Open-enrollment refund and cancellation policies

We realize circumstances beyond your control may prevent you from attending a workshop or participating in a scheduled coaching session for which you have paid. It is our desire to meet your goals and serve your financial interests while satisfying our goals and financial commitments.

If you have paid but are unable to attend a workshop, we ask that you notify us as soon as possible so that we can attempt to fill your vacancy.

If you notify us by email at least 31 days before the first day of the workshop:

  • Regardless of whether we are able to fill your vacancy, you will have the option of transferring your payment to a future event or receiving a refund.
  • If you paid by credit card and request a refund we will deduct 10% from your refund to cover bank and administrative costs.
  • If you paid by check and request a refund or choose to have your payment transferred to a future event we will deduct $100 to cover administrative costs.

If you notify us via email less than 31 days before the first day of the workshop:

  • You may attempt to fill your vacancy by suggesting that someone you believe is an appropriate fit contact us.
  • If we are able to fill your vacancy, you may request a refund or a transfer to a future event; in either case, the administrative fees described above will apply.
  • If we are unable to fill your vacancy, your payment is non-refundable and will be applied toward the financial commitments we have made on your behalf.

If you do not notify us in advance:

  • If we do not receive any written notice from you and you do not attend the workshop, there will be no opportunity for refund or transfer.

If you need to cancel a post-workshop coaching session:

  • You may do so without penalty if you provide at least one business days’ email notification to the consultant with whom you are scheduled, you receive your consultant’s confirmation of cancellation, and you reschedule the session for an alternate time within 30 days of the date of the cancelled session.
  • If the rescheduled session does not take place within 30 days of the date of the originally-scheduled session, you will forfeit that coaching session.

If we need to cancel or reschedule a workshop:

If unforeseen circumstances require us to cancel a workshop, we will notify you at least 31 days in advance so that you can cancel your travel plans. We will assume no financial responsibility for travel costs you may have incurred. You may choose to either receive a full refund of your payment to us or request a transfer to a future workshop.

If we need to cancel or reschedule a coaching session:

If unforeseen circumstances require us to cancel a coaching session, we will notify you as soon as possible and will reschedule the session with you for a time that is mutually convenient.