We appreciated the administrative work you do in getting us your invoices and receipts. We know that receipts are tricky, so we want to make sure you know what we need. In order for us to meet financial standards, we need all of your receipts for expenses in clear copy. We also need the itemized receipt, not just the receipt that comes off of the credit card machine. The itemized receipt has additional information on it that our accounting system needs. Thanks for your continued attention to this.
For each public workshop you’ll receive a participant list from our office. As people are arriving, please keep track of their attendance. If you have notes to add about participants who need certificates, or anyone who isn’t on the list, please make sure they are legible, and include contact information for the participant. See the template for an example of a tidy participant list. This really helps us to follow up after the workshop!

Projectors
There are 2 specs that are the most important: resolution and brightness. We would recommend a resolution of at least 1280×720 (since we use a widescreen PPT theme), and a brightness of 3000 lumens. Keep in mind that some of the newer/smaller computers use HDMI only – so you may want to make sure your projector is compatible.
Speakers
I’ve recently noticed some conversation among trainers about speaker systems for training. Several trainers have made the move to using wireless Bluetooth speakers during training, including me. There are a number of great systems out there. I bought a Bose Soundlink Mini Bluetooth Wireless Speaker and love it. It’s about the size of a travel mug and it has an internal re‐chargeable battery that last for up to 10 hours of continuous playback. It has great sound and no cords needed, which really cleans up my presenter’s table at the front of the room. And as a bonus, it doubles as a great home stereo speaker!
– Eric Stutzman
On both our CTRI and ACHIEVE websites we have a section called the Member Plan, where subscribers can view any of our webinars (kind of like Netflix). The webinars are a quick overview, based on our full day workshops, although some of them have slightly different names. Feel free to watch as many as you like, both as you prepare for training, but also for your own personal development.
On CTRI and ACHIEVE, click on “Member Plan” in the bar across the top of the page. Log in using these credentials:
For CTRI
Username: trainers@ctrinstitute.com
Password: memberplan1
For ACHIEVE
Username: trainers@ctrinstitute.com
Password: memberplan1
Once you are logged in, click the ‘Member Plan’ tab within my account to view any webinar.