Immigration 101: Visa Processing

What You Will Learn

Step One: The Initial Client Interview

• Gathering the essential information
• Analyzing options (short and long term)
• Fee approaches
• Common issues and difficulties

The Visitor

• Who needs a visa and who does not
• The B-1/B-2 Visa application process.
• Limitations and risk management.

Nonimmigrant Work Visas – Part I

• H-1B, TN, E-3 Visas
• L-1 Visa

Nonimmigrant Work Visas – Part II

• E-1/E-2 TreatyTrader Investor Visa
• O and P Visas
• Filing considerations: Process, COS/EOS, and timing

Family-Based Immigrant Visas

• Eligibility
• Process and Procedure
  • Immigrant Visa Process
    • I-601A Provisional Waiver
  • Adjustment of Status
    • Unconventional AOS scenarios – ways to prove “admission” – Parole in Place (PIP), TPS, Advance Parole, “Quinlatan” entry
    • Waivers? – 212(h), 212(i)

Employment-Based Immigrant Visas Part I

• Employment Based Visa Distribution System
• PERM Based EB-2 & EB-3 Requirements
• The Process and Labor Certification (PERM) Procedure in detail
• I-140 and Adjustment of Status
• Portability to New Jobs/Employers

Employment Based Visas Part II

• Immigrating without a Labor Certification
• EB-1 Extraordinary Ability
• EB-1 Outstanding Researcher & Professor
• EB-1 Intercompany Transferee Manager
• EB-2 National Interest Waiver

• Immigrating via a Blanket Labor Certification
  • Schedule A
    • Listed Occupation
    • Person of Exceptional Ability

What happens now: The Trump Presidency

• Status of DACA
• “Extreme vetting” predictions
• Enforcement actions
• Other developing areas

Testimonials

“Good overview of complex subject matter. Of great relevance and most compelling.” – Martie Leys, Esq.

“Excellent forms for intake interview. Informative/interesting discussion on family visa requests. This MCLE was an excellent start for me. Thank you.” – William Olzman, Esq.

“All speakers were knowledgeable and skilled. Delivered very good and relevant information.  – Ronald A. Cabanayan, Esq.

“Great overview. Thanks! I work in a niche area of immigration law and wanted a base for other types of visas. Great seminar.”

“Excellent staff and fantastic speakers. 5-Star program. Very satisfied with panels, content, and hotel location. [Pincus Staff] were very professional and extremely competent; ALL of the attorney presenters were erudite, highly-experienced, and very interesting – some of the best I’ve heard. The overall quality of the entire program was excellent.”

“Extremely up-to-date with current immigration matters.”

“Stewart really knows her stuff and explains it well. Good balance of legal requirements and practice tips. Ludwig’s practical tips were good.”

“Good printed material and presentation.”

“Excellent seminar. Each speaker was superior expert on the topic they presented. The program was very interesting. It was my first Pincus program. Very impressed and looking forward to taking another program.”

“Knowledgeable speakers.”

The following testimonials are from previous immigration programs with many of the same topics and speakers:

“This class was simply phenomenal. Thank you!” Gisela Rodrigues, Esq.

“Great overview of the visas!” Sherine Makar, Esq.

“Speakers were extremely knowledgeable and willing to answer even the simplest question. Felt as though it was a comprehensive introduction to a complicated subject.”  Lauren Bebek, Esq.

“Absolutely satisfied with the course and the information I received from it.” Sylysya L. Wilkerson, Esq.

“It was an incredibly helpful overview of immigration! Thank you!” Yana Loboda, Esq.

“Excellent experience. Good job!” Gulomjon Azimov, Esq.

“Well organized, breaks at perfect times, panel was perfect, great speakers. Well done!”

“Speakers were very good obviously know their stuff.”

Faculty

Los Angeles Faculty:

Mahsa Aliaskari, Esq.
Senior Counsel
Seyfarth Shaw LLP

Mahsa Aliaskari is senior counsel in the Immigration Department of Seyfarth Shaw LLP’s Los Angeles office. Since 2000, Ms. Aliaskari has partnered and guided companies and individuals across the U.S. and abroad in various circumstances, including:

Temporary residence and employment visas for professionals, extraordinary ability workers, entertainers and athletes in the H-1B, E-3, TN, O and P visa categories.

