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Consultation

Book a personalized walkthrough of the entire program.

Bring your business, your industry, and the states you want to operate in. We’ll walk you through approvals, curriculum, portals, reporting, timelines — and every question you have. You’ll leave with a clear roadmap.

Book your 30-minute walkthrough

This is a working session, not a pitch. Come with your business and your questions. We’ll walk you through the program end to end and give you a clear picture of what running it inside your company would actually look like.

Ryan Lewis, CE program advisor at Preferred Systems
Ryan Lewis
CE program advisor

Ryan walks you through how the program works in your state, what approval involves, and what it costs. Pick a time that suits you.

Book a call with Ryan
What you’ll leave with

A working picture of your program — not a sales pitch.

Whether or not you move forward with us, the consultation is designed to be immediately useful. Here’s what you’ll walk away with.

A clear picture of how the program actually works
End to end, in plain language — no jargon, no fine print buried three pages down.
Recommended states for your business
Based on your industry, footprint, and where continuing education would move the needle for you.
The course options available for your industry
We’ll walk through what’s currently approved in the states you’re focused on — and where we can add more.
A realistic timeline from approval to first class
Board timelines vary by state; we’ll tell you exactly what to expect for the ones that matter to you.
Answers to every question you bring
Approvals, pricing, staffing, ongoing support, compliance — nothing gets deferred to a follow-up email.
A concrete next step
Even if that step is “go think about it” or “we’re not ready yet.” You’ll know where you stand.
Confidence in what a real CE program looks like
You’ll see the systems and understand the mechanics — not just marketing copy.
A live look at the platform

You see the working systems, not a slide deck.

During the call we’ll open the actual platform and walk through the pieces you and your team would live in every day. Ask questions as we go — that’s the whole point of the format.

Instructor Portal
Where your team schedules classes, manages rosters, and tracks engagement — in one place.
Student Experience
What your attendees see, from registration through class completion.
Registration Experience
The end-to-end flow your attendees go through, typically under two minutes on any device.
Course Management
How you find, select, and deploy the courses we’ve already had approved with the states.
Reporting & Analytics
Attendance, completion, and audit-ready records — for every class you run.
Certificates
State-compliant certificates delivered to every attendee by email. No spreadsheets.
Administrative Dashboard
The single view your operations team uses to manage everything.
Prefer to talk first?

Reach out any way you like.

If the calendar doesn’t have a time that works, or you’d rather send a note first, we’re easy to get hold of. A real person on our team gets back to you within one business day.

Family-owned and independent since 1998.