{"pageProps":{"story":{"name":"Policies","created_at":"2023-07-17T19:05:37.266Z","published_at":"2025-02-28T17:43:14.542Z","updated_at":"2025-02-28T17:43:14.566Z","id":185656,"uuid":"f5d8cd71-d36c-4d83-82e5-33428efee60a","content":{"_uid":"979c3582-6f6e-4f88-99ff-710ce70b8d2a","body":[{"_uid":"f27b9c7e-d99c-44e5-a2e0-49e29b9663aa","body":{"type":"doc","content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Ways to register","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Online","type":"text","marks":[{"type":"link","attrs":{"href":"https://store.calcpa.org/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}},{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Customer Success:","type":"text","marks":[{"type":"bold"}]},{"text":" (800) 922-5272 (M–F 7 a.m.–5 p.m. PT)","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"Registration Policies","type":"text","marks":[{"type":"bold"}]}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Registrations are taken on a first-come, first-served, space-available basis.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Walk-ins for in-person events are allowed on a space-available basis with payment.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Multi-day programs must be attended by the same registrant each day. No substitutions are allowed.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"CalCPA Education Foundation reserves the right to substitute speakers, change locations based on facility availability, and cancel programs if necessary. Travel expenses incurred by the registrant for canceled events will not be reimbursed.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"CalCPA Education reserves the right to refuse admission or to remove any individual whose behavior it deems inappropriate.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"Event Cancellation Policies","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"To receive a full refund, cancellations can be requested by:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Clicking “Cancel Registration” from ","type":"text"},{"text":"Activities","type":"text","marks":[{"type":"link","attrs":{"href":"https://community.calcpa.org/s/activities","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":";","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Emailing ","type":"text"},{"text":"support@calcpa.org","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:support@calcpa.org","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":";","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Live Chat—accessible from any page on ","type":"text"},{"text":"calcpa.org","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.calcpa.org/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":"; or","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Calling CalCPA Customer Success at (800) 922-5272.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Cancellation requests must be made ","type":"text"},{"text":"at least three (3) business days prior","type":"text","marks":[{"type":"bold"}]},{"text":" to the event date. Cancellations ","type":"text"},{"text":"made less than three (3) business days prior","type":"text","marks":[{"type":"bold"}]},{"text":" to an event will incur a cancellation fee, unless the request falls within the Waiver Qualification Policy (see details below). Cancellation fees vary based on the number of CPE (or equivalent) hours offered for the event. Events purchased using CPE Select or Share100 products have no cancellation fees.","type":"text"}]},{"type":"paragraph","content":[{"text":"Waiver Qualification Policy:","type":"text","marks":[{"type":"bold"}]},{"text":" Cancellation fees will be waived under the following circumstances: (A) ","type":"text"},{"text":"Coronavirus Illness:","type":"text","marks":[{"type":"bold"}]},{"text":" Anyone with a physician’s letter indicating their confirmed illness with the Coronavirus COVID-19 (the physician’s letter must be provided by email or mail to CalCPA within 14 days of the event); (B) ","type":"text"},{"text":"Travel Restrictions:","type":"text","marks":[{"type":"bold"}]},{"text":" Anyone unable to attend a live, in-person event due to governmental travel restrictions will not be charged a cancellation fee; in addition, every attempt will be made to accommodate a person under travel restriction with a webinar version of the original program or a transfer of their registration to an equivalent CalCPA online professional education program of the person’s choice.  ","type":"text"}]},{"type":"paragraph","content":[{"text":"CalCPA will also consider any cancellation requests with extenuating circumstances on a case-by-case basis. Please contact CalCPA Customer Success at (800) 922-5272.","type":"text"}]},{"type":"paragraph","content":[{"text":"Cancellation fees* within 3 days of the event:","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"1–3 hours ... $30","type":"text"},{"type":"hard_break"},{"text":"4–6 hours ... $80","type":"text"},{"type":"hard_break"},{"text":"8 hours ......$135","type":"text"},{"type":"hard_break"},{"text":"16 hours ....$270","type":"text"},{"type":"hard_break"},{"text":"24 hours ....$375","type":"text"}]},{"type":"paragraph","content":[{"text":"No-shows","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Refunds will not be given for no-shows.","type":"text"}]},{"type":"paragraph","content":[{"text":"Prepaid education program holders—There is no cancellation fee but no-shows will have the number of registered CPE hours deducted from their program credit.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"Confirmation Notices","type":"text"}]},{"type":"paragraph","content":[{"text":"The CalCPA Education Foundation will email you a confirmation/reminder approximately five days before the event. You may also access your confirmation online at any time. Please check this notice carefully for final details about the event, including times, facility and download materials (if applicable).","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"Attendance and Credit","type":"text"}]},{"type":"paragraph","content":[{"text":"For complete information on our continuing education and credit information, visit our ","type":"text"},{"text":"CPE Requirements","type":"text","marks":[{"type":"link","attrs":{"href":"/education/cpe-requirements","uuid":"c26a5221-99c8-4068-a242-29994ad8d6f6","anchor":null,"target":"_self","linktype":"story"}}]},{"text":" page.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"Event Policies","type":"text"}]},{"type":"paragraph","content":[{"text":"At conferences, a light breakfast, lunch and wireless internet access are provided at no additional cost.","type":"text"}]},{"type":"paragraph","content":[{"text":"Coffee, tea and beverages are provided at courses. Courses at CalCPA offices also include lunch, free parking and wireless internet access.","type":"text"}]},{"type":"paragraph","content":[{"text":"Unless otherwise noted, event materials are available for download three business days prior to the event. Certain live events may have hardcopy materials distributed onsite.