How I Used ChatGPT to Create an Executive Summary Trip Report That Demonstrates ROI in Continuing Education

Attending conferences is an essential part of professional growth and strategic planning, especially in Continuing Education (CE). However, one of the most significant challenges is translating the wealth of information and insights gained into actionable strategies and tangible value for the organization. This year, I used ChatGPT to revolutionize how I prepared my trip report for the Alliance For Continuing Education in the Health Professions Conference, and I want to share the process and insights with you.

The Process: Step-by-Step

1. Gathering Materials: Using the Alliance conference app, I captured snapshots of session photos, descriptions, and speaker details. I also downloaded all relevant handouts and slides to ensure every detail was accounted for.
2. Uploading to ChatGPT: I uploaded the snapshots, slides, and handouts into ChatGPT, asking it to synthesize the materials into session summaries. This saved me countless hours and ensured every session was thoroughly documented.
3. Detailed Notes: During each session, I used ChatGPT as a real-time "notebook," capturing key points, actionable insights, and my reflections. These notes added valuable context to the session summaries.
4. Creating Individual Session Reports: For each session, ChatGPT generated a detailed report based on the uploaded materials and my notes. These reports highlighted actionable takeaways tailored to CHLA’s goals, such as profiling physicians, driving referrals, and enhancing ROI.
5. Building the Executive Summary: Once all session reports were complete, I tasked ChatGPT with preparing an executive summary. This high-level report consolidated key themes, actionable insights, and strategic recommendations, making it easy for leadership to understand the value of the conference.

Why a Trip Report Matters

1. Demonstrates ROI: A comprehensive trip report ensures leadership sees the tangible value of conference attendance.
2. Secures Future Budgets: By showcasing actionable insights, the report builds a case for continued (and increased) attendance.
3. Drives Organizational Impact: The insights captured in a trip report can inform strategies, strengthen relationships, and create opportunities for growth.

For example, at CHLA, I use CE to profile physicians, highlight their unique skill sets, and promote the enterprise. This strategic approach enhances physician referrals, builds relationships, and directly impacts ROI. The trip report process is an essential tool for communicating that value.

Lessons Learned

1. Efficiency and Seamlessness: Using ChatGPT streamlined the reporting process, saving significant time and effort.
2. The Value of CE: Conferences are not just learning opportunities—they are strategic platforms for driving institutional goals.
3. Incorporating Networking Insights: Moving forward, I plan to include action plans and networking outcomes in my reports to further demonstrate value.

Special Acknowledgment

A special thank you to Susan Yarbrough, CHCP, FACEhp , who encouraged me to think strategically about trip reporting during Stanford CME ’s Executive Leadership meeting. Her suggestion to prioritize capturing value and demonstrating impact inspired this approach.

Final Thoughts

By leveraging ChatGPT, I turned conference insights into actionable strategies while saving time and maximizing impact. This process isn’t just for CE professionals—it’s adaptable for anyone looking to enhance the ROI of professional development opportunities. Whether you’re in healthcare, education, or another industry, AI can help you create more efficient and impactful reporting.