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Cancelation Policy

Cancelations received in writing two weeks prior to the first day of the training event will be eligible for a prompt refund. A $100 administration fee will be charged for all live classroom, live online broadcast, and live online webcast (simultaneous or the webcasting of one of CTI’s live courses) training event cancelations when a refund is requested. A $150 administration fee will be charged for the NACVA and the CTI’s Annual Consultants’ Conference cancelations when a refund is requested. Credit requests for all live classroom, live online broadcast, and live online webcast training event cancelations are not subject to an administration fee. Training may be rescheduled up to three times with no charge. Trainings rescheduled more than three times will be subject to a $75 rescheduling fee. If requesting a refund, any credit vouchers and/or Pacesetter® Points applied to the original purchase will be forfeited. Cancelations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued a credit for the amount paid, which may be used toward a CTI seminar, conference, self-study course, or product sold by NACVA/CTI. Cancelation and no-show credit requests must be received no later than 90 days after an event. Any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. Credits expire five years from the date issued. There are no exceptions to this policy.

Complaints and Refunds
For information regarding administrative policies such as complaints and refunds, call our director of Member Services at (801) 486-0600.

Refund Policy for Airfare
No refunds will be given for airfares on a CTI event that is canceled for any reason. However, if an individual does not request a refund of training fees for the canceled event, electing to apply his or her fee to a subsequent offering of the event, we will issue a refund of 200 percent of the airline change fee for one airline only to travel to and from the subsequent offering of the event, not to exceed $300. (Proof of the expense for the airline change fee must be provided.) Where airfare change fee refunds are given, no refund for the canceled event will subsequently be given for any reason, and the funds retained by CTI may only be used/applied toward a subsequent CTI training event.

Instructor Changes
The CTI reserves the right to change instructors at any time should circumstances dictate. Our policy is to screen potential instructors carefully, ensuring that each one chosen possesses substantial field experience as well as a teaching or presenting background. All instructors are evaluated by our attendees, and future teaching assignments are made based upon these evaluations. From time to time, the CTI will introduce a new instructor to co-teach a course, but our policy is always to carefully pre-screen them and, where feasible, gradually integrate new instructors so you are assured of receiving the best instruction in the country in each discipline taught. Obviously, we cannot guarantee that every attendee will be totally satisfied with every presenter, but every effort is made to ensure the competence of each instructor. Under no circumstances, however, can CTI refund course fees should an attendee be dissatisfied with his or her instructor.

Hotel Accommodations
The CTI has negotiated and blocked accommodations at each CTI location (rooming blocks are limited). Hotel rooms are based on availability. Your registration confirmation will include details for lodging and other specifics, including event time schedule, locations of nearest airport, prerequisites (when applicable), etc. If your registration falls close to the date of the scheduled event, call CTI for hotel information.

Consultants’ Training Institute (CTI) Live Online Webinar Cancelation Policy 
We understand that sometimes schedules change. If you are registered for a live online webinar and are not able to make the webinar, you may choose one of the three options below:

  1. If you do not attend the session, you will automatically be sent a link to the recording of the webinar and a quiz to complete for Continuing Professional Education (CPE) credit within 24 hours of the webinar.*
    Note: CPE credit obtained will be NACVA CPE and not NASBA QAS CPE. Therefore, individuals should contact their state board or accrediting organization to determine sponsor registration requirements as they have final authority on the acceptance of individual courses for CPE credit.
  2. You may contact us to transfer your registration to a different webinar, or credit your account for the purchase amount which can be used at a later date.
  3. If you require a refund of your purchase, there is a $20 administrative fee per webinar.

*Exception: Case Analysis webinars have to be attended in person and are not recorded. If you are unable to attend your scheduled Case Analysis webinar, please contact and indicate which session you want to transfer your registration to. If you have additional questions, please contact us at (800) 677-2009 or via e-mail at