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Prism Impact Policies for the Wealth of Influence Training Membership Program

Refund Policy

Refund Policy

Refund / Cancellation Policy – Prism Impact

1.       Scope & Applicability
This Refund Policy applies to all group online CPE training events (live or synchronous) offered by [Your Organization], for which CPAs or other professionals register in advance.

2. Registration & Payment

  • Registrations are confirmed only upon full payment (or approved payment plan) of tuition and any required fees.
  • Until payment is received (or plan approved), seats are not held.
  • If you register under a group discount or promotional rate, you must comply with the requirements (e.g., minimum number of attendees) to retain that rate; otherwise, the standard rate may apply.

2.       Refund / Cancellation Terms

Time Before Program Start

Refund Amount / Terms

More than 14 calendar days before program begins

Full refund of tuition (less any non-refundable fees)

Between 14 and 7 calendar days before program begins

50% refund

Less than 7 calendar days before program begins

No refund (but credit or partial credit may apply at discretion)
  • “Calendar days” means all days, including weekends and holidays.
  • Non-refundable fees may include payment processing fees, administrative costs, or materials costs; these will be disclosed at registration.
  • All refund requests must be submitted in writing (email acceptable) to [contact email]. The date the request is received will determine eligibility.
  • Refunds will be issued using the same payment method as the original transaction, within [e.g. 30 days] after the refund is approved.

4. Credit Toward Future Events / Deferrals

  • In lieu of a cash refund, registrants may opt to receive a credit toward another upcoming training from Prism Impact subject to terms and availability.
  • Credit is valid for up to 9 months from the original event date.
  • If you transfer to another event whose price is higher, you will pay the difference; if lower, the price difference will not be refunded in cash.
  • Transfer of registration to another person is not permitted.

5. Cancellation by Sponsor / Rescheduling

  • Prism Impact reserves the right to cancel or reschedule the training due to unforeseen circumstances (e.g., instructor illness, technical issues).
  • If we cancel the program, registrants will be given the choice of (a) full refund, or (b) credit toward a future offering.
  • We are not responsible for travel, lodging, or other incidental costs incurred by participants due to cancellation.

6. Partial Attendance / No-Shows / Dropouts

  • No refunds or credits are given for partial attendance, no-shows, or late arrivals.
  • If a registrant withdraws after the program has begun, no refund or credit will be granted unless there are extraordinary circumstances and with approval by management.

 

7. CPE-Related Considerations & Compliance for CPAS (PENDING APPROVAL by National Association of State Boards of Accountancy (NASBA) )

  • Because CPE credits are awarded only for participation in learning activities. Participants who do not attend or complete a program, or who do not fully participate in learning activities during a program in full will not earn full credit; they will only claim credit proportionate to actual attendance and participation.
  • State boards of accountancy or other licensing bodies may have additional refund, cancellation, or consumer protection requirements; registrants should be advised to review those for their jurisdiction.

8. Changes to This Policy
Prism Impact reserves the right to modify this Refund / Cancellation Policy at any time, with changes applying only to future registrations (not prior registrations). The version effective at the time of registration governs your rights.

9. Contact Information
If you have questions or wish to request a refund, contact us at:

  • Mari Geasair, Founder
  • Email: [email protected]
  • 4109 E. 10th Ave. Unit 545, Denver, CO 80220

·        (720) 608-1259

 

Program Cancellation Policy

Program Cancellation Policy

 

Cancellation by Sponsor / Rescheduling

  • Prism Impact reserves the right to cancel or reschedule the training due to unforeseen circumstances (e.g., instructor illness, technical issues).
  • If we cancel the program, registrants will be given the choice of (a) full refund, or (b) credit toward a future offering.
  • In the event that Prism Impact cancels a Group Internet Based program, we will communicate this information via email to registered participants no later than 24 hours prior to the originally scheduled program.
  • We are not responsible for travel, lodging, or other incidental costs incurred by participants due to cancellation.

 

Complaint Resolution Policy

 Complaint Resolution Policy

 

This refund policy can be found published in the FAQ section of the Wealth of Influence program description at this URL: https://www.more-impact-less-stress.com/wealthofinfluence

 

Complaint Resolution Policy – Prism Impact- Wealth of Influence

1. Purpose
Prism Impact is committed to providing high-quality continuing professional education This Complaint Resolution Policy outlines the process for participants to raise concerns and ensures complaints are handled promptly, fairly, and consistently.

