General Information & Policies

Event Confirmations

Online Registrations: Event confirmations and receipts will be emailed immediately after the transaction is completed.

Mail or Phone Registrations: Event confirmations and receipts will be emailed after your registration has been successfully processed by a Member Services Associate.

If you have not received your CPE certificate, be sure to check your SPAM filter, and approve [email protected] as a sender. You can also log into your “My Account” at incpas.org to print your event confirmation and receipt. This can be found under Print My Attendance Confirmations and Receipts section under your account.

Please review your confirmation for accuracy and any special instructions.

Pricing

Registration fees must be paid in full to receive an event confirmation. INCPAS will not place a registration “on hold.” Fees for in-person CPE events include program material(s), refreshment breaks and/or meals. Visit the Pricing page for more information on pricing structure for members and nonmembers.

For all conferences the pre-registration rate* is available up to six weeks prior to the event and early-registration rate* is available up to three weeks prior to the event date.

After the three-week cutoff date, the regular registration rate will apply.

INCPAS offers member pricing to Other CPA State Society members. If you have any questions, please contact member services at (317) 726-5000. To join INCPAS, complete an online membership application.

*Pre-Registration and Early-Registration pricing does not apply to in-person seminars or online learning programs, which include (Virtual seminars, webinars or self-study).

Member Rates

The member rate is available to INCPAS members only.

Not a member? Learn more about INCPAS membership options.

Registration Changes

INCPAS understands that circumstances arise causing our learners to change their plans. Our cancellation and switch policy is outlined below and covers our approach related to in-person, and virtual events.

Virtual Events

Virtual events are online learning-based programs viewed entirely online and include webinars, virtual conferences, On-Demand and self-study courses.

• Webinars and Virtual Conferences: Cancellations or transfers made one business day prior to the event will result in a credit with INCPAS for the full amount of the registration. Those made after the program will forfeit the entire fee and materials.
• On-Demand and Self-Study: Cancellations or transfer requests made after the program has been accessed will forfeit the entire registration fee and materials.

In-Person Registrations, Conferences, Seminars & Other Events

If a registrant must cancel his/her registration,

• Cancellations and transfers are subject to an administrative service fee. (See schedule below)
• Cancellations must be received in via email or by telephone at (317) 726-5000.
• Notify member services of any change to assure proper CPE credit.

Cancellation and Transfer Fee Schedule:

When we receive your registration, we begin making an accommodation for you. Depending on when you need to cancel, some accommodations cannot be refunded. Fees for cancellations or transfers are based on the following schedule:

• 15 or more business days prior to the event: $15
• 6-14 business days prior to the event: $25
• Up to 5 days prior to the event: 50% of the registration fee
• Less than 5 business days prior to the start of INCPAS-sponsored conferences: Nonrefundable registration fee
• On or after the event date: Nonrefundable registration fee

No-Shows

For all events, program no-shows forfeit their entire registration fee and materials. To avoid being considered a no-show, please contact the INCPAS Member Services team at (317) 726-5000 or email [email protected] before the date of the event.

Substitutions

Another individual may be substituted for a registrant if the paid registration fee applies to both registrants (i.e. both registrants qualify for the member fee).

INCPAS Credits

Registrants receiving a credit with INCPAS for the amount of an event registration have from the date the credit is issued to December 31st of the current year to use it. Credits may be applied to future CPE-related programs or INCPAS-related events. If credits are not used by December 31st the credit amount will be deemed to be forfeited.

General Information

Event Times and Locations

Check your registration confirmation email or log into your account on incpas.org and go to My Events for event details. Check-in for all in-person events begin 30 minutes before the course. Also, be sure to allow enough time for traffic, parking, and check-in. Adjust your CPE credit accordingly, if you arrive late or leave early.

Note: All events follow local time.

Hotel Discounts when traveling to Indianapolis

We offer discounted room rates at several hotels. See the full list of venues and hotels with discounts.

Inclement Weather

Poor weather conditions at the site of the event

• Registrants will be contacted at their office during business hours and at home during non-business hours when an event is canceled due to inclement weather. Registrants need to make sure INCPAS has their current contact information.
• Registrants of events canceled due to inclement weather may attend the rescheduled event or register for another event at the time of cancellation.
• Registrants who are unable to attend the rescheduled event and are unable to register for another event will receive a full refund.

