The Fine Print


Unless otherwise noted on a conference brochure, the appropriate attire for any Financial Research Associates event is "business dress."


Payment must be received before the meeting. If you register within seven (7) business days before a conference begins, we must have direct payment via credit card.


  • Substitute registrants from the same organization will be honored.
  • All cancellation and refund requests must be submitted to Financial Research Associates in writing via mail, fax to 704-341-2376, or e-mail
  • If we receive your request to cancel 30 days or more prior to the conference start date, your registration fees will be refunded minus a $350 administrative fee.
  • If we receive your request to cancel between 29 days and the first day of the conference you will receive a credit voucher for the amount of the original registration fee, less an administrative $350 administrative fee.
  • Credit vouchers are valid for 12 months from the date of issue and can be used either by the person named on the voucher or a colleague from the same company. Vouchers issued can only be redeemed once and have no residual value.
  • No refunds or credits will be granted for cancellations received after a conference begins or for no-shows.
  • One person per registration is allowed. Registrations cannot be split between multiple people.
  • For reasons beyond our control, it is occasionally necessary to alter the content and timing of the program or to substitute speakers. Thus, the speakers and agenda are subject to change without notice. In the event of a speaker cancellation, every effort to find a replacement speaker will be made.

Conference Cancellations

We strive to hold all conferences as scheduled. However, we reserve the right to cancel any event 21 days or more prior to its start date, for any reason. In case of an event cancelled at our discretion, registrants will be entitled to a full refund.

An event may also be cancelled at any time due to Acts of God, or other circumstances beyond our control. In case of an event cancelled due to circumstances beyond our control, registrants will be entitled to a voucher to attend a future event.

Speaker Documentation

Complete population of our conference documentation is a priority at Financial Research Associates. We make every effort possible to secure in advance copies of speakers’ presentations. We send out an electronic version of the conference documentation two business days before the event and a final version 7-10 business days following the event. From time to time our speaking faculty is unable to submit their presentations in advance of the conference. We urge conference delegates to reach out to speakers who are unable to submit advance documentation and are happy to provide contact details to do so.

Conference Discounts

The only permanent discount structure FRA offers is a Group Discount. The Group Discount Schedule is as follows. Group discounts cannot be issued retroactively and all groups must register at one time and pay in advance of the conference in order to secure the discount. If any delegates in a discounted group cancel their registrations, the discount will be void or revert to a lesser discount if the remaining group of attendees is large enough to qualify for a discount. Group discounts are not available online.

Discounts are only issued at the time of registration and amounts will not be changed retroactively.

  • Three Delegates will receive a 10% discount
  • Four Delegates will receive a 15% discount
  • Five Delegates or More will receive a 20% discount
  • Registrants applying a credit voucher from a previous conference do not count toward a group registration when calculating a group's discount.

Group discounts can only be issued through the group sales department. They are not available via website or through the #800 registration line. In order to secure a group discount, all delegates must place their registrations at the same time. Group discounts cannot be issued retroactively.

If you have any further questions on group discounts please call our Business Development Office at 704-341-2439.

Canadian Anti-Spam Law (CASL) Compliance

Financial Research Associates is committed to ensuring that all persons who receive electronic messages receive them in a manner that is consistent with Canada's Anti-Spam Legislation (CASL).

Financial Research Associates will continue to send electronic messages to recipients that are relevant to their career and/or business needs, in the following contexts:

  • You have provided us with your email address directly (i.e. register for a conference with your email address), without indicating a wish not to receive electronic messages.
  • You have explicitly informed Financial Research Associates (verbally or otherwise) that you are interested in continuing to receive electronic messages.
  • You have a business relationship with Financial Research Associates.
  • Financial Research Associates is responding to a request for information from you.
  • A third party who you have an existing relationship with has referred Financial Research Associates to you.

In the unlikely event you no longer wish to receive electronic messages from Financial Research Associates, simply reply to the electronic message / email address sent to you, with the word "Unsubscribe". Our electronic messages also contain this information on how to unsubscribe from receiving electronic messages. Your request will be processed as soon as possible, and no later than ten (10) days after you send the request.

CLE Credits and Financial Aid Policy

Eligible programs will be submitted for review and approval to the Wisconsin Board of Bar Examiners for CLE credit. Certificates will be sent electronically post-conference upon receipt of approval. On an event by event basis, FRA may apply for approval from the NY State CLE Board for CLE credit for conferences held within the state of New York. In such cases, FRA does offer financial aid for NY attorneys who wish to attend a NY conference but are unable due to cost considerations.  Financial aid is offered on a sliding scale based upon annual incomes of $50,000 or less.  Specifically, attorneys with income up to $35,000 may receive a 75% discount, and those with income between $35,000-$50,000 may receive a 50% discount.  Any NY attorney seeking further information or who would like to submit a financial aid request should contact Lori Boothe at or phone 704-341-2376.

CPE Credits

Financial Research Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Delivery Methods: Group-Live
Program Levels: Advanced
Prerequisites: Working and prior knowledge of program topic
Advanced Preparations: None

For specific learning objectives, program description and registration requirements of individual programs, please refer to the conference brochure.

CPE certificates will be issued electronically to all eligible attendees 7-10 business days post-conference. The total amount of CPE credits issued will be based on the actual time spent in instructional sessions during the event. This may differ from what is originally advertised in the conference brochure. Changes to the final conference agenda on-site may be beyond our control (for example: a session is cancelled or shortened due to a speaker who cancels last minute). We appreciate your understanding of this matter.


1st Annual Symposium For Health Plans on Addressing Social Determinants of Health

March 1-2, 2018 – Chicago, IL

Reducing the Financial and Care Burden through Cost-Effective, Sustainable Models for Improvement


11th Annual Medicare Marketing, Sales, & Product Summit

March 11-13, 2018 – Nashville, TN

Utilizing Personalization to Drive Growth, Design Effectively, Build Smart Products, and Enhance Consumer Engagement


RISE Nashville Summit

March 11-13, 2018 – Nashville, TN

Advancing Risk Adjustment, Quality Improvement, Predictive Analytics and Compliance Initiatives


2nd Annual Women's Leadership Summit for Healthcare

April 23-24, 2018 – Nashville, TN

Inspiring, Motivational Leadership Development for Health Plan Professionals


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