Training & Consulting

CCH®, a Wolters Kluwer business | The Professional's First Choice™

TRAINING & CONSULTING POLICIES

Thank you for your interest in CCH's Training & Consulting services. If you have general questions or would like to purchase training, please contact your Account Representative.

General Policy Information

All courses must be completed within one year of purchase.
Contact your Account Representative for current course pricing.
With the purchase of certain software products, some training courses are mandatory.
Course formats include:
- Single-client Training (1-on-1) (On-site or Web-based)
- Multi-client Training (MTS) (Web-based)
- Community and Regional Seminars
Not all courses offer all available formats.

Scheduling Policies

Single-client Training (1-on-1) (On-site or Web-based):
- On-site sessions have minumum day requirements. Contact your Account Representative to determine the correct amount of time required to meet your firm's needs.
- A CCH Scheduling Coordinator will contact the customer to schedule their One-on-One Training course AFTER the customer's order has been processed.
- No training dates should be considered confirmed by the customer until a CCH Scheduling Coordinator informs the customer that the date is confirmed.
- Tentative dates for training suggested to or requested by a customer:
  - Are not considered confirmed.
  - Are not held for the customer.
  - Can be revoked and offered to the next customer in line whose order has been processed.
- 15 attendees is the maximum number allowed in any one session.
  - $75 per additional attendee over the maximum of 15.
Multi-client Training (MTS) (Web-based)
- 5 attendees (cumulative total of all participating firms) must be confirmed 5 business days prior to the MTS for the event to take place.
  - All attendees must reschedule into another pre-scheduled session if the minimum attendee number is not met.
  - Attendees will be notified by email of any scheduling changes at the close of business (PST) on the 5th day prior to the scheduled MTS course date.
- 8 firms is the maximum number allowed in any one session.
- 15 attendees is the maximum number allowed in any one session.

Rescheduling/Cancellation Policies

Single-client Training (1-on-1) (On-site or Web-based)
- If a course is rescheduled or cancelled within 3 weeks of the scheduled session, a 25% penalty will be charged, plus non-refundable travel expenses, based on the number of scheduled days that fall within the 3 week window.
Multi-client Training (MTS) (Web-based)
- Attendees must reschedule 7 business days prior to their scheduled event.
  - Example: a customer scheduled for an MTS course on Friday the 14th can reschedule that course up to the close of business (PST) the previous Friday, which would be the 7th.
Community and Regional Seminars
- We reserve the right to cancel seminars with low attendance, and will notify registrants of cancellation two weeks prior to the date of the scheduled seminar.
- Do not make travel arrangements until your class has been confirmed by CCH.
- Regional seminars are offered Q2 and Q3.

Refund Policies

There are no refunds on services performed.
Make-up sessions can be organized if satisfaction is not met, and will be assessed on a case-by-case basis.

Hands-on Course Requirements Policies

All attendees must be in the same room.
Every attendee must have access to their own computer during the course.
The customer is responsible for locating and arranging a facility. The facility:
- Can be a conference room at the office, a room in a conference center or hotel, or a training facility.
- Must be equipped with computers.
- Must have a Projector to project the consultant's computer screen.
- Must have power outlets for all attendees, including the consultant, and for the Projector.
- A network connection for every attendee is recommended, although not required.
Prior to the scheduled date and consultant's arrival, the customer must ensure that each computer has:
- The most current version of the CCH software loaded (relevant to the course).
- Updated versions and service packs loaded for Microsoft Windows, Word and Excel.
- Any training files emailed from CCH saved.
Training handout materials printed and available for every attendee.
CD-ROM and floppy drives available in case additional files are needed.

Course Format Options (definitions and requirements)

Single-client Training (1-on-1) (On-site and Web-based)
- On-site
  - An excellent option for firm's that would like a product expert to come to your office and work face-to-face with your staff. Interact live with a product expert/consultant to cover course material.
  - On-site consulting fees are based on per day charge plus travel expenses. Most have a 2-day minimum requirement. Work with your Account Representative to build a schedule that will satisfy the time requirement to meet your firm's needs.
- Web-based
  - An economical alternative to our On-site option that still provides one-on-one training for your firm. Interact live with a product expert/consultant to cover course material online, and follow along as the consultant shares their desktop with you.
  - A speakerphone that is able to project the consultant's voice, as well as project attendee's questions, is required.
  - A computer connected to a Projector, and a high speed Internet connection, is required. This computer will be used to display the consultant's machine to the attendees.
    - Example: A typical setup for a Web-based 10-person event would be as follows. All attendees sitting in a conference room with their own machines, an additional machine dedicated to the Internet projecting the consultant's screen, and a speakerphone available for consultant and attendees to communicate during the course.
Multi-client Training (MTS) (Web-based)
- Multiple firms will participate in MTS courses. In order to serve all of our clients in the most cost-effective manner, we offer some of our courses in this group forum. An MTS might be a best value when you need to train four or fewer of your staff. Interact live with a consultant to cover course material online and follow along as the consultant shares their desktop with you. An additional benefit of an MTS course is the ability to hear questions and comments from other firms and attendees.
- MTS courses my be cancelled due to lack of minimum registrations required. Refer to the Scheduling section in these Policies for more detail.
Community and Regional Seminars
- Multiple firms will participate in Regional and Community Seminars. This is a best value for firms that want to stay on top of productivity and workflow processes.
- Fees do not include travel expenses that will be incurred by the firm.
- Regional Seminars last 2-days.