CPE Foundation Policies and Procedures

INQUIRIES

Email CPE Customer Service

The CPE InfoLine 800-428-0272 or 972-687-8500 is answered Monday through Friday from 8 a.m. to 5 p.m.

To register one person, OR MORE, or to register for MORE THAN ONE CPE program at a time:
Registration form (Print/Fax).

REGISTER EARLY

All registrations should be received by TXCPA at least 10 days prior to the course date.  If a sufficient number of registrations have not been received, the course will be cancelled.

REGISTRATION FEE POLICY

The member course fee is available to TXCPA members; members of other CPA state societies with which a reciprocity agreement has been established; and non-CPAs who work with a TXCPA member.  A nonmember fee will be charges to CPAs who are not a member of TXCPA or another state society and non-CPAs who do not work with a TXCPA member.  Our online partners and other education resource partners offer discounts for TXCPA members.

TO REGISTER

All registrations must be accompanied by full payment (check, Visa, MasterCard, American Express or Discover) before your space for the course can be reserved.  Visa, MasterCard, American Express and Discover fax registrations can be sent to 800-207-0272 or 972-687-8696.  Registrations being paid for by check cannot be faxed.

MAIL REGISTRATIONS

Registrations should be mailed to:

TXCPA CPE Foundation Inc.
14651 Dallas Parkway, Ste. 700
Dallas, TX  75254

Registration form (Print/Fax).

Using any other address may cause lengthy delays in your registration processing.

CONFIRMATION

After your registration is received by TXCPA you will be emailed a confirmation with the program dates, class times and course site. Occasionally there may be a date or location change, so please check the information carefully. If you have not received your confirmation 48 hours prior to the program, contact the CPE InfoLine to verify registration.

COURSE HOURS

Eight hour programs generally run 8:30 a.m. to 4:45 p.m. with registration beginning at 8:am. The four hour ethics program runs from 8:30 a.m. to 12 p.m.  Summer Clusters, conference and webcast times vary. Your confirmation will indicate the exact times.  Your seat and material will be held for 30 minutes after the class begins.

WAIT-LISTED AND WALK-IN REGISTRANTS

Preregistered individuals who are on the wait list will be admitted in the class 30 minutes after the class begins, if space is available.  Walk-in registrants may enroll 15 minutes after wait listed registrants have enrolled, if seats remain unclaimed.  Exceptions to this policy will be denoted in course advertising.

CONFERENCE CANCELLATIONS, TRANSFERS AND SUBSTITUTIONS

Cancellations received less than five business days prior to the conference start date are subject to a $50 cancellation fee. Substitutions will be allowed until the start time of the program at no charge by calling 800-428-0272 or 972-687-8500 (option 1). No shows forfeit the entire registration fee.

SEMINAR CANCELLATIONS, TRANSFERS AND SUBSTITUTIONS

Will be accepted with no administration fee ON or BEFORE the course date by contacting the TXCPA InfoLine at 800-428-0272 or in the Dallas area 972-687-8500.  No shows forfeit the entire registration fee.

TXCPA EARLY BIRD DISCOUNT

In order to receive early bird registration rates the registration must be received by the listed cutoff date.  TXCPA is not responsible for checks or registrations delayed or lost in the mail. 

EDUCATOR’S DISCOUNT

Full time educators who are TXCPA members may select one conference of up to 16 hours at a discounted fee.  This option may only be used one time per year.  CONTACT THE CPE FOUNDATION FOR MORE INFORMATION.

MCLE/CFP

Some CPE courses may also qualify for MCLE or CFP credit.  Courses that qualify are noted.

GENERAL CLASSROOM POLICIES

Cellular phones must be turned off or on silent in TXCPA CPE Foundation classrooms.

All audio and video recording devices are prohibited in session rooms without written from the speaker and the TXCPA CPE Foundation prior to the session.

By registering for a TXCPA CPE Foundation Inc program you are authorizing the use of your name, photograph(s), and/or likeliness.

Smoking is prohibited in all TXCPA CPE Foundation classrooms.

Participants are not allowed to bring children into any TXCPA sponsored program.

MATERIALS

Electronic materials/handouts are copyrighted by the TXCPA CPE Foundation Inc.  The paid participant is granted permission to print the materials for the class they registered for. 

Electric materials/handouts are provided for all TXCPA classes in lieu of distributing paper copies onsite. 

TXCPA is not able to guarantee a power source or internet access onsite. 

SALES OR ENDORSEMENT OF RELATED PRODUCTS

The TXCPA CPE Foundation does not endorse any product or vendor in connection with any educational program provided by its members.  Further, the CPE Foundation will not be involved with any contracts or negotiations between product vendor and TXCPA members.  Instructors are not permitted to make promotional statements regarding particular products.

CONTINUING EDUCATION CREDIT

Programs comply with the Continuing Education Standards and Rules adopted by the Texas State Board of Public Accountancy (TSBPA).  The Texas Society of CPAs, CPE Foundation Inc. sponsor identification number is 260.  Participant credit is given based on actual attendance.

STANDARDS FOR CPE PROGRAM DEVELOPMENT

The fundamental purpose of continuing professional education is to increase the licensee’s professional competence that benefits the public.

All TXCPA seminars and conferences are Instructor led programs.  Other program formats such as a satellite broadcast, live webcast and online/self study will be designated accordingly.