CPE WORKSHOPS & CAPTIVE INSURANCE 101 WEBINARS
Interested in hosting a CPE workshop for your firm, attending a signature CPE event, or joining one of our Captive Insurance 101 events? Fill out the form below for more information.
Our relevant, informational and fun events enable you to explore if forming a Captive Insurance Company is the right fit for you or your client’s business. You can also learn more about captives by visiting our video resource library on YouTube at https://www.youtube.com/@captiveinsurance
Forming a Captive Insurance Company provides a premier business risk mitigation strategy that helps cover gaps, exclusions, and deductibles in your existing insurance policies. Captive policies are tailored specific to your industry risks.
Have specific questions? Call or email us at 888-944-5588 or Ken@CaptiveNation.com
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CPA ATTENDEE INFORMATION
Our CPE courses provide CPAs with the ability to expand their expertise in all these areas, providing their clients with additional tax and cost savings, and staying their client’s most trusted adviser! CPA attendees will earn 1-3 CPE credits and will develop an understanding of advanced tax strategies that are typically found outside the CPA firm environment.
NASBA Sponsor #141639 / TSBPA Sponsor #010443
WORKSHOP POLICIES (for CPE Credits)
Registrations will be accepted at the door with payment when applicable. Every attempt will be made to have sufficient handouts on hand, but we will first distribute materials to those who are pre-registered for the seminar.
We are not able to reschedule seminars. We will make every attempt to hold each seminar regardless of weather conditions.
We understand that things come up and that your schedule may change. We recommend that you cancel via email when possible. Cancellations must be made 2 days prior to the seminar in order to receive a refund. Refunds will be processed within 10 business days.
MISSED WORKSHOP WITHOUT PRIOR CANCELLATION
We apologize, but we are unable to provide refunds. However, we will provide our course materials upon a written request or provide you with access to attend the same or similar class in person or via webinar.
IN-PERSON ATTENDANCE CE PROCEDURE
Attendees are required to sign-in the CE Roster with your License #. Attendees will receive a certificate of completion at the end of the seminar or upon completing an evaluation for before leaving. In which case certificates of completion are not available, we will provide your certificate of completion via email within 10 business days.
REPLACEMENT OF LOST CERTIFICATE
If a replacement certificate is needed, you can request your replacement certificate by emailing us at RSVP AT CaptiveNation.com Please provide in the appropriate fields the attendee name you registered as, which course you attended, date of course participated in. Once the request is received, we will attempt to locate participants certificate and e-mail a new certificate within 10 business days.
If we are unable to locate the certificate or verify that the participation and policies were not completed, we will e-mail a notice of that fact.
When attending online or in-person CPA to CPA seminars, we collect basic information provided by you at the time of registering. Our purpose of obtaining that information is for the purpose of communicating details or changes that could arise or that will make your experience the best it can be or to notify you of future events or offerings. We will not sell or trade any of that information to third parties without your consent.
We retain a prior registrants lists for the purpose of contacting prior registrants, analyze seminar attendees based on demographics or other criteria, and to make decisions for our future activities.
COMPLAINTS OR CONCERNS
Please contact us at RSVP AT CaptiveNation.com regarding any concerns or complaints.