OSCPA CPE Policies

100% Satisfaction Guaranteed

If you are not completely satisfied with any Society course you take, you may attend a course of comparable cost at no charge, or get a full refund by contacting our learning team at cpe@ohiocpa.com or 614.764.2727. (Please note that refunded registrations will not receive CPE credit.)

Event Confirmations

You will receive an event confirmation delivered to your primary email address listed on your profile once the registration and payment transaction has been completed. You will also have a record of the confirmation in your MyOSCPA Message Center.

Calculating CPE Credit

For each 50 minutes of continuous instruction, the Accountancy Board of Ohio awards one CPE credit. Beyond the first credit, each 10-minute period equals 0.2 credits and each 25-minute period equals 0.5 credits.

Photo & Video Policy

Registration and attendance at OSCPA events constitutes an agreement by the registrant to allow OSCPA to use any photos or video taken during the event on the Society’s website, social media and in future print and online materials for The Ohio Society of CPAs. 

COURSE CANCELLATIONS

Course cancellation by OSCPA

If we cancel a program, your registration fees are fully refundable.

Cancel/Refund

Customers can cancel registration from a course with the specific guidelines and fees. Refunds or coupons will be issued to the person who is registered for the program.

In-person events

22 days before the event

Registration fee is fully refundable.

1-21 days before the event

Registration fee, less $50 cancellation fee to cover guarantees is refundable.

Day of the event/No Shows

Registration fees are forfeited for day of event cancellations or no-shows.

Webcasts/Webinars

2+ days before the event

Registration fee is fully refundable.

1 day before the event

Registration fee, less $50 administrative fee to cover guarantees is refundable.

Day of the event/No Show

Registration fees are forfeited for day of event cancellations or no-shows.


Registration Cancelations: On-Demand/Self-Study

Cancellations made after the program has been accessed will forfeit the entire registration fee and materials. If you experience technical difficulty and are unable to view a program, you must contact OSCPA within 72 business hours upon the first access attempt, to receive a refund.

Substitutions

You may substitute another individual if you are unable to attend a program. If you are registered for a multiple-day event, substitutions are allowed for the entire event only. Please notify OSCPA’s Member Service Center at 800-686-2727 of registration substitutions prior to the event. (Please note: Non-members substituting for OSCPA members will be subject to a non-member fee adjustment.) 

Walk-In Registrations

While we realize you cannot always plan in advance, we may not always be able to accept walk-in registrations at our events. The onsite program administrator will be able to provide you with the latest registration information. Full payment for any OSCPA event is due at the time of registration.

Sold-Out & Waitlists

We make every attempt to estimate the number of attendees, however you may experience a “sold-out” situation due to space availability.

Some OSCPA programs allow for Waitlist registrations.  Registration fees apply to programs in a wait-list status.  Registrants on the waitlist are automatically enrolled into the program in the order of the waitlist as cancellations occur or capacity is increased.  If we are unable to accommodate you, your registration fee is fully refundable.  OSCPA will contact you within 14 business days regarding your waitlist funds.

Funds Held on Account

Registrants may opt to have OSCPA hold funds on account for future use.  Registrants will be provided with a personal code to enable self-serve use of their funds on account.  These funds must be used within 6 months or are forfeited.

Inclement Weather

Should the weather warrant any concern for your travel safety and you want to verify if a particular event or meeting will be held as scheduled, visit the MyOSCPA portal, www.myoscpa.ohiocpa.com and look for an announcement on the homepage.  When inclement weather results in the cancellation of a program, we will attempt to notify you as soon as possible via email and will include local news station information. As you know, inclement weather can strike quickly and may prevent us from making contact with all participants. Please make sure your email address and phone number is updated to ensure you receive inclement weather notifications.

Group Viewing of Online Programs

Individuals who are not registered for online programs will not be able to claim CPE credit for group viewing granted CPE credit, nor are they able to self-report CPE credit.  However, group viewing of online programs is available for groups of four or more if coordinated with OSCPA prior to the program. Please contact OSCPA@ohiocpa.com at least 5 business days prior to the online program.

Discounts

OSCPA may not provide discounts for any partnered programs.  Examples include Youngstown State partnered programs, etc.)

Group/Bulk Purchasing

Discounts or single invoice, single purchase options may be available for large registration orders.  Availability varies by program.  Please contact OSCPA at OSCPA@ohiocpa.com if you’d like to inquire regarding group/bulk purchasing. 

Educator Discounts

Individuals employed as full-time instructors at an accredited 2 year or 4 year higher education institution may receive up to 16 hours of OSCPA CPE for free.  This is limited to OSCPA conferences and OSCPA produced on-demand videos.

Student Discounts

Individuals enrolled as a full time student may request a 50% discount for program registrations.  The request is valid for 12 months and must be renewed each year.

Speaker/Exhibitor Discounts

Volunteer speakers may attend other sessions complimentary on the same day they are speaking.  If they wish to attend additional days they are eligible for a discounted 1 day registration.  Speakers receiving an honorarium are not eligible for discounts.  Speakers will receive written confirmation of their instruction for use in self-reporting instructor CPE credits

Exhibitors at OSCPA events will receive a 50% discount on the program registration fee if they wish to attend sessions.

