JUNE 19-23, 2018   •  CHICAGO, IL
We Are Case Management • McCormick Place

Registration Policies

Conference Registration Policies

Before you register for CMSA’s 28th Conference & Expo, it’s important to understand our registration policies detailed below. Submission of your conference registration acknowledges acceptance of these terms and provisions of registration.

Cancellations, Refunds, & Transfers

Cancellations will only be considered when received in writing. Written cancellations received by CMSA on or before April 14, 2018 will be assessed a $245 processing fee. Written notices of cancellation received April 15, 2018 through May 31, 2018, will be assessed a $320 processing fee. Only medically verifiable cancellations will be considered for partial refund from June 1, 2018, through July 1, 2018.

All requests for cancellations, refunds, and transfers should be faxed or mailed to:

5202 Presidents Court, Ste G100
Frederick, MD 21703
Fax: (301) 694-5124


Registrants who do not show up for the conference and do not contact CMSA (via written correspondence as listed above) prior to the end of the show automatically forfeit all registration fees paid unless your inability to contact us was due to a verifiable emergency medical issue that occurred within 1 one week prior to the start of the conference. In this instance the postmarked deadline to receive your request for a partial refund is July 1, 2018. Regretfully, no considerations can be made after this date.

REPLACEMENT/TRANSFER: If you are unable to attend for any reason, you can transfer your registration to another person without penalty. Simply fax or mail a copy of your confirmation letter with a cover letter stating your request along with a completed registration form from the person replacing you to:

5202 Presidents Court, Ste G100
Frederick, MD 21703
Fax: (301)694-5124

Important Deadlines

  • Early Bird Rate Deadline: 03/31/18
  • Standard Rate Begins: 04/01/18
  • Written cancellations incur $245 Processing Fee through: 04/14/18
  • Written cancellations incur $320 Processing Fee: 04/15/18 – 05/31/18
  • Only Medically Verifiable Cancellations Considered: 06/01/18 – 07/01/18
  • Certification 360 Workshop Fully Refundable until: 6/5/18
  • Military/VA/DoD Day cancellations incur a $25 processing fee after: 6/13/18 

Payment Plan Terms and Conditions

By opting into the conference registration installment plan with the Case Management Society of America (CMSA), the enrolling attendee (“you” or “the attendee”) affirms that he/she has carefully read, understands and agrees to the following terms and conditions:

  1. Terms and fees – By opting into the installment program, you authorize CMSA to charge your credit card on file, for your conference registration fees on a monthly basis for up to six (6) consecutive months. If you register for the installment plan in February or later, the number and amount of the installment payments will be based on how many months remain until June 1st.  All installment plans must be paid in full by June 1st. The installment plan will remain open through May 31st, however, note that any balance due is payable no later than June 1, 2018.


    Reg. Amount Nov Dec Jan Feb Mar Apr May Jun
    $609 $101.50 $101.50 $101.50 $101.50 $101.50 $101.50    
    $609       $121.80 $121.80 $121.80 $121.80 $121.80
  2. No refund policy and termination – all payments made through the installment plan are subject to the posted conference cancellation policy.
  3. Payment form – CMSA accepts credit, debit and bank payments by VISA, MasterCard, American Express and Discover. If paying using a credit card that belongs to your institution, you agree you are an authorized user of said credit card.  In the event that you become no longer authorized to use the card, you are responsible for removing the credit card information from your CMSA account and replacing it with a different payment method.
  4. Billing information – The member is responsible for maintaining true, current and accurate billing and payment information in their customer record in order to facilitate on time installment payments.
  5. Currency – all payments must be made in United States dollars.
  6. Collection attempts – If attempts(s) to collect payment fail, CMSA at its discretion may consider your registration cancelled and you will forfeit any benefits associated with the conference installment program.
  7. Changes – Attendee changes to plans must be made in writing at least 30 days prior to the effective date of requested change.  CMSA may adjust the payment on an annual basis with a written notice to attendees.
  8. Unpaid balances – If CMSA does not receive payment from your credit card issuer (or its agent), at the time when installments are initiated, you agree to pay all amounts due upon CMSA’s demand.

Registration Fees

Individual registration forms received at the EARLY BIRD or STANDARD rate without FULL PAYMENT will not qualify for the discounted rate and will be assessed the current rate at the time full payment is received. Registration forms received without any payment will not be processed.

Group Rate Discount

Bring a Group and save big! Groups of 3 or more paying and submitting registration forms
together will EACH save $100! Carefully read the restrictions below.

