Column5 recognizes that its records are a valuable asset to both the company and its clients. As a company with expertise in the information management space, we utilize industry best practices in maintenance of all EPM Academy records. It is our policy to retain the following for a period of 5 years:

  • Records of participation
  • Dates and locations
  • Instructor names and credentials
  • Number of CPE credits earned by participants
  • Results of program evaluations 

The official record of attendance and completion is maintained in our Learning Management System (LMS). Other records such as those related to registration, payment, and customer satisfaction may be maintained in other systems as well and in email communications. All records are the property of Column5 Consulting. Additionally, developers retain copies of program materials, evidence that the program materials were developed and reviewed by qualified parties, and a record of how CPE credits were determined. For our eLearning programs, we retain appropriate pilot test records regarding:

  • When the pilot test was conducted
  • The intended participant population
  • How the sample was determined
  • Names and profiles of participants
  • A summary of participants’ actual completion time 


For eLearning, students may receive a refund for any un-attempted courses within two business days of purchase. For Virtual Classroom training, refunds are available up to 72 hours in advance of the start of the course. If a student is unable to attend a course and unable to cancel more than 72 hours beforehand, Column5 will allow the purchase to apply toward a future section of the same course or any course of equal or lesser value. For Onsite Classroom training, cancellation must be made 5 business days in advance of the course date in order to receive a refund.  Any expenses incurred by Column5 due to the cancellation (including, but not limited to, cancellation or change fees from airlines, hotels, etc.) will be billed to the client.


In the event that Column5 Consulting is forced to cancel a planned program of instruction, clients will be notified via email and will have the option to receive a full refund. Alternately, they may choose to have their purchase applied toward a future course or set of courses as appropriate. If Column5 is required to cancel any specific course within a program, the same policy applies for that specific course.


Column5 Consulting values its relationships with its customers and the community of EPM professionals. We strive to build long term relationships with each of our customers. If you have a complaint about a Column5 course, we will make a good faith effort to resolve that complaint within three business days. We will take your complaint seriously. We will treat you with courtesy and professionalism throughout the complaint process. In order to ensure a timely response to any complaints, we request that the following information be emailed to Jennifer Harlan, Director of Training Solutions, at

  1. A written description of your complaint, including the course title.
  2. The names of any Column5 employees you have communicated with regarding the complaint.
  3. Your desired outcome from the complaint process.


Column5 will release revised courses as soon as is feasible as new versions of the software covered in the courses are released into the marketplace. Revised courses will cover new features and functionality, as well as updated best practices. Some or all of these courses can be taken for distinct, additional credit. Existing courses may receive minor updates as service packs or point releases of the software are made public. These updated courses will not be eligible for distinct credit. For the purposes of program completion, courses that receive a minor update will still count toward completion of a program wherein a student has taken an earlier version of other courses in that program. Courses that undergo frequent changes are reviewed by an individual with subject matter expertise at least once a year to verify the validity of the content. Other courses are reviewed at least every two years.


Column5 Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For more information regarding administrative policies such as complaint resolution and refund, please contact