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 $50 per four CPE credit hours or $100 per eight CPE credit hours. For seminars less than four hours or more than eight hours, refer to course descriptions in OSCPA Professional Development Catalog.

AICPA Members

AICPA members are eligible for a $20 discount for four CPE credit hours or $30 discount for eight CPE credit hours on select AICPA seminars. Non-OSCPA AICPA members deduct the discount from nonmember fee. Discount must be requested upon registration. We regret that the AICPA member discount cannot be granted on or after the seminar date.

If you have questions or need assistance, please contact the Professional Development division at 503-641-7200 / 800-255-1470, ext. 3 or e-mail at profdev@orcpa.org. We're here to help!

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 the member fee. NOTE: AICPA discount applies. We regret other discounts do not apply.

Confirmations

Registrations are processed on the day they are received and a confirmation is sent via email or mail, according to your preference, the next business day. Unless mail is specified, confirmations will be sent to your email address on file.

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 Committee 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]. Licensees 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 rests 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 eight (8) or more days prior to the event will incur no penalty.
  • Cancellations received seven (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 any time 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 eight (8) or more days prior to the event will incur no penalty.
  • Cancellations received seven (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 any time 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.

Project/Strategic Committee: Complimentary Registration

Complimentary conference registration is offered as a benefit to those committee members actively participating on a project/strategic committee.

  • Active participation is defined by attending, in person or via conference call, the majority of all planning meetings and/or attending the majority of planning meetings and finding conference speakers and topics.
  • Complimentary registration is offered for the conference the committee is planning.
  • The committee member's complimentary conference registration cannot be transferred to another event or participant.

No-Show Registrants

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


Substitutions

Substitution of another individual for an established registrant will be accepted up to the start of registration of the in-person program.

Shared Registrations

OSCPA is unable to split registrations for OSCPA programs between individuals. Non-registered participants will be charged. Multi-day classes may not be split. The full registration fee will be charged even if a participant wishes to attend only a portion of a multi-day class.

Refreshment Breaks/Luncheon

Programs include seminar materials and refreshment breaks. Please refer to your registration confirmation to determine whether a luncheon is provided or contact the OSCPA Professional Development Division for assistance.

Advance Preparation Policy

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

Mailing Seminar Materials

Seminar materials are distributed onsite at the program unless otherwise indicated.

Evaluations

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

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 or 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 travel, etc., we encourage you to contact the OSCPA to determine if a class 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 Smokefree Workplace Law, 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

Program materials developed for OSCPA sponsored presentations are available only to registered participants. The materials or portions thereof are not otherwise available for sale or unauthorized use. Note: Materials may not be copied or electronically distributed to others for internal/external use in compliance with prevailing copyright laws.

On-Site & Self-Study Programs

OSCPA offers a wide variety of self-study and on-demand courses. To explore current course offerings, click here. OSCPA can help you bring quality education right to your doorstep with on-site programs. We will work with you to tailor the education to your specifications and timing; education when you want it and when you need it. For on-site training details, click here. For information on ordering on-site or self-study programs, contact the OSCPA Professional Development Division at 503-641-7200 / 800-255-1470, ext. 3.

Miscellaneous

  • The opinions expressed by Discussion Leaders/Speakers and Panelists are not necessarily those of the Oregon Society of CPAs.
  • The fees listed in OSCPA Professional Development publications/promotional materials are subject to change without notice.
  • In the case of unforeseen circumstances, conference and seminar titles and topics are subject to change.
  • 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 and date changes as necessary. 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.

Recordings at OSCPA Events

By registering for and attending any OSCPA event or program, you agree to the following terms and conditions: The OSCPA may audio and/or videotape and/or photograph participants and speakers/panelists at any OSCPA event. Pictures, audio recordings, or videotape recordings of OSCPA events may be used in future promotions for the Oregon Society of CPAs and/or its events, including in online and printed materials. Any pictures, audio tape recordings, or videotape recordings become the sole and exclusive property of the Oregon Society of CPAs.

CPE Credit

  • CPE credit is issued to participants based on their full attendance at educational programs according to the credit hours determined for program structure. Due to Oregon Board of Accountancy rules, participant’s individual CPE credit must be adjusted to an amount less than the total eligible credit if the attendee does not attend the entire program. In that instance, OSCPA will provide the attendee with an adjusted certificate of attendance reflecting the reduction of CPE credit. The participant’s signature on the Program Attendance Record is required for CPE credit to be issued.
  • According to the Oregon Board of Accountancy’s Oregon Administrative Rules pertaining to Continuing Professional Education, eligible CPE credit is measured by program length, with one 25 minute period equal to one-half CPE credit. Additional information regarding credit allowed and evidence of completion can be found by visiting the Oregon Board of Accountancy’s website under Administrative Rules 0030-801-040-0050.

Special Needs

  • Special Dietary Needs: Please indicate in writing on your registration form in the area marked “Special Needs,” online in your profile, or contact the Professional Development Division at least seven days in advance.
  • ADA: Please contact Professional Development upon registration. Advance notification appreciated so that we may properly assist you.

Product Orders

Please be advised that all sales are final as all materials are custom assembled for your unique order. This may include, but is not limited to, electronic and paper orders for On-site Training Packages and Informational Packages.