CPE Policies and Procedures

Flu Pandemic Policy

Cancellation/Refund/Transfer Policy

Season Ticket/Coupon holders are required to abide by all Season Ticket policies as well as all regular CPE policies. Season Ticket policies take precedence over regular CPE policies. See SeasonTicket policies for details.

Cancellations and transfers received less than five (5) business days prior to the course will result in a $25 service fee. All remaining monies will be refunded. Registration fees will be forfeited if unmarked materials have not been returned within one-week after the course date. No shows forfeit the entire registration fee and/or will be invoiced for the full cost of the event. Materials will be sent to the registrant.

No refunds or transfers will be made on presentations of four (4) hours or less, technical luncheons, roundtables or mini-sessions if cancellation is received less than five (5) business days prior to event.

Registration

Registration may be completed online, by mail, telephone, or fax. Payment must accompany registration. Advance reading materials will not be sent nor is space guaranteed until payment is received.

Walk-in participants will be admitted upon payment of fee and as space permits. Walk-ins are not guaranteed to receive the course materials at that time. Course materials will be sent to walk-in participants within two weeks after the course. All registrants must prepay in full before admittance to any program. Individuals with outstanding unpaid registration fees from the prior year will not be allowed to register for current courses including seminars, conferences, video or audio CPE, or customized firm and company training until all outstanding bills are current.

Registration Confirmation

A registration confirmation is e-mailed to registrants within 24 hours of processing. In the event that the WSCPA does not have an e-mail on file or has been asked by the individual to be excluded from receiving e-mail from the WSCPA, the confirmation is mailed. If registration is received within 24 hours of the course start date, a confirmation will not be sent unless specifically requested. If a course is at capacity, registrants will be contacted immediately and a wait-list will be maintained.

Registration Fee Definition

WSCPA members and members of other state societies with a reciprocal agreement are eligible for a discount off of the standard course fee. All other registrants pay the standard course fee.

Certificate of Attendance

To receive a Certificate of Attendance for proof of CPE credit, participants must sign-in and sign-out with the on-site representative at each event. If the event qualifies for four credits or less, it is not necessary to sign out. Each participant will receive a Certificate of Attendance via e-mail within 10 business days. Please note: If no signature appears on the sign-in/out sheet, WSCPA is unable to verify your attendance.

Distribution of Materials

Materials prepared by WSCPA, the AICPA CPE Division and other CPE suppliers are designed specifically for use at course presentations and are available only to participants attending such programs. The materials or portions thereof are not otherwise available for sale to individuals or educational institutions.

Advance Preparation

Registrants are strongly urged to prepare for the course where advance preparation is indicated to allow the discussion leader to present more advanced instruction.

Course Cancellation

Although courses are seldom cancelled, if insufficient registrations are received the course will be cancelled five days in advance of the presentation date. In the event a course or seminar is cancelled, registrants will receive a full refund upon receipt of any shipped course materials.

Substitutions

Substitutions of registrants are permitted at all CPA courses, seminars and conferences, except for Season Ticket or coupon registrants. Please notify the WSCPA the day before the event.

No-Smoking Policy

In accordance with Washington State, RCW 70.160, smoking is not allowed at any WSCPA event or within 25 feet of all entrances and exits, windows that open, and ventilation intakes.

Airline Policy

If insufficient registrations are received for a course, it will be cancelled five days in advance of the course date. Please remember the "five days out" rule of thumb in making airline reservations to avoid travel cancellation penalties. The WSCPA is not liable for any penalties incurred if you cancel/change your airline reservations. If we cancel a program, we will refund or transfer your registration fee in full.

Cellular Phones

As a courtesy to fellow participants, participants are requested to turn off or silence cell phones during the presentation.

Weather Cancellation Policy

In the case of inclement weather, as long as the instructor can arrive and the facility is open and functioning, all courses will take place.

If a participant chooses not to attend based on weather conditions, they will be charged the standard service fee of $25. All remaining monies will be refunded.

All monies paid for programs such as technical luncheons, breakfast roundtables or committee events will be forfeited, unless the instructor/facility cannot accommodate the meeting.

Miscellaneous

The prices, dates and locations of the presentations listed in the CPE Digest, Washington CPE Catalog, and any other CPE publication/promotional material, are subject to change without notice.

The CPE policies and procedures are in effect for all WSCPA sponsored programs.

The WSCPA reserves the right to make speaker substitutions at any time without notification to registrants.

The WSCPA has adopted the AICPA Statement on Standards for Formal Group and Formal Self-Study Programs, and all courses, seminars and conferences sponsored by the WSCPA meet the Statements’ criteria.

These CPE policies are subject to change without notice by action of the Director of Education.