Group Discount Restrictions:

  • Each group registrant must complete a registration form with applicable registration
  • Three or more registration forms must be received together with complete payment if
    using paper registration form, or online for each to receive the $100 savings.
  • Group Discounts are only available on FULL CONFERENCE registrations.
  • Registrations not meeting these requirements will be responsible to pay any balances
    due at the Onsite Registration counter.
  • Individuals within a group are entitled to the $100 discount as long as there are a
    minimum of three registrants within a group. Should one or more individuals within
    your group cancel, and that cancellation causes the group to fall below the required
    minimum to be considered a group (3), the remaining individuals in the group will
    each be charged the non-group price of an additional $100.

Welcome Event Guest Ticket

Guests may attend the Welcome Event on Wednesday,
June 20, 2018 for $99 each with a Full-Conference Attendee. Must register by May 31,
2018. Space availability is limited.

Single-Day Attendance

If you live close to the Chicago, Illinois area and can only attend for a day or two, take advantage of our one-day rate — it’s a true CE bargain with fees starting at $399! Single-day pass rates do not apply to any fee-paid workshops and can only be purchased for a maximum of two days. Passes are not transferable.

Registration Confirmation

Your confirmation letter will be mailed within 15 working days of receipt of registration form and payment. If you do not receive a confirmation after 30 days, please email your request to cmsa@cmsa.org.

Online registrations will receive an email confirmation upon successful completion of registration. If you register online and do not submit payment or do not receive a confirmation email within 5-10 minutes, your conference registration may not have been completed correctly. Please call (240) 439-2554 or (800) 310-7554 for assistance.

Disability Accommodations

It is CMSA’s sincere desire to comply fully with both the letter and the spirit of the Americans with Disabilities Act (ADA) of 1990. Attendees with special needs are kindly asked to notify the following CMSA staff member no later than four to six weeks prior to the conference so that necessary services can be arranged.

Toni Sullivan
Coordinator, Events & Education
Phone: (501) 673-1113
Email: tsullivan@fraserimagineers.com

If issues arise while on site at the conference, please visit the Registration Desk.

Special housing needs should also be requested when hotel reservations are made. CMSA wants to ensure that each attendee’s stay at the Annual Conference is a pleasant and productive one.

Name Badges

Conference attendees are reminded that it is important to wear your badge at all times. This allows you uncomplicated access to conference events, including the CM Expo. Your name badge includes a scannable bar code which is used to access the CE Manager, CyberCafe, and for exhibitors to send you important materials. Due to the amount of support given by exhibitors to subsidize the conference, your cooperation and support is appreciated!

Conference Attire & Courtesies

To make the conference experience an enjoyable event for all attendees, please keep the following in mind:

  • As a courtesy to speakers and other attendees, please refrain from the use of pagers or cell phones during presentations. Please also keep in mind that conference participants are there to learn. In consideration of all attendees we ask that you please turn your pager or cell phone to vibrate or off while in meetings.
  • In order to accommodate environmental sensitivities of some of our attendees, if at all possible, please do not wear scented products while attending the conference, especially the sessions.
  • To maintain and demonstrate professionalism within our industry, conference attire is business casual. Since it is difficult to adjust meeting room temperatures to suit individual preferences, please bring a sweater/jacket or wear layered clothing to ensure your comfort.

E-Mail / Cell Phone Usage Policy

By submitting your email address during the conference registration process, either online or by submitting with your mailed or faxed registration form, you agree that CMSA and its conference partners may send you case management and/or conference related information. A valid email address is required for all registrations. All conference correspondence will be made through e-mail or cell phone message. A valid e-mail address and cell phone number are required. Your information will only be used by CMSA and its agents as needed to communicate conference-related information and notifications. Data and text charges may apply.

Mailing Address Usage Policy

By submitting your mailing address during the conference registration process, either online or by submitting with your mailed or faxed registration form, you agree that CMSA and its conference partners may send you a one-time mailing of case management and/or conference related information regarding their participation at the Annual Conference. Due to the large amount of support given by exhibitors and sponsors to subsidize the conference and make it possible to bring our members and attendees the latest and most valuable educational information, your cooperation and support is appreciated!

Videos & Photography

Any photos or videography taken at the conference by CMSA (or agent of CMSA or exhibitors) may be used in future conference collateral, appearing either in printed documents, video productions, on social media sites, on the mobile app, or on the CMSA website. We appreciate your consent to use these photos for the purpose of sharing and promoting the conference and to allow exhibitors to do so as well. Submission of your conference registration form to CMSA acknowledges acceptance of these terms and provisions of registration.


For the comfort and health of all attendees, CMSA’s Annual Conference is a smoke-free educational event. You may only smoke in areas which have been designated as smoking areas by the Austin Convention and Visitors Bureau.

