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Training

General Training Information

Vertex offers a variety of ways to experience our world-class training.

Vertex offers a variety of ways to experience our world-class training. Options include web-based virtual training and self-paced courses, as well as in-person classes at your office or at one of our off-site locations. To make sure you're getting the most from your investments in technology, we've put together basic information around policies and guidelines for the Vertex training classes.

 CPE

CPE Credits

Vertex Inc. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Credits will be awarded to attendees upon the completion of each course. Students will receive one credit for each full 50-minute hour of course participation.

 

Training Policies

  • Substitutions Policies

    Attendee substitutions from within your company may be made at any time.  All requests for a substitution must be made in writing on your company’s letterhead and should include the following information:

    • Name of the person scheduled to attend
    • Name of person who will be attending
    • Customer ID number
    • Class number
    • Class date
    • Class name
  • Rescheduling Policies

    You can reschedule for another class up to three days prior to the class start date. All requests to reschedule another class must be made in writing on your company’s letterhead and should include the following information:

    • Name of the person scheduled to attend
    • Name of person who will be attending
    • Customer ID number
    • Class number
    • Class date
    • Class name
  • Vertex Cancellation Policy

    Vertex reserves the right to cancel a scheduled regional or web class at our discretion. In the event a class is canceled, we will contact you immediately to arrange for another class date or a refund of the class fee paid.

    Please be advised that Vertex is not responsible for fees incurred for travel, such as nonrefundable airline tickets or other travel accommodation cancellation fees that result from cancellation of a class.

  • Customer Cancellation Policy

    If it is necessary for you to make a cancellation, please note our following cancellation policies.

    All cancellations must be made in writing on your company’s letterhead and should include the following information:

    • Name of the person scheduled to attend
    • Customer ID number
    • Class number
    • Class date
    • Class name

    No cancellation fee is charged if notice is received by Vertex within 72 hours after the attendee’s registration confirmation is faxed or e-mailed (“confirmation period”).

    Cancellations made after the 72 hours confirmation period will receive a credit for the same course, which will expire 1 year after the date of issuance.

    In the event that a registrant cancels and does not reschedule within at least 15 business days prior to the cancelled class start date, such registrant will be charged the full course fee or a training credit will be applied to cover the cancellation.  Registrants who do not provide cancellation notice for the class will either be charged the full course fee, or where provided, outstanding training credit will be applied to cover the course fee.

  • Refund Policy

    Refunds are provided if a cancellation notice is received by Vertex within 72 hours after the attendee’s registration confirmation is faxed or emailed (“confirmation period”).

    All requests for refunds must be made in writing on your company’s letterhead and should include the following information:

    • Name of the person scheduled to attend
    • Customer ID number
    • Class number
    • Class date
    • Class name

    Refunds are also provided when Vertex cancels a scheduled class. Refunds for a Vertex canceled class will be handled as follows:

    You will receive an email notification that Vertex has canceled a class. Alternate class dates will be provided for the same class. If you choose to register for an alternate class, you will receive an email and registration confirmation for the new class. 

    If Vertex does not receive a new registration request within 10 business days, a refund will be processed as follows:

    • Payment not received: the invoice will be canceled
    • Payment received:  a check for the class fee will be mailed to the Accounts Payable Department of your company

Locations

  • Chicago, IL

    Training Center

    MicroTek Chicago Training & Meeting Rooms
    230 West Monroe Street
    Chicago, IL 60606
    Phone: 312-236-3811

    MicroTek Chicago is within walking distance to some of Chicago's major attractions, including Willis and Trump Towers, Millennium Park and The Magnificent Mile. Located only four blocks from Union Station and within blocks of our partner hotels.

    Directions

    For a map click on the following link: Get Directions

    Training Center is located on the corner of Monroe and Franklin. The Main Entrance in on Franklin Street. Monroe is a One Way street that runs West to each and is one block West of Wells Street.

    From the North: Take I-90/94 South (Kennedy Expressway) to Monroe East exit.

    From the South: Take I-90/94 North to Monroe East exit.

    From the West: Take I-290 East (Eisenhower Expressway) and exit at Wacker/Franklin.

