Frequently Asked Questions

FAQ - Public Seminars

FAQ - Onsite Training

What are the seminar times?

• The seminar starts at 8:30 and ends at 4:00.  

 What does the seminar fee include?

• Workbook materials

• Lunch and refreshments throughout the training day

• Certificate of completion

• Over 15 Excel spreadsheets on budget forms and reports

• Continuing education units for nursing

• Validated parking at the seminar property

• Summary of instructors notes

• Yes, the more people that register from an organization reduces the fee significantly

 Must payment be made prior to the seminar in order to attend?

• No. We will allow your attendance at the seminar provided you have a confirmed registration and word that payment would be forthcoming. We recognize that it may take time for an organization to process a check from the time you submitted a requisition.

 What should I bring to the seminar?

• It would be helpful to bring a calculator and copies of your budget forms and reports so that you can relate the concepts, principles, and practices taught to your specific budgets and reports.

 Will there be other materials to purchase at the seminar?

• No. Unlike many seminar companies that may deep discount the seminar fee, provide you with a shallow training workbook with a lot of empty spaces, and then tell you buy books, tapes, and CD’s at the back of the room, we do not subscribe to those practices. That practice takes away from valuable training time, and besides, the workbook you receive at our seminar is a comprehensive training manual that contains much resource material that is so user friendly and is used for the day of the seminar and for future reference thereafter.

 What happens if I should cancel after I have registered?

• There is absolutely no penalty if you cancel by fax, phone, or email at lease 48 business hours prior to the start time of the seminar. If you cancel within 48 hours and you have paid your registration, you may be reimbursed your fee less a $50 administration fee and then only if the hotel charges us for the food and beverage, which had to be guaranteed to the hotel 48 hours prior to the seminar. However, if you cancel with 48 business hours and the hotel charges us for the guaranteed food and beverage, you can have your full fee credited toward a future seminar being offered in the next year. If you have not paid your registration fee and fail to notify us prior to the 48 hours cutoff, you will be billed the $50 administrative again assuming if the hotel bills us for the guaranteed food and beverage.

What is the federal tax I D number for processing payment?

• The federal Identification number is 11-3093620.

 Who should payment be made to?

• Payment should be made payable to Financial Training Institute, Inc.

 Do you accept same day registration?

• Yes. We recognize especially with nurses that it is sometimes difficult to get coverage for time off and many times it may be the last day when one knows if they can get away for a seminar. Therefore, we allow walk-in registrations and payment is not necessary that day as well.

 Can we contact the presenter even after the workshop regarding information covered at the seminar?

• Absolutely. However, since the presenter is on the road much of the time and not in the office it is highly recommended that any questions be emailed to fti48@optonline.net

• Since all the training materials are copyrighted, this means that they cannot be copied or duplicated for training use by anyone other than Financial Training Institute, Inc. However, if the material is to be used only for application in terms of the users learning objectives at the seminar and not for training purposes, then copies are permitted. It is always best to email us and make such requests and we will email back our permission and even email you those particular forms, worksheets, or checklists that you might me interested in.

 Do we get confirmation reply once we register?

• Yes. Once we receive your registration we will email you a confirmation along with directions to the seminar location.

 Do you block a set of sleeping rooms at the location?

• No. Since most hotel properties usually require a minimum of ten sleeping rooms in order to block off for a group, and especially since most attendees are from local area facilities, there is hardly ever a need to set aside so many rooms. Therefore, if you are coming from out of town and need to make an overnight accommodation, we recommend that you make it directly with the property and as soon as possible so that the hotel does not sell out its rooms too quick.

 

Frequently Asked Questions – About On-Site Training

How many people are needed in order cost justify an on-site workshop versus sending them to a public seminar?

• Since the total cost of an on-site workshop includes both the workshop fee and the related travel expenses, and depending on where the travel is, the break-even point is between 11 and 15 people.

 

Are there a maximum number of people who can attend?

• Depending of the type of workshop selected, a suggested training group should be no more than 30 in order to allow for a better instructor student ratio.

What does the workshop fee include?

• Printing of all training materials

• Certificates of completion

• Continuing education units for nursing

• Skill needs assessment

• Tailoring of workshop to the policies and practices of your organization

• Permission to video/audio tape the workshop

• Copies of all materials completed during the workshop

• Summary of workshop notes

• Evaluation summary

• Over 15 Excel spreadsheets containing budget forms, worksheets, and reports

• Use of your organization’s budget forms and reports

What do the travel costs include?

• Travel costs include airfare, lodging, ground transportation, and a $50 per diem. Since there is a cap we establish for travel costs, you will only pay the lower of the actual travel costs or maximum of $600 for a one-day workshop or $800 for a two-day workshop. You will be consulted in advance as to the estimated costs of such travel, and if your organization can make better arrangements or cost savings, we will gladly accept those terms.

How does the skill needs assessment work?

• We want to make sure that the right topic and learning needs are identified up front. Therefore, at no cost to you, we will send you a skill needs assessment survey whereby you can have your targeted audience complete the survey, submit it to a contact person who in turn can forward them to us. Once received, we will compile the findings and report back to you on what the prospective trainees identified as their learning needs. You always retain the final approval as to what specific learning needs you want included as part of the training. From that point, we can design the training curriculum and forward to you for your review. Once accepted, we would put together the training manual to be used for the training.

Is there a contract to sign?

• Once we agree on having a verbal agreement to conduct a training workshop, it only becomes binding when we both sign a one-page simple letter agreement.

Is there a cancellation fee?

• After spending over 35 years in the healthcare field, we know that emergencies do occur and that might result in possibly canceling a training workshop due to such cause. If there is a need to cancel, there is no cancellation fee.

Is there a deposit required upon contract?

• Unlike many seminar vendors, we do not require a deposit. Your good faith word and signing of the letter agreement is all that is needed.

When is payment due?

• Usually with a week after completing the training program, we will invoice you for the seminar fee and related travel costs. Payment is expected with 10 days from date of invoice.