Policies

CalCPA Education Foundation

4 Easy Ways to Register
  • Online
  • Customer Service: (800) 922-5272 (M–F 7 a.m.–5 p.m. PST)
  • Fax: (855) 459-8015
  • 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 with payment.
  • Multi-day programs must be attended by the same registrant each day. No substitutions are allowed.
  • CalCPA Education Foundation reserves the right to substitute speakers, change locations based on facility availability and to cancel programs if necessary. Travel expenses incurred by the registrant for canceled events will not be reimbursed.
  • CalCPA Education reserves the right to refuse admission and to remove any individual whose behavior it deems inappropriate.

Fees
All standard and discount program fees are valid one year from date of purchase. Fees are applied when the CPE event is held or CPE product is purchased.

CalCPA member rates are applicable only to CalCPA members in good standing during the applicable term. VPE fees are applicable only to current CalCPA members. Nonmembers are eligible to purchase Coupons.

Cancellation Policies
To receive a full refund, cancellations can be requested by:
  • Clicking “Cancel my Registration” from the Tools menu at www.calcpa.org/myevents;
  • Emailing calcpa@calcpa.org;
  • Live Chat—accessible from any page on calcpa.org; or
  • (800) 922-5272. Request must be made at least four business days prior to the event date.

Cancellations made less than four business days prior to an event will incur a cancellation fee. Fee is based on the number of hours offered for the course.

Cancellation Fees
1–3 hours ... $25
4–6 hours ... $75
8 hours ......$125
16 hours ....$250
24 hours ....$350

No-shows
Refunds will not be given for no-shows.

VPE discount program holders—No-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon users—No-shows will forfeit the coupon used to register.

Confirmation Notices
Approximately five days before the event, CalCPA Education Foundation will send you a confirmation/reminder via email. You may also access your confirmation online at any time. Please check this notice carefully for FINAL details about the event facility and to download materials for events with ebooks.

Attendance and Credit
You are required to legibly sign your name on the official sign-in sheet prior to the start of the event. Late arrival/early departure must be noted and partial credit will be awarded.

California Board of Accountancy Requirements
CPE providers are required to:

  • Closely monitor attendance during CPE. If you are not in the room for an extended period of time you will not receive full credit.
  • Calculate CPE on a 50-minute hour. Once the first 50-minute hour of CPE has be completed, you will receive .5 hour credit for each 25-minute segment.
  • Webcast: Attendance check three times every hour, with at least one check occurring at an irregular interval. In order to receive full credit, you must be in attendance for the duration of the webcast and respond to at least 75% of the attendance questions.
  • Archive sign-in sheets to verify your CPE attendance in the event your CPE records are audited.

Webcast
Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met

Certificate of Completion
3–5 business days after the course completion, access your certificate of completion from calcpa.org/CPE_Tracker.

Fraud Requirement
All licensees who are subject to the Accounting & Auditing requirement or Government CE requirement shall also complete four hours of fraud continuing education specifically related to the prevention, detection and reporting of fraud in financial statements, every renewal period of two years.

Ethics and Regulatory Review Requirements

Four hours of ethics continuing education is required every renewal period of two years.

A two-hour regulatory review course is required every six years covering the California Accountancy Act, plus California Board of Accountancy regulations and enforcement actions.

Event Policies
At conferences, light breakfast, lunch and wireless internet access are provided at no additional cost.

At courses, coffee, tea and soft drinks are provided. Courses at CalCPA offices and CPE Weeks also include lunch, free parking and wireless internet access.

Unless otherwise noted, event materials are available for download three business days prior to the event. Hardcopy materials are available for purchase at the time of registration, prior to the event. Certain live events will have hardcopy materials distributed onsite. Certain webcasts will have hardcopy materials available for purchase.

Accessibility Needs
If you have accessibility needs, please contact Customer Service at calcpa@calcpa.org or (800) 922-5272.

Self-Study/Online Course Policies
You have on 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. (Regulatory review courses require a minimum passing grade of 90 percent). You are allowed three attempts to pass the exam at no extra charge. You can access your courses at calcpa.org under My Online/Self-Study.

Exam results are accessible immediately upon submission of your exam. Your certificate of completion is available for download upon successful completion of your exam.

Complaint Resolution Policy
CalCPA Education Foundation prides itself on the quality of its programs and offers a money-back guarantee for individually purchased programs. For more information regarding administrative policies, please email Customer Service at calcpa@calcpa.org.

CTEC Credit
CalCPA Education Foundation has been approved by the California Tax Education council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, toll-free by phone at (877) 850-2832), or on the internet at www.ctec.org.

NASBA Registered
CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to NASBA through its website: www.learningmarket.org.

CalCPA Education Foundation is also a registered continuing education provider with the following organizations: CTEC  CFP  IRS

The California CPA Education Foundation has entered into program sponsor agreements with the following state board of accountancy:

Texas 02453

The following states do not issue formal sponsor agreements. Education Foundation courses were designed to meet these state requirements:

Alaska

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

Georgia

Hawaii

Idaho

Iowa

Kansas

Kentucky

Louisiana

Maine

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nevada

New Hampshire

New Mexico

North Dakota

Ohio

Oklahoma

Pennsylvania

Puerto Rico

Rhode Island

South Carolina

South Dakota

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming

Alabama
Maryland      District of Columbia
Indiana North Carolina


Note: State Boards have final authority to grant CPE credit. It is each attendee's own responsibility to ensure that any course meets their CPE requirements. 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

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 self-study 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 or calcpa@calcpa.org for return instructions.

CalCPA

Easy Ways to Register

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 current CalCPA members. Membership year runs May 1–April 30.

Cancellation Policies

If you need to cancel your registration, you must cancel four 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 four business days prior to the event may be made by contacting customer service at (800) 922-5272 or calcpa@calcpa.org. For more information regarding refunds, complaints or program cancellation policies, please contact our offices at (800) 922-5272 or calcpa@calcpa.org.

Attendance Policies
All confirmation notices are available online. Approximately 5 days before the event you will receive an official confirmation notice. Please check this notice carefully for FINAL details about the event facility.

To be admitted to an event, you are required to legibly sign your name on the official sign-in sheet prior to the start of the event. If you arrive late, you must note your arrival time on the sign-in sheet. If you need to leave early, you must initial and note your departure time on the sign-in sheet to receive partial credit.
The California CPA Education Foundation archives sign-in sheets as required by the California Board of Accountancy to verify your CPE attendance in the event your CPE records are audited.

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 access your personalized certificate of completion from the My Events, or My CPE Tracker. .It may take up to two weeks following the course for attendance to be posted.

Your CPE record, located in My CPE Tracker, 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
If you have special needs, contact your Chapter Program Associate or Customer Service at (800) 922-5272 or send an email to calcpa@calcpa.org to register for your events so that we may 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.