Policies

The following sections address the most commonly asked about CPE topics, policies and procedures. Use the links below for quick navigation to the topic in question. If you cannot find an answer to your question, please contact the CPE department at (800) 522-8261.

Substitutions, Transfers and Cancellations

Seminars, Simulcasts, Clusters and Conferences:

You may substitute another person at any time with no additional charge. Please notify the CPE department of the substitution as soon as possible.

You may transfer your registration to another course. Additional fees would pertain if the new course is more expensive, in which case the difference would be charged.

You may cancel a registration any time, but fees may be incurred.

  • If a cancellation notice is given more than two weeks out from a course date, registration fees can be refunded back to the original form of payment used or added as a credit to Money on Account.
  • If a cancellation notice is given less than two weeks out from a course date, a $25 administrative fee will be charged. Remaining registration fees can either be refunded back to the original form of payment used or added as a credit to Money on Account.
  • If a cancellation notice is given within 24 hours of the course date, no refund will be issued. Refunds are also not issued for "no shows" the day of the course. However, if you paid for a printed manual, it will still be mailed to you.
  • Once course e-materials have been downloaded, no refund will be issued.

Contact the CPE department at (800) 522-8261 regarding any substitutions, transfers or cancellations.

Webcasts

Webcasts are subject to the cancellation policies from the various CPE vendors that partner with the OSCPA. Check with the CPE department or contact the vendor directly with any questions.

On-Demand/Self-Study Courses

All on-demand and self-study courses are final sale. No refund will be given for any substitutions, transfers or cancellations. This policy includes vendor provided on-demand courses, CPAFOCUS self-study courses and the AICPA's Professional Ethics Course.

back to top ^

Money on Account Policy

Money on Account (MOA) credit can be used to pay for future course registrations or membership dues. MOA credit can be held until the March 1st following the year the credit was applied. As of March 1st any unused credit will then be cleared. MOA credit notifications will be sent monthly, starting each October and running through February.

back to top ^

E-Materials

E-materials are available at no cost for OSCPA courses. E-materials can be accessed from the My CPE section on the website starting one week prior and ending one week after each course date. An email will be sent before each course, reminding attendees that the e-materials are ready to be accessed, downloaded and/or printed. Once e-materials have been downloaded, no course refunds will be issued.

back to top ^

Payment in Full Policy

The OSCPA accepts all major credit cards, checks and purchase orders for payment of CPE courses. If payment has not been received by the course date, you will still be allowed to attend, but your CPE certificate will be withheld until the balance has been paid in full. Webcasts and on-demand courses must be paid in full before access to the course will be granted.

back to top ^

Fees and Discounts

Early Bird Discount

Most courses offer an Early Bird discount to participants who register at least three weeks out from a course date. OSCPA members, members of other state CPA societies and non-CPA staff who work for an OSCPA member all qualify for the OSCPA member discount.

AICPA Member Discount

AICPA members receive an additional $30 discount on 8-hour AICPA-sponsored seminars. Contact the Membership department to verify your AICPA membership is on file.

Memorial Day and Labor Day Sales 

OSCPA members receive a 20% discount on select seminars, clusters and conferences during these special four-day sales. Members will be notified of special codes to use during online registration to receive the discount.

back to top ^

Webcast, Simulcast and On-Demand Purchases/Credit 

Unless your firm or company has made specific prior arrangements with the OSCPA, all webcasts, simulcasts and on-demand courses are for individual viewing only. All attendees who view webcasts or simulcasts must be registered through the OSCPA or CPE program provider, regardless of whether attendees need CPE credit or not. Firms and companies are prohibited from using webcast, simulcast or on-demand program content to provide in-house CPE credit.

If you are registered for a webcast or simulcast and need technical assistance, please contact the vendor directly for the most immediate service.

back to top ^

General Course Hours and Locations

Specific course times and locations are detailed on course confirmations and under Upcoming CPE on your My CPE page. Detailed course location information can be found on the Facilities page. Most 8-hour seminars and conferences adhere to the following schedule:

8:00 a.m. - Registration opens
8:30 a.m. - Seminar/conference begins
11:30 a.m. - Lunch (30 minutes)
4:00 p.m. - Seminar/conference ends

Four-hour seminars and Clusters run 8:30 a.m.-12:00 p.m. and 1:00-4:30 p.m. Please check individual one and two-hour courses for start times. Lunch is not provided for one, two or four-hour courses, unless otherwise indicated.

Conference and cluster times and locations vary by event. Lunch is provided in the cost of registration for conferences, but not for cluster events including the Kurt Oestriecher's Symposiums and CPE Blowouts. Please check the Conferences page and Clusters page for detailed information about the event in question.

back to top ^

Certificates of Attendance and CPE Transcripts

CPE certificates will be emailed to participants within two weeks after a seminar, cluster or conference. Certificates will be withheld if the course has not been paid for in full. CPE certificates and transcripts can also be accessed from the My CPE section of the website.

back to top ^

Walk-In Registrations

In most cases, the OSCPA is able to accommodate walk-in and last minute registrations for seminars, clusters and conferences. However, we cannot guarantee availability. Be sure to sign up for courses well in advance when possible, or contact the CPE department to verify availability.

back to top ^

Course Cancellation Policy

The OSCPA reserves the right to cancel a course due to low registrations. Upon course cancellation, all registered attendees will be notified. Registration fees will be refunded in full, a credit can be placed on Money on Account or attendees can choose to transfer to another course. The OSCPA is not responsible for expenses incurred for cancelled travel arrangements. Early registration is encouraged to help avoid course cancellations.

back to top ^

Weather Cancellation Policy

While the OSCPA strives to hold scheduled courses, inclement weather sometimes does not make this possible. If the OSCPA office is closed, the course facility is closed or if the OSCPA determines weather is too severe, the OSCPA reserves the right to cancel a course. If a course is cancelled, registered attendees will be notified as soon as possible. Registration fees will be refunded in full, a credit can be placed on Money on Account or attendees can choose to transfer to another course. The OSCPA is not responsible for expenses incurred for cancelled travel arrangements.

back to top ^

Miscellaneous Policies

  • The opinions expressed by discussion leaders are not necessarily those of the OSCPA.
  • The prices, dates, locations and discussion leaders for courses listed in the CPE catalog are subject to change. The OSCPA reserves the right to make changes as necessary and notify attendees accordingly.
  • Attendees should keep cell phones on silent or turned off during courses in order to ensure an optimum learning environment.
  • Attendees are encouraged to dress in layers when attending CPE courses, regardless of the season, since it is difficult to manage temperatures in large spaces and each attendee has their own level of comfort for different climates.
  • Smoking, firearms, pets and children are not allowed at OSCPA events. Exceptions include service animals meeting the ADA requirements and special events where family members are invited to attend.
  • The OSCPA is also an approved CPE Sponsor by the Texas State Board of Public Accountancy for Texas CPAs. The OSCPA's Texas Sponsor ID is: 000038.
  • If you are interested in speaking for the OSCPA, please completely our Discussion Leader On-Boarding Form.
  • The OSCPA strives to accommodate all participants and their needs. Please submit any special requirements or requests in writing by emailing the OSCPA.

back to top ^