JUNE 28 - JULY 2, 2020  
30 years of Care Transitions Across the Full Continuum

Registration Policies

Conference Registration Policies

Before you register for CMSA’s 30th 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

Please read in full:

CMSA’s Annual Conference & Expo has not been cancelled. CMSA has extended the cancellation deadline to June 1, 2020.

We have eliminated the requirement of written notice of cancellation, allowing registrants to cancel, if necessary, by phone, email or other virtual method. In addition, the cancellation deadline has been extended to June 1, 2020. The refund will be the amount paid, minus $245 through June 1, 2020.

Please understand that this fee is not arbitrary. A one-year CMSA membership ($200) is included with conference registration. The memberships of all conference registrants are already active and non-refundable. Also, it includes the local chapters fee, providing local member resources throughout the year. The additional $45 is what is charged to us by the registration vendor to process registrations and cancellations.

Due to COVID-19 our processes have been modified. To process refunds, transfers, and replacements, please contact customer service with your request via email at cmsa@experient-inc.com  or by phone at (240) 439-2554 or (800) 310-7554.

Thank you – again CMSA’s conference is still “on” and has not been cancelled.

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.  Medically verifiable cancellations received June 1 – July 15, 2020 will be reviewed and considered for a partial refund.  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.

Due to COVID-19 transfers cannot be processed by mail or fax until further notice. For assistance please contact customer service with your request via email at cmsa@experient-inc.com  or by phone at (240) 439-2554 or (800) 310-7554.

Important Deadlines

  • Early Bird Rate Deadline: 05/31/20
  • Standard Rate Begins: 06/01/20
  • Written cancellations are now eliminated. Please cancel if necessary by phone or email.
  • The cancellation deadline has been extended to June 1, 2020. The refund will be the amount paid, minus $245 (through June 1, 2020). See above for explanation.

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 May 29, 2020.  All installment plans must be paid in full by May 29, 2020.


    Reg. Amount Nov Dec Jan Feb Mar Apr May
    $609 $101.50 $101.50 $101.50 $101.50 $101.50 $101.50  
    $609       $152.25 $152.25 $152.25 $152.25
  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 fees.
  • 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.

Guest Passes

CMSA will offer a guest pass designed to provide attendees’ guests access to the CM Expo. A Guest Pass can only be purchased at ONSITE registration by an individual who is registered as a FULL CONFERENCE attendee. The cost is $59.

Guest Passes do not include conference materials nor do they provide access to CMSA’s educational sessions.

Guest Passes are not available to exhibitor registrants or exhibitor attendee registrants. Identification will be required.

Single-Day Attendance

If you live close to the Boston 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 at $349 for members and $399 for non-members.


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.

Regina Wilson
Director of Events
Phone: (501) 673-1115
Email: rwilson@fraserimagineers.com

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 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 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 Boston Convention & Exhibition Center.

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 30th 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 30th 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 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 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 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.