2. Scope
This policy applies to all participants enrolled in Prism Impact’s group online CPE programs, and group training programs. Complaints may include, but are not limited to:

  • Program content, relevance, or accuracy
  • Instructor performance or conduct
  • Program delivery, technology, or learning environment
  • CPE credit reporting and certificate issuance
  • Administrative issues such as registration, fees, or accommodations

3. How to Submit a Complaint
Participants may submit complaints in writing through any of the following channels:

To help us respond effectively, please include:

  • Your full name and contact information
  • The name and date of the program attended
  • A detailed description of the issue
  • Any supporting documentation, if applicable

4. Resolution Process

  • Acknowledgment: Complaints will be acknowledged in writing within 5 business days of receipt.
  • Review: Complaints will be reviewed by the Program Director or designated compliance officer.
  • Investigation: If necessary, relevant instructors, staff, or third-party vendors will be consulted.
  • Resolution: A written response will be provided within 30 calendar days, outlining the findings and actions taken.

5. Corrective Action
If a complaint identifies systemic issues, Prism Impact will implement corrective action, which may include adjustments to content, instructor feedback, administrative procedures, or participant support services.

6. Records
All complaints and their resolutions will be documented and retained for a minimum of seven (7) years. ( In compliance with NASBA/AICPA CPE Standards.)

7. External Review
If the complaint is not resolved to the participant’s satisfaction, the individual may contact the National Registry of CPE Sponsors at NASBA: (PENDING NASBA APPROVAL of Prism Impact to issue CPEs)

  • NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417
  • Website: www.nasba.org 

 

 

Content Review Policy

 Course Update Policy – Prism Impact, Wealth of Influence

  1. Purpose
    Prism Impact is committed to delivering continuing professional education (CPE) programs that are accurate, up to date, and consistent with the latest standards of the accounting profession. This Course Update Policy ensures our training remains relevant, technically correct, and in compliance with NASBA/AICPA CPE Standards.
  2. Frequency of Review
  • All CPE courses will be reviewed at least annually by a qualified subject matter expert (SME).
  1. Responsibility for Updates
  • Program Director: Oversees the course update process, ensures compliance with CPE Standards.
  • Subject Matter Experts: Review content for technical accuracy, currency, and alignment with current professional standards.
  • Instructional Design Team: Implements updates in course materials, handouts, presentation slides, and participant resources. 
  • Commitment to Participants
    Prism Impact strives to ensure that all learning activities provide current, accurate, and relevant knowledgeso that CPAs can confidently apply what they learn to their professional practice.
  • Each course will maintain a version history log indicating last review date, updates made, and SME approval.
  • Records of course review and updates will be retained for seven (7) years in compliance with NASBA/AICPA CPE Standards.
  • Version Control & Documentation
  • Participants registered for an upcoming session will receive advance notice of substantive changes to course content.
  • If a material change occurs after registration but before the event, updated materials will be provided electronically at least 24 hours before the start of the program.
  • For on-demand/self-study programs, updated versions will replace prior versions promptly, and participants will be notified if they are enrolled in a course affected by changes.
  • Communication of Updates
  • New or revised standards are issued by authoritative bodies (e.g., AICPA, FASB, GASB, PCAOB, IRS, SEC).
  • Relevant legislation or regulatory changes affect CPA practice.
  • Professional best practices or methodologies evolve.
  • Participant feedback or instructor evaluations indicate a need for clarification or correction.
  • Errors, inaccuracies, or outdated examples are identified in course materials.
  • Update Triggers Updates will be initiated when:

Updates will be initiated when:

  • New or revised standards are issued by authoritative bodies (e.g., AICPA, FASB, GASB, PCAOB, IRS, SEC).
  • Relevant legislation or regulatory changes affect CPA practice.
  • Professional best practices or methodologies evolve.
  • Participant feedback or instructor evaluations indicate a need for clarification or correction.
  • Errors, inaccuracies, or outdated examples are identified in course materials.
  1. Communication of Updates
  • Participants registered for an upcoming session will receive advance notice of substantive changes to course content.
  • If a material change occurs after registration but before the event, updated materials will be provided electronically at least 24 hours before the start of the program.
  • For on-demand/self-study programs, updated versions will replace prior versions promptly, and participants will be notified if they are enrolled in a course affected by changes.
  1. Version Control & Documentation
  • Each course will maintain a version history log indicating last review date, updates made, and SME approval.
  • Records of course review and updates will be retained for seven (7) years in compliance with NASBA/AICPA CPE Standards.
  1. Commitment to Participants
    Prism Impact strives to ensure that all learning activities provide current, accurate, and relevant knowledgeso that CPAs can confidently apply what they learn to their professional practice.

 

 

 

 

 

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