Policies

UNIQUE 100% SATISFACTION GUARANTEE
If you're unsure whether a particular program will give you the level of knowledge or relevant information you seek, register today, knowing that you can rely on our unique 100% money-back Relevance Guarantee. It's our way of reassuring you that your satisfaction is our highest priority.

 

CUSTOMER LOYALTY DISCOUNT
When two or more from the same company attend any program together, each receives a
10% discount. Individuals who attend 3-5 seminars per year, save 5%; More than 5 seminars per year, save 10%.

 

PREFERRED PROVIDER PROGRAM
Enroll your company or firm in the CPE INC. Preferred Provider Program, which enables your organization to benefit right along with you. Discounts begin when any number of people in your company or firm attend a total of 10 seminars within a contract year. Your company or firm can earn discounts of more than 20% per year. These discounts are in addition to the Customer Loyalty Discounts.

 

SEMINAR CANCELLATION & REFUND POLICY
Cancellations received prior to two full business days before the date of the seminar will be honored. If you prepay and cannot attend a program, you will receive a full refund or a credit for the full price if you notify us more than two full business days before the start of the program. For cancellation notices received after the two-day deadline, the full fee, less $185*, will be converted to a transferable, nonrefundable credit to be applied toward a future program. Any credits issued must be used within two calendar years. If notification of cancellation is not received prior to the day of the program, the full fee is payable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty.

*Cancellation fees may vary for seminar programs. The cancellation fee will be doubled for two-day seminars. For more information, please call 1-800-544-1114.

CPE INC. recommends making travel arrangements once the seminar has been confirmed.  Course confirmation usually occurs 7 to 10 days prior to the event.  
 

CONFERENCE CANCELLATION & REFUND POLICY
You may send notification of a substitute at any time prior to your scheduled conference. If cancellation notice is received in writing or by telephone more than 10 business days before the conference, you will receive a full refund or a credit for the full price. Any credit issued must be used within one calendar year. For cancellation notices received after the 10-day deadline, and prior to two (2) full business days before the conference, the full fee, less $450*, will be converted to a transferable, nonrefundable credit to be applied toward a future conference for up to one year from the date of the original cancellation. Any cancellation within two (2) full business days of the conference is subject to full penalty, and the total amount of the conference fee is due in full and is nonrefundable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty.

*Cancellation policies and fees may vary for conference events. For more information, please call 1-800-544-1114.

CPE INC. recommends making travel arrangements once the conference has been confirmed.  Course confirmation usually occurs 10 to 14 days prior to the event.  
 

BOOT CAMP CANCELLATION & REFUND POLICY
You may send notification of a substitute at any time prior to your scheduled program. If cancellation notice is received in writing or by telephone more than 10 business days before the program, you will receive a full refund or a credit for the full price. Any credit issued must be used within one calendar year. For cancellation notices received after the 10-day deadline, and prior to two (2) full business days before the program, the full fee, less $750, will be converted to a transferable, nonrefundable credit to be applied toward a future program for up to one year from the date of the original cancellation. Any cancellation within two (2) full business days of the program is subject to full penalty, and the total amount of the program fee is due in full and is nonrefundable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty. 

CPE INC. recommends making travel arrangements once the bootcamp has been confirmed.  Course confirmation usually occurs 10 to 14 days prior to the event.  
 

FORUM CANCELLATION & REFUND POLICY
You may send notification of a substitute at any time prior to your scheduled forum. If cancellation notice is received in writing or by telephone more than 10 business days before the forum, you will receive a full refund or a credit for the full price. Any credit issued must be used within one calendar year. For cancellation notices received after the 10-day deadline, and prior to two (2) full business days before the forum, the full fee, less $185, will be converted to a transferable, nonrefundable credit to be applied toward a future program for up to one year from the date of the original cancellation. Any cancellation within two (2) full business days of the forum is subject to full penalty, and the total amount of the forum fee is due in full and is nonrefundable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty.

CPE INC. recommends making travel arrangements once the forum has been confirmed.  Course confirmation usually occurs 7 to 10 days prior to the event.  
 

