Policies
CPA Education Foundation | California Society of CPAs
California CPA Education Foundation
4 Easy Ways to Register
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Online (view online registration instructions)
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(800) 922-5272 (M–F 8 a.m.–5p.m. PDT)
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Fax:
(650) 802-6214
- Mail: California CPA Education Foundation; P.O. Box 45066; San Francisco, CA 94145-0066. (Please allow time for processing)
Registration Policies
• Registrations are taken on a first-come, first-served, space available basis.
• Walk-ins are allowed on a space available basis at the full member/nonmember fee.
• No walk-ins are allowed for VP members or coupon users.
• Multi-day programs must be attended by the same registrant each day.
•The California CPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.
•The Foundation also reserves the right to substitute speakers, change locations based on facility availability and to cancel programs if necessary. Travel expenses for cancelled events incurred by the registrant will not be reimbursed.
Fees
CalCPA member fees are applicable for 2009-10 CalCPA members. VP fees are applicable for 2009-10 VP members. Coupon fees are applicable for current coupon users. The 2009-10 membership year runs May 1, 2009–April 30, 2010. Coupons are valid for one year from the date of purchase, effective February 1, 2009.
Cancellation Policies
If you need to cancel your registration, you must cancel three business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.
For VP members and coupon users, a $125 cancellation fee will be charged for all cancellations made less than three business days prior to the event. All VP no-shows will have 8 hours of VP credit deducted for each day of instruction missed. Coupon no-shows must surrender the coupon used to register.
• Webcasts—Cancellation must be received three prior business days for a full refund. After that time, for webcasts that are less than 8 hours, a $25 per hour cancellation fee will apply, up to $125. All VP no-shows will have the number of scheduled Webcast hours deducted. Coupon no-shows must surrender the coupon used to register.
• Financial Leadership Forum Executive Education Courses—The cancellation policies for Financial Leadership Forum’s Executive Education programs are specific to each event. Please refer to the program description for specific event details.
Cancellations up to three business days prior to the event may be made online. For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at (800) 922-5272.
Attendance Policies
To be admitted to your event, you are required to show photo ID and turn in your confirmation notice at the event registration desk. You may print your own confirmation notice online at anytime. Approximately 10 days before the event, the Education Foundation will send you an official confirmation notice (via e-mail, fax, or mail according to your stated preference). Please check this notice carefully for FINAL details about the event facility.
At the program you will be required to sign your confirmation notice and note the time you arrive. This confirmation is archived by the Education Foundation as required by the California Board of Accountancy to verify your CPE attendance in the event your CPE records are audited.
If you need to leave early you must sign out with the on-site administrator to receive partial credit. Random attendance monitoring may be conducted at any course.
CPE Credit Policies
Courses run from 8:30 a.m.–4:30 p.m., and conferences run from 8:30 a.m.–4:30 p.m. unless otherwise indicated. Arrive early to allow time for signing in and receiving your course materials before class begins (to make sure you receive full credit for the day). The California Board of Accountancy records CPE calculated on a 50-minute hour, which is comprised of two 25-minute segments. Once the first 50-minute hour of CPE has been completed, you will receive 1/2 credit hour for each additional 25-minute segment that is completed in class.
For PC&E (Professional Conduct and Ethics) credit, the California Board of Accountancy requires that participants have a minimum of eight continuous hours of ethics credit. Be sure you arrive on time to your ethics class to fulfill your PC&E requirement.
You can print a personalized certificate of completion from the My Events section of the website. It may take a few weeks following the course for attendance to be officially posted.
Your CPE record, located under My CPE Record, in the Manage My Account section of the website, will track your credit for all Education Foundation and CalCPA events. You can also add credit earned from other providers to keep your CPE record in one location. For your convenience, this information is offered in the same format as the CE Reporting worksheet required by the California Board of Accountancy.
On Site Policies
Coffee and tea are provided in the morning and soft drinks in the afternoon. Lunch will be provided for conference programs only. Parking fees are the responsibility of the attendee.
Course materials will be distributed on-site. If you are unable to attend the course, many of these course materials are available for sale in the reference section of this website. VP members may not pick up course materials on-site without attending as the VP program is based on CPE hours. Rather, they should cancel their registration and purchase the reference materials separately.
Some course materials and supplements may be e-mailed separately.
