Event – Insurance Agents & Brokers

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Registered CE Counts

Franchise Fee Attendance

Final Attendance Count

Close-out Notes

Meeting Room Name

Meeting Room Comfortable Capacity

Meeting Room Cleanliness

Food & Beverage Refresh

Lunch Room Name

Lunch Served On Time

Yes

No

Banquet Staff Attitude and Availability

Banquet Staff Responsiveness

Sleeping Room Quality

Adequate Sound System

Yes

No

Were you given the bill to review on-site?

Yes

No

Was the bill acurate?

Yes

No

Billing Details

Overall Hotel Appearance

Facility Notes

Auditor Name

State Audited

Auditor Comments

Auditor Arrival Date/Time

Auditor Departure Date/Time

OIA IMIS Code

Registrations

Course Materials

Course Close-out

OIA Program Expenses

OIA Total Income

Program Income or Expenses

Ohio Sales Tax

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