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"Accessibility Needs","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have accessibility needs, please contact Customer Success at ","type":"text"},{"text":"support@calcpa.org ","type":"text","marks":[{"type":"link","attrs":{"href":"support@calcpa.org","uuid":null,"anchor":null,"target":"_blank","linktype":"email"}}]},{"text":"or (800) 922-5272.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"hard_break"},{"text":"On-Demand Course Policies","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"You have one year from the date of purchase to complete your on-demand self-study course and pass the final exam. All on-demand exams require a minimum passing grade of 70 percent, with the exception of Regulatory review courses, which 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 ","type":"text"},{"text":"Activities","type":"text","marks":[{"type":"link","attrs":{"href":"https://community.calcpa.org/s/activities","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Exam results are accessible immediately upon submission of your exam. Your certificate of completion is available for download upon successful completion of your exam.","type":"text"}]},{"type":"paragraph","content":[{"text":"Complaint Resolution Policy","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"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 Success at ","type":"text"},{"text":"support@calcpa.org","type":"text","marks":[{"type":"link","attrs":{"href":"support@calcpa.org","uuid":null,"anchor":null,"target":"_blank","linktype":"email"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Product Returns","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"If you are not satisfied for any reason with any on-demand product, you may return it within 30 days for an exchange or refund. For refund instructions, call Customer Success at (800) 922-5272 or ","type":"text"},{"text":"support@calcpa.org","type":"text","marks":[{"type":"link","attrs":{"href":"support@calcpa.org","uuid":null,"anchor":null,"target":"_blank","linktype":"email"}}]},{"text":".","type":"text"}]}]},"title":"CalCPA Education Foundation","component":"richtext-section"},{"_uid":"7efa47e5-9e11-4d19-87b0-9b560088575d","body":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Ways to Register","type":"text","marks":[{"type":"bold"}]}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Online","type":"text","marks":[{"type":"link","attrs":{"href":"https://store.calcpa.org/?__hstc=76629258.b55f4f347fcbc27706d8c38aed8e93b1.1737147110568.1737147110568.1737147110568.1&__hssc=76629258.1.1737147110568&__hsfp=3011104808","uuid":null,"anchor":null,"target":"_self","linktype":"url"}},{"type":"bold"},{"type":"underline"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Customer Success:","type":"text","marks":[{"type":"bold"}]},{"text":" (800) 922-5272 (M–F 7 a.m.–5 p.m. PT)","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Registration Policies","type":"text","marks":[{"type":"bold"}]}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Registrations are taken on a first-come, first-served, space-available basis.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Walk-ins are allowed on a space-available basis at the full member/nonmember fee.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Multi-day programs must be attended by the same registrant each day.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"CalCPA reserves the right to refuse admission to any individual whose behavior it deems inappropriate.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"CalCPA also reserves the right to substitute speakers, change locations based on facility availability and to cancel programs if necessary.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Fees","type":"text","marks":[{"type":"bold"}]},{"type":"hard_break"},{"text":"CalCPA member fees are applicable for current CalCPA members. Membership year runs May 1–April 30.","type":"text"}]},{"type":"paragraph","content":[{"text":"Cancellation Policies","type":"text","marks":[{"type":"bold"}]},{"type":"hard_break"},{"text":"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.","type":"text"},{"type":"hard_break"},{"text":"Cancellations up to four business days prior to the event may be made by contacting customer service at (800) 922-5272 or ","type":"text"},{"text":"support@calcpa.org","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:support@calcpa.org","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". For more information regarding refunds, complaints or program cancellation policies, please contact our offices at (800) 922-5272 or ","type":"text"},{"text":"support@calcpa.org","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:support@calcpa.org","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"},{"type":"hard_break"},{"type":"hard_break"},{"text":"Attendance Policies","type":"text","marks":[{"type":"bold"}]},{"type":"hard_break"},{"text":"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.","type":"text"},{"type":"hard_break"},{"type":"hard_break"},{"text":"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.","type":"text"},{"type":"hard_break"},{"text":"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.","type":"text"},{"type":"hard_break"},{"type":"hard_break"},{"text":"CPE Credit Policies","type":"text","marks":[{"type":"bold"}]},{"type":"hard_break"},{"text":"For complete information on our continuing education and credit information, visit our ","type":"text","marks":[{"type":"textStyle","attrs":{"color":"#231F20"}}]},{"text":"CPE Requirements","type":"text","marks":[{"type":"link","attrs":{"href":"https://snazzy-mermaid-9d0652.netlify.app/education/cpe-requirements","uuid":null,"anchor":null,"target":"_self","linktype":"url"}},{"type":"underline"}]},{"text":" page.","type":"text","marks":[{"type":"textStyle","attrs":{"color":"#231F20"}}]},{"type":"hard_break"},{"type":"hard_break"},{"text":"Special Needs","type":"text","marks":[{"type":"bold"}]},{"type":"hard_break"},{"text":"If you have special needs, contact your ","type":"text"},{"text":"Chapter Program Associate","type":"text","marks":[{"type":"link","attrs":{"href":"/membership/chapters/","uuid":"36fe06b7-0426-4ee5-bd2f-570b0db5a9e7","anchor":null,"target":"_self","linktype":"story"}}]},{"text":" or Customer Service at (800) 922-5272 or email ","type":"text"},{"text":"support@calcpa.org ","type":"text","marks":[{"type":"link","attrs":{"href":"support@calcpa.org","uuid":null,"anchor":null,"target":"_blank","linktype":"email"}}]},{"text":"to register for your events so that we may accommodate them.","type":"text"}]}]},"title":"CalCPA Society Events","component":"richtext-section","visibility_conditions":[]}],"meta":{"_uid":"da0bee52-e2fc-4cfd-823d-345ea1cc87dd","title":"CalCPA Policies 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