CPE Policies

Course registration policies

Quality guaranteed

The Ohio Society of CPAs Education Services Advisory Council has developed a number of policies designed to help Education & Training participants get the most from courses they attend. The Ohio Society is committed to providing unique, high quality Education & Training opportunities for Society members' success. If you are not completely satisfied with any Society course you take, you may attend a course of comparable cost at no charge or receive a full refund of the course fee simply by contacting the Education & Training team. Questions on Education & Training policies should be directed to the Education & Training Department or call 614.764.2727 (800.686.2727).

To view available education courses, visit the online Events Catalog.

Registration payment information

When registering for a course via online, fax or phone, you have one payment option: credit card. Make your payment at the time of registration using:

• Visa
• MasterCard
• American Express
• Discover

The online registration form is located on a secure site, and no one has access to the information you submit. Your card will be charged within 24 hours.

Check payments are accepted only via mail. Click here to download and print a registration form.

Registration cancellations and transfers

Programs worth four credits or more (including professional standards and ethical responsibilities)―If you notify The Ohio Society of your cancellation up to 14 days prior to the course date, you will receive a full refund. If you cancel 13 days or less prior to the course date, you will receive a refund in the amount of the course fee, less $40, unless otherwise stated. If you cancel on the program date or you do not show up for the program, you will not receive a refund.

Programs worth three credits or less―Registrants will not receive a refund.

Season Ticket registrations―Registrants can cancel but do not receive a refund. However, you can transfer your registration to anyone (member or nonmember) at no cost.

If you wish to transfer your registration two weeks prior to the program date, there is no charge. Late fees and/or nonmember fees may apply to transfers and substitutions.

If the Society should cancel a program, the full course fee will be refunded to you. If the registration fee was applied to a credit card, the refund will be credited to the card. If the fee was paid via a check, the refund will be in the form of a credit which can be applied to another course.

To cancel a course registration or transfer to another course, call CPAnswers, the Society’s member service center, at 888.959.1212 (614.791.1212) as early as possible.

CPE requirements

To be eligible for membership in The Ohio Society of CPAs, individuals must satisfy the following CPE requirements:

• Comply with The Accountancy Board of Ohio’s CPE requirements for the permit status they hold in Ohio (unlimited or limited permit).
• If the individual does not hold a permit from The Accountancy Board of Ohio, they must comply with the requirements for the permit of its equivalent which they hold from another state or jurisdiction’s board of accountancy.

Affiliate categories of membership do not have a CPE requirement.

Accountancy board clarifies A&A, tax CPE requirement

Jan/Feb 2005 Catalyst

The Accountancy Board of Ohio has clarified the accounting and auditing and tax components of the technical education requirements under Ohio law.

CPAs who sign an attest report or assume responsibility for a financial reporting engagement are required to complete 24 hours of accounting and auditing CPE for each 3-year reporting cycle.

CPAs who sign a tax return or assume responsibility for a tax or accounting and auditing engagement are required to complete 24 hours of CPE in taxation or accounting and auditing for the 3-year period. “Assume responsibility for” is interpreted to include all CPA staff who work on that engagement.