Terms and Refunds

You must be an active member to attend.

Woodard Summit registration is refundable, less a nominal $100 administration fee until 9/30/23. The member's discount credit will be issued back to be used for Summit 2024.

From 10/01/23 - 10/16/2023, a Woodard Summit registration is refundable, less a nominal $400 administration fee. The member's discount credit will be issued back to be used for Summit 2024.

If you register for the event and don't notify us of cancellation by 10/16/23, you will forfeit all payments

• The Woodard Membership subscription begins the day you enroll.
• You are committed to an annual membership contract with automatic renewal unless you provide written 30-day notice before the renewal date. Once your contract renews, you are in a renewed annual contract.    
• 1:1 Coaching sessions must be scheduled in advance. If you schedule a meeting and cannot make it, you must call at least 24 hours in advance. Anything less than 24 hours is called a "No Show", meaning you have forfeited that month's mentorship session.
• Within your 12-month contract period, you have access to one 25% discounted (for Sub-Select members) or one full registration (for Premium, Select, or Advantage members) for Scaling New Heights. You must register within your contract period or forfeit.
• Registration for Scaling New Heights cannot be rolled forward to future years. Once you register, your registration cannot be moved, refunded, or transferred to another accountant.
• If you choose not to renew your membership, you are entitled to use your discount or full registration for Scaling New Heights but must apply the discount before your membership ends otherwise you forfeit any discounts.     
• If you withdraw from a course after enrollment, there will be a $100 administration fee.  
• If a monthly 1:1 coaching session is canceled, credit is not restored to the member.
• 1:1 coaching credit will be issued every 30 days and will be forfeited if not used within 30 days after being issued.
• If you decide not to renew your membership, you will lose access to the course(s) and all associated content upon the contract end date. Also, if you have registered for any future courses, these registrations will be canceled.
• If you purchase an Advantage Membership, from 06/03/22 to 06/22/22, you will receive a $100 discount for 6 months. If you are a current Institute member and purchase an Advantage Membership from 06/03/22 to 06/22/22, you will receive a $100 discount for 12 months.
• Advantage and Premium members can add additional Select members who are W-2 employees of their firm for only $95/month each.  As long as a firm member maintains either the Advantage or Premium membership plan, the discount will stay in place for any W-2 firm employee enrolled as a Select member.  However, if the Advantage or Premium plan is not renewed then any Select members with the $95/month rate will automatically go to the non-discounted rate of $195/month for the remainder of their 12-month term.