach a Word document(s) detailing the instructions and questions for your Quick Poll/Survey, including the desired question type (i.e., multiple choice, yes/no, fill-in-the-blank, single comment box, etc.)

CUSTOM LIST ATTACHMENT

If using a Custom List, please attach the file here.

Drag and drop files here or

Comments

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