    Hotel Information

    For Hotel information, more detailed directions, and hotel discounts, please visit MicroTek's Web site at: https://www.mclabs.com/room-rentals/microtek-chicago/

    Parking

    Tower Self Park – 211 West Adams Street. The discounted rate is $25 per day (for up to 24 hours) and is payable by CASH ONLY to a MicroTek Chicago facility staff member. Please present the ticket that you received when you entered the garage along with your cash payment and you will be given a validation ticket. Be sure to retain both the entry and validation tickets as you will need to insert both of them at the exit gate when leaving the garage in the evening. You do not need to stop at the pay stations located in the garage lobby.

    Transportation

    Metra Train: Metra trains from the suburbs arrive at both Union and Ogilvie Stations. Each station is about a 3-block walk to our facility.

    CTA – Chicago Transit Authority: The CTA-EL Blue Line (O'Hare Airport) can be taken to the Monroe & Dearborn terminal. The train ride will take approximately 1 hour and then a 4 block walk to the facility. The CTA-EL Orange Line (Midway Airport) ride to the Washington & Wells terminal will take 35-40 minutes followed by a 2 block walk to the facility.

    Yellow Cab: 312-829-4222

    Airports: Chicago O'Hare International Airport (ORD) or Chicago Midway Airport (MDW)

  • London, UK

    Training Center

    Imparando City of London Learning Center (MicroTek London Training Facility)
    56 Commercial Road
    London, E1 1LP
    Phone: 0845 262 9492 or +44 (0) 207 702 9033

    Imparando City of London Learning Center Ltd./MicroTek London Training Facility is easily accessible from major airport hubs including London Heathrow, London Gatwick, London City, and London Stanstead. Transport links from airports can take you into the heart of London.

    Directions

    For a map click on the following link: Get Directions

    Please see the MicroTek London Training Facility Web pages for directions from Aldgate Tube Station, Aldgate EAST Tube Station; Londo Heathrow, London City Airport; and London Stansted. https://www.mclabs.com/uk/room-rentals/microtek-london/

    Transportation

    For London Bus Information: Click on the following link: https://tfl.gov.uk/plan-a-journey/

    Hotel Information

    For Hotel information, more detailed directions, and hotel discounts, please visit MicroTek's Web site at: https://www.mclabs.com/uk/room-rentals/microtek-london/

    Parking

    Imparando does not have any dedicated parking spaces on-site, however, there is a car park called Arch Parking, conveniently located near to the training facility on Back Church Lane.

  • Malvern, PA

    Training Center

    Penn State Great Valley
    Main Building
    30 East Swedesford Road
    Malvern, PA 19355
    Phone: 610-648-3209

    The Penn State Great Valley campus is approximately 30 miles from the Philadelphia International Airport. During rush hour, please allow at least 1 1/2 hours of travel time to the airport for return reservations. For additional information, please visit Penn State’s website.

    Directions from the Philadelphia International Airport

    Take I-95 south to I-476 north. From I-476, take Exit 16B (I-76 West, King of Prussia). Proceed to Exit 328A, 202 south West Chester. Keep to the left lane of the exit ramp and follow signs for Route 202 south. Take Route 202 south to the Great Valley Exit (Route 29 north). Take exit ramp to first traffic light. Turn left onto Swedesford Road. Turn left into Penn State Great Valley. Follow signs to the Main Building.

    Parking

    There is ample free parking.

    Photo Identification

    For short-term access to the university’s computers, you will need to provide a valid photo ID. Valid photo ID examples include, but are not limited to, Driver's License, Passport, and other Government Issued ID.

    Shuttle Service from the Philadelphia International Airport

    There is no direct public transportation from the airport to the training center. The following transportation options are available to get to our training center from the airport: car rental, taxi service, or limousine service. Two services follow. Click here for additional transportation options. 

    Tropiano Shuttle Service

    Reservations are required at least 24 hours in advance by calling (800) 559-2040. Flight information, arrival time and hotel information is needed to make a reservation. Logistic information will be provided upon making a reservation.

    Paoli Limousine

    Reservations are required at least 24 hours in advance for door-to-door town car service. Call 800-640-7428 to make a reservation.

    Hotel Information

    Penn State Great Valley has negotiated rates with many nearby hotels. Click here to view suggested hotels and request the Penn State rate when booking your hotel. 

    Most local hotels provide free shuttle service from the hotel to Penn State Great Valley. Please contact the hotel to make arrangements for shuttle service to and from Penn State in advance of your arrival. Vertex suggests that you consider renting a car as many hotels are not within walking distance to Penn State as well as a full-service restaurant on the hotel property.

