Group Live: Reporting

Two organizations can host a CPE program. However, the certificate must clearly identify the organization that is issuing the CPE credit and include that organization's name and sponsor identification number. A certificate of completion must clearly identify the sponsor’s name and address.

Sponsors are required to assign the appropriate field(s) of study to their programs. The selected field(s) of study may or may not align with the specified fields of study utilized by any given accountancy board. This can result in a sponsor receiving inquiries into the appropriate field(s) of study for accountancy board reporting purposes. In these situations, sponsors may choose to provide insight into the most appropriate field(s) of study for board reporting purposes, but this advice should always include the reminder that the program sponsor has no authority to represent the board of accountancy.

Tools and Templates