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CPA Education Foundation | California Society of CPAs

California CPA Education Foundation

4 Easy Ways to Register

  1. Online
  2. (800) 922-5272 (M–F 8 a.m.–5p.m. PDT)
  3. Fax: (650) 802-6214
  4. 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.

Fees
CalCPA member fees are applicable for 2008-09 CalCPA members. VP fees are applicable for 2008-09 VP members. Coupon fees are applicable for 2008-09 coupon users. The 2008-09 membership year runs May 1, 2008–April 30, 2009. Coupons are valid for that same time period.

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.

Some programs may have a special cancellation policy that will be noted within the specific program details. Transferring to another event may be made without penalty up to three business days prior to the event date.

For VP members, a $125 cancellation fee will be charged for all cancellations made less than three business days prior to the event. All no-shows will be charged the full member/nonmember fee. Credit hours will not be counted against a VP member's 80 hours in the case of a no-show.

For coupon users, a $125 cancellation fee will be charged for all cancellations made less than three business days prior to the event. All no-shows will be required to surrender the coupon that was used to register.

Cancellations up to three business days prior to the event may be made at online .

  • Hawaii CE Week Courses —Cancellations made prior to June 1 will be charged a $150 cancellation fee. VP members who cancel after June 1 will be charged the full member/nonmember rate for each course, less the pre-paid $75 VP add-on fee. Coupon users who cancel after June 1 will forfeit their coupon. VP and Coupons users may transfer to another Hawaii CE Week course at no charge.
  • Financial Leadership Forum Executive Education Course —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.


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 from the website 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. - 5 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 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.

On Site Policies
Lunch is not provided at our programs unless noted in the program description. Coffee and tea are provided in the morning and soft drinks in the afternoon. 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 will be available online in the My Account section of the website. You will be notified by e-mail if your course instructor has made materials available.

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 webreg@educationfoundation.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, 2008 through April 30, 2009. VP membership for the 2008-09 CPE year includes up to 80 hours of live CPE and unlimited online CPE, excluding webcasts.
  • Once a VP member has reached the limit of 80 hours of live CPE, he or she will be charged the full 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.
  • NEW CANCELLATION POLICY: If you need to cancel your event registration, you must notify the Education Foundation three business days prior to the event. You will be billed a $125 cancellation fee for cancellations made after this time.
  • All no-shows will be charged the full price member/nonmember fee for the event.
  • 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, self-study courses and webcasts.
  • 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

  • The coupon discount program has gone paperless! A sequence of serial numbers will be assigned with the purchase of Coupon5 or Coupon10. One serial number is needed to register for each event day. Coupon users must have a valid coupon serial number in order to register for an event.
  • Coupon sales are nonrefundable. All sales are final.
  • Coupons are valid for events scheduled from May 1, 2008 through April 30, 2009. (Coupons not used within the fiscal year are NOT valid for the following fiscal year.)
  • All coupon users must register in advance for all classes. Walk-ins are not permitted. Registration is on a first-come, first-served, space available basis. We urge you to register at least three weeks before each event to ensure you get a seat.
  • Coupons may not be combined with other forms of payment.
  • NEW CANCELLATION POLICY: If you need to cancel your event registration, you must notify the Education Foundation three business days prior to the event. You will be billed a $125 cancellation fee for cancellations made after this time.
  • All no-shows will be required to surrender the coupon that was used to register.
  • The coupon purchaser can track the coupon serial use through the My Account section of this website.


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.

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 self-study formats—including text-based, online courses and recorded webcasts — qualify for interactive self-study credit. 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.
The Education Foundation has entered into program sponsor agreements with the following state boards of accountancy:

Alabama Illinois 158-000444 Maryland E-843
New York 000224 Texas 02453 District of Columbia
Indiana CE9200025 New Jersey CE000164 North Carolina 86-0072

The following states do not issue formal sponsor agreements. These 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


* Note: State Boards have final authority to grant CPE 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

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.
Maryland: We have entered into an agreement with the Maryland State Board of Public Accountancy to meet the requirements of Chapter 02.03B. of the Regulations.
Michigan: We have agreed to comply with the continuing professional education rules contained in R 338.5216.
North Carolina: We are registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing professional education. Complaints regarding sponsors should be forwarded to North Carolina Board of CPA Examiners, PO Box 12827, Raleigh, NC 27605-2827. Many courses are not accepted for CPE credit in North Carolina.
Washington: For CPE Rules, visit www.cpaboard.wa.gov.
Note: 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.

Note: It is each attendee's own responsibility to ensure that any course meets their 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

  1. Online
  2. (800) 922-5272 (M–F 8 a.m.–5p.m. PDT)
  3. 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–April 30.

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.


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 calcpa_member@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.