Event Policies

XBRL US, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Record retention

Records of attendee participation will be kept for 5 years.  A listing of all training workshop attendees (a spreadsheet document), including details about the presentation attended, will be updated at the conclusion of each training session and will contain the following information: attendee name, job title, company, phone number, email address, registration date, number of CPE credits earned by participants, program instructor(s) name(s) and date and location of program attended.  Additionally, for each program, the program outline/materials, Evaluation Forms, results of program evaluations and the names of all instructors, discussion leaders or program authors and their credentials will be retained for 5 years.

Refund Policy

Course payment via online or telephone credit card processing is expected at the time of registration.

Event locations, dates, times and costs are accurate and available on our main events calendar – registrants will be notified via email or phone of any change, with an option to cancel registration within three business days at no penalty.

Your XBRL US event registration is transferrable; in the event that a registrant cannot attend, (s)he must notify XBRL US, Inc. in writing, not less than 2 business days before the date of the workshop.  Written notification must include the name, job title, company and contact information of the person to whom the registration payment is transferred.

If a registrant withdraws from a course, the following refund policy applies:

• Withdraw more than 60 days prior to the event: 100% refund
• Withdraw between 30 and 60 days prior to the date of the event: 50% refund
• Withdraw up to 10 days prior to the date of the event: 15% refund
• Withdraw within 10 days of the event: no refund

Program Cancellation

XBRL US, Inc. reserves the right to cancel any and all training/workshop activities due to insufficient enrollment.  Notification of cancellation will be made by email and phone, with registrants being offered the opportunity to attend a similar course, if one is available. Registrants who cannot attend a similar event will be refunded 100% of the cost of the event.

Complaint Resolution Policy

All questions and issues related to workshop attendance, content and follow-up must be directed to David Tauriello, Vice President of Member Services at XBRL US, Inc.  Registrants who leave a voicemail message must provide contact information (phone and email address) for a reply.

David Tauriello
Vice President, Member Services
XBRL US, Inc.
1455 Pennsylvania Ave, 10th Floor, c/o AICPA
Washington, DC 20004

david.tauriello”at”xbrl.us
888-810-6907 or 202-448-1985

Course Update Policy

Workshop and training events offered are based on the latest information available at the time the workshop is initially planned.  Subsequent revisions are made to accommodate needs identified by registrants or to reflect emerging issues within the industry.  All existing courses are reviewed annually, and consider attendee evaluations, anecdotal feedback, and changes in industry standards in implementing changes to program design.

Attendance Monitoring Process

To ensure compliance with NASBA standards for the reporting and record retention of CPE credits, XBRL US adheres to the following attendance monitoring guidelines:

• Sign in/sign out sheets are required for all programs where CPE credit is offered.
• Participants must sign in upon arrival and indicate their time of arrival.
• Participants must sign out and indicate the time of their departure:
• When they expect not to return even though the program has not formally concluded
• When they will be absent from the program for a significant period of time
• Upon conclusion of each break-out session, if applicable
• Upon conclusion of the program

Sign in/sign out procedures do not need to be followed during scheduled breaks or meal periods.

Every program will be monitored by at least one XBRL US staff member (program administer) who will greet each participant as they arrive and ensure that sign in/sign out procedures are adhered to. In addition to sign in/sign out procedures, attendance monitoring may also include a number count throughout the day by the XBRL US program administer or program facilitator, where appropriate.

Certificates of completion will only be issued upon verification of attendance using sign in/sign out sheets and personal observation.