[Revision Date] 1 CPE Requirements & Updates Presented By Jennifer Franco, MBA Manager of Membership and Education Moderated By Ericka Harney, CFRE, GPC, CVA AFWA Executive Director

[Revision Date] 2 Content 1.NASBA Requirements 2.Forms 3.Individual state requirements (NY & TX) 4.Resources 5.Questions

[Revision Date] 3

4 Where are these forms found? Found on website – Member login – Chapter Leader Resources (blue box on left) – Chapter CPE Information

[Revision Date] 5 CPE Request Form

[Revision Date] 6 Promotional Material

[Revision Date] 7 What are the most common mistakes made on promotional materials? Learning objectives not clearly identified Program level category misclassified Prerequisite and advanced preparation statement omitted Complaint contact information omitted Clear statement of delivery method omitted

[Revision Date] 8 Certificate of Attendance/Completion

[Revision Date] 9 Speaker Biography

[Revision Date] 10 Timed Program Outline

[Revision Date] 11 Evaluation Form

[Revision Date] 12 Attendee Sign In Form

[Revision Date] 13 Fields of Study Non-Technical Administrative Practice Business Management & Organization Communications Computer Science Economics Ethics – Behavioral Ethics – Regulatory Finance Marketing Mathematics Personal Development Personnel/HR Production Specialized Knowledge & Applications Social Environment of Business Statistics Technical Accounting Accounting – Governmental Auditing Auditing – Governmental Business Law Management Advisory Services Taxes

[Revision Date] 14 Texas State Board of Accountancy Course Code 01 Accounting05 Ethics09 Statistics 02 Auditing06 Quantitative Methods10 Taxation 03 Area of Communication07 Practice Advisory Services 11 Other 04 Behavioral Science08 Practice Management

[Revision Date] 15 New York State Include number of CPA Licensees awarded credit at each CPE If you want to have a CPE on ethics it must be approved ahead of time. – Provide Jennifer with an outline of course you will offer 60 days in advance for approval by New York State.

[Revision Date] 16 New York State Maintain following records for a period of 5 years following the date of each program presented The date and location of presentation. Name of each instructor and his/her qualifications. Listing of licensees attending each presentation. Outline of the presentation and summary of program evaluations. Copies of all promotional materials used for each presentation.

[Revision Date] 17 Approval/Deficient

[Revision Date] 18 Send completed packets to Jennifer Franco 2365 Harrodsburg Rd Suite A325 Lexington, KY Or Call:

[Revision Date] 19 Resources Learning Market – Requirements by State – Upcoming CPE Rule Changes by State – Newsletter – Statement of Standards – Field of Study- In detail

[Revision Date] 20 Resources Social Media – LinkedIn or Blog AFWA s

[Revision Date] 21 QUESTIONS