NEW YORK STATE SOCIETY OF CPAS
EFFECTIVE/UPDATED: February 10, 2026
Cancellation/Refund Policy
Cancellation requests must be made 14 days in advance of the program to receive a refund. A $50 processing fee will be charged.
Requests made less than 14 days in advance of the program are not refundable and cancellation requests will not be accepted on or after the presentation date.
Cancellation requests submitted less than 14 days before the program start date may be reviewed under exceptional circumstances on case-by-case basis; however, approval is not guaranteed and any approved credit may be subject to additional conditions or fees.
Transfer/Substitution Policy
Transfers to another program or substitutions of another person may be made without charge if the request is submitted in writing at least 14 days in advance of the program.
Transfers and substitutions requested less than 14 days in advance will incur a $25 processing fee, with exceptions noted below:
Transfers requested on the day of the program are not permitted unless:
Transfers/Substitutions will not be permitted once materials have been uploaded and made available to registrants.
Course Cancellation Policy
If a program must be cancelled, registrants will be notified immediately. A refund and/or transfer to another event will be processed with no fee. Registrants will be notified of the rescheduled program. NYCPA/FAE does not assume financial responsibility for penalties or expenses incurred by registrants who cancel travel arrangements due to course cancellation.
Late Arrivals and Early Departures Policy
Anyone arriving late or leaving early will have their CPE credits adjusted accordingly. CPE credit is granted at a rate of one credit hour for every 50 minutes of in-class participation.
No-Show Policy
A registrant who does not attend a program is considered a no-show and forfeits their payment. To avoid being a no-show, please follow the cancellation/transfer/substitution guidelines before the program date.
Late Registrant Policy
All persons registering for a FAE paperless program after 7:00 a.m. the day before the program are considered a late registrant. Materials for your course can be found at cpe.nysscpa.org/current-registrations, and a link is included in your registration receipt. No other notices will be sent regarding course materials.
Walk-in Policy
Individuals may register on the day of the seminar or conference at no additional fee, subject to seat availability.
Please note: As a walk-in, program materials will not be provided on-site. You will be able to access materials once your order is entered in the system. A link to access the materials will be included in your registration receipt.
Live Webcast CPE Policy
Each FAE webcast registrant must verify their attendance by answering at least 75% of the attendance checks throughout the program. The registrant must view the live webcast for at least 50 minutes per credit hour.
We are prohibited from awarding CPE credits to those participants who do not satisfy the attendance and participation requirements set forth for all Live Webcast Events as outlined above.
NASBA Guidelines
As a member of the National Registry of CPE Sponsors, webcasts must adhere to National Association of State Boards of Accountancy (NASBA) guidelines. We use online participation time and poll responses to prove that each participant has actively participated for the duration of a webcast.
Due to these strict regulatory guidelines, we are unable to grant CPE credit when technical difficulties affect eligibility. You will not receive CPE credit if you did not meet the eligibility requirements listed above, even if technical issues contributed to ineligibility. If you encounter technical difficulties during a live webcast, please contact the production team through the webcast Q&A function for assistance.
Program Materials Policy
Program materials will be available online through My Learning under Account Settings– cpe.nysscpa.org. If materials have been posted before you register, you will be alerted in your registration email and can access them immediately. Otherwise, you will be notified via email at least 2 business days before the course.
Once e-materials have been uploaded, there will be no refunds, transfers, or substitutions.
Program materials are designed specifically for the program and are available only to participants. Materials may not be reproduced or sold.
Email Policy
All notifications about a CPE course will be made via email, including cancellations, date changes, venue changes, material updates, and registration receipts. Please ensure your email address on file is accurate and up-to-date. You can update it by calling 800-537-3635 or editing your NYCPA Member Profile.
Audio/Visual Release Policy and Acknowledgement
By registering and attending an event sponsored by NYCPA, FAE, or affiliated entities, you acknowledge and agree that the Society has the right to record, film, photograph, or capture your voice and/or likeness in any media and to use such media globally, in perpetuity, for any purpose without further approval or payment.
Special Requirements
If you need assistance relating to a disability or have a special dietary requirement, please contact customer service at 800-537-3635 at least 5–7 business days prior to the event.
Questions/Concerns
If you have questions or concerns, please contact us at customerservice@nysscpa.org or 800-537-3635.