CPE Record Keeping
The Accounting Education Institute is the official provider of CPE for Accounting Day providing all CPE record keeping and compliance (since 2010). Use the Contact Us link in the Accounting Day website with any questions regarding CPE compliance.
For CPAs, all sessions meet the requirements of the California State Board of Accountancy. NASBA application is in process. Out of state CPAs--Contact Us to ensure we meet the requirements of your state.
For 2009 and prior years, the California Society of CPAs (CalCPA) was the provider of CPE and performed the CPE record keeping. Contact CalCPA directly with questions related to those years.
Accounting Day attendees have a wide variety of CPE requirements. We have found that if we follow the procedures for California CPAs as governed by the State Board of Accountancy that we meet the requirements for everyone else. The short summary is that we require you sign-in at the event registration table and have a name badge. For each session you attend, you complete an evaluation/sign-out form and turn that in upon leaving the session. This is the record that you attended. You receive a certificate of attendance upon turning in the evaluation/sign-out form. If your specific CPE requirements are not as all-encompassing, you may choose to alter these steps. We cannot later verify your attendance without the procedures as listed being followed.
Each Track gives you an indication of the nature of the materials to be presented. (Scroll down for Handout information and CPE compliance and record keeping.)
- Track A - indicates the material is Accounting and Auditing in nature. For CPAs it mirrors the A & A track for their licensing requirements. A section noted as Track A is designed to meet this requirement. Track A sessions are not limited to CPAs. All accountants may gain knowledge by attending. Check the topic's outline for specifics about the topic.
- Track T - indicates the topic is Technical in nature, typically other accounting and tax related topics.
- Track P - indicates Professional Development and is non-technical in nature. If you are subject to specific CPE requirements for your company, professional organization or licensing requirements, you may need to review those requirements to ensure these hours qualify.
- Track F - indicates the material is usually designed to meet the Fraud CPE requirements for California CPAs and for CFE's (Certified Fraud Examiners). The Track F sessions are usually three hours in length, but not always. Some Track F sessions can also be used as A&A hours and will noted as such. (Track F sessions are not presented every year.) Since Fraud topics are of interest to CPAs, CFE's, Internal Auditors and others, the attendees requirements may vary. For CPAs please note that the Fraud CPE must "...be specifically related to the detection of fraud in financial statements...". Not all of the fraud sessions meet this requirement.
- Track G - indicates topics geared to Government Contractor Accounting
Note the column headings on the registration page use these Track references: Generally, each column indicates what tracks are in that column. If more than one track of topics is in a column, then that column heading will indicate such.
Each time slot with its related topic will indicate what Track the topic is designed for.