Terms of Service

100% Satisfaction Guarantee

If you're not fully satisfied with a Basics & Beyond seminar or webinar, you may request to attend a different course of comparable cost at no extra charge. Duplicate CPE credits will not be issued. Contact us at [email protected] to request changes.

Note: Registrations that are refunded are not eligible for CPE credit.

Event Confirmations

Upon completing your registration and payment, you will receive a confirmation email at the address provided during registration. Please keep this email for your records, as it contains important instructions for requesting access to the virtual platform.

Note: A second step is required to finalize your registration with the online event platform. This step involves providing your name and email address to set up event reminders. You will receive automated reminders 24 hours and 1 hour before the event, which will include the “Join Webinar” link to access the session.

Calculating CPE Credit

Basics & Beyond awards 1 CPE credit based on the following approved standard:

• 1 CPE credit = 50 minutes of attendance
• Completion of 3 polling questions per hour

Important: Attendees who fail to meet the minimum standards for a session may not qualify for course certification or partial credit under current IRS standards for CE-approved courses. However, partial credit may still be available based on state-specific licensing requirements. Check on our State Mandates page.

We recommend reviewing your state licensing guidelines for details. If you have any questions, please contact us.

Photo & Video Policy

By attending Basics & Beyond events, you consent to the use of photos or videos taken during the event for promotional purposes, including our website, social media, and other marketing materials.

Cancellation by Basics & Beyond

If Basics & Beyond cancels a program, your registration fees will be fully refunded.

Customer Cancellations

Refunds for cancellations are subject to the following schedule:

• 14+ days before the event: Full refund.
• 8-13 days before the event: Refund minus a 25% cancellation fee.
• 1-7 days before the event: Refund of 50% of the registration fee.
• Day of the event/No-show: No refund.

Note: Fees cover administrative and advanced speaker-related costs.

On-Demand/Self-Study Programs

Once accessed, on-demand/self-study courses are non-refundable. If you experience technical difficulties, please contact us within 36 business hours of your first access attempt for assistance or refund eligibility.

Substitutions

The certification for Basics & Beyond sessions will only be issued to the paid individual whose name and email are registered with Basics & Beyond and the event platform.

If you are unable to attend a program and wish to have a colleague attend in your place, the colleague must register and pay for their own registration to receive certification in their name upon successful completion of the session.

If the substitute attendee does not register under their own name, any successful completion of the session will be recorded under the original registrant's name and email.

To ensure a smooth process, please notify us in advance of the event or have the substitute attendee complete their registration and payment in their name, adhering to all applicable cancellation policy timelines.

Same Day Registrations

Same day registrations are subject to availability. Full payment is required at the time of registration.

Sold Out Events & Waitlists

If a program is sold out, you may join the waitlist. Registration fees for waitlisted attendees will be processed only upon confirmation of enrollment. If we cannot accommodate you, your registration fee will be refunded in full.

Inclement Weather

In case of inclement weather, Basics & Beyond will notify participants via email regarding cancellations or changes. Please ensure your contact information is up to date to receive notifications.

Exceptional Circumstances

In cases of emergencies such as significant illness or bereavement, Basics & Beyond may waive no-show fees. Contact us with written documentation for consideration.

Group Discounts

For over 30 years, Basics & Beyond has provided continuing education (CPE) credits to both individuals and groups nationwide. We offer tiered group pricing for registrations of three or more attendees.

How to Request Group Pricing:

Option 1: Ask JoJo

Use the Basics AI agent and select Group Seminar Registration. Enter the billing contact and each attendee’s information. The request will be automatically sent to our support team to prepare your invoice and complete the registration.

Option 2: Email Us

Send the following information for each attendee to [email protected]:

• Full Name
• Email Address
• PTIN (if applicable)
• Preferred Fall Seminar Date
• Preferred Year-End Seminar Date

Group discounts apply to attendees 3 through 10. Attendees beyond the 10th receive the same per-attendee rate as the 10th. Once we receive your group information, we’ll send an invoice to finalize the registration.

Please Note:
Group pricing is subject to change after early registration deadlines. See Seminar Pricing.

On the day of the seminar, each group attendee must complete and sign the Group Sign-In Sheet, available on our Resources Page. This form must be submitted by the end of the session to confirm course completion and issue CPE certification.

For questions or additional details, use our AI agent (Ask JoJo) or email us.

Speaker Discounts: Volunteer speakers may attend same-day sessions complimentary. Additional day registrations are eligible for discounts.

Code of Conduct

Basics & Beyond is committed to a safe, respectful learning environment. Discrimination, harassment, or disruptive behavior will not be tolerated and may result in removal from the event without refund. For questions or more information, please contact us.

Seminar Attendance Policy

Weather Policy – Our full schedule does not allow us to reschedule seminars, therefore every attempt will be made to hold each seminar regardless of weather conditions.

Cancellation Policy – We understand that your schedule may change. Cancellation requests must be made in writing (e-mail recommended). Requests must be received and acknowledged at least two business days prior to the seminar. All cancellations are subject to the fees described above.

Missed Seminar Policy – Sorry, but no refund. Course materials will be sent upon written request.

Certificate Replacements

Attendees receive a certificate of completion within 24-48 hours of the seminar. Once attendance has been properly verified, certificates will be emailed as a PDF file to the email on file. If a replacement certificate is needed, please send a written request to [email protected]. Once the request is received, we will send via email within 24-48 hours.

Website Terms of Use:

• Use of Services: You agree to use this site for lawful purposes and not for any activity that violates any law, regulation, or third-party rights. You must be at least 18 years old or have the involvement of a parent or guardian.

• Continuing Education Courses: Course materials are for individual use only and may not be shared, redistributed, or resold. Certificates for CPE, CLE, or CFP credits are issued based on full participation and completion of attendance verification (including polling questions where applicable). We report PTIN participation to the IRS per regulatory requirements.

• Registration and Payments: You are responsible for providing accurate and up-to-date information when registering. All sales are final unless stated otherwise in a separate cancellation or refund policy.

• Intellectual Property: All content, including text, slides, graphics, and recordings, is owned by Basics & Beyond or its licensors. You may not reproduce, distribute, or create derivative works from our materials without prior written consent.

• Disclaimers: The information provided through our seminars, webinars, and materials is for educational purposes only and not intended as legal or tax advice. Basics & Beyond does not guarantee any specific results from the use of its content or services.

• Limitation of Liability: Basics & Beyond is not liable for any indirect, incidental, or consequential damages arising from the use of our website or services. Our maximum liability shall not exceed the fees paid by you for the relevant course or service.

• Modifications: We may update these Terms at any time. Continued use of our site means you accept any changes.

• Governing Law: These Terms are governed by the laws of the State of Florida, without regard to conflict of law principles.