Education Programs Policies and Procedures

INQUIRIES

Call us at 800-428-0272 or 972-687-8500. Staff is available Monday through Friday from 8 a.m. to 5 p.m. CT.

TO REGISTER

Registrations may be processed securely online, by phone with a TXCPA staff member, or sent via mail to the address below. All registrations must be accompanied by full payment (check, Visa, MasterCard, American Express or Discover) before your space for the course can be reserved.

TXCPA LEARNING DEPARTMENT
14131 Midway Road, Suite 850
Dallas, TX 75001

Registration-form (This form can be used for group registrations, or to register for multiple programs. Please print and use this for all mail registrations)

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 TXCPA to verify registration (800-428-0272 or learning@tx.cpa).

MATERIALS

Electronic materials/handouts are provided for all TXCPA programs in lieu of distributing paper copies on site. Electronic materials/handouts are copyrighted by TXCPA or the presenters. The paid participant is granted permission to print the materials for the class they registered for and for their exclusive use.

CONTINUING EDUCATION CREDIT

Programs comply with the Continuing Education Standards and Rules adopted by the National Association of State Boards of Accountancy (NASBA) and the Texas State Board of Public Accountancy (TSBPA).

The Texas Society of CPAs Registry ID with NASBA is #148647.

The Texas Society of CPAs, Sponsor ID with Texas State Board of Accountancy is #260.

Participant credit is given based on actual attendance. Some programs may qualify for other license or credential credit types. This information will be noted in the program description.

For live in-person events, attendance is recorded through the use of physical “sign-in” sheets or the use of an attendance monitoring application depending on the size of the event. For synchronous webinars, attendance is recorded through the use of an attendance monitoring feature within the system used for broadcasting the event. The monitoring system randomly displays different event codes at least four times per credit hour, and those codes must be submitted by the attendee through the system at the end of the event to receive full CPE credit. For on-demand learning, attendance is recorded by the learning management system through the successful completion of an online exam.

Participant credit is given based on actual attendance time. For live events, late arrivals and/or early departures will be captured manually and notated on the physical sign in sheet or will be captured by the attendance monitoring application. For webinars, late arrivals and/or early departures will be captured by the submission of participant codes within the attendance monitoring application within the webinar broadcasting application.

In the case of an unscheduled, extended break, CPE credit hours will be adjusted accordingly, and participants notified of the adjustment.

REGISTRATION CANCELLATIONS

Registration changes can be made by calling 800-428-0272 or 972-687-8500 (option 2) or by emailing learning@tx.cpa. No shows forfeit the entire registration fee.

In-person conferences and events

Cancellations received at least 10 business days prior to the start of the event are eligible for a full refund. Cancellations received less than 10 business days prior to the start of the program are subject to a 50% cancellation fee due to facility, food and beverage fees being incurred.

Webinars and webcasts

Cancellations received at least five business days prior to the start of the program will be eligible for a full refund. Cancellations received less than five business days in advance of the program are subject to a 25% cancellation fee.

Self-Paced On-demand programs

Cancellations received prior to the launching of the online program or online subscription are eligible for a full refund by calling 800-428-0272 or 972-687-8500 (option 1). Once the online module has been launched, no refund is available.

REGISTRATION TRANSFERS AND SUBSTITUTIONS

Registration changes can be made by calling 800-428-0272 or 972-687-8500 (option 2) (or by emailing learning@tx.cpa. No shows forfeit the entire registration fee.

Participant substitutions will be allowed until the start time of the program at no charge by calling 800-428-0272 or 972-687-8500 (option 2) or emailing learning@tx.cpa. Any registration cost differential will be the responsibility of the participant.

Transfers to a different delivery method (ie. live to online) are allowed at no charge up to five business days prior to the start of the program. Transfers requested less than five business days of the start of the program are subject to a $25 transfer fee.

PROGRAM CANCELLATIONS BY TXCPA

If a sufficient number of registrations have not been received for a particular program, the course may be cancelled, and registrants will be notified by email. Course registrations will be reviewed 10 days in advance of the program start date. Every effort will be made to identify a suitable program alternate for the participant.

Walk-In Registrants

Walk-in registrants are invited to attend, space permitting. Registration will need to be completed on site or online prior to the program.

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.

GENERAL PROGRAM POLICIES

Please silence all electronic devices during TXCPA programs.
All audio and video recording devices are prohibited in TXCPA programs without written permission from the speaker and TXCPA prior to the session.
By registering for a TXCPA program you are authorizing the use of your name, photograph(s), and/or likeliness.
TXCPA cannot guarantee a power source will be available during in-person programs.

SALES OR ENDORSEMENT OF RELATED PRODUCTS

TXCPA does not endorse any product or vendor in connection with any educational program provided to its members. Instructors are not permitted to make promotional statements regarding particular products.