Administrative Policies

Effective Date: October 5th, 2023 (Version 1.2)

It is our policy to retain the following documentation for each of our program offerings for a minimum of 5 years:  Records of participation, Dates and locations of program offerings, where applicable, Author/instructor, author/developer and reviewer names and credentials (including the state of licensure, CPA license number, and status of license), Number of CPE credits earned by program participants, Results of program evaluations, and Program descriptive materials, including course announcement information, program agenda and handouts.

For all programs (i.e., group live events, virtual webinars, and online programs), all sales are considered final unless the program has been cancelled (refer to PROGRAM CANCELLATION POLICY). Refunds are not issued if attendees fail to attend or do not complete the required actions to earn CPE credits (e.g., complete all required attendance checks during a webinar). To receive a full refund, registrant cancellations must be made 10 business days prior to the presentation date. There is a 20% administrative fee for cancellations received within less than 10 business days.  No refund will be issued for registrant cancellations received within one business day of the presentation. You may instead provide a substitute attendee.  No refund will be made in the case of a no-show registrant.    

The Center for Accounting Transformation reserves the right to cancel an event for unforeseen circumstances or for insufficient enrollment. If an event you registered for is canceled, we will notify you via email at least five days in advance of the scheduled date. You have the option to transfer your fee to another event or to receive a full refund. Please allow 10 business days for refund processing.

The Center for Accounting Transformation is committed to complete customer satisfaction. It is our desire to fully meet or exceed client and participant expectations. However, if for any reason participants believe that their program needs were not met, please email us at and we will discuss your options for rectifying the situation.    For more information regarding administrative policies such as complaints and refunds, please contact us at    

We take reasonable measures to ensure that course materials contain the most recent publication, revision, or review date. Courses are revised as soon as feasible following changes to relative codes, laws, rulings, decisions, and interpretations. All learning content are developed by individuals who have represented to have expertise in the subject matter. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert at least once a year. Other courses will be reviewed every 2 years.

For Group Live events, a room monitor will inform class participants that attendance will be monitored per NASBA requirements to ensure the correct number of CPE credits are assigned to each participant. Attendance shall be recorded through the use of physical "sign-in" sheets, where the room monitor will require participants to sign in and out by recording the time they enter/leave at the start of the program, lunch break (if applicable), and at the end of the program. Room monitors will note when an individual misses more than 5 minutes of the seminar. One CPE credit is 50-minutes long, so if an attendee misses more than 5 minutes (other than scheduled breaks and/or lunch breaks), they will not receive CPE credit for that hour.

If you believe one of our courses to be inaccurate or outdated, please let us know by emailing us at