Entrepreneur and Investor visas and permanent residence in the E visa category for treaty traders and investors, as well as the L-1 visa category for intracompany executives, managers and employees.

Immigrant visa sponsorships across employment based categories including for those with extraordinary abilities, multinational executives, professionals and skilled workers under the PERM labor certification program.

Ms. Aliaskari’s practice also focuses on advice and counsel in the EB-5 Immigrant Investor program.  She works with high net worth foreign nationals pursuing legal permanent resident status in the U.S.  through both direct investment as well as investment in regional center projects.  In addition, Ms. Aliaskari works with clients seeking to utilize the EB-5 Regional Center program to raise capital for projects in the U.S.  Working with clients across a variety of industries, she counsels them on ensuring compliance with EB-5 regulations, the creation of new regional centers, amendments of regional center designations and partnering with existing regional centers for EB-5 capital raises.

Compliance is another component of Ms. Aliaskari’s practice, representing companies facing U.S. government investigations or audits for immigration violations.  Her practice includes performing I-9 and H-1B compliance counseling during routine internal reviews, or while performing due diligence (in the context of a merger, acquisition or sale). Working with small and large organizations in developing comprehensive immigration and compliance policies, Ms. Aliaskari guides clients in  designing policies that minimize exposure and liability.

Richard M. Green, Esq.
Partner, Certified Specialist in Immigration & Nationality Law
Carothers DiSante & Freudenberger, LLP

Rick Green is a CA Certified Legal Specialist in Immigration & Nationality Law.

Immigration Lawyer Richard M. Green understands the importance of work and family, and places special emphasis on helping employers obtain immigration status and employment authorization in the United States for their employees and their family members. A Certified Specialist in Immigration & Nationality Law by the California Board of Legal Specialization, Green is a proud member of the American Immigration Lawyers Association and has been helping clients with their immigration issues for close to 20 years.  Additionally, Green is an Adjunct Professor at the Fowler School of Law at Chapman University where he teaches Immigration Law.

Whether you are an employer or employee seeking an employment based visa for a highly skilled employee, need to establish citizenship, want to bring a family member to the States under a family based visa, or need information regarding immigration opportunities for religious workers, Green puts his years of experience into play to assist his clients in an efficient and timely manner so they get what they need, when they need it.

Susan S. Han, Esq.
Founder/Certified Legal Specialist in Immigration & Nationality Law
Han Law Group

Ms. Susan S. Han is the founder and owner of Han Law Group, Immigration Attorneys. She has been practicing immigration law since 1998 and has vast experience in handling all aspects of immigration law including family-based petitions, business immigration, deportation and removal, asylum, U-visas, TPS, citizenship and naturalization, and appeals at all levels.

In addition to her practice, Ms. Han has been an adjunct professor at California State University, Los Angeles, and is a frequent guest speaker on immigration topics for various bar organization such as the Los Angeles County Bar Association (LACBA) and the American Immigration Lawyers Association (AILA).  

Ms. Han received her Bachelor of Arts degree in English Literature from the University of California, Santa Barbara. She graduated with a Juris Doctor degree from Southwestern University School of Law where she earned the American Jurisprudence Award in Constitutional Law.

Howard Hom, Esq.
Retired Administrative Law Judge, State of CA (2009 – 2016)
Of Counsel, Law Offices of Carl M. Shusterman

Howard Hom is a mediator and attorney. Howard is also of counsel to the Law Offices of Gail A. Dulay and the Law Office of Carl M. Shusterman. He was an Administrative Law Judge with the State of California from September 2009 to October 2016.  

Howard began his immigration law career in 1976 with the Immigration and Naturalization Service under the Attorney-General Honor Law Graduate program upon graduating from Loyola Law School cum laude. He entered private law practice in 1981.  Howard initially focused on business immigration matters such as E-1’s, E-2’s, L-1’s, H-1’s and other non-immigrant visas, and labor certifications, I-140’s, Adjustment of Status and Consular processing, and when Congress expanded the immigration laws, added national interest waivers and EB-5’s to his portfolio. He also handled a variety of family immigration cases—including marriage cases where the couple divorced, children who were aging out, fiancées who did not marry their petitioners, and other complicated family cases.