Children & Daycare

Sessions, events, and exhibits can only be attended by REGISTERED ATTENDEES. NO ONE UNDER THE AGE OF 16 WILL BE ALLOWED INTO THE CM EXPO HALL. If you bring a child to the conference, please ask the hotel concierge for a list of local companies that offer child care.

Marketing Activities

Attendees are not permitted to distribute materials or to otherwise market themselves or their business on the exhibit floor, in the conference session rooms, in break areas, or in or around the exhibit area unless such attendees are registered as exhibitors and in this instance must limit their marketing activities to within the confines of their booth.

Statement of Liability Waiver

Terms of Registration

The organizers of CMSA’s 28th Annual Conference & Expo expressly disclaim liability for acts or omissions of the organizers and for third parties including facilities suppliers and exhibitors in conjunction with the event or for the safety of any attendee while in transit to or from this event. The organizers of this event shall not be liable for any delays or failure in performance or interruption of services resulting directly or indirectly from any cause or circumstance beyond the reasonable control of the organizers including but not limited to, acts of God, war, terrorism, failure of transportation, weather, accidents, fires, electrical failures, strikes, labor disputes, postal delays, explosions, and government orders or regulations.

The organizers reserve the right to cancel this function without liability. Attendees who purchased nonrefundable airline tickets do so at their own risk. The total amount of any and all liability of the organizers will be limited to a refund of the attendance fee.

CMSA expressly disclaims any liability arising out of attendee’s consumption of alcoholic beverages in conjunction with CMSA’s 28th Annual Conference & Expo. Recognizing the nature of receptions and the potential for alcohol abuse at conferences, CMSA-sponsored events will also offer non-alcoholic drinks. Persons under the age of 21 will be denied alcoholic beverages. Conference participants are responsible for their own well being. The organizers expressly disclaim liability for any acts or omissions of attendees resulting from excessive drinking, recklessness or negligence on the part of any conference participant(s).

You also agree not to allow any other individual to participate in your place either at the conference, during the registration process, or any other conference-related activity including acceptance of these terms of registration.

Attendees/Exhibitors at the 2018 Annual Conference agree to indemnify, defend, and hold harmless CMSA, its officers, directors and agents, against all claims arising out of actions or omissions of Attendee/ Exhibitor at or in connection with the 2018 Annual Conference except for CMSA’s own gross negligence or willful misconduct. CMSA agrees that it will indemnify and hold harmless Attendee/Exhibitor against all claims arising out of the acts or omissions of CMSA, its officers, directors and agents in connection with the 2018 Annual Conference except for Attendee’s/Exhibitor’s own gross negligence or willful misconduct.

CMSA reserves the right to substitute an equally qualified speaker in case of an emergency or cancellation. CMSA has no duty of due diligence with respect to presenters, exhibitors, or sponsors, and makes no endorsements of any presentation or product. The views, opinions, and presentations of speakers at CMSA’s Conference may not reflect those of CMSA. Organizers: Consulting Management Innovators, Inc. and the Case Management Society of America.

Your conference registration form acknowledges acceptance of these terms and provisions of registration.

Disclosure: CMSA will receive a room rebate from its contracted hotels in the amount of $10. Rebate will be applied accordingly to help offset costs of Austin Convention & Visitors Bureau meeting space, and/or shuttle expenses, as needed.


Policy and Procedure for Grievances

CMSA Educational Programs

Policy and Procedure for Grievances

Registered attendees who have expressed a need to file a grievance against any CMSA educational program should follow the procedures below:

  • All grievances should be submitted in writing either by email, fax or mail.
  • Written grievances should include the following:
    • Name of Event/Program
    • Full name of Registrant
    • Full Contact Information of Registrant, including: Address, phone and email
    • Description of reason or circumstance resulting in a grievance
    • Suggested request for resolution for grievance
  • Grievances that are prior to an event should be received at a minimum of 14 days before start date.
  • Grievances occurring after an event should be received no later than 30 days after the conclusion of the program.
  • All grievances will be reviewed by an Educational Staff Member, and the CMSA Executive Director. These reviewer’s may request additional information or request that the grievance also be shared and reviewed by the CMSA National Board.
  • Upon evaluation and discussion, results of the grievance will be communicated back to the individual placing the grievance with the results and outcome.
  • In the case of a refund request, only registration fees for the event paid by the registrant will be considered. CMSA is not responsible for travel related expenditures, or lost pay from work.   Money will be refunded to the responsible party that made the initial payment (back to the credit cardholder, or the issuer of the check).

Your written grievance may be submitted to:

CMSA Educational Director

6301 Ranch Dr

Little Rock, AR 72223

Fax:  501-227-5444

Email:  CMSA@cmsa.org


Contact Toni Sullivan, 501-673-1113, or tsullivan@fraserimagineers.com