Inactive Renewal Support

The Ohio Society of CPA’s both protects and promotes CPAs and the CPA credential.  If an inactive CPA wishes to renew their active license he or she must complete 120 credits of continuing education, including a professional standards and responsibility course approve by the board which emphasizes the Ohio Laws and Rules chapter 4701.

Please contact OSCPA at OSCPA@ohiocpa.com for special packages available for inactive renewals.

Hardship Policies

The Ohio Society of CPA’s recognizes there are times of personal and financial hardship.  We have established these policies to ensure consistency, transparency, and fairness in our hardship exception practices.

Unemployment

Members experiencing unemployment may receive a 50% discount on program registration fees, up to forty (40) hours in a 12 month period.  This is to support their CPA license renewal requirements.

Deaths/Significant Illness

If you are unable to attend a program due to a death, accident, or serious illness OSCPA may waive the no-show cancellation policy.  Your registration fee will be converted to funds on your account.  Please provide a written request to OSCPA@ohiocpa.com

CPE Credits & Regulations

The Ohio Society is a registered CPE Sponsor with the Accountancy Board of Ohio, registration number CPE.1 PSR.

The Accountancy Board of Ohio establishes the Continuing Education Rules and Regulations to which the Ohio Society of CPAs adheres.

If an Ohio CPA is selected for CPE verification The Accountancy Board of Ohio accepts OSCPA sponsored programs summary transcript of credit earned in lieu of individual program documentation.

For live group study, for each 50 minutes of continuous instruction the Accountancy Board of Ohio awards one CPE credit. Beyond the first credit, each 10-minute period equals 0.2 credits and each 25-minute period equals 0.5 credits.

For self-study, CPE credit may be earned at a minimum of ten minute increments.

Credits may take up to 24 business hours to appear on your OSCPA transcript.

Program participants who arrive late or leave early to an OSCPA program must check in with OSCPA staff so CPE credits can be adjusted.

OSCPA utilizes bar code scanning technology to process CPE credits for conference session attendance.  A CPA should not ask another CPA to place their barcode into the attendance verification bin. 

CPAs are responsible for compliance with all applicable CPE requirements, rules, and regulations of state licensing bodies and are responsible for accurate reporting of the number of CPE credits earned.  Any suspected willful violations may be reported to the OSCPA Professional Ethics Committee.   

UNACCEPTABLE BEHAVIOR

Examples of unacceptable behavior include, but are not limited to:

  • Harassment, intimidation, or discrimination in any form.
  • Physical or verbal abuse of any attendee, speaker, volunteer, exhibitor, OSCPA staff member, service provider, or other meeting guest.
  • Verbal comments related to gender, sexual orientation, disability, physical appearance, body size, race, religion, national origin, inappropriate use of nudity and/or sexual images in public spaces or in presentations, or threatening or stalking any attendee, speaker, volunteer, exhibitor, OSCPA staff member, service provider, or other meeting guest.
  • Disruption of presentations at sessions, in the exhibit hall, or at other events organized by OSCPA at the meeting venue, hotels, or other OSCPA contracted facilities.

OSCPA has zero tolerance for any form of discrimination or harassment, including but not limited to sexual harassment by participants or our staff at our meetings. If you experience harassment or hear of any incidents of unacceptable behavior, OSCPA asks that you inform OSCPA staff onsite at the event and if the concern is not addressed you may inform either Josh Goldman, CAE, VP Learning, at jgoldman@ohiocpa.com or 614.764.2727 x2233 or Kyle Bickhart, CPA, CFO, at kbickhart@ohiocpa.com or 614.764.2727 x2228 so that we can take the appropriate action.

OSCPA reserves the right to take any action deemed necessary and appropriate in response to any incident of unacceptable behavior. These actions may include immediate removal from the meeting without warning or refund, termination of future speaking arrangements with no compensation due, and prohibiting attendance at any future meeting.

CODE OF PROFESSIONAL CONDUCT

According to Article VII, section H of The Ohio Society Bylaws, a member shall comply with the rules of professional ethics of the Society, which shall consist of the Code of Professional Conduct of the American Institute of CPAs (AICPA), including the interpretations contained therein, as issued by and as may be hereafter amended from time to time, except that in case of any conflict between the AICPA Code of Professional Conduct and the OSCPA Bylaws, the Bylaws of the Society shall prevail.

Further, in the event of any conflict between the AICPA Code of Professional Conduct and any applicable Ohio law or any applicable rules or regulations of the Accountancy Board of Ohio, then such state and local law, rules, or regulations shall govern.

ACCOUNTANCY BOARD OF OHIO CPE REQUIREMENTS

The basic continuing professional education (CPE) requirement to obtain or renew the Ohio permit is 120 credits over a three-year period. For specific educational requirements, refer to the Accountancy Board of Ohio’s website.

New CPAs holding the Ohio permit are required to report 40 credits over a two-year period. A new CPA licensed in 2017, for example, will have a continuing education reporting period of Jan. 1, 2017 through Dec. 31, 2018 and a requirement of 40 credits.

All CPAs holding the Ohio permit must take three credits in professional standards and responsibilities ("PSR") each reporting period. All OSCPA professional standards and responsibilities offerings fulfill the three credit Accountancy Board requirement.

Effective Jan. 1, 2018, all licensed CPAs must have a minimum of 20 CPE credits every year.

Please see additional credits regarding Yellow Book requirements.