Terms of Service

100% Satisfaction Guarantee

If you're not completely satisfied with a Basics & Beyond seminar or webinar, we offer you the option to attend a different session of comparable value at no additional charge. Our goal is to ensure you walk away with value from your continuing education experience. Please note that duplicate CPE credits cannot be issued for the same session. To request a transfer, email us at [email protected].

Important: Registrations that are refunded are not eligible for CPE credit, in accordance with IRS CE guidelines.

Event Confirmations

After completing your registration and payment, you’ll receive a confirmation email with event details. This email contains essential information about accessing the virtual event and must be retained for your records.

Second Step Required: You must complete a second step to finalize your webinar registration. This involves submitting your name and email to the GoToWebinar platform, which ensures that reminders and your personalized access link are properly delivered 24 hours and 1 hour before the event.

Calculating CPE Credit

Each session is designed to comply with IRS and NASBA standards. CPE credit is awarded as follows:

• 1 CPE credit = 50 minutes of real-time attendance
• Completion of a minimum of 3 polling questions per hour

Note: Partial credit is not available under IRS guidelines, but may be accepted by other state boards. For more, visit our State Mandates page or contact your licensing agency.

Photo & Video Policy

By participating in any Basics & Beyond event, you agree that photos or videos taken during the session may be used for marketing and promotional purposes, including our website, email campaigns, or social media.

Cancellation Policy

If Basics & Beyond Cancels

If an event is canceled by Basics & Beyond, your registration fee will be refunded in full. You may also request a transfer to a future course of equal value.

If You Cancel

We understand plans change. Please notify us via email if you need to cancel. Refunds are processed based on the timing of your cancellation:

• 14+ days before: Full refund
• 8–13 days before: 75% refund
• 1–7 days before: 50% refund
• Same-day or no-show: No refund

Note: Fees are used to cover speakers, materials, and administration costs already incurred.

On-Demand & Self-Study Courses

These are non-refundable once accessed. If you experience technical issues on first access, notify us within 36 business hours for resolution or refund eligibility.

Substitution Policy

If you cannot attend, another individual may take your place only if they complete their own registration and payment under their name. Certificates will be issued only to the registered attendee's name and email as entered in the system.

Same-Day Registrations

Accepted based on space availability. Full payment must be submitted at the time of registration. We cannot guarantee space or materials for late registrations.

Sold Out Events & Waitlist

When an event reaches capacity, you may request to be added to the waitlist. Charges are only processed if you’re confirmed as an attendee. If we cannot accommodate your participation, your fee will not be charged or will be fully refunded.

Inclement Weather & Emergencies

We do our best to conduct all sessions regardless of weather. However, if an event is impacted by extreme weather or emergency conditions, we will notify participants by email with instructions. If you are unable to attend due to a personal emergency (e.g., illness, bereavement), we may waive no-show fees with appropriate documentation.

Group Discounts

Discounts are available for groups of 3 or more. Attendees beyond the 10th receive the same per-attendee rate as the 10th. To request group pricing:

• Option 1: Use our AI agent “Ask JoJo” and select Group Seminar Registration.
• Option 2: Email 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

Each group member must sign the Group Sign-In Sheet, available on our Resources Page, to receive certification.

Speaker Discounts

Volunteer speakers may attend same-day sessions at no charge. Additional seminar days are available at a discounted rate.

Code of Conduct

We are committed to a safe, respectful learning environment. Any harassment, discrimination, or disruptive behavior may result in removal from the session without refund.

Attendance Policy

Attendance is tracked via the email used to log in. Attendees must remain logged in for the full session and meet polling question requirements to earn CPE credit. Materials will be emailed to no-show participants upon request.

Certificate Replacements

Certificates are emailed within 48 hours after session verification. If you need a replacement, email [email protected]. Requests are fulfilled within 2 business days.

Website Terms of Use

• Use of Services: You agree to use this site lawfully and responsibly. Must be 18+ or supervised by a guardian.
• Course Content: Materials may not be shared, resold, or redistributed. CPE, CLE, and CFP certificates require full verified participation.
• Payment: Accurate registration info required. All sales are final unless specified otherwise.
• Intellectual Property: All content belongs to Basics & Beyond or licensors. Do not reproduce or distribute without written permission.
• Disclaimers: For educational use only. Not intended as legal or tax advice. No guarantees implied.
• Liability: Maximum liability is limited to your paid registration fee.
• Modifications: We may update these terms at any time. Continued use implies agreement.
• Governing Law: These terms follow the laws of the State of Florida.

Virtual Seminar Troubleshooting – FAQs