Is Training FAQ
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Who Should Attend?

CRA officers, compliance officers, fair lending officers, research assistants, IS professionals, analysts, and any personnel who use Wiz software products to geocode, edit, analyze, or map CRA, HMDA, or fair lending data should attend. Wiz software training courses will also interest marketing analysts or those who need to perform community needs assessment or marketing analysis. In addition, anyone desiring an in-depth exploration into CRA and HMDA compliance will benefit from our industry seminars.

 

What Training Materials Will I Receive?

You will receive the latest edition of the PCi training manuals created by former compliance officers and regulators. These manuals examine the procedures in maintaining a compliance program, saving you time and resources. These training manuals are a valuable take-home resource in managing HMDA, CRA, and fair lending information.

 

What Travel Arrangements are Available?

PCi and Wolters Kluwer Financial Services recommend the following hotels for your stay in Waltham, MA. Please inform reservation assistant that you are attending a PCi/WKFS Training.

Hilton Garden Inn Boston/Waltham 420 Totten Pond Road Waltham, MA 02451 Reservations: 781-890-0100 PCi/WKFS Rate: $119

Westin Waltham-Boston 70 Third Ave Waltham, MA 02451 Reservations: 781-290-5600 PCi/WKFS Rate: $144

Airport Coach Ltd. - A reliable transportation and car service in the Boston area offers Wolters Kluwer a ten percent (10%) discount on each trip. They provide sedan and van service directly between our office in Waltham and Boston Logan International Airport. Charges include gratuities, tolls, airport fees, and fuel surcharges. To make reservations well in advance, please email requests at airportcoachltd@yahoo.com. Requests with less than 24hour notice should be made by phone at 866-647-7600. Payment can be made by credit card or cash. For more information, please visit their website - www.airportcoachltd.com.

 

What are your Cancellation Policies?

PCi's cancellation policy states that if an attendee needs to cancel THIS training class, teleconference, or event that they must do so 10 days in advance to the start date of the event. If there are extreme circumstances in which you need to cancel an event, and it is less than 10 days from the start date of the event, then please contact Aubrey.Algar@wolterskluwer.com Also, PCi reserves the right to cancel courses, teleconferences, or events for any reason up to 21 days before the start date. Liability is limited to the return of payment only. We will not reimburse registrants for any travel or hotel cancellation fees or penalties.


 
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