  • Orlando, FL

    Training Center

    MicroTek Orlando Training & Meeting Rooms
    2145 Metrocenter Boulevard, Suite 150
    Orlando, FL 32835
    Phone: 407-532-4704

    MicroTek Orlando is located near Orlando's major attractions, such as Universal Studios and Walt Disney World. For a map click on the following link: Get Directions

    Directions from Krikman Road

    Turn onto Metrowest Blvd toward the large Metrowest sign. At the second red light, turn right onto Metrocenter Blvd. MicroTek is in the second building on the right, a 4-story beige office building with "Pearson" in blue lettering at the top.

    Hotel Information

    For Hotel information, more detailed directions, and hotel discounts, please visit MicroTek's Web site at: https://www.mclabs.com/room-rentals/microtek-orlando/

    Parking

    There is complimentary parking surrounding the building.

    Transportation

    MicroTek Orlando is location on Bus Route #23. Click on the following link for additional details about Lynx Public Transportation: http://www.golynx.com/maps-schedules/

    Yellow Cab: 407-699-9999

  • San Diego, CA

    Training Center

    San Diego Training and Conference Center (SDTACC)
    Diamond View Tower
    350 Tenth Avenue, Suite 950
    San Diego, CA 92101
    Phone: 619-235-8600

    Directions from San Diego International Airport

    Take Harbor Drive from the Airport east to Fifth Avenue turn left (north). Take Fifth Avenue three blocks and turn right (east) on J Street. Take J Street five blocks to Tenth Avenue; turn right (south) proceed 30 feet to the entrance of DiamondView Tower.  SDTACC is located on the ninth floor of the Diamond View Tower. Click here for additional directions.

    San Diego Training and Conference Center is located downtown, adjacent to the Padres’ ballpark in the exciting new East Village neighborhood, only steps from the Convention Center.

    Hotel Information

    For Hotel information and more detailed directions and hotel Discounts, please visit SDTACC’s Web site at http://www.downtownvenue.com/.

    Parking

    The entrance to The Padres Parkade is located diagonally across the street from DiamondView Tower on Tenth Avenue, a one-way street heading south. Daily rate is under $10.00. Click here for information on additional parking garages. 

  • San Francisco, CA

    Training Center

    MicroTek San Francisco
    655 Montgomery Street
    San Francisco, CA 94111
    Phone: 415-546-3811

    MicroTek San Francisco is located in the heart of San Francisco's Financial District and it in within block of San Francisco's best restaurants and shopping center as well as being located near many hotels. For a map click on the following link: Get Directions

    Directions from San Francisco International Airport

    Take the Pittsburg/Bay Point – SFIA/Millbrae towards Pittsburg/Bay Point. Exit at Montgomery Station and head southwest on Market Street towards Montgomery Street. Take a sharp right onto Montgomery Street and 655 Montgomery will be on your left.

    Hotel Information

    For Hotel information, more detailed directions, and hotel discounts, please visit MicroTek's Web site at: https://www.mclabs.com/room-rentals/microtek-san-francisco/

    Parking

    Montgomery Street Garage
    655 Montgomery Street
    Pricing (estimate) $5/30 minutes with a $25 daily maximum. Ask for the early bird special if you arrive by 9:00 AM and leave by 7:00 PM.

    Portsmouth Square Garage
    733 Kearney Street
    San Francisco, CA
    Pricing (estimate) $3/hour. Hours of operation: 24 hours, 7 days a week

    Washington Street Garage
    622 Washington Street
    (Corner of Washington Street and Columbus Avenue.)
    Pricing (estimate) $10/hour. Hours of operation, M-F 6:00 AM -9:00 PM

    Golden Gateway Garage
    250 Clay Street
    San Francisco, CA
    Pricing (estimate) $7/hour with a $38 daily maximum. Ask for the early bird special (M-F) if you arrive by 8:30 AM and leave by 10:00 PM.

    Public Transportation

    BART: Click on the following link for schedule information, stations, and fares for the Bay Area Transit: http://www.bart.gov/

    SFMTA: Click on the following link for schedule, bus stops and fares for the San Francisco Municipal Transportation Agency.

    San Francisco Bay Berry: Click on the following link for schedule and Ferry information: http://sanfranciscobayferry.com/

    Yellow Cab: 415-333-3333

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