Special Needs
We want to make our programs accessible to all attendees. If you have special needs, contact Customer Services at (800) 922-5272 or custserv@calcpa.org to register for your events so that we can accommodate your needs.
Complaint Resolution Policy
For more information regarding administrative policies such as complaint and refund, please contact Customer Services at (800) 922-5272. The Education Foundation prides itself on the high quality of its programs and has a complete money-back guarantee for singly purchased programs. If you are not satisfied with any program, write to: Customer Services; California CPA Education Foundation; 1235 Radio Road.; Redwood City, CA 94065. Your feedback is very important to us.
Value Priced Membership Policies
VP membership is valid for programs offered May 1, 2009 through April 30, 2010. Membership for the 2009–10 CPE year includes up to 80 hours of live CPE, as well as webcasts, plus unlimited online CPE.
VP members who reach the limit of 80 hours of live CPE, including webcasts, will be charged the full member/nonmember price for each additional program.
All VP members must register in advance for all programs. No walk-ins are allowed. Registrations are taken on a first-come, first-serve basis.
Cancellation Policy: If you need to cancel your event registration, you must notify the Education Foundation three business days prior to the event. After that time, you will be charged a $125 cancellation fee. All no-shows will have 8 hours of VP credit deducted for each day of instruction missed. Add-on fees will not be refunded for no shows.
Event materials cannot be picked up at an event site unless you are attending the program. Some event materials may be available for purchase as reference materials. VP members receive discounts on reference materials and self-study courses.
VP membership is an individual membership. ID is required at event check-in. If a firm or organization pays for an employee’s VP membership, and prior to use, the employee leaves the firm, the VP membership may be transferred to another employee at the purchasing firm.
VP Membership fee is non-refundable. All sales are final.
Coupon Book Policies
New policy effective for sales starting Feb. 1, 2009.
• Coupon sales are nonrefundable. All sales are final.
• Coupons are valid for live events and webcasts one year from date of purchase (eg, Coupon purchased Feb. 1, 2009, expires Feb. 1, 2010).
• Coupon users must register in advance for all classes and webcasts. Registration is on a first-come, first-served, space available basis. We encourage you to register at least three weeks before each event to help ensure you secure a seat.
• Coupon users who need to cancel or transfer their registration must notify the Foundation three business days before the event. After that time, you will be charged a $125 cancellation fee. No-shows will be required to surrender the coupon that was used to register for the event.
• Add-on fees will not be refunded for no shows.
Privacy Policy
The Education Foundation respects the privacy of its attendees. We do not sell, rent, loan, or transfer any personal information regarding our customers to any unrelated third parties.
Self-Study/Online Course Policies
You have one year from date-of-purchase to complete your self-study or online course and pass the final exam. All self-study exams require a minimum passing grade of 70 percent (except for California ethics courses where the minimum passing grade is 90 percent). You are allowed three attempts to pass the final at no extra charge. You can access your courses at My Online/Self Study.
Once you are prepared to take the exam, you can easily access the online grading system—included free with the purchase of your self-study or online course. You will receive instant results and can print your certificate of completion for your records. If you prefer, you can mail in your test for grading for a $25 fee. The mail-in grading process takes an average of 7–10 working days. Your results will be sent to you via email or mail.
CPE Credit
All Education Foundation programs are developed to comply with California Board of Accountancy requirements. All programs—including live, text-based, online courses and recorded webcasts—qualify for interactive credit.
The California CPA Education Foundation 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 addressed to the National Registry of CPE Sponsors; 150 Fourth Avenue North, Suite 700; Nashville, TN, 37219-2417. Web site: www.nasba.org.
The Education Foundation has entered into program sponsor agreements with the following state boards of accountancy:
| New York 000224 | Illinois 158-000444 |
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Texas 02453 |
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New Jersey CE000164 |
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The following states do not issue formal sponsor agreements. These courses were designed to meet these state requirements:
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Alaska |
Arizona |
Arkansas |
California |
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Colorado |
Connecticut |
Delaware |
Georgia |
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Hawaii |
Idaho |
Iowa |
Kansas |
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Kentucky |
Louisiana |
Maine |
Massachusetts |
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Michigan |
Minnesota |
Mississippi |
Missouri |
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Montana |
Nevada |
New Hampshire |
New Mexico |
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North Dakota |
Ohio |
Oklahoma |
Pennsylvania |
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Puerto Rico |
Rhode Island |
South Carolina |
South Dakota |
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Utah |
Vermont |
Virginia |
Washington |
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West Virginia |
Wisconsin |
Wyoming |
Alabama |
| Maryland | District of Columbia | Indiana | North Carolina |
Our self-study courses are developed to meet national and state guidelines so our courses can be accepted for CPE credit in all states. Courses comply with the statement on standards for formal self-study programs [National Association of State Boards of Accountancy (NASBA)] CPE Standards.
