The Accounting and Finance Professional Association (AFPA) shall retain all records related to the program for a minimum period of five years from the program date. These records will include: (1) program outline/materials; (2) records of participation; (3) date(s) and location(s) of presentation or period during which program was available for purchase; (4) number of credits earned by participants; (5) results of program evaluations; (6) instructors, discussion leaders or program authors names and credentials; and (7) pilot testing results, for self-study programs, which includes date of pilot test; the target participation population; how the sample participants were selected; names, addresses, telephone numbers and job resumes of sample participants; a summary of participants actual completion time and the calculation of the recommended CPE credit.

The Accounting and Finance Professional Association (AFPA) will fully meet or exceed the participants expectations. However, the AFPA recognizes that unforeseen events may prevent a participant from attending a AFPA Professional Development Conference in full or in part.  Since the AFPA incur certain expenses prior to the conference, it is necessary to impose the following cancellation policy:

• Registrations cancelled 30 days or more before the conference are eligible for a 100% refund, less a $50 processing fee.
• Registrations cancelled 15 days before the conference are eligible for a 50% refund, less a $50 processing fee.
• Registrations cancelled within 5 days of the conference are no longer eligible for a refund. Credit only.

All refunds will result in the rescinding of all CPE credits issued to the participant. There are no refunds possible after a AFPA Professional Development Conference, however a participant can request for a credit which then can be applied towards any future AFPA Professional Development Conference dates.  All cancellations and/or requests must be received in writing by e-mail.  Please submit all requests to cbrown@charlesrbrowncpa.com.

Refunds will be provided by cheque or by applying a refund to the credit card used at the time of registration. There will be no refunds granted for registrants who do not meet the conditions outlined above.

Program Cancellations and Changes to Confirmed Dates Program cancellations or changes to confirmed dates may arise due to unforeseen circumstances or events. (e.g., weather-related events, civil disturbances, public health-related incidents, etc.) Should a program be cancelled or confirmed dates be changed, the participant will be afforded the option of receiving a FULL refund or having the funds applied as a credit to the new or next scheduled AFPA Professional Development Conference date without penalty. Telephone contact: 313-207-4227, cbrown@charlesrbrowncpa.com

Any and all complaints should be directed to the Accounting and Finance Professional Association (AFPA), using any of the following contact methods: Office Telephone: 313-207-4227, Email: cbrown@charlesrbrowncpa.com. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org.

The Accounting and Finance Professional Association (AFPA) course documentation will contain recent publication, revision, or review date. All courses will be revised in-lieu of any changes to relative codes, laws, rulings, decisions, interpretations, etc. In addition, any and all 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 and group Internet based programs, the revision date is the date of the event.

The Accounting and Finance Professional Association (AFPA) assures that the program content and program level is appropriate for the intended participants. The knowledge level of the course will be specified so that participants can determine if the program is appropriate for their development needs.

Courses will be developed by individuals or teams having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc.

Programs will be reviewed by qualified persons other than those who developed the programs. These reviews will occur before the first presentation of these materials and again after each significant revision of the program. Programs will be reviewed by qualified persons other than those who developed the programs. These reviews will occur before the first presentation of these materials and again after each significant revision of the program.

The Accounting & Finance Professional Association (AFPA) will implement the following Group Internet Based Measurement policies:

• All participants will be required to register for any online session.
  
  
• All participants attending any and all online session will be recorded and tracked. The system will record the time a participant joins a session, and when a participant logs off a session.
  
  
• All participants will be required to respond to a minimum of 3 polls per CPE credit. For example, if a session is worth 2 CPE credits, then the participant must respond to a minimum of 6 polls. Each poll will be presented randomly during any and all online sessions.
  
  
• If any participant that fail to respond to the poll questions in the allotted time, then he/she will forfeit any CPE credits for that session (unless user is experiencing technical difficulties). The participate will not be eligible for a refund.
  
  
• All participants will be required to complete a digital Evaluation Form for each online session.

If any participant is experiencing any technical difficulties (ex. internet connection, computer issues), the participant must contact the AFPA Tech Support directly at (313) 442-7024 immediately to report the issue. After the session, an AFPA representative will contact the participant to provide options to repeat the session in order to fully qualify for the CPE credits.

This requirement will be announced during the beginning of each session as apart of AFPA housekeeping rules.