Due to many inquiries from clients, Howard began to draw on his former INS prosecutor experience and began representing clients in exclusion/deportation/removal hearings—including appeals to the Board of Immigration Appeals, the Courts of Appeals, and even the Supreme Court of the United States.  Howard also developed expertise in representing clients in the United State District Courts on cases where the government either unreasonably delayed adjudication or to challenge unlawful government action.

Howard has been a Certified Specialist, Immigration and Nationality Law (California Board of Legal Specialization) since 1988. He also served as a commissioner on the Board’s Immigration and Nationality Law Commission which wrote and graded the specialization examination.

Howard was an adjunct professor of law (Immigration) at Whittier Law School (Costa Mesa, CA) from 1995 to 2008.

Howard testified before Congress on immigration issues on four occasions and has qualified as an expert witness on immigration matters with the California Superior Court on behalf of the California Department of Transportation, the Los Angeles Police Department, and on behalf of private individuals, including an EB-5 case where the investor applicants were awarded a .6 million judgment against the promoters.

Howard is among the select group of immigration lawyers who have argued before the Supreme Court of the United States. He has also argued many times before the Ninth Circuit Court of Appeals.

Howard’s published decisions include: Wong v. Dept. of State, 798 F.2d 1380 (9th Cir. 1986) (the right to judicial review of a consular officer’s decision to revoke a non-immigrant visa; argued); I.N.S. v. Yang, 519 U.S. 26 (argued) and Yang v. I.N.S., 58 F.3d 452 (1996) (proper exercise of discretion for a fraud waiver; argued); Alop v. I.N.S., 246 F.3d 672 (9th Cir. 2000) (district court jurisdiction over denial of application for suspension of deportation); Duran-Solano v. I.N.S., 2000 U.S. App LEXIS 7265 (9th Cir. 2000) (abandonment of permanent residency; argued); Cahoon v. Ashcroft, 2004 U.S. App. LEXIS 19187 (9th Cir. 2004) (eligibility of K-1 fiancée to adjust status notwithstanding divorce; argued); Gallarde v. I.N.S., 486 F. 3d 1136 (9th Cir. 2007) (alienage discharge from the Navy does not bar naturalization; argued); Matter of Tridus, 4 Bender’s Immigration Bulletin 296 (April 1999) (evidence substantiated a bona fide job offer for labor certification); In re Metrodata Services, 1989 BALCA LEXIS 642 (1989) (proper rejection of U.S. job seekers for labor certification application); In Re Lee & Chiu Design Group, 1988 BALCA LEXIS 3 (1988) (good faith recruitment and lawful reject of U.S. job seeker.)

James Pack, Esq.
Partner, Certified Specialist in Immigration & Nationality Law, State Bar of California, Board of Legal Specialization
Fragomen, Del Rey, Bernsen & Loewy

James provides immigration counsel to large, medium, and small companies in a wide range of industries, including developing wireless technologies, animated feature film production, video game development, and pharmaceuticals.

As a Committee Member of the American Immigration Lawyers Association, James has worked directly with USCIS Service Centers to change policies and procedures and to resolve problematic specific issues.

He is a frequent presenter on immigration topics for various organizations.

Provided immigration counsel to companies that employ highly educated scientists working on cutting-edge wireless communication technologies.

Worked with entertainment studios, video game developers, and other companies in the computer graphics design field.

Secured an intracompany transfer visa for the Chief Technical Officer of a company that designs and develops custom applications for major online social networking websites and brand name high technology products.

Obtained green cards for scientists and engineers working in biotechnology, alternative energy sources, and wildlife conservation through National Interest Waivers and other immigrant visa classifications.

Carl Shusterman, Esq.
Certified Legal Specialist in Immigration & Nationality Law

Mr. Shusterman is a 1973 graduate of the UCLA School of Law. He served as an attorney for the U.S. Immigration and Naturalization Service (INS) until 1982 when he entered the private practice of law. He is authorized to practice before the Supreme Court of California, the Federal District Court, the U.S. Court of Appeals, Sixth, Seventh and Ninth Circuits and the Supreme Court of the United States. 