Other Notes:
Idaho: Courses qualify as acceptable continuing professional education programs provided they meet the standards outlined in Section 6 of the Board of Accountancy Rules and Regulations.
Kansas: Courses are designed to meet the requirements of regulation 74-4-8(a).
Louisiana: Correspondence programs qualify as acceptable continuing professional education programs in the state of Louisiana provided they meet the requirements outlined in Chapter 7 of the State Board's Rules and Regulations. Many courses are not accepted for CPE credit in Louisiana.
Michigan: We have agreed to comply with the continuing professional education rules contained in R 338.5216.
Washington: For CPE Rules, visit
www.cpaboard.wa.gov
.
Florida, Oregon and Tennessee require QAS approved self-study. These courses are not QAS approved.
All our courses are developed to meet AICPA and NASBA guidelines so our courses can be accepted for CPE credit in all states. However, state boards have final authority to grant CPE. Please contact your governing agency to determine if specific courses qualify for your CPE requirements.
Product Returns
If you are not satisfied for any reason with any text-based self-study or reference product, you may return it within 30 days for an exchange or refund. (Shipping and handling fees are nonrefundable.) Call Customer Service at (800) 922-5272 for return instructions.
California Society of CPAs
Easy Ways to Register
- Online (view online registration instructions)
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(800) 922-5272 (M–F 8 a.m.–5p.m. PDT)
-
Mail:
Your
Chapter Program Associate
; or
California Society of CPAs; 1235 Radio Road; Redwood City, CA 94065-1217. (Please allow time for processing)
Registration Policies
• Registrations are taken on a first-come, first-served, space available basis.
• Walk-ins are allowed on a space available basis at the full member/nonmember fee.
• Multi-day programs must be attended by the same registrant each day.
• CalCPA reserves the right to refuse admission to any individual whose behavior it deems inappropriate.
• CalCPA also reserves the right to substitute speakers, change locations based on facility availability and to cancel programs if necessary.
Fees
CalCPA member fees are applicable for CalCPA members. The membership year runs May 1, 2009–April 30, 2010.
Cancellation Policies
If you need to cancel your registration, you must cancel three business days prior to the event to receive a full refund. After that time a refund will be issued on a case-by-case basis through the local program associate. No refunds will be given for no-shows.
Cancellations up to three business days prior to the event may be made online or through Customer Service. For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at (800) 922-5272.
Attendance Policies
You may print your own confirmation notice
online. Approximately 10 days before the event you will receive an official confirmation notice (via e-mail, fax, or mail according to your stated preference). Please check this notice carefully for FINAL details about the event facility.
At the program you will be required to sign in at registration. This confirmation is archived by CalCPA as required by the California Board of Accountancy to verify your CPE attendance in the event your CPE records are audited.
If you need to leave early you must sign out to receive partial credit.
CPE Credit Policies
The California Board of Accountancy records CPE calculated on a 50-minute hour, which is comprised of two 25-minute segments. Once the first 50-minute hour of CPE has been completed, you will receive 1/2 credit hour for each additional 25-minute segment that is completed in class.
You can print a personalized certificate of completion from the My Account section of the website. It may take up to two weeks following the course for attendance to be posted. You will receive an email notification when your certificate of completion is ready.
Your CPE record, also located in My Account, will track your credit for all Education Foundation and CalCPA events. You also can add credit earned from other providers to keep your CPE record in one location. For your convenience, this information is offered in the same format as the CE Reporting worksheet required by the California Board of Accountancy.
Special Needs
We want to make our programs accessible to all attendees. If you have special needs, contact your
Chapter Program Associate
or Customer Service at (800) 922-5272 or
calcpamember@calcpa.org
to register for your events so that we can accommodate your needs.
Privacy Policy
CalCPA respects the privacy of its attendees. We do not sell, rent, loan, or transfer any personal information regarding our customers to any unrelated third parties.
