CLE Credit: This course consists of approximately 9.6 hours of continuing education, including up to 2 hours of ethics. You must let us know in advance of the conference the states or organizations for which you will need credit (see registration form). Credit hours for states will vary and are subject to each state’s approval and credit rounding rules. Foundation conferences are typically accredited by all mandatory CLE states and Canadian provinces, the AAPL, NADOA, and NALTA, and other professional organizations. Attorneys from certain states may be required to pay an additional fee. The Foundation is a State Bar of California MCLE-approved provider.
CPE Credit: NASBA has indicated that if an individual reviews a program and feels that it is relevant to their CPA practice, they can consult with their state accountancy board to request that the course be approved. CPE approval is state-by-state.
Registration Fees: Nonmembers are welcome to attend for only $95 and Government and Non-Profit attendees can register for only $65. Registration is limited for all sessions and networking events. If you register for a session or networking event that has reached registration capacity, you will be placed on a waitlist and notified. Registration fees Include electronic course materials. Registrations will be accepted only when accompanied by a check, money order, government purchase order or training form, credit card information, or wiring information. No registrations can be processed without payment.
Registration Cancellations: Refunds, less a $10 administrative fee, will be given for cancellations received by 3:00pm on Friday, July 17, 2020. No refunds will be given thereafter, although substitution of attendees may be made by contacting the Foundation. Cancellations must be made in writing or email to firstname.lastname@example.org. Registrants not entitled to a refund will receive a link to the written materials.
Support the Foundation: Please consider supporting the Foundation in other ways. If you are not a member, consider becoming a member or contributing to our student scholarship fund when you register.
Annual Institute Recordings: Annual Institute recordings will not be distributed free-of-charge to attendees. Registrants who would like access to the recordings after the Institute may purchase these recordings when they register at a discount- only $95 for members and nonmembers for only $155.
Recording: Audio and video recording, streaming, or other types of live or stored dissemination are not permitted without express authorization from the Foundation.
Proceedings: Registrants may purchase a hardbound copy of the published, professionally edited Proceedings (which will include 3 to 4 papers in addition to the speakers' papers) at a special rate of $130 and the Foundation will pay the tax and shipping and handling!