Mr. Shusterman is a former chairman of the American Immigration Lawyers Association (AILA), Southern California Chapter and served as a member of AILA’s National Board of Governors (1988-97). He has chaired numerous AILA Committees, spoken at dozens of AILA Conferences and has contributed a number of scholarly articles to AILA’s publications. 

Mr. Shusterman is a Certified Specialist in Immigration and Nationality Law, State Bar of California. He has served as a member of the Immigration and Nationality Law Advisory Commission for the State Bar. Each year since 2002, he has been voted as a Super Lawyer in Southern California by his colleagues in the bar. For each of the past 10 years, Mr. Shusterman has been voted as one of the Best Lawyers of America. He is listed in The International Who’s Who of Corporate Immigration Lawyers. 

Mr. Shusterman is a frequent writer and lecturer on immigration law. His articles, letters to the editor and quotes have appeared in such prestigious publications as the New York Times, Washington Post, Canada’s Globe and Mail, USA Today, Los Angeles Times, Wall Street Journal, National Law Journal, California Lawyer, Los Angeles Lawyer, Journal of the American Medical Association, Christian Science Monitor, Atlantic Monthly, Computer World, Information Week, Issues in Science and Technology, Variety, and numerous other publications. He has written for, and been quoted extensively in, leading periodicals specializing in immigration law including Interpreter Releases, Immigration Law and Procedure, Immigration Briefings, Inside Immigration, Immigration Journal and U.S. Immigrant Magazine. In addition, he has appeared on various television programs including NBC’s Today Show, CNN’s Headline News, the Nightly News with Peter Jennings and on a wide variety of nationally syndicated radio shows.

Mr. Shusterman has testified as an expert witness before the Senate Immigration Subcommittee in Washington, D.C.

Sabrina Damast, Esq.
Founder
Law Office of Sabrina Damast, Inc.

Sabrina Damast practices in the areas of immigration and nationality law and post-conviction relief.  Before opening her own law practice, Sabrina served as a judicial law clerk in the Los Angeles Immigration Court and worked as an immigration attorney in private practice.  As a law clerk, she conducted research and wrote more than two hundred decisions for dozens of Immigration Judges.  She developed an expertise in all forms of deportation defense, including applications for asylum, permanent residence, NACARA, fraud waivers, and criminal waivers.  As an attorney in private practice, she solidified these skills by representing clients threatened with deportation.  

Sabrina is an active member of the American Immigration Lawyers Association and the Los Angeles County Bar Association. In her spare time, she enjoys singing, swing dancing, and musical theater, and she is the leader of a local Girl Scout troop.  Sabrina is a member of the New York and California Bars and is admitted to the Central District of California, the Southern District of California, the Northern District of California, the Eastern District of California, the Western District of Arkansas, the Sixth Circuit Court of Appeals, the Ninth Circuit Court of Appeals, the Tenth Circuit Court of Appeals, and the United States Supreme Court.  She frequently publishes articles, teaches CLEs, and gives presentations on immigration law. Sabrina is a California certified specialist in Immigration and Nationality Law.

San Francisco:

Sarah B. Castello, Esq.

Law Office of Sarah B. Castello

Sarah has 15 years of experience in all aspects of immigration law except employment-based. She also has successfully litigated many cases before the U.S. district courts and the Ninth Circuit. Along with federal litigation, Sarah is currently practicing removal defense in the San Francisco Immigration Court, as well as family-based and humanitarian work.

Sarah holds a Bachelor of Arts degree in History from the University of Kansas and received a Juris Doctor degree from Golden Gate University School of Law.

Sarah has been a member of the State Bar of California since 2006. She is admitted to the U.S. Appeals Court for the Ninth Circuit and the U.S. District Courts for the Northern and Eastern Districts of California. Sarah is also a member of the American Immigration Lawyers Association.

Samera Syeda Ludwig, Esq.
Partner
Kilpatrick Townsend & Stockton LLP

Samera Syeda Ludwig focuses her practice on labor and employment and business immigration. For more than 20 years, she has represented employers in both state and federal courts and in administrative proceedings throughout the country. As an experienced litigator, Samera counsels and represents businesses on matters involving employee discipline, employee claims of discrimination, and harassment and retaliation and conducts internal investigations. Samera also advises employers on immigration policies and employment related issues including obtaining non-immigrant and immigrant visas, providing immigration related guidance during corporate mergers and acquisitions, and assisting employers with I-9 employment eligibility and verification compliance.

