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Registration Policies
CalCPA Professional Education Event Cancellation Policies (Updated March 12, 2020)
Due to the current Coronavirus situation, CalCPA is temporarily modifying its cancellation policies to accommodate extraordinary circumstances. These modifications are effective as of March 12, 2020, and will revert to CalCPA’s regular cancellation policies at a future date to be determined by CalCPA.
To receive a full refund, cancellations can be requested by:
Cancellation requests must be made at least three (3) business days prior to the event date. Cancellations made less than three (3) business days prior to an event will incur a Cancellation Fee, unless the request falls within the Waiver Qualification Policy (see details below). Cancellation Fees are based on the number of CPE (or equivalent) hours offered for the event.
Waiver Qualification Policy: Cancellation Fees will be waived under the following circumstances: (A) Coronavirus Illness: Anyone with a physician’s letter indicating their confirmed illness with the Coronavirus COVID19 (the physician’s letter must be provided by email or mail to CalCPA within 14 days of the event); (B) Travel Restrictions: Anyone unable to attend a live, in-person event due to Coronavirus COVID19 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 webcast version of the original program or a transfer of their registration to an equivalent CalCPA online professional education program of the person’s choice.
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.
Cancellation Fees* Within 3 Days of Event
1–3 hours ... $30 4–6 hours ... $80 8 hours ......$135 16 hours ....$270 24 hours ....$375
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:
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 Learn how CalCPA is taking precautions for COVID-19 at all of our live events by visiting our Vaccine and Testing Policy page. At conferences, light breakfast, lunch and wireless internet access are provided at no additional cost. At courses, coffee, tea and beverages 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. Certain live events will have hardcopy materials distributed onsite. Accessibility Needs If you have accessibility needs, please contact Customer Service at support@calcpa.org or (800) 922-5272.
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. (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.
ProDio Mobile Audio Learning: Refunds are not offered for ProDio Mobile Audio Learning courses unless in exceptional circumstances where the customer is unable to access the ProDio course due to the fault of ProDio. 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 support@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
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 support@calcpa.org for return instructions.
Easy Ways to Register
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 support@calcpa.org. For more information regarding refunds, complaints or program cancellation policies, please contact our offices at (800) 922-5272 or support@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 support@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.
