Below are policies as they apply to our




Registration and Materials
Registrations are to made online via our Site and must be accompanied by payment. A confirmation is emailed immediately after registration is complete along with a link to the webinar. Reminder emails are sent one day (1 day) and one hour (1 hour) before the webinar begins. Registration closes at the scheduled start time of the webinar.

Materials are copyrighted and permission to download and/or print is granted to the paid participant of the event exclusively. Materials prepared by Elefant, LLC. or our vendors are designed specifically for use of the program and are available only to participants. The materials, or portions thereof, are not available for sale to individuals or institutions and may not be reproduced. Check out more about our Terms and Conditions.

Record Retention
It is our policy to retain documentation for a period of five years including promotional material, records of participants, dates, locations, instructor, materials, CPE credits earned, evaluations gathered and course information. After this period, records will be destroyed. Please hold on to your records and certificates.

Refunds, Transfers, and Cancellations
Possible but limited. Requests for refunds or transfers must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email No shows forfeit the entire registration fee.

Please note, CPE credits can only be earned during live participation. We do not issue CPE credits for virtual groups. See our CPE policy below.

Compliments & Concerns
Did you love it? Did you hate it? We encourage you to complete the survey after the webinar. We love to hear any and all feedback from you but understand sometimes it may be something we’ve done wrong. If you have a complaint, we hope to resolve it as quickly as possible. Contact with specific details.

Course Update
Technology moves at a wicked pace. Xero updates their product on a regular basis. Some updates are minimal, while others may be significant. Our content, both the presentation and the course materials, are updated at least quarterly for our courses and noted on our materials. We make every effort to present the most recent information possible with the most recent updates from Xero.

Program Content
Our courses are designed by subject matter experts with over forty years of combined experience. We provide the objectives and the prerequisites, along with the program level for the content developed for each course we offer. We do this to ensure the intended participants can determine if the course is right for them.



Live Webinars

Continuing Professional Education Credit: Attendance is monitored throughout the live webinar to ensure compliance with NASBA policy. To receive CPE credit for the event, you must register for the webcast prior to the start of the program and login no later than the scheduled start time for the event. You must also answer the polling questions that will be asked throughout the presentation. Sorry, that’s the rule. After the webinar has ended, you will receive your certificate via email within 3 business days.

We want to meet your expectations and make every effort to do this. However, we may have to substitute presenters in the event of an illness or other emergencies.  In the event that a webinar must be canceled by us, all registration fees (if applicable) will be refunded in full, without exception.  However, if you need to cancel your registration, please see our Refunds and Cancellations statement above.

Multiple Attendees of Live Webinars:
  Only one attendee per webinar can receive CPE credit. This will be issued in the name of the attendee registered for the webinar. We do not issue CPE for Virtual Groups.

Copyright: Our webinars are copyrighted and may not be recorded or transcribed in whole or part without its express prior written permission. Please see our Terms and Conditions Policy for more details.

Group Live Attendance

CPE is awarded only for time instructor is presenting. All attendees are required to sign in and out, indicating arrival and departure times. CPE credits are awarded based on a 50-minute hour.

Elefant, LLC. staff will monitor sign-in sheets and will remain at the registration desk for the duration of the class or conference.

Attendees that arrive more than 10 minutes late will be required to indicate the time they arrived and add their signature to the sign-in sheet. Attendees that take unscheduled breaks of more than 10 minutes will be asked to note their absence from the classroom on the sign-in sheet. Attendees that leave prior to the end of the session will be required to indicate the time they departed and add their signature to the sign-in sheet. As attendance is reconciled, the time recorded by an attendee as not in session will decrease the amount of credit issued.

Recordings at Elefant Training Events
By registering for and attending any Elefant Training live event or program, you are agreeing with Elefant, LLC. may record (audio and/or video and/or photograph) participants and speakers/panelists at any Elefant, LLC. event. Pictures, audio recordings, or videotape recordings of Elefant, LLC. events may be used in future promotions for the Elefant Training and/or its events, including online and printed materials. Any pictures, audio tape recordings, or videotape recordings become the sole and exclusive property of the Elefant, LLC. Smile!

Additionally, submittals of photos, videos and/or audio recordings for use by Elefant, LLC. in print or online constitutes approval for Elefant, LLC. to use the submissions.