James Mayock, Esq.
Founder
E&M Mayock

James Mayock is the founder of the immigration law firm of E&M Mayock and Associates PC, which has an office in San Francisco. The firm practices the full range of immigration law and specializes in employment-based immigrant and non-immigrant visas.

James Mayock leads one of the few law firms that offers significant expertise with the entire gamut of immigration opportunities and challenges. From rapid processing of E, H and L business visas, to finding shortcuts to the onerous Labor Certification process, Elliot & Mayock makes the hiring of international personnel a competitive advantage. The firm also specializes in facilitating business visa issuance abroad, having resolved problem cases at US consular posts throughout Europe, Asia and Latin America.

Mr. Mayock is best known for his successful representation of individuals seeking visas under the extraordinary ability and multinational manager categories, having represented a wide variety of international executives, entertainers, artists and athletes. Mr. Mayock has secured visas for Boris Yeltsin and Mikhail Gorbachev as O-1 "outstanding individuals".

A member of the State Bar of California since 1978, Mr. Mayock is certified by the Bar as a specialist in immigration law. He is a past chair of the Immigration Committee of the Bar Association of San Francisco. Mr. Mayock has served in a number of capacities at both the local and national level with the American Immigration Lawyers Association, including lobbyist, litigation coordinator and media liaison for the local chapter. Mr. Mayock is a member of SHRM (Society for Human Resource Management), NCHRA (Northern California Human Resource Association), ASHHRA (American Society for Healthcare Resources Administration) and the National Association of Healthcare Recruiters (NAHCR).

James Mayock is a frequent and dynamic speaker. He has been successful in clarifying the intricate details of US immigration law and outlining visa strategies for audiences around the world. Recent speaking engagements have included the California Association of Private Postsecondary Schools (CAPPS), the Northern California Human Resources Association (NCHRA), the Bay Area chapters of the National Association of Healthcare Recruiters (NAHCR) and the Indonesian Professionals Association (IPA), the Bar Association of San Francisco (BASF), and the San Francisco chapters of the Swedish-American, Australian-American, German-American and British-American Chambers of Commerce.

Mr. Mayock studied the Russian language at Phillips Andover Academy from 1968 to 1972. In 1975, he was awarded a B.A. in Philosophy by the University of Toronto. He obtained a J.D. from Indiana University in 1978. He studied and worked in international business for three years in South America and is fluent in Spanish.

Claire S. Pratt, Esq.
Principal
Jewell Stewart & Pratt PC

Claire is a principal of the firm Jewell Stewart & Pratt PC. She is a member of the California State Bar and a Certified Specialist in Immigration & Nationality Law (State Bar of California Board of Legal Specialization). She is admitted to practice before the U.S. District Court for the Northern District of California, and is registered to practice before all U.S. Immigration Courts and the Board of Immigration Appeals.

Claire practices in all areas of U.S. immigration law, primarily focusing on leading the firm’s L-1 and J-1 practice. An active member of the American Immigration Lawyers Association (AILA)’s Northern California Chapter, Claire currently serves as an elected Board member, and previously served as Co-Liaison to USCIS’s San Francisco Field Office and on the Advisory Council. Claire has received numerous AILA Pro Bono awards and was named the Bar Association of San Francisco’s (BASF) Barrister of the Year in 2010. Claire is a member of the Barristers Immigration Section for BASF and served as Co-Chair from 2010-2013. She has been selected for inclusion as a Rising Star in the Northern California Super Lawyers® since 2015. Only 2.5% of the lawyers in California are selected for this recognition each year. Claire has also served as a volunteer attorney for ProBAR, a national joint project of the American Bar Association, the State Bar of Texas, and AILA to provide pro bono legal services to asylum seekers detained in South Texas by the United States government.

Prior to joining the firm, Claire was selected for the U.S. Department of Justice’s Attorney General Honors Program, serving as Attorney Advisor to the San Francisco Immigration Court (EOIR). While earning her J.D. at Golden Gate University School of Law, she was Managing Editor of the Law Review’s three journals and published a case note. As an undergraduate at the University of Washington, she was Co-Captain of the UW Sailing Team.

