Professional Development (CPE) Policies & Guidelines

Registration Fee Definitions

Member Fee: Extended to all OSCPA members, their employees not eligible for OSCPA membership and members of other State CPA Societies.

Nonmember Fee: Nonmembers (if not eligible under OSCPA Member Fee Definition) pay Member Fee, plus $100 per eight CPE credit hours. For seminars less than eight hours, refer to course descriptions in OSCPA CPE Catalog. < > indicates Nonmember Fee waived.

AICPA Members: AICPA members are eligible for a $30 discount on selected AICPA seminars (classes marked with * on calendars). Non-OSCPA AICPA members deduct discount from nonmember fee. Discount must be requested upon registration. We regret AICPA member discount cannot be granted on or following seminar date.

Academic Cooperation: In recognition of the importance of providing the most current technical information available to those entering the profession, it is the policy of the OSCPA to provide registrations to OSCPA members that are full-time accounting educators at a reduced rate of 50% of Member Fee. NOTE: AICPA discount applies. We regret other discounts do not apply.

Information Regarding Limitation of "Non-Technical" CPE for Licensee Renewal

The Oregon Board of Accountancy’s OAR 801-40-040 limits the CPE that licensees can claim in non-technical areas to 16 hours per renewal period. Non-technical CPE may be identified as interpersonal management skills, public relations, practice development and administration. This list is illustrative but not conclusive of subjects considered non-technical.

(To assist OSCPA program participants, the OSCPA Professional Development Strategic Interest Team has analyzed and indicated those programs that we deem as non-technical CPE. Those programs are indicated on the Professional Development Calendar with the non-technical symbol [NT]. Licensee’s should be aware that according to the Oregon Board of Accountancy requirements, the responsibility for substantiating that a particular program is acceptable and meets the requirements rest solely with the licensee.)

Register Early

You are encouraged to register at least four weeks prior to each seminar. Class sizes are limited. Registration for some programs may be closed weeks in advance. Likewise, if there is insufficient registration, the program will be cancelled. Walk-in registration on the day of the program will be accepted only if space and seminar materials are available.

Cancellation Policy

• Cancellations received 8 or more days prior to the event will incur no penalty.
• Cancellations received 7 or fewer days prior to the event will be charged a $25.00 cancellation fee or, without penalty you may: 1.) Send a substitute; 2.) Transfer your registration to another event of your choice.
• Registration fees can be transferred anytime prior to the event date and will incur no penalty.
• Requests for refund or transfer on or following the event date cannot be honored.
• Refunds will be returned to company/individual issuing original payments.

Mini-Series Cancellation

• Cancellations received 8 or more days prior to the event will incur no penalty.
• Cancellations received 7 or fewer days prior to the event will be charged a $10.00 cancellation fee or, without penalty you may: 1.) Send a substitute; 2.) Transfer your registration to another event of your choice.
• Registration fees can be transferred anytime prior to the event date and will incur no penalty.
• Requests for refund or transfer on or following the event date cannot be honored.
• Refunds will be returned to company/individual issuing original payments.

Refunds/Credits/Transfers

• Refunds, credits and transfers are issued based on OSCPA Professional Development Cancellation Policy. They are issued in the form of full refunds, refunds less cancellation fee, refundable credits, and non-refundable credits. (Refer to Cancellation Policy above.)
• Refundable credits must be used within one year of issue; thereafter, a refund check will be mailed.
• Nonrefundable credits will be held for one year from date of issue; thereafter, unused credit will be forfeited.
• Refunds will be returned to company/individual issuing original payment.

No-Show Registrants

(For Cancellation Policy, refer above.) Refunds/credits will not be issued to no-show registrants. Materials will be sent to no-show registrants.

Substitutions

Substitution of another individual for an established registrant will be accepted up to the first morning of the seminar.

Shared Registrations

We regret we are unable to split registrations for OSCPA programs. Non-registered participants will be charged.

Refreshment Breaks/Luncheon

Programs include seminar materials and refreshment breaks. Please refer to Registration Confirmation card to determine whether a luncheon is provided or contact the OSCPA Professional Development Division.

Advance Preparation Policy

Advance preparation, when required, is important to maximize learning for all attending the seminar.

Mailing Seminar Materials

Seminar materials are distributed at program site unless otherwise indicated. If you prefer to receive your materials in advance, contact the OSCPA Professional Development Division to determine availability.

Evaluations

Please complete an evaluation form following every Professional Development seminar you attend. Your comments help the OSCPA Professional Development Strategic Interest Team provide quality seminars and speakers in a comfortable environment. We appreciate your comments!

Cellular Telephones/Pagers/PDAs & Laptops/WiFi Use

To ensure an optimum learning environment for all seminar participants, cellular telephones and pagers must be turned off in the classroom. Laptop, PDA and WiFi use should not interfere with your learning nor that of others in the classroom.

Travel

If an event is cancelled, the OSCPA is not responsible for penalties incurred by registrants who must cancel travel arrangements. If you are booking airline tickets, etc., we encourage you to contact the OSCPA to determine if a class is a "go" and will be held prior to purchasing your ticket.

Hotel Accommodations

OSCPA event participants are responsible for their own overnight lodging.

Smoking Policy

In compliance with the Oregon Indoor Clean Air Act, all OSCPA Professional Development presentations will be conducted in non-smoking meeting rooms. Smoking is permitted during breaks in areas of meeting facilities where indicated.

Limitation of Distribution of Materials

Seminar materials developed for OSCPA sponsored presentations are available only to participants attending such seminars. The materials or portions thereof are not otherwise available for sale to individuals or educational institutions.

For further information on ordering In-House programs, contact the OSCPA Professional Development Division at 503-641-7200 / 1-800-255-1470, ext. 20 or 23. For further information on ordering Self-Study products, contact the OSCPA Professional Development Division at 503-641-7200 / 1-800-255-1470, ext. 24 or 23.

Miscellaneous

• The opinions expressed by Discussion Leaders/Speakers and Panelists, are not necessarily those of the Oregon Society of CPAs.
• The prices, dates and locations of the presentations listed in OSCPA Professional Development publications/promotional materials are subject to change without notice.
• The OSCPA reserves the right to make Discussion Leader/Speaker substitutions at any time without notice.
• The OSCPA reserves the right to make Facility substitutions. Although rare, if this does occur, we make every effort to contact each pre-registered participant in advance.
• The OSCPA reserves the right to refuse service.

CPE Credit

CPE Credit is only granted for CPE hours attended by the participant. Please note: We must have your signature on the record of attendance to provide a Certificate of Attendance.

Special Needs

If you have special dietary needs, please indicate in writing on your registration form in the area marked "Special Needs" or contact the Professional Development Division at least 7 days in advance.