Prepare • Intake

Association — Document Upload Instructions

Optional items appear below. You may also provide whitelisted URLs you own/control.

Recommended materials (for precision)

• Event plan / call for speakers — purpose, audience, date window, format (panel/workshop/clinic).
• Agenda / run-of-show — session titles, timing, objectives, verification contact.
• Speaker bios (PDF/DOCX) + headshots (PNG/JPG).
• Sponsorship prospectus — tiers, deliverables, contact.
• Roster template (CSV/XLSX) — name, role, org, email (use work emails only with consent).
• Post-event reporting template — attendance, hours, deliverables/credits.
• Permissions / media releases — session recording & image use.
• CLE/CPD documentation (if applicable) — jurisdiction, credits, provider number.
• Accessibility & code-of-conduct statements.
• FAQs for participants; volunteer guidelines (if clinics/pro bono).

Optimize your submission

• Use current production copies; if draft, label clearly (e.g., “Draft v3 — pending board approval”).
• State engagement type + outcome in one line: “GC Roundtable (panel) — patterns in AI vendor risk”.
• Include a verification contact (name/role/email) for certificates or participation confirmation.
• For sponsorship, include tier table and deliverables; list any conflict or approval steps.
• If providing URLs, whitelist public pages (no logins) and keep content stable during review.
• File names: Assoc_Event_Artifact_YYYYMM.ext (e.g., MetroBar_AI-Roundtable_Agenda_202511.pdf).

Redaction checklist

• Replace personal emails/phones with role accounts where possible; omit home addresses.
• Use neutral org descriptors if needed (e.g., “AmLaw 50 firm,” “Regional GC (healthcare)”).
• Remove internal budgets beyond ranges; no bank or account numbers.
• Strip document metadata before upload (Office: File → Info → Inspect Document).

Originals stay in your account; extracted text is searchable only within your association workspace (VeroVault™).
Answers generated later cite the specific file/section and will say “Not in the materials provided” when unsupported.
Processed by VCV–Association with coordination by VVC. Not legal advice.