Terms of Service

Event Confirmations

After registration and payment are completed, you will receive a confirmation email with event details. Keep this email for your records because it contains the information needed to access the event.

Webinar attendees must complete a second step. To finalize webinar registration, you must submit your name and email through the GoToWebinar process so reminder emails and your personalized join link can be delivered properly.

Same-Day Registrations

Same-day registrations are accepted only if space is still available. Payment must be completed at the time of registration. Availability of seats, materials, or access links cannot be guaranteed for late registrations.

Sold Out Events & Waitlists

If an event reaches capacity, you may request to join the waitlist. Charges are processed only if your registration is confirmed. If space does not become available, your fee will not be charged or will be refunded in full.

Missed Session Access

Paid registrants may request access to a recording when one is available. Recordings are for review only and do not qualify for CPE credit unless a course is specifically offered as an eligible on-demand product.

Calculating CPE Credit

Sessions are structured to follow IRS and NASBA standards. Credit is awarded based on both time and participation requirements.

• 1 CPE credit equals 50 minutes of verified real-time attendance.
• Attendees must complete at least 3 polling questions per hour when required for the session.

Partial credit is not available under IRS guidelines, although some state boards may apply different rules. Review our State CPE Guide or contact your licensing agency for state-specific requirements.

Attendance Policy

Attendance is tracked through the email used to log in. To receive credit, attendees must remain logged in for the required portion of the session and complete any required polling or participation checks.

Materials may be provided to no-show participants on request, but receiving materials does not create eligibility for CPE credit.

Certificate Replacements

Certificates are typically emailed within 48 hours after attendance and participation are verified. If you need a replacement, email [email protected]. Replacement requests are usually fulfilled within 2 business days.

Refunded Registrations

Registrations that are refunded are not eligible for CPE credit. If a registration is refunded, any related certificate or credit eligibility is void.

100% Satisfaction Guarantee

If you complete a Basics & Beyond seminar or webinar and are not satisfied with the experience, you may request a transfer into a different session of comparable value at no additional charge. This guarantee is intended to move you into a comparable future session, not to issue duplicate credit for the same content.

Transfer requests should be sent to [email protected].

If Basics & Beyond Cancels

If we cancel an event, you may choose either a full refund or a transfer into a future course of equal value.

If You Cancel

Please notify us by email as soon as possible. Refunds are based on when your cancellation request is received:

• 14 or more days before the event: full refund
• 8 to 13 days before the event: 75% refund
• 1 to 7 days before the event: 50% refund
• Same-day cancellation or no-show: no refund

When a refund is not available, we may allow the registration value to be applied toward a future seminar, subject to our approval and event availability.

On-Demand & Self-Study Courses

On-demand and self-study courses become non-refundable once access has started. If you experience a technical problem on first access, notify us within 36 business hours of that first access attempt so we can troubleshoot the issue and determine whether a refund exception is appropriate.

Substitution Policy

If you cannot attend, another person may take your place only if the registration is updated in advance with the substitute attendee’s correct name, email address, and any required payment details. Certificates are issued only to the attendee whose information is actually registered in the system.

Inclement Weather & Emergencies

We try to hold all scheduled sessions whenever reasonably possible. If severe weather or an emergency affects an event, we will notify participants by email with updated instructions. If you miss an event because of a personal emergency such as illness or bereavement, we may waive no-show fees when appropriate supporting information is provided.

Group Discounts

Group pricing is available for groups of 3 or more. Attendees after the tenth person receive the same per-attendee rate as the tenth attendee.

To request group pricing, use Ask JoJo and choose Group Seminar Registration, or email attendee details to [email protected].

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 may be available at a reduced rate.

Photo & Video Policy

By participating in a Basics & Beyond event, you agree that photos or video captured during the event may be used for marketing and promotional purposes, including the website, email campaigns, and social media.

Code of Conduct

Basics & Beyond is committed to maintaining a safe, respectful learning environment. Harassment, discrimination, abusive conduct, or significant disruption may result in removal from a session without refund.

Website Terms of Use

• Lawful use: You agree to use the website and services lawfully and responsibly.
• Registration accuracy: You must provide accurate registration and payment information.
• Course content: Course materials may not be shared, resold, copied, or redistributed without permission.
• Certificates: CPE, CLE, and CFP certificates are issued only when verified participation requirements are met.
• Educational purpose: Content is provided for education and is not legal, tax, or professional advice.
• Intellectual property: Site content and course materials belong to Basics & Beyond or its licensors.
• Liability limit: To the extent permitted by law, our maximum liability is limited to the registration fee you paid for the affected offering.
• Updates to terms: These terms may be revised. Continued use of the website or services after updates means you accept the revised terms.
• Governing law: These terms are governed by the laws of the State of Florida.