CPE Seminar Policies

100% Satisfaction Guaranteed

If you are not fully satisfied with a Basics & Beyond seminar or webinar, you may request to attend an alternate course of comparable cost at no additional charge. However, duplicate CPE credits will not be issued. To process reissued registrations, please contact us at [email protected].

Note: Registrations refunded upon request 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 completing your platform registration.

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:

• 50 minutes of attendance per hour of instruction
• Completion of 3 polling questions per hour of instruction

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 at [email protected].

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.

Course Cancellations & Refunds:

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.

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.

Discounts

For over 30 years, Basics & Beyond has proudly provided CPE credits to groups and individuals across the country. We are pleased to offer Group Discounts for large registrations under the following guidelines:

1. Email us at [email protected] with the following information for each attendee:

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

2. Tiered pricing discounts are available for groups:

   • Discounts apply to the 2nd, 3rd, and 4th+ attendees.
   • Send us the above information, and we will provide an invoice to complete the group registration.

Note: On the day of the event, each attendee of a registered group must complete and sign a prerequisite Group Sign-in Sheet, which is available on our Resources Page. This form must be submitted by the end of the session for successful course completion and to ensure certification for each group attendee. For additional information, ask our AI agent or email us directly at [email protected].

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.