Poor weather conditions preventing registrants’ travel

• Registrants who are unable to attend an event due to inclement weather must notify the Society the day of the scheduled event.
• Cancellations will not be accepted before or after the event.
• If the Society has not canceled the event no refunds will be issued, but registrants will receive a credit voucher valid for one year from the date of issue for another event of equal value.

Lunch at In-Person Programs

Course fees do not include lunch unless indicated. We offer a break area with snacks and drinks and there are several restaurants near the INCPAS Learning Center. All in-person conferences include lunch.

Paperless Materials

All learning programs at INCPAS are paperless and can be downloaded prior to the event.

• In-person Seminars, Virtual Events and Conferences
  A link to event materials is included in your registration confirmation. For virtual events, the link to event materials will also provide login details. Materials will be available to download 5–7 business days prior to the event. Additionally, a reminder email with the event materials link will be sent a few days before the event.
• Webinars
  Upon registration through INCPAS, the course vendor will send an email with details regarding event materials and login details.

Participant Feedback

All courses and conference evaluations will be sent electronically by email at the conclusion of in-person or virtual events. A link to the online evaluation will be emailed to you within two days of the course or conference.

A summary letter containing participant comments is provided to the speakers after the program. Individual names are not shared with speakers to ensure confidentiality. Comments are also shared with the planning committees/task forces, meeting facilities, and catering companies.

Understanding CPE Terminology

Live CPE credit

All in-person, simulcast, virtual live events and webinars qualify for live CPE credit.

Earning CPE Credit on a Virtual Event or Webinar

During the virtual event/webinar, there will be a series of polling questions or keywords that will pop up on your screen. When you answer these polling questions or submit all the keywords at the end of the virtual event/webinar, we are able to track your attendance for the duration of the virtual event/webinar to calculate your CPE credit. You must answer 3 polling questions/keywords per credit hour to receive full credit. Partial credit is only given after the first full hour is completed.

In-person event

An in-person event is scheduled by INCPAS at a physical location, i.e. INCPAS Conference & Learning Center or an off-site facility. In-person events may or may not be simulcasted.

Virtual Live or Simulcast Event

A virtual live or simulcast event is scheduled by INCPAS using their instructors and will be completely virtual or simulcast (broadcast virtually in real-time) of a live in-person event. Both speaker and attendee interact with each other virtually using a chat feature and/or through a camera and microphone on a virtual platform.

Webinar

A webinar is a virtual event scheduled with an outside CPE provider vetted by INCPAS. Both speaker and attendee attend virtually and interact with each other using a chat feature and/or through a camera and microphone on a virtual platform.

Still have questions? Call Member Services at (317) 726-5000.

CPE Regulations

Below is a summary of key Indiana State Board of Accountancy regulations. Click here for a Complete list of Indiana State Board of Accountancy rules.

CPE Overview

All active Indiana CPAs are required to complete 120-hours of Continuing Professional Education (CPE) with a minimum of 20 hours per year, during the 3-year reporting period to renew their CPA license in the state of Indiana.

• A minimum of 10% of the required minimum hours in a reporting period should be in accounting or auditing or both
• A minimum of 4 hours in ethics.

For more information, please review Tip Sheet #6 for a full breakdown of the CPE Educations Requirements including the CPE Pro-Rated Timetables, depending on when you were issued your CPA license in the reporting period. For more information, contact the Indiana State Board of Accountancy at (317) 234-3022.

Yellow Book – CPE courses that qualify for the 24-hour Yellow Book requirement will be noted in the course description in our CPE catalog. Determination as to the qualification of certain courses for the Yellow Book 24-hour requirement should be made on an auditor specific basis depending on that auditor’s Yellow Book clients.

• Note: The determination of course qualification is a matter of an auditor’s professional judgement in consultation with appropriate individuals in the audit firm. The 24 hours are a subset of the 80-hour requirement.

Self-Study – You can claim up to 50% of your total CPE credits hours through self-study. For more information, contact the Indiana State Board of Accountancy at (317) 234-3022.