Wendy H. Stewart, Esq.
Principal
Jewell Stewart & Pratt PC

Wendy is a principal of the firm Jewell Stewart & Pratt PC. She is a member of the California State Bar and a Certified Specialist in Immigration & Nationality Law (State Bar of California Board of Legal Specialization). She is a member of the American Immigration Lawyers Association (AILA) and the Law Society of Upper Canada, and she is registered to practice before all U.S. Immigration Courts and the Board of Immigration Appeals.

Wendy practices in all areas of U.S. immigration law, with a primary focus on leading the firm’s PERM/I-140 practice group. She has represented clients with PERM labor certification and I-140 issues since the U.S. Department of Labor inaugurated the PERM program in 2005, and she has been an invited speaker at lawyers’ conferences on PERM subjects. Wendy has also served as a volunteer attorney for ProBAR, a national joint project of the American Bar Association, the State Bar of Texas, and AILA to provide pro bono legal services to asylum seekers detained in South Texas by the United States government.

While earning her LL.B. degree at the University of Western Ontario (Canada), Wendy was awarded the Canada-U.S. Law Institute Writing Prize. After receiving her LL.B., she was called to the bar of Ontario as a Barrister and Solicitor. After a career as a research lawyer for the Law Society of Upper Canada, and working for a prominent Canadian national law firm, Wendy migrated to the United States, where she earned an LL.M. (Honors) degree with a concentration in Immigration Law, from Golden Gate University School of Law. Since receiving her LL.M. and being admitted to the California state bar, Wendy has engaged full-time in the practice of U.S. immigration and nationality law.

Carla Tarazi, Esq.
Partner
Berry Appleman & Leiden LLP

Carla Tarazi is a Partner in the San Francisco office of Berry Appleman & Leiden LLP. Carla formulates and implements comprehensive immigration programs, delivering real solutions to real challenges for some of the largest multinational Fortune 500 companies.  She provides strategic direction and implements best practices for clients in the information technology, manufacturing, pharmaceuticals and biotechnology industries.

Carla focuses on all aspects of employment-based immigration, policy design and program management to align with clients’ global business objectives. She and her legal teams enable global mobility professionals to optimize their companies’ worldwide immigration programs.

Carla is an active member of the American Immigration Lawyers Association (AILA) and she has spoken at both regional and national AILA conferences on employment-based immigrant visa issues. Carla has also served on the AILA/California Service Center Liaison Committee; and she has served as a member of the San Francisco Bar Association Volunteer Legal Services Program which provides pro bono legal services. Ms. Tarazi speaks French and Arabic. 

Valerie Anne Zukin, Esq.
NCCIJ Lead Attorney Coordinator
Justice & Diversity Center of the Bar Association of San Francisco

Valerie Ann Zukin joined the San Francisco Bar Association as an attorney coordinator in their lawyer referral program.

Ms. Zukin received her Juris Doctorate from Tulane Law School in 2007 and her Bachelor of Arts in Spanish with a concentration in Latin American and Iberian Studies from Haverford College in 2002.

Ms. Zukin previously worked for Van Der Hout, Brigagliano & Nightingale, LLP from 2011-2017. Prior to that, Ms. Zukin was a staff attorney with the Northwest Immigrant Rights Project in Tacoma, Washington for four years. She represented immigrants before the Tacoma and Seattle Immigration Courts, USCIS, ICE, the Board of Immigration Appeals, and the Ninth Circuit Court of Appeals and provided legal assistance to hundreds of pro se detainees. While practicing in Washington, Ms. Zukin served on the Executive Advisory Board of the Northwest Detention Center Roundtable during its transition from a community coalition to a 501(c)(3) nonprofit organization.

During law school, Ms. Zukin interned with the Hebrew Immigrant Aid Society of Philadelphia, the Washington Lawyers’ Committee for Civil Rights and Urban Affairs, and with the civil rights firm Kairys, Rudovsky, Messing & Feinberg LLP. In addition, she served as Editor in Chief of Volume 16 of the Tulane Journal of Law & Sexuality.

Fees

Audio Course and Materials Package – Download or CD: $425

CDs: plus $8.50 shipping and, in CA, sales tax.

CLE Credit

CA General:  This program is approved for 7.5 units of general CLE in California.

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $8.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.