OSCPA CPE Policies

Quality Guaranteed

The Ohio Society is committed to providing unique, high quality learning opportunities for Society members' success. If you are not completely satisfied with any Society course you take, you may attend a course of comparable cost at no charge or receive a full refund of the course fee simply by contacting the learning team.

The Ohio Society of CPAs has a strict no-solicitation policy at all of our events without the express written permission of OSCPA. At events where there are exhibits, solicitation from participating vendors is permitted in the exhibit hall only and not inside the classrooms. Any reported individuals will be escorted off the premises with no refund.

Course Registration Policies

The Ohio Society of CPAs Education Services Advisory Council has developed a number of policies designed to help participants get the most from courses they attend. Questions on CPE policies should be directed to the learning team or call 800.686.2727.

Registration Payment Information

When registering for a course via online, fax or phone, you have one payment option: credit card. Make your payment at the time of registration using:

  • Visa
  • MasterCard
  • American Express
  • Discover

The online registration form is located on a secure site, and no one has access to the information you submit. Your card will be charged within 24 hours.

Check payments are accepted only via mail. Download and print a registration form.

Registration Cancellations and Transfers

You snooze, you may lose!

Due to facility cancellation policies and discussion leader travel, The Ohio Society makes decisions to hold or cancel a seminar two weeks prior to the event date. So if you are thinking of registering for one of the Society's seminars, don't delay! Your registration may be the determining factor in whether a course is held.

If the Society cancels a program, your course fee is fully refundable and you can always transfer your registration to another course at no charge.

Programs worth four credits or more (including professional standards and ethical responsibilities)

If you notify The Ohio Society of your cancellation up to 14 days prior to the course date, you will receive a full refund. If you cancel 13 days or less prior to the course date, you will receive a refund in the amount of the course fee, less $50, unless otherwise stated. If you cancel on the program date or you do not show up for the program, you will not receive a refund. You may transfer to another program up to the day prior to the event for $50.

Programs worth three credits or less

Registrants will not receive a refund for canceling their registration.

Late fees and/or nonmember fees may apply to transfers and substitutions.

If the Society should cancel a program, the full course fee will be refunded to you. If the registration fee was applied to a credit card, the refund will be credited to the card. If the fee was paid via a check, the refund will be in the form of a credit that can be applied to another course.

To cancel a course registration or transfer to another course, call the Member Service Center at 800.686.2727 or 614.764.2727 as early as possible.

Special Needs

Please indicate any special needs on your registration form or when calling to register for a course. You may also contact the Member Service Center at 800.686.2727.

Photography and video

Registration and attendance at OSCPA events constitutes an agreement by the registrant to allow OSCPA to use any photos or video taken during the event on the Society’s website and in future print and online materials for The Ohio Society of CPAs. 

CPE Requirements

To be eligible for membership in The Ohio Society of CPAs, individuals must satisfy the following CPE requirements:

  • Comply with The Accountancy Board of Ohio’s CPE requirements for the permit status they hold in Ohio (unlimited or limited permit). 
  • If the individual does not hold a permit from The Accountancy Board of Ohio, they must comply with the requirements for the permit of its equivalent which they hold from another state or jurisdiction’s board of accountancy.

Affiliate categories of membership do not have a CPE requirement.

Accountancy Board CPE Requirements

The basic continuing professional education (CPE) requirement to obtain or renew the Ohio permit is 120 credits over a three-year period. For specific educational requirements, refer to the Accountancy Board of Ohio’s website.

New CPAs holding the Ohio permit are required to report 40 credits over a two-year period. A new CPA licensed in 2016, for example, will have a continuing education reporting period of January 1, 2016 through Dec. 31, 2016 and a requirement of 40 credits.

All CPAs holding the Ohio permit must take three credits in professional standards and responsibilities ("PSR") each reporting period. All OSCPA professional standards and responsibilities offerings fulfill the three credit Accountancy Board requirement.

Measuring Live Group Study CPE Credit

For each 50 minutes of continuous instruction, the Accountancy Board of Ohio awards one CPE credit. Beyond the first credit, each 10-minute period equals 0.2 credits and each 25-minute period equals 0.5 credits.