Determine if your training qualifies for the Forum Training Commitment Subsidy
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All Chapters will have the equivalent of one Forum Fundamentals (FF) and one Forum Moderator & Leadership Development (FMLD) subsidy credit available per fiscal year, while funding permits. To qualify, your training must be:

If you answered “Yes!” to all of the above, great! Let’s get started.
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Find out how much you qualify for using the YPO Global Pricing model.
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Additional questions? Start here.
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Need more help? Reach out to [email protected].

If you would like help walking through this process, reach out to your Chapters & Regions Community Manager for support.

Start with this step-by-step guide on How to Fill Out the Chapter Event Creation Form (MRF).
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Access the Chapter Event Creation Form (MRF) through the Chapter Events Portal.
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Ensure the form contains the following selections, for the Forum Training Commitment Subsidy, when filling it out:

1. Under “Basic Information: What are you creating?” elect "Chapter Forum Events."

2. This will open an additional field titled, “What forum event or training are you creating?”

a. Select either “Forum Fundamentals” for a Forum Fundamentals training or “Forum Moderator Training” for a Forum Moderator & Leadership Development training.

3. After selecting either of these two options, another field will open, “Are you applying for a Forum Training Commitment Subsidy for this training?” Select “Yes.”

4. At this point, you will need to acknowledge that you will build and manage the event in Cvent to obtain the Forum Training Commitment Subsidy. Acknowledge this by checking “I agree."

5. Fill out the rest of the Chapter Event Creation Form (MRF) per the details of your Forum training event.

a. Under the “Event Details” section, the Program Format will be pre-populated with “Chapter Event.” It is important that this field is unchanged, as this enables YPO to allocate the funds per your chapter as the host.

b. Program Event Type is “Forum Training.”

c. Focus is “Forum.”

d. Lifelong Learning Category is “Training > Forum Fundamentals.”

6. Ensure that the “Primary Chapter Host” is the chapter that is requesting the subsidy reimbursement.
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Once you have completed the MRF, click 'Submit' at the bottom of the form. You’ll receive a confirmation email with your Event Code, a summary of the information you provided, and a direct link to access Cvent and start setting up your event. If you prefer, you can go to your events list on Cvent, click on the event name, and set up the event that way.

Within a couple of days, you will also receive an email from the YPO Forum Team indicating whether your training has been provisionally approved or denied for the subsidy and, if denied, why.

Trainings with unique qualifiers may be escalated to the Forum Committee (FoC) for review, which could delay approvals. In support of YPO’s “Forum Trained” Chapter Commitment, the Chapter should plan to move forward with the training irrespective of approval status, with the Chapter budget allocated as a contingency.

Follow this step-by-step guide on How to Set Up Your Event in Cvent. Find your Event Code in your MRF receipt confirmation email.

Both Forum Fundamentals and Forum Moderator & Leadership Training must be facilitated by a Certified Forum Facilitator (CFF) who has opted into YPO’s Global Pricing.
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Find a Certified Forum Facilitator here.
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Find out more about YPO’s Global Pricing here

You can email the Cvent registration link directly to attendees. Alternatively, follow this step-by-step guide on Adding an Invitation List to Chapter Events.

Follow Updating Event Participation for guidance on how to complete this step.

Attendees are automatically marked with their unique contact achievement in Salesforce when they are marked as “Attended.”

Submit the following to [email protected] within 30 days of the program completion.
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- Chapter invoice

- CFF invoice
- Update participants’ training records on Cvent
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1. The Chapter’s invoice is made out to:
YPO
600 E Las Colinas Blvd, Suite # 1200
Irving, TX 75039 USA
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​Include:
- a date
- invoice number
- Chapter Name
- Region
- Chapter Manager Name
- Training Date
- Training Type

- Event Code
- Approved subsidy amount
- Reference “Forum Training Commitment Subsidy”
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2. The Certified Forum Facilitator’s invoice, made out to the Chapter​.
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​The YPO Forum Team will separately cross-reference attendance before submitting for payment.

Unsure of how much subsidy you qualify for? Take a look here.

Get Paid!

This process can take up to 30 days.

Only programs posted on the YPO Events Calendar via Cvent are eligible for reimbursement.

Chapter Managers are responsible for logging the forum training achievements of all participants who complete a chapter-led workshop.