LIVE WEBINAR CANCELLATION & REFUND POLICY
Cancellations received prior to two full business days before the date of the live webinar will be honored. If you prepay and cannot attend a program, you will receive a full refund or a credit for the full price if you notify us more than two full business days before the start of the program. For cancellation notices received after the two-day deadline, the full fee, less 35% of the webinar price, will be converted to a transferable, nonrefundable credit to be applied toward a future program.* Any credits issued must be used within one calendar year. If notification of cancellation is not received prior to the day of the program, the full fee is payable. Colleague substitution permitted with no penalty. For further information, policies or complaints, call 1-800-544-1114.

Note: This policy does not apply to Evening & Weekend Webinar Pass holders.

*For Conference, Forum and Boot Camp webinars, the cancellation notification must be received in writing or by telephone more than 10 business days before the date of the webinar to receive a full refund or a credit for the full price.
 

EVENING & WEEKEND LIVE WEBINAR PASS HOLDER CANCELLATION POLICY
Cancellations received prior to two full business days before the date of the webinar will be honored. If you cancel after the two-day deadline, you will be charged a $25 administrative fee. If notification of cancellation is not received prior to the day of the webinar, the credit hours of that webinar will be forfeited from your Webinar Pass. For further information, policies or complaints, call 1-800-544-1114.

Note: Evening & Weekend Webinar Passes are not transferable or refundable.
 

QAS SELF-STUDY WEBINAR CANCELLATION & REFUND POLICY
You may cancel a non-completed self-study webinar for a full refund or credit within 24 hours of purchase. Any credit issued must be used within one calendar year. Courses expire after one year. Expired courses will not be refundable. In the rare event that CPE INC. must cancel a self-study webinar, you will receive a full refund of the original purchase price. For further information, policies or complaints, please call 1-800-544-1114.

 

PURCHASE COMMUNICATION
When you register for a CPE INC. program, you are agreeing to receive email communications from us. These emails contain relevant information for CPAs and Financial Professionals and include course information, special offers, and news and expert insights.

 

PRIVACY POLICY
Privacy Policy This Privacy Policy will help you understand how CPE, INC. uses, collects, and protects any data you may provide to us upon visiting this website as well as through our mobile applications, online services, and third party options (such as social media sites, etc.). We reserve the right to change this policy at any time. Frequent visits to this page will allow you to stay up to date on any recent changes. Please feel free to review the Privacy Policy whenever you access this site or use any of our services. We are always willing and ready to answer questions and to interact with you.

We may collect certain information that you provide to us when you visit our website, register for one of our programs, or contact us through alternative third party channels. Collecting this data allows us to better serve you in the future because it helps us to understand your needs as well as guides us on how to improve our services in the future. However, we do not disclose any credit card account information you may provide. CPE INC. does not disclose credit card account information provided by its customers. When customers choose to pay using their credit cards, CPE INC. submits the information needed to obtain payment to the appropriate clearinghouse. We do not provide or sell credit card information to third parties.

Some specific examples of how we use information that we collect include:
   • Administer your account
   • Respond to your comments and questions, as well as any other requests that we can accommodate
     for you
   • Communicate with you about our up-to-date services and products
   • Provide offers and inform you of events offered by CPE INC.
   • Provide news and information we think will be of interest to you
   • Observe and investigate any trends within relevant industries
   • Prevent and investigate any fraudulent transactions as well as any other illegal activities
   • Improve our services and provide advertisements, content, or features that match user profiles
     or interests

Information About Your Use of the Services
We also track how you navigate your way through our website and use our services in an effort to improve the experience and make your visit as smooth as possible.

Listed below are examples of the types of information that we collect in our ongoing effort to improve our website and the services we provide to our visitors.

   • Log Data: We collect log data in regards to your visit and your use of our services. This typically includes the browser you are using, specific versions of any apps used, frequency and times when accessed, which pages are visited, your IP address, and the page you visited previous to your visit to our site.

   • Device Data: We collect data about the type of computer or mobile device you are using to visit our website and to utilize our services. This includes the hardware model, operating system and version, specific device identification indicators, and network information.

   • Data Collected by Cookies: Like most online services and mobile applications, we may use cookies and other tracking technologies (for example, web beacons, web storage, advertising identifiers, etc.) to collect information about your activity, browser, and device. We use this information to continue customizing our website to fit your needs. However, please remember that cookies will never allow us to take control of your computer in any way. They are only used for monitoring which pages you find helpful.

