Participants may earn up to 21 CPE credits for this workshop
Independent School management is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
In accordance with the standards of the National Registry of CPE Sponsors, CPE Credits have been granted based on a 50-minute hour.
- Program level: Overview
- Prerequisite: None
- Advanced Preparation: If attendees are asked to bring any school data with them, they each will receive this list prior to the start of the workshop.
- Field of Study: Personal Development
- Delivery Method: Group Live
- See Administrative Policies below for Record Retention, Tuition, Complaint Resolution, Cancellation, Course Update, and Refund policies.
ISM will maintain all workshop records electronically for for five years. This includes:
- Dates dates and locations; course materials; presentations.
Faculty roster, contact information, and biographies (also included in the workbook)
- Individual registration/participation records
- Individual session attendance transcripts with CPE credits earned
- Certificates of Completion
- Primary workshop marketing material (pdf form)
- Evaluation results and reports
Past attendees may request their individual records by emailing email@example.com and indicating their name, school, and year they attended the workshop.
Full tuition payment is expected at time of registration; however, individuals may register with a $600 deposit through April 20, 2018. The balance is due before the start day of the workshop. Any attendee with a balance due on the start date of the workshop will not be permitted into session until the balance is paid.
ISM takes feedback and evaluations very seriously, and we offer up to a 100% refund to individuals who are not satisfied with their experience. ISM strives to give every registered attendee the best experience possible.
During the workshop we ask that attendees bring issues to the attention of the ISM staff either in person or via email. We will do everything in our power to correct the situation on site.
We review every end-of-course evaluation form closely. The workshop leaders and the ISM President review all evaluations and will address any below-average grade for refunds up to 100%.
After the workshop, registered attendees may direct any complaints to the ISM Workshops Department, 1316 N. Union St., Wilmington, DE, 19806 or firstname.lastname@example.org. Complaints will be taken to the ISM President for resolution.
Complaints regarding ISM as registered a sponsor may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. ISM’s Sponsor ID is 140060.
Cancellation by Individual Attendee
Individuals are permitted to cancel at any time before the start date of the workshop. Cancellation requests must be in writing via fax (302-656-0647) or email (email@example.com).
Individuals who cancel at least 10 business days prior to the start of the workshop will receive a full refund of monies paid within 30-60 days of cancellation. Thereafter, 1-9 days before the workshop start date, individuals who cancel will have all but $600 refunded within 30-60 days.
Individuals who do not cancel in writing prior to the start date of the workshop will forfeit the entire workshop tuition.
Please note that non-payment of tuition does not constitute a cancellation.
Program Cancellation by ISM
When the workshop has the minimum registration to provide the best learning experience for the attendee, the Academy will be confirmed to run, and registered individuals will receive an email notification to proceed with travel arrangements.
If ISM is forced to cancel the scheduled workshop due to insufficient registration, registered individuals will receive an email notification that the Academy has been cancelled and all tuition received will be refunded within 30 days. ISM will make that determination no later than three weeks prior to the start date.
We ask all registered individuals not make non-refundable travel arrangements until you receive notice that your workshop is confirmed. (ISM will not be responsible for any change/cancellation charges assessed by your airline or travel agent.)
We do not accept enrollments from consultants.