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Seminar Administrative Policy Statement

      Record Retention: All course and course participant records will be retained for five years, including, but not necessarily limited to:

      Course Outline

      Copy of Seminar materials

      List of course participants

      Dates and locations of presentations

      Names of instructors/discussion leaders

      Copies of participant course evaluations

      Number of recommended CPE contact hours

      Refunds of seminar registration fees:

      In full to attendees requesting such due to presentation not meeting their needs/expectations;

      In full to registrations canceling 14 calendar days or more prior to seminar date;

      If cancellation notice is less than 14 calendar days in advance of seminar date, registration fee less a $50 service charge will be refunded.

      Confirmed reservations not cancelled prior to start of program will be billed for the full registration fee.

      All requests for refunds will be processed within 30 days following the program.

      Program Cancellation/Changes: In the event that it is necessary to reschedule or cancel a seminar after receipt of registration, Audit Services is not responsible for penalties related to canceling or rescheduling airfares, lodging, etc. Furthermore,

      Notification of changes will be provided registrants;

      Registration fees will be refunded in full.

      Complaint Resolution:  Complaints from seminar attendees will be processed expeditiously and with every attempt to resolve it to the attendee’s satisfaction. Please contact Roger McDaniel at Audit Services either via email, roger@auditservices.com, telephone (615 790 9858) or mail (P.O. Box 681387, Franklin, TN 37068).

      Additionally, complaints may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.

      Course Update:  All seminar materials and presentations are updated at least annually and normally more frequently in order to meet relevant current events in the profession.  Additionally, prior to the scheduled training, clients are encouraged to review the seminar materials to ensure they meet expectations.

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      Audit Services Tel:615-790-9858 PO Box 681387, Franklin, TN 37068