Our Expertise. Your Competitive Advantage.



What time zone will the event be in?
All times listed on our website and in our marketing are Eastern Time. Once you log into the event website, the session times will adjust automatically to the time zone of the device you’re using.

What platform is being used?
Ascensus will use EventMobi's Virtual Event Platform, which is optimized for both desktop and mobile devices.

What browsers and operating systems are recommended?

  • Chrome 14 and later
  • Safari 5.1 and later
  • Firefox 6 and later
  • Edge 40 and later
Mobile Operating Systems
  • iOS 10 and later
  • Android 5.0 and later
  • Windows Phone 8.1 & 10
Will the mobile app have the same features as the desktop version of the website?
Yes. All features that are available on the desktop version of the event website will also work on the mobile app.

If you're viewing the app on an older mobile device or have a slow internet connection, you may be redirected to a quick view that displays the essential agenda, and event date and time information. All devices will require internet connectivity for the initial download of the app. Once you have accessed the app, it will save itself to your browser and you will be able to access it offline.

What happens if I lose my internet connection?

My password isn't working.


What is the cancellation policy?
You may cancel by clicking View or modify your registration in your registration confirmation email on or before September 15, 2021, for a full refund. After that time, no refund will be granted. However, substitutions are accepted at any time. The CIS II Exam is non-refundable after November 1, 2021.

How do I modify my registration?
Open the confirmation email you received after registering for the event. Click the View or modify your registration link located above Registration Details. Enter the confirmation number from your registration confirmation email and follow the prompts.

What if I can’t find my registration confirmation email?
Visit the registration website here. Scroll to the bottom of the page and click “Already Registered” under the Register Now button. Click the link to have your confirmation number emailed to you again.

Can I share my event login with other members of my team? No. For every paid registration, only one device (computer, laptop, tablet, or phone) will be allowed to enter the event. Additional attendees may be added to your registration at a discount. Please contact education@ascensus.com with questions about adding attendees.


Can I have my name excluded from the attendee list?
Yes. We can hide your name and profile in the attendee list. If you wish to have your contact information hidden, email education@ascensus.com no later than September 17.

NOTE: If you choose to participate in the Knowledge Quest or if you message another attendee directly, your profile information will be shared on the leaderboard and with those you privately message.

Do I need to register for individual sessions?
No. You are not required to register for sessions.

When can I build my schedule for the event?
You will receive an email from education@ascensus.com the week of September 20, 2021, with details to access the event website, where you can review the event schedule and create your personal schedule. You may add sessions, or change your schedule at any time during the event.

Can I add the sessions to my calendar?
Yes. Once you have chosen the sessions you wish to attend, and have added them to your schedule, in the upper right corner of the event website, click the profile image and scroll down and click on Event Schedule, then click the Export Calendar button to save your personal schedule.

Will course materials be available for download prior to the event?
Yes. You can visit the event website beginning the week of September 20 to download all course materials.

Do I have access to all the sessions?
Yes. Your event registration includes access to all live and prerecorded on-demand sessions. You may attend as many or as few sessions as you want through November 30, 2021.

Can I ask questions during live sessions?
Yes. We encourage you to ask questions at any time using the Ask a Question feature within each session. The instructor or moderator will answer as many questions as time permits.

Can I take notes in the event website?
Yes. When logged into the event website, click on any session listed in the Event Schedule. Within the session, under the Join Now button, click on Add Your Notes. You may access your notes later within each session or export all your notes to your email address. You may access or edit your notes through November 30, 2021.

What happens if I miss one of the live events?
Please allow up to two hours after the end of a session for its video to be processed for on-demand playback. Registered attendees will receive on-demand access to sessions through November 30, 2021.

How long will I have access to the event website?
All participants will have full access to the event website and mobile app through November 30, 2021, which includes all presentation recordings, notes, handouts, surveys, and other tools.


How can I see the attendee list?
Within the event website menu, click on Attendees. From there, you may send messages or schedule a meeting with another attendee.

How can I communicate with other attendees?
Methods of communication include session chat, direct messaging, and one-on-one meetings.

How do I schedule an appointment with an Ascensus Sales representative?
Within the event website menu, click on Attendees and search for and click on your Sales Representative’s name. Click on Schedule a Meeting and complete the information.

How do I find my Ascensus Sales representative?
Within the event website menu, click on Meet the Sales Team to view each individual Sales representative's bio.


Are there any certification opportunities at this event?
Yes. Attending this event will help prepare you for the optional Certified IRA Specialist II (CIS II) exam. For additional CIS II information, visit https://www2.ascensus.com/education-training/professional-development/cis-certification/

Are the sessions eligible for continuing education credits?
Yes. Please reference our Continuing Education chart for details.

Will this event satisfy the Certified IRA Specialist (CIS) recertification requirement?
Yes. Attendance at the event will satisfy the current requirement to attend Ascend or the IRA Institute during your three-year reporting period.

How do I obtain a certificate of completion?
Within the event website menu, click on Certificates of Completion. A certificate of completion is available for each session. Click on the applicable certificate, enter your name and print for your records. Post event, you may access certificates of completion at https://www2.ascensus.com/virtual-summit-certificates-of-completion/.

Does Ascensus track my CIS, Certified IRA Professional (CIP), or Certified Health Savings Professional (CHSP) continuing education credits for attending this event?
No. You will need to access your continuing education credit account at http://www.cetrackerlive.com/app/ to track the credits earned. We suggest entering your credits no later than December 31, 2021.

What if I can’t log into my CETracker account?
Please contact education@ascensus.com for assistance logging in. The forgot password feature is currently unavailable.