   • Alternate Sources: Occasionally we may acquire data from alternate sources and combine this with data we collect through our own services. This could include business partners and/or third parties which you have accessed (public databases, social media sites, joint marketing partners, etc.)

Sharing Information
CPE INC. may share information about you with vendors, consultants, and other service providers who need access to such information to carry out certain professional related functions on our behalf, but only for the purposes as described within this privacy policy. This can also take place in rare situations where we are requested to provide information in regards to a lawful order or legal process. This would only take place as a result of a request from public authorities in order to meet national security or law enforcement requirements. Finally, we may share this information if we feel that your actions are not consistent with our user agreements or policies in order to protect our rights and property.

Social Sharing Features
As part of our services, we offer social sharing features as well as other integration tools (such as a link to share on LinkedIn, Twitter, Facebook, etc.), giving you the opportunity to share actions you make while using our services with other outside forms of media, and vice versa. Using these features allows the sharing of information with your friends or the public, depending on the settings you choose when it comes to your preferred social sharing features.

Data Retention
While we do store the data we collect about you, we only store it for as long as is necessary for the original purpose(s) for which we collected it. This could include meeting our legal, regulatory, or other compliance obligations.

Your Account Information
Your data is ultimately at your disposal and you are welcome to change, update, correct, or delete any of your information by logging into your account. You can also email us at cs@cpeincmail.com and we will be happy to help. Please be aware that we may retain certain information as required by law or for legitimate business purposes. We may also retain cached or archived copies of information about you for a certain period of time.

Promotional Communications
You can choose to opt out of receiving promotional emails from CPE, INC. by simply following the instructions contained within those emails. If you decide to opt out, we may still send you non-promotional emails, such as anything that relates to your account or our ongoing business relations. This also applies to SMS messages, which you can opt out of receiving if you so choose to by following the instructions within those messages.

Mobile Push Notifications/Alerts
CPE INC. may send promotional and non-promotional push notifications or alerts to your mobile device if we are given your consent to do so. You can opt out of receiving these messages by changing the notification settings on your mobile device. INC. program, you are agreeing to receive email communications from us. These emails contain relevant information for CPAs and Financial Professionals and include course information, special offers, and news and expert insights.

 

TERMS AND CONDITIONS OF USE
Upon accessing CPE INC.’s website, you hereby agree to be bound by this website’s Terms and Conditions of Use, which includes all applicable laws and regulations. You also agree to take on the responsibility to comply with any and all local laws and regulations that apply. All content included in this website falls under the protection of copyright and trademark laws.

Limitations of Use
CPE INC. and its suppliers will not be held liable for any problems, damages, or loss of data stemming from any use (or potential lack thereof) of the content contained on this website. These limitations may not apply to all visitors based on certain jurisdictions not allowing limitations on implied warranties or limitations of liability as a result of damages.

This site may only be used for lawful purposes. When using this site, you agree not to alter, remove, copy, or transfer any content. You also agree not to remove any copyright notations without the consent of CPE INC. Also under the conditions of this agreement, you may not transfer any content to other individuals or “mirror” any content on other servers.

Modification of Terms and Use
CPE INC. reserves the right to revise these terms and conditions of use for its website at any time without notice. Upon visiting this website, you are responsible to abide by the current version of these Terms and Conditions of Use.

Governing Law
Disputes between CPE INC. and anyone who chooses to use or visit this website shall be determined and overseen by the laws of the Commonwealth of Pennsylvania as an agreement performed without regard to its conflict of law provisions.

Disclaimer
CPE INC. is not responsible or liable in any manner for the creation of expressed or implied warranties. We disclaim and disavow all other warranties or conditions of merchantability, as well as non-infringement of intellectual property.

 

If you prefer not to receive email communications from us, follow the opt-out directions located at the bottom of any CPE INC. email.

For print mailings, please be sure to provide us with the exact name, mailing address, and/or email address as it appears on the printed piece, so that we can be sure to identify you correctly. All mail removal requests may require up to a month to take effect.

 

 

CPE INC.  •  370 Reed Road, Suite 227  •  Broomall, PA 19008  •  1-800-544-1114  •  1-610-328-7086