Calculating CPE Hours

CPE is measured by course length with one (1) fifty (50) minute period equal to one (1) hour of CPE credit. One-half (1/2) hour CPE credit increments (equal to twenty-five (25) minutes) are permitted after the first hour of credit has been earned in each course. When the total minutes of a course are greater than fifty (50) minutes, but not divisible by fifty (50), CPE credit hours granted will be rounded down to the nearest one-half (1/2) credit.

For example, for courses with segments totaling one hundred forty (140) minutes, two and one-half (2 1/2) hours CPE credit may be granted for CPE credit.

CPE Course Requirements

Courses that qualify for CPE minimum hour requirements must be formally organized, primarily instructional and contribute directly to professional competence in the practice of public accountancy.

INCPAS approved self-study courses are also eligible for credit in Indiana. Contact the Indiana State Board of Accountancy at (317) 234-3022 for more information about non-INCPAS courses.

CPE Certificates

CPE certificates for conferences and courses are sent electronically via email. You should receive your CPE certificate within two weeks of the course completion date.

CPE Credits can be viewed in the Member Portal under the “CPE History” section of the at the top. CPE Certificates can be printed by selecting your course and clicking the “Print icon” at the top of your CPE Credit History.

CPE certificates and credits are not available on the website until the course has been reconciled, and the full balance has been paid. Contact member services if you do not receive your CPE certificate. Make sure your email address is on file with INCPAS. If you have not received your CPE certificate, be sure to check your SPAM filter, and approve [email protected] as a sender.

Disclaimers

CPE Disclaimer

The information and suggestions presented at the courses, seminars and institutes sponsored by the Indiana CPA Society are subject to constant change and, therefore, should serve only as a foundation for further investigation and study. Any forms presented at such courses, seminars or institutes are samples only and are not necessarily authoritative. All information, procedures and forms contained or used in such courses, seminars or institutes should be carefully reviewed and should serve only as a guide for use in specific situations.

The INCPAS and contributing authors and lectures hereby disclaim any and all responsibility, which may be asserted or claimed arising from or claimed to have arisen from reliance upon the information or utilization of the information or forms used in such courses, seminars or institutes. The opinions expressed by teachers or course leaders are not necessarily those of INCPAS.

Continuing education courses purchased from INCPAS may be deductible for federal income tax purposes as ordinary and necessary business expenses. Continuing education course purchases are not deductible as charitable contributions. Please consult your tax advisor for individual assistance in specific situations. Under IRS Code Section 62 (effective 1/1/94), 50 percent of the cost of business meals held in conjunction with association meetings are generally deductible. Inquire with INCPAS as to what portion, if any, of your registration fee represents direct meal cost.

CLE Disclaimer

The Indiana CPA Society continuing education courses have presumptive approval by the Indiana Commission for Continuing Legal Education. Attendance at each approved course will be documented by INCPAS and forwarded to ICCLE for their records. It is the sole discretion of the ICCLE to determine what courses will be approved for CLE credit and how much credit can be earned for each approved course. Contact Julia Orzeske, executive director of the Indiana Commission for Continuing Legal Education, at (317) 232-1945 with any questions. To receive CLE credit, it is your responsibility to request it by signing in on the appropriate form during the course.

• Note: ICCLE will assess a $25 fee for requests received 30-days or more after course and/or conference date.

Media Disclaimer

It is the policy of the Indiana CPA Society, Inc. (“Society”) that any Society member or other person who attends a Society event, function or meeting consents to the Society’s use of that member or attendee’s name, voice, likeness, or image in Society advertising, fundraising, promotional, or educational materials, in any medium whatsoever, without payment of additional consideration to the member or attendee. By participating in or attending Society events, each member or attendee understands and agrees that (i) the Society may record or document its events with photographs, audio and/or video recordings, and other media; (ii) the Society will own any such photographs, audio and/or video recordings or other media; and (iii) the Society may utilize such materials, including without limitation, posting any such photographs, audio or video recordings, or other media on the Society’s website, for any purpose the Society deems appropriate. Any member or attendee objecting to the possible use of his or her name, voice, likeness, or image in this manner shall communicate in writing his or her objections to or limitations on such use to the Society.