Elefant, LLC. (“” or “we“), the owner of (collectively, the “Website” or “Site“), respects the privacy of users on the Internet and has developed this privacy statement to protect user privacy on its Website. The purpose of this statement is to explain the types of information Elefant, LLC. obtains about users of this Website, how the information is obtained, how it is used, how it may be disclosed to others, and how users can restrict its use or disclosure.

Personally Identifiable Information:
The only personally identifiable information Elefant, LLC. obtains about individual users through our Website is information supplied voluntarily by the user. Users interacting with our Site may provide Elefant, LLC. with their name, address, email address, domain name or URL, or other personally identifiable information that Elefant, LLC. may use for its own business purposes.  In order to login and fully access all the features of the Site, the user must provide this information.

How We Collect Information:

We collect information from different sources and across devices.  For example:

  • We collect information directly from you.  We ask for information at the time of registration for one of our events or purchase other products from us.
  • We collect information from you passively. For instance, we use certain standard web measurement and tracking technologies such as “cookies,” clear GIFs or other social media programs.  We do this on our Site and in emails that we send to you. We may also collect information about users over time when you use this Site.
  • We get information about you from third parties. For example, our trusted business partners may give us information about you. Social media platforms may also give us information about you.
  • We and our business partners may combine information. For example, we and our trusted business partners combine information that we have collected offline with the information we collect online. We and our trusted business partners may combine information collected across different devices over time.

Using the Information:
Elefant, LLC. does not sell, rent, or lease its customer information to unrelated third parties. We may occasionally share registration data with a trusted partner who has served as a content provider for a webcast.  Elefant, LLC. is not responsible for any actions these third parties may take with respect to such registration data. All information related to financial transactions (such as cardholder account numbers) is never shared with third parties.  Generally, we may use your personally identifiable information (name, postal address, email address, company name) in the following ways:

  1. To communicate with you about your account or the Site.
  2. To support the operation of the Site (i.e., billing, account maintenance) and troubleshoot.
  3. To send you newsletters, promotional messages, product announcements or other communications that we feel may be of interest to you, although you may opt out of receiving these communications (see “Opting Out” below).
  4. In other ways that you either expressly consent to or instruct us to undertake.

Opting-Out of Receiving our Emails:
As part of the registration process, you will supply us with your name and email address, and you will be registered to receive periodic communications from Elefant, LLC. or from other trusted business partners affiliated with Elefant, LLC.

To stop receiving our promotional emails, click on the link provided at the bottom of each email communication. Please note that even if you opt-out of receiving the types of communications described above, we may still from time to time communicate with you about your account or operation of the Site; these communications will not be promotional in nature. For example, if our service is temporarily suspended for maintenance we might send users an email. You cannot opt-out of receiving these communications.

We use cookies to record session information only, such as items that consumers add to their shopping cart.

Non-Personally Identifiable Information:
Elefant, LLC. does collect and use some non-personally identifiable, generic information about our users as a means of measuring the effectiveness of our website. Elefant, LLC. servers identify certain user information in the normal course of operation, but such information does not reveal a user’s personal identity.  We collect this information only in the aggregate and use it to evaluate and improve our website and to provide targeted information that may be of interest to users of our website. The examples of non-personally identifiable generic information we collect are the domain name–not the e-mail address–of visitors to our Website, the e-mail addresses of those who communicate with us via e-mail, and other aggregate information such as time spent on certain pages consumers access or visit. The information we collect is used to improve the content of our website.

Disclosure Pursuant to Legal Process:
Elefant, LLC. shall, pursuant to applicable law, regulation or legal processes, such as a search warrant, subpoena or court order, allow access to all available and relevant information in order to comply with such process and protect Elefant, LLC.’s rights and property.  Elefant, LLC. may also allow access to this information in special emergencies where physical safety is at risk.

Other Websites:
Elefant, LLC. is committed to protecting user privacy on all Elefant, LLC. websites and expects the same from our partners, co-sponsors, and suppliers.  Elefant, LLC., however, is not responsible for the content or the privacy practices of non-Elefant, LLC. websites, including websites reached through a link on the Elefant, LLC’s website. Other websites may have different privacy policies or no policy. Users should review the privacy policies of any website before providing personal information.

Should Elefant, LLC. modify its practices regarding the collection or use of information obtained from users in the future, this privacy statement will be amended to reflect such modifications.

Legal Statement:
This Privacy Statement forms part of the Terms & Conditions for use of this Website. You should also review the Terms & Conditions, as your use of this Website and any dispute arising under this Privacy Statement is subject to the terms and conditions contained therein.


